VRNS
Varonis Systems (VRNS)
NASDAQ
$34.91+$2.20 (+6.73%)
Price as of Jun 23, 2026 2:52 PM EDT
  • $3.8B
    Market Cap
  • -33.84%
    1-Year Change
  • Software - Infrastructure
    Industry

Key Performance

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  • Earnings Score: 45
  • Momentum Score: 25
  • True Yield: N/A
  • Financial Health Score: 20
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Latest Research & News

Kuehn Law Encourages Investors of Varonis Systems, Inc. to Contact Law Firm

Kuehn Law is investigating whether officers and directors of Varonis Systems breached fiduciary duties by misrepresenting or failing to disclose the company's inability to convert existing customers to its SaaS offering, which significantly impacted ARR growth potential. The firm is seeking shareholders who purchased VRNS stock prior to February 4, 2025.

06/01/2026, 10:47 AM • GlobeNewswire

Varonis Announces Integration with the Claude Compliance API

Varonis Systems announced an integration with Anthropic's Claude Compliance API, extending its Atlas AI Security Platform to monitor Claude Enterprise and Claude Platform usage across organizations. The integration enables security teams to gain visibility into AI activity, detect misuse, maintain audit records, and stress-test AI agents for vulnerabilities, addressing the growing need for oversight as AI systems become embedded in enterprise workflows.

05/21/2026, 1:00 PM • GlobeNewswire

Notice to Long-Term Shareholders of LKQ Corporation (NASDAQ: LKQ); Molina Healthcare, Inc. (NYSE: MOH); Power Solutions International, Inc. (NASDAQ: PSIX); and Varonis Systems, Inc. (VRNS): Grabar Law Office Investigates Claims on Your Behalf

Grabar Law Office is investigating securities fraud claims against LKQ Corporation, Molina Healthcare, Power Solutions International, and Varonis Systems. The investigations allege that officers and directors breached fiduciary duties through material misstatements regarding business performance, financial guidance, and operational capabilities. Long-term shareholders are encouraged to participate in class actions seeking corporate reforms and compensation.

05/03/2026, 1:04 PM • GlobeNewswire

RSA Conference 2026: Varonis CEO Yaki Faitelson to Deliver Keynote on Securing the Agentic AI Revolution

Varonis Systems CEO Yaki Faitelson will deliver a keynote at RSA Conference 2026 on March 25, discussing how AI is reshaping enterprise security. The company is showcasing its new Atlas AI security platform at the conference and announced it won five Global InfoSec Awards at the event.

03/25/2026, 6:00 AM • GlobeNewswire

VRNS DEADLINE ALERT: Varonis Systems (VRNS) Investors Alerted to Today’s Lead Plaintiff Deadline in Securities Class Action - Hagens Berman

Hagens Berman is notifying Varonis Systems investors of a March 9, 2026 lead plaintiff deadline in a securities class action lawsuit. The suit alleges that Varonis executives concealed renewal softness in its Federal vertical and on-premises business while promoting a SaaS transition. An October 28, 2025 disclosure revealed a 63.9% year-over-year decline in term license revenue, causing a 48% single-day stock crash that wiped out $3.8 billion in market value.

03/09/2026, 10:54 AM • GlobeNewswire

MONDAY DEADLINE: Varonis Systems, Inc. Investors with Significant Losses Have Opportunity to Lead Class Action - RGRD Law

Robbins Geller announces a class action lawsuit against Varonis Systems for allegedly misleading investors about revenue projections and growth prospects. The company's Q3 2025 results fell significantly short of guidance, causing the stock to plummet nearly 49%. Investors with substantial losses can seek appointment as lead plaintiff by the March 9, 2026 deadline.

03/07/2026, 2:23 PM • GlobeNewswire

VRNS DEADLINE NOTICE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Varonis Systems, Inc. Investors to Secure Counsel Before Important March 9 Deadline in Securities Class Action – VRNS

Rosen Law Firm announces a securities class action lawsuit against Varonis Systems, Inc. for allegedly making false statements about ARR projections and SaaS conversion capabilities. Investors who purchased VRNS stock between February 4, 2025 and October 28, 2025 may be eligible for compensation. The lead plaintiff deadline is March 9, 2026.

03/04/2026, 10:17 PM • GlobeNewswire

DEADLINE ALERT for VRNS, ARDT, CRWV, BBWI: Law Offices of Howard G. Smith Reminds Investors of Opportunity to Lead Securities Fraud Class Actions

Law Offices of Howard G. Smith has announced securities fraud class action lawsuits against four publicly-traded companies: Varonis Systems, Ardent Health, CoreWeave, and Bath & Body Works. The lawsuits allege that defendants made false or misleading statements regarding business operations, financial performance, and risk disclosures. Investors have until mid-March 2026 to file lead plaintiff motions.

03/04/2026, 12:00 PM • GlobeNewswire

VARONIS URGENT DEADLINE REMINDER: Bragar Eagel & Squire, P.C. Urgently Reminds Varonis Systems Stockholders with Large Losses to Contact the Firm Before March 9th Regarding Their Rights

A class action lawsuit has been filed against Varonis Systems for allegedly making materially false statements about its business prospects during the Class Period (February 4 - October 28, 2025). The company failed to disclose that it lacked the ability to maintain its ARR growth trajectory without high quarterly conversion rates. On October 28, 2025, Varonis reported a 63.9% decline in term license subscription revenues and reduced full-year ARR guidance, causing the stock to plummet 48.7% the following day. Investors who purchased shares during the Class Period have until March 9, 2026 to apply as lead plaintiff.

