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- $3.8BMarket Cap
- -33.84%1-Year Change
- Software - InfrastructureIndustry
Varonis Systems (VRNS)
Key Performance
More- Earnings Score: 45
- Momentum Score: 25
- True Yield: N/A
- Financial Health Score: 20
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MoreInformation as of 06/22/2026
Company Profile
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%)