VRNS — VARONIS SYSTEMS INC

Nasdaq · Information Technology · Software · CIK 1361113 ·
Last close
$33.34
Market Cap
$3.83B
52W High
$36.27
52W Low
$19.70
ADV30
2,057,843
Next earnings
2026-07-28
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
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
Jun 2025 152,163,000 120,914,000 -36,552,000 -35,824,000 1,615,012,000 199,231,000 1,273,513,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$134,473,000
Investing CF
$87,511,000
Financing CF
$-195,752,000
CapEx
$-18,876,000
Dividends Paid
Buybacks
$-188,736,000
EPS Diluted TTM
$-1.14
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-906,333,000
Inventory
Receivables
$156,617,000
ST Investments
$606,570,000
EBIT TTM
$-110,467,000
Pretax Income TTM
$-124,540,000
Interest Exp TTM
Analysts
21

Yahoo Snapshot (yfinance, live)

Total Revenue
$660,235,008
EBITDA
$-131,850,000
Free Cash Flow
$181,249,504
Enterprise Value
$3,564,163,840
Total Cash
$785,908,992
Total Debt
$522,168,992
Shares Out
114,814,150
Trailing EPS
$-1.13
Book Value
$3.95
ROE
-31.8%
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
$0.38

Max Pain — expiry 2026-06-18

max pain strike: $30.00 · spot: $33.89 · call oi: 14,116 · put oi: 1,771
Expected Move to 2026-06-18: ±$2.20 (6.49%) — implied range $31.69$36.09 · ATM straddle on $35.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
APPF APPFOLIO INC $3.87B $161.21
QLYS QUALYS, INC. $3.92B $111.24
MNDY monday.com Ltd. $3.97B $77.57
BOX BOX INC $3.52B $25.39
DBX DROPBOX, INC. $4.28B $27.09

News headlines (Yahoo Finance, 1h cache)

3 Small-Cap Stocks with Questionable Fundamentals
2026-06-11 12:09 · Yahoo
A Look At Varonis Systems (VRNS) Valuation After Strong Q1 Results And AI Data Security Momentum
2026-06-09 11:09 · Yahoo
Q1 Earnings Outperformers: Varonis Systems (NASDAQ:VRNS) And The Rest Of The Cybersecurity Stocks
2026-06-08 21:57 · Yahoo
Qualys (QLYS) Up 22.9% Since Last Earnings Report: Can It Continue?
2026-06-04 15:30 · Yahoo
KeyBanc Initiates Coverage on Varonis Systems (VRNS) as AI Drives Data Security Demand
2026-06-03 08:20 · Yahoo
Varonis Systems, Nutanix, and Bandwidth Shares Skyrocket, What You Need To Know
2026-05-30 00:08 · Yahoo
2 Growth Stocks with Explosive Upside and 1 We Avoid
2026-05-29 19:20 · Yahoo
How The Varonis Systems (VRNS) Story Is Shifting With AI Security And SaaS Execution Questions
2026-05-29 10:03 · Yahoo
Guidewire Software and Varonis Systems Shares Are Soaring, What You Need To Know
2026-05-29 05:26 · Yahoo
Why Is Varonis (VRNS) Up 10.8% Since Last Earnings Report?
2026-05-28 15:30 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.