Barclays Cuts Varonis Systems (NASDAQ:VRNS) Price Target to $50.00

Varonis Systems (NASDAQ:VRNS) had its price objective cut by Barclays from $52.00 to $50.00 in a report issued on Wednesday,Benzinga reports. They currently have an overweight rating on the technology company’s stock.

Other analysts have also issued reports about the company. TD Cowen boosted their target price on Varonis Systems from $40.00 to $50.00 and gave the company a “buy” rating in a research report on Monday, July 13th. UBS Group boosted their price target on shares of Varonis Systems from $37.00 to $58.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Truist Financial upped their price target on shares of Varonis Systems from $34.00 to $52.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. B. Riley Financial raised their price objective on shares of Varonis Systems from $45.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, Susquehanna lifted their price objective on shares of Varonis Systems from $30.00 to $36.00 and gave the company a “positive” rating in a research note on Wednesday, April 29th. Seventeen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $49.05.

Varonis Systems Price Performance

Shares of NASDAQ:VRNS opened at $39.95 on Wednesday. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.65 and a quick ratio of 1.69. The company has a market cap of $4.59 billion, a price-to-earnings ratio of -32.48 and a beta of 0.83. Varonis Systems has a one year low of $19.70 and a one year high of $63.90. The firm has a 50 day simple moving average of $39.20 and a 200 day simple moving average of $30.70.

Varonis Systems (NASDAQ:VRNS) last announced its quarterly earnings results on Tuesday, July 28th. The technology company reported $0.04 EPS for the quarter, beating analysts’ consensus estimates of $0.01 by $0.03. The firm had revenue of $180.02 million for the quarter, compared to analyst estimates of $176.83 million. Varonis Systems had a negative return on equity of 19.18% and a negative net margin of 20.55%.The business’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same period last year, the firm posted $0.03 earnings per share. Varonis Systems has set its FY 2026 guidance at 0.140-0.150 EPS and its Q3 2026 guidance at 0.020-0.030 EPS. Research analysts predict that Varonis Systems will post -1.02 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Varonis Systems

Several institutional investors and hedge funds have recently added to or reduced their stakes in VRNS. GAMMA Investing LLC boosted its stake in shares of Varonis Systems by 76.2% in the 2nd quarter. GAMMA Investing LLC now owns 2,408 shares of the technology company’s stock worth $101,000 after buying an additional 1,041 shares during the last quarter. Harbor Investment Advisory LLC bought a new position in Varonis Systems in the second quarter worth approximately $71,000. Versant Capital Management Inc raised its position in Varonis Systems by 27.3% in the second quarter. Versant Capital Management Inc now owns 4,232 shares of the technology company’s stock worth $178,000 after acquiring an additional 907 shares during the period. Pacer Advisors Inc. raised its position in Varonis Systems by 26.2% in the first quarter. Pacer Advisors Inc. now owns 14,688 shares of the technology company’s stock worth $315,000 after acquiring an additional 3,051 shares during the period. Finally, Parallel Advisors LLC boosted its stake in shares of Varonis Systems by 1,025.4% during the 1st quarter. Parallel Advisors LLC now owns 3,320 shares of the technology company’s stock worth $71,000 after acquiring an additional 3,025 shares during the last quarter. Hedge funds and other institutional investors own 95.65% of the company’s stock.

Key Stories Impacting Varonis Systems

Here are the key news stories impacting Varonis Systems this week:

• Positive Sentiment: Multiple analysts raised targets: Susquehanna lifted its target to $55, TD Cowen to $53, and Robert W. Baird to $45, suggesting substantial potential appreciation from recent trading levels. Susquehanna Raises Price Target TD Cowen Raises Price Target Baird Raises Price Target
• Positive Sentiment: D.A. Davidson and Rosenblatt Securities maintained Buy ratings, while Piper Sandler indicated that the stock is expected to rise. Needham also forecast strong price appreciation. D.A. Davidson Buy Rating Rosenblatt Buy Rating
• Positive Sentiment: Varonis recently exceeded quarterly earnings and revenue expectations, reporting $0.04 in EPS versus a $0.01 consensus estimate and revenue of $180.02 million versus $176.83 million. Revenue increased 18.3% year over year, supporting the bullish outlook. Varonis 2026 Q2 Results
• Neutral Sentiment: Citigroup raised its price target from $30 to $45 but retained a Neutral rating. Brokerages overall classify VRNS as a “Moderate Buy,” though analysts remain divided on valuation and upside. Consensus Moderate Buy Rating
• Negative Sentiment: An analyst downgrade prompted a reported 7.3% decline in the shares, highlighting near-term valuation concerns despite the predominantly positive analyst commentary. Barclays also reduced its target to $50, adding to the mixed signals. Analyst Downgrade Barclays Lowers Price Target

About Varonis Systems

Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company’s flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.

Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.