03/03/2026, 8:07 PM • GlobeNewswire

VARONIS URGENT DEADLINE REMINDER: Bragar Eagel & Squire, P.C. Urgently Reminds Varonis Systems Stockholders with Large Losses to Contact the Firm Before March 9th Regarding Their Rights

A class action lawsuit has been filed against Varonis Systems for allegedly making materially false statements about its business prospects during the Class Period (February 4 - October 28, 2025). The company failed to disclose that it lacked the ability to maintain its ARR growth trajectory without high quarterly conversion rates. On October 28, 2025, Varonis reported a 63.9% decline in term license subscription revenues year-over-year and reduced full-year ARR guidance, causing the stock to plummet 48.7% to $32.34 per share. Investors with losses are urged to contact the firm before the March 9, 2026 deadline to be appointed as lead plaintiff.

03/03/2026, 8:07 PM • GlobeNewswire

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Kyndryl Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines – KD

Pomerantz Law Firm has filed class action lawsuits against Kyndryl Holdings, Varonis Systems, and BlackRock TCP Capital Corp. for alleged securities fraud and unlawful business practices. Kyndryl's case was triggered by a late SEC filing notification, an ongoing SEC investigation into financial reporting, and the sudden departure of its CFO, General Counsel, and Global Controller. The company's stock fell 55% on February 9, 2026. Investors have until April 13, 2026, to join as lead plaintiffs.

03/03/2026, 1:58 PM • GlobeNewswire

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Varonis Systems, Inc. of Class Action Lawsuit and Upcoming Deadlines - VRNS

Pomerantz Law Firm has filed class action lawsuits against Varonis Systems, Kyndryl Holdings, and BlackRock TCP Capital Corp. for alleged securities fraud. The Varonis lawsuit stems from the company's October 2025 earnings miss, with a 63.9% decline in term license subscription revenues and a 48.67% stock price drop following the announcement.

03/03/2026, 1:55 PM • GlobeNewswire

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in BlackRock TCP Capital Corp. of Class Action Lawsuit and Upcoming Deadlines – TCPC

Pomerantz Law Firm has filed class action lawsuits against BlackRock TCP Capital Corp., Kyndryl Holdings, Inc., and Varonis Systems, Inc. for alleged securities fraud and unlawful business practices. BlackRock TCP's case involves significant NAV discrepancies, with the company reporting $9.23 per share in February 2025 before revealing the actual NAV was $7.05-$7.09 in January 2026, representing a 23.4% decline year-over-year. Investors have until April 6, 2026, to request Lead Plaintiff status.

03/03/2026, 1:55 PM • GlobeNewswire

Shareholders of Varonis Systems, Inc. Should Contact Levi & Korsinsky Before March 9, 2026 to Discuss Your Rights – VRNS

Levi & Korsinsky has filed a class action securities lawsuit against Varonis Systems for alleged fraud between February and October 2025. The company allegedly made false statements about its ability to convert customers to its SaaS offering. On October 28, 2025, Varonis disclosed disappointing Q3 results with significant ARR misses and reduced guidance, causing its stock to plummet 48.67% in a single day from $63.00 to $32.34 per share. Investors have until March 9, 2026 to join the lawsuit.

03/02/2026, 4:00 PM • GlobeNewswire

DEADLINE ALERT for AGL, FRMI, VRNS, and ARDT: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders

The Law Offices of Frank R. Cruz has announced class action lawsuits against four publicly-traded companies for allegedly making materially false and misleading statements to investors. Agilon Health is accused of issuing unachievable 2025 guidance; Fermi Inc. of overstating tenant demand for Project Matador; Varonis Systems of failing to disclose growth trajectory challenges; and Ardent Health of misrepresenting accounts receivable practices and insurance coverage. Lead plaintiff deadlines range from March 2-9, 2026.

03/02/2026, 10:48 AM • GlobeNewswire

Peers

Statistics

More
Day Range
$32.04
$34.20
$32.71
1-Year Range
$20.19
$63.31
$32.71
Latest Close$32.71
Change
-$0.67 (-2.05%)
Volume1,096,330
Market Cap$3.8B
Shares Outstanding114.8M
P/E (TTM)-28.89
Diluted EPS (TTM)-$1.13
Enterprise Value$4.0B

Information as of 06/22/2026

Company Profile

VARONIS SYSTEMS INC
VARONIS SYSTEMS INC
https://www.varonis.com
$3.8B
Market Cap
-$130.4M
Net Income
Sector: Technology
Industry: Software - Infrastructure
801 Brickell Avenue, Miami, FL, United States, 33131
877 292 8767

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.

Key Executives

  • Yakov Faitelson
  • Guy Melamed
  • Dov Gottlieb
  • James O'Boyle
  • Gregory Pomeroy

Current Ownership Distribution

  • Institutions2.0B (71.82%)
  • Mutual Funds763.3M (27.75%)
  • Insiders11.9M (0.43%)
  • Other0 (0.00%)