VRNS - Varonis Systems, Inc.
Varonis Systems remains a hold as Q2 2026 showed solid SaaS growth but profitability and margin improvements lagged expectations. SaaS ARR ex-conversions grew 25% y/y; management raised FY2026 SaaS ARR guidance, but Q4 2026 requires a significant acceleration in net new ARR. Platform opportunity is credible, with broad deployments and vendor consolidation trends supporting long-term growth potential.
MIAMI, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced Agent Intent-Based Access Control (IBAC), a new capability in Varonis Atlas that lets businesses connect AI agents to their enterprise data with safeguards that stop dangerous or out-of-policy behavior. Agents are making headlines for going rogue, exposing sensitive company data and, in one case, deleting an entire production database.
Arrowstreet Capital Limited Partnership lifted its position in shares of Varonis Systems, Inc. (NASDAQ: VRNS) by 218.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,409,487 shares of the technology company's stock after buying an additional 966,817
VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.
Varonis Systems Inc (NASDAQ:VRNS) on Tuesday posted better-than-expected earnings for the second quarter.
Varonis Systems, Inc. (VRNS) Q2 2026 Earnings Call Transcript
Varonis Systems (VRNS) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.03 per share a year ago.
Although the revenue and EPS for Varonis (VRNS) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Varonis Systems NASDAQ: VRNS reported second-quarter 2026 results that exceeded the company's guidance range, as management cited continued demand for data security and AI security capabilities, growth in new-customer activity, and rising adoption of newer products.
SaaS ARR, excluding conversions increased 25% year-over-yearTotal SaaS ARR was $726.0 million, up 52% year-over-year MIAMI, July 28, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced financial results for the second quarter ended June 30, 2026. Yaki Faitelson, Varonis CEO, said, “Our Q2 results were highlighted by SaaS ARR excluding conversions growth of 25%, SaaS ARR from new logos growing more than 20% and increasing momentum from our newer products, including Atlas, Interceptor, and Database Activity Monitoring.
American Capital Management Inc. boosted its holdings in Varonis Systems, Inc. (NASDAQ: VRNS) by 54.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,328,379 shares of the technology company's stock after acquiring an additional 819,340 shares during the quarter. Varonis Systems
MIAMI, July 27, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, returns to Las Vegas this August for Black Hat USA 2026 and DEF CON 34. Visit booth #2948 to learn how Varonis secures AI and agents, attend Varonis Threat Labs sessions, and play this summer's hottest CTF, Breach at the Beach.
First Trust Advisors LP decreased its holdings in shares of Varonis Systems, Inc. (NASDAQ: VRNS) by 36.7% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,803,987 shares of the technology company's stock after selling 1,623,258 shares during the quarter. First
MIAMI, July 14, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, today announced that Varonis Atlas extended its AI security coverage to Claude Code and Claude Cowork. With the announcement, Varonis helps support enterprises that rely on Anthropic's Claude suite, whether they use agentic AI for software development or file-based knowledge work.
MIAMI, July 09, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, announced that it will report its second quarter 2026 financial results following the close of the U.S. financial markets Tuesday, July 28, 2026.
MIAMI, July 08, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, today announced support for Cursor, the AI-native coding tool. Varonis Atlas provides runtime enforcement, threat detection, and full session forensics for Cursor, delivering visibility and control across the agentic development lifecycle.
MIAMI, July 02, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, proudly announced it has been recognized by customers as a Gartner® Peer Insights™ Customers' Choice for Data Security Posture Management (DSPM). This recognition marks the third consecutive time Varonis earned this distinction.
MIAMI, June 30, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced its Data Security Platform attained GovRAMP Authorization. This latest third-party validation confirms that Varonis meets rigorous security requirements for serving state, local, tribal, and educational government agencies.
Pre-Market Stock Futures: Futures are trading higher this morning, but if you've ever heard the old saying, "when the chips are down", that was the poster child phrase for Tuesday's session, as technology stocks, and specifically the semiconductor stocks, followed a worldwide sell-off that initially began in Korea and carried around the globe. When... Here Are Wednesday's Best Wall Street Analyst Research Calls: Devon Energy, Flowserve, Klaviyo, Macerich, Merck, Nucor, Take-Two Interactive Software, Twilio, and More
Varonis (VRNS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.