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$VRNS

13 stories mentioning VRNSUpdated 1d ago

Every FINWIRES story that references VRNS, newest first.

Wire

Varonis Systems Q2 Adjusted Earnings, Revneue Rise; Q3 Guidance Set

Varonis Systems (VRNS) reported Q2 adjusted earnings late Tuesday of $0.04 per diluted share, up from $0.03 a year earlier.Analysts polled by FactSet expected $0.01.Revenue for the three months ended June 30 was $180 million, up from $152.2 million a year earlier.Analysts expected $176.8 million.For Q3, the company expects adjusted EPS of $0.02 to $0.03 on revenue of $185 million to $188 million. Analysts expect EPS of $0.02 on revenue of $186.1 million.For the full-year 2026, the company now expects adjusted EPS of $0.14 to $0.15 on revenue of $735 million to $739 million.Analysts expect EPS of $0.12 on revenue of $734.4 million.

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Wire

UBS Adjusts Varonis Systems Price Target to $58 From $37, Maintains Buy Rating

Varonis Systems (VRNS) has an average rating of overweight and mean price target of $44.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $48.05, Change: $+0.60, Percent Change: +1.26%

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Wire

Varonis Systems Extends Atlas AI Security Coverage to Claude Enterprise Suite

Varonis Systems (VRNS) said Tuesday its Atlas platform has extended artificial intelligence security coverage across Anthropic's Claude enterprise suite, including Claude Code and Claude Cowork.The expansion adds runtime guardrails, activity monitoring, AI security posture management and inventory capabilities for Claude Code, while Claude Cowork receives runtime guardrails and activity monitoring, Varonis Systems said.Shares of Varonis were up more than 1% in early Tuesday trading.Price: $45.88, Change: $+0.50, Percent Change: +1.10%

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Wire

Varonis Systems Would Be `Interesting M&A Candidate,' RBC Says

Varonis Systems' (VRNS) would make an "interesting M&A candidate," RBC Capital Markets analysts said in a note to clients on Wednesday, after Bloomberg reported that the company may be exploring a sale.With Varonis Systems positioned as a software as a service-only solution today, the company's financial profile could make sense with improving margins coming out of the SaaS transition, RBC said.Competition is intensifying with data security and governance features likely to be consolidated to a broader platform vendor, and there could be a window of opportunity for Varonis to sell before competition increases further, the bank said.RBC maintained its outperform rating on Varonis with a $36 price target.Price: $36.03, Change: $+1.00, Percent Change: +2.85%

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Research

Stephens Upgrades Varonis Systems to Overweight From Equalweight, Adjusts Price Target to $45 From $33

Varonis Systems (VRNS) has an average rating of overweight and mean price target of $37.48, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

Update: Market Chatter: Varonis Weighs Sale Options Amid Private Equity Interest, Shares Rise

(Updates to add share movement in paragraph 3 and headline)Varonis Systems (VRNS) is exploring a potential sale after receiving takeover interest from private equity firms including Blackstone (BX), Thoma Bravo and Vista Equity Partners, Bloomberg reported Tuesday, citing people familiar with the matter.The deliberations are at an early stage and there is no certainty the company will pursue a sale or reach a deal, according to the report.Shares of Varonis were up over 8% in afternoon trading.Varonis did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $35.44, Change: $+2.73, Percent Change: +8.35%

$BX$VRNS
Sectors

Sector Update: Tech Stocks Fall Tuesday Afternoon

Tech stocks were sharply lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 3.1% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 5.8%.The Philadelphia Semiconductor index slumped 7%.In corporate news, Alphabet's (GOOG, GOOGL) Google is supporting a new 12-week incubator for AI startups founded by former Google employees, Bloomberg reported. Its shares were down 0.5%.Oracle's (ORCL) total workforce fell by about 21,000 employees, or 13%, in fiscal 2026 to 141,000 as of May 31, Reuters reported. Oracle shares were falling 4%.Varonis Systems (VRNS) is exploring a potential sale after receiving takeover interest from private equity firms including Blackstone (BX), Thoma Bravo and Vista Equity Partners, Bloomberg reported. Varonis shares jumped past 9%.IBM (IBM) shares gained 5.3% after Morgan Stanley raised its price target to $267 from $225, while keeping its equalweight rating.

$GOOG$GOOGL$IBM$ORCL$VRNS
Wire

Market Chatter: Varonis Systems Weighs Sale Options Amid Private Equity Interest

Varonis Systems (VRNS) is exploring a potential sale after receiving takeover interest from private equity firms including Blackstone (BX), Thoma Bravo and Vista Equity Partners, Bloomberg reported Tuesday, citing people familiar with the matter.The deliberations are at an early stage and there is no certainty the company will pursue a sale or reach a deal, according to the report.Varonis did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $37.75, Change: $+5.04, Percent Change: +15.39%

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Research

KeyBanc Initiates Varonis Systems at Sector Weight

Varonis Systems (VRNS) has an average rating of overweight and mean price target of $36.71, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

CrowdStrike, SailPoint, Tenable, Varonis Integrate With Claude Compliance API

CrowdStrike Holdings (CRWD), SailPoint (SAIL), Tenable Holdings (TENB) and Varonis Systems (VRNS) on Thursday announced integrations with Anthropic's Claude Compliance API to expand visibility, governance and security controls around enterprise AI usage.The integrations are designed to help companies monitor Claude activity as AI tools become embedded in workflows, providing visibility into user activity, compliance monitoring, threat detection and governance controls.CrowdStrike said the integration brings Claude Enterprise and Claude Platform activity into its Falcon platform for centralized "visibility, detection, response, and governance," while SailPoint said its connector gives organizations "essential visibility and governance" and addresses risks tied to "Shadow AI."Varonis said the integration brings Claude activity into its Atlas AI Security Platform, enabling monitoring, alerts and governance capabilities. Tenable said its integration allows organizations to "secure their AI estate with deterministic precision" and move "from reactive security protocols to proactive, machine-speed exposure management."Price: $648.94, Change: $-1.17, Percent Change: -0.18%

$CRWD$SAIL$TENB$VRNS
Research

Rosenblatt Initiates Varonis Systems at Buy

Varonis Systems (VRNS) has an average rating of overweight and mean price target of $36.71, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

Varonis Systems' AI Story Remains Undervalued, Wedbush Says

Varonis Systems' (VRNS) AI story remains undervalued as it advances to capture market opportunity amid rising demand from clients to secure their data and AI stacks, Wedbush Securities said in a note Wednesday.The Q1 beat was a "good step in the right direction" for the company, which remains a prime acquisition candidate given its robust market position, analysts wrote.The company is prioritizing AI-driven automation with the launch of cybersecurity platform Varonis Atlas after the acquisition of AllTrue.ai amid the need for end-to-end visibility and management of agent models, according to the note.Wedbush reiterated its outperform rating on the stock and boosted its price target to $37 per share from $35.Shares of Varonis were up more than 5% in Wednesday trading.Price: $26.77, Change: $+1.33, Percent Change: +5.23%

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Wire

Wedbush Lifts Price Target on Varonis Systems to $37 From $35, Keeps Outperform Rating

Varonis Systems (VRNS) has an average rating of overweight and mean price target of $36.45 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $27.07, Change: $+1.63, Percent Change: +6.41%

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