VRNS — VARONIS SYSTEMS INC

Nasdaq · Information Technology · Software · CIK 1361113 ·
Last close
$41.05
Market Cap
$4.72B
52W High
$49.54
52W Low
$29.92
ADV30
1,743,173
Next earnings
2026-10-27
Varonis Systems, Inc. provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of worlds. The company offers Varonis Data Security Platform, a Software-as-a-Service solution which includes Data security posture management, Data access intelligence, Data discovery & classification, Discovery policy library, least privilege automation, Data activity monitoring, Data detection and response, and User & entity behavior analytics. It also provides Protection Packages, such as Microsoft 365, Windows & NAS, Hybrid, and Cloud Environments, as well as Database and Email Security Capabilities and On-Premises Subscription Products. It serves the financial services, public, healthcare, industrial, insurance, energy and utilities, technology, construction and engineering, education, and consumer and retail industries. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in Miami, Florida.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026 180,023,000 135,511,000 -40,631,000 -46,809,000 1,654,395,000 233,643,000 1,209,902,000
Mar 2026 173,126,000 131,556,000 -44,481,000 -36,854,000 1,634,577,000 179,339,000 1,181,064,000
Dec 2025 173,369,000 136,811,000 -30,262,000 -27,775,000 1,791,612,000 202,482,000 1,192,956,000
Sep 2025 161,577,000 126,428,000 -35,934,000 -29,942,000 1,665,006,000 157,354,000 1,060,171,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$138,205,000
Investing CF
$53,746,000
Financing CF
$-157,539,000
CapEx
$-19,902,000
Dividends Paid
Buybacks
$-150,000,000
EPS Diluted TTM
$-1.23
As of
2026-08-02

Balance + Analyst (yfinance extras)

Retained Earnings
$-953,142,000
Inventory
Receivables
$150,896,000
ST Investments
$464,623,000
EBIT TTM
$-114,546,000
Pretax Income TTM
$-134,349,000
Interest Exp TTM
$763,000
Analysts
22

Yahoo Snapshot (yfinance, live)

Total Revenue
$688,094,976
EBITDA
$-130,704,000
Free Cash Flow
$138,683,008
Enterprise Value
$4,545,131,008
Total Cash
$698,265,984
Total Debt
$528,374,016
Shares Out
114,860,485
Trailing EPS
$-1.21
Book Value
$3.87
ROE
-36.0%
ROA
-5.7%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 623,532,000 -146,514,000 -129,324,000 1,791,612,000 1,192,956,000 147,431,000
Dec 2024 550,950,000 -117,651,000 -95,765,000 1,664,275,000 1,208,619,000 115,200,000
Dec 2023 499,160,000 -117,223,000 -100,916,000 1,103,910,000 614,262,000 59,416,000
Dec 2022 473,634,000 -121,228,000 -124,518,000 1,043,732,000 541,607,000 11,871,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$0.41

Max Pain — expiry 2026-12-18

max pain strike: $30.00 · spot: $41.05 · call oi: 3,295 · put oi: 2,345
Expected Move to 2026-12-18: ±$11.00 (26.80%) — implied range $30.05$52.05 · ATM straddle on $40.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
OCTV Octave Intelligence plc $4.72B $18.32
BOX BOX INC $4.64B $33.47
BILL BILL Holdings, Inc. $4.80B $48.16
YOU Clear Secure, Inc. $4.60B $44.70
BB BLACKBERRY Ltd $4.48B $7.65

News headlines (Yahoo Finance, 1h cache)

Varonis (VRNS) Stock May Be 43% Undervalued Despite Sales Concerns
2026-08-21 02:09 · Yahoo
1 Cash-Producing Stock Worth Your Attention and 2 We Find Risky
2026-08-16 14:53 · Yahoo
Varonis to Present at Upcoming Investor Conference
2026-08-10 20:05 · Yahoo
Varonis Introduces Agent Intent-Based Access Control
2026-08-03 13:00 · Yahoo
Why Varonis Systems (VRNS) Stock Is Down Today
2026-07-30 12:13 · Yahoo
Varonis Systems Q2 Earnings Call Highlights
2026-07-28 22:04 · Yahoo
Varonis Systems (VRNS) Q2 Earnings and Revenues Top Estimates
2026-07-28 22:00 · Yahoo
Varonis Systems’s (NASDAQ:VRNS) Q2 CY2026: Beats On Revenue But Stock Drops
2026-07-28 20:32 · Yahoo
Will Varonis’ Expanded Claude AI Coverage Reshape Varonis Systems' (VRNS) Data Security Narrative?
2026-07-28 00:16 · Yahoo
Varonis Heads to Black Hat USA 2026 and DEF CON 34
2026-07-27 13:00 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.