Varonis Systems (VRNS) Expected to Announce Quarterly Earnings on Tuesday

Varonis Systems (NASDAQ:VRNS) is anticipated to release its Q4 2025 results before the market opens on Tuesday, February 3rd. Analysts expect Varonis Systems to post earnings of $0.03 per share for the quarter. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 4:30 PM ET.

Varonis Systems Price Performance

VRNS opened at $29.84 on Friday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.75. The stock has a market capitalization of $3.52 billion, a P/E ratio of -29.25 and a beta of 0.56. The stock has a 50-day moving average price of $33.16 and a 200-day moving average price of $46.12. Varonis Systems has a 12-month low of $29.75 and a 12-month high of $63.90.

Institutional Trading of Varonis Systems

Several institutional investors and hedge funds have recently bought and sold shares of VRNS. EverSource Wealth Advisors LLC grew its holdings in Varonis Systems by 344.3% in the second quarter. EverSource Wealth Advisors LLC now owns 1,213 shares of the technology company’s stock worth $62,000 after purchasing an additional 940 shares during the period. Harvest Fund Management Co. Ltd purchased a new stake in shares of Varonis Systems in the 3rd quarter worth approximately $68,000. Advisory Services Network LLC purchased a new stake in shares of Varonis Systems in the 3rd quarter worth approximately $75,000. Caxton Associates LLP bought a new position in Varonis Systems during the 1st quarter valued at approximately $200,000. Finally, Twin Tree Management LP purchased a new position in Varonis Systems during the third quarter valued at $211,000. 95.65% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on VRNS. Truist Financial reiterated a “buy” rating and set a $50.00 price target (down from $70.00) on shares of Varonis Systems in a research report on Wednesday, October 29th. UBS Group set a $50.00 price objective on shares of Varonis Systems in a research note on Monday, January 26th. Zacks Research upgraded shares of Varonis Systems from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 11th. Weiss Ratings restated a “sell (d-)” rating on shares of Varonis Systems in a research report on Wednesday, January 21st. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Varonis Systems in a research note on Wednesday, January 7th. Fifteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $53.50.

Key Headlines Impacting Varonis Systems

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

• Negative Sentiment: Frank R. Cruz law firm says Varonis shareholders who lost money can seek lead?plaintiff status in a securities fraud suit alleging misstatements about the SaaS transition. Read More.
• Negative Sentiment: Hagens Berman issued an investor alert highlighting a securities class action that accuses Varonis of misleading the market on its ability to convert on?prem customers to SaaS; the firm reminds investors of the March 9, 2026 lead?plaintiff deadline. Read More.
• Negative Sentiment: Bronstein, Gewirtz & Grossman announces a class action filed against Varonis and certain officers seeking recovery for investors who bought shares during the alleged misstatement period (Feb 4–Oct 28, 2025). Read More.
• Negative Sentiment: Kessler Topaz issued a shareholder reminder about the securities?fraud class action and the class period (Feb 4–Oct 28, 2025), encouraging claims before the deadline. Read More.
• Negative Sentiment: Levi & Korsinsky notifies shareholders of the class action and urges affected investors to inquire about joining the case—another sign of multiple firms pursuing similar claims. Read More.
• Negative Sentiment: Bragar Eagel & Squire reminds investors of the March 9 lead?plaintiff deadline and solicits contacts from those who experienced losses during the alleged class period. Read More.
• Negative Sentiment: Rosen Law Firm and Pomerantz (separate notices) also alert investors about the class action and deadlines—reinforcing that many firms expect damages claims tied to the SaaS transition messaging. Read More. Read More.
• Negative Sentiment: The Gross Law Firm and Faruqi & Faruqi issued investor notices investigating potential claims and encouraging affected shareholders to seek lead?plaintiff status—adding to legal cost and distraction risk. Read More. Read More.
• Negative Sentiment: Robbins Geller and Bernstein Liebhard also announced opportunities for lead?plaintiff applications and investigations, signaling widespread plaintiff?firm interest that typically increases settlement leverage against companies. Read More. Read More.
• Negative Sentiment: Seeking Alpha commentary argues Varonis is being outpaced by larger rivals as cloud/SaaS trends benefit giants — a narrative that can weigh on sentiment beyond the litigation headlines. Read More.

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.