VRNSVaronis Systems, Inc.

$41.41

Price

$41.41-24%1Y
1M-7.6%1Y-24%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Above average
8/10
Value79
Quality46
Momentum56
Growth75
Strongest Value, weakest Quality · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

Varonis is a data security company focused on protecting what matters most to organizations: their data. Modern enterprises run on data that is created, copied, shared and accessed across cloud services, SaaS applications and on-premises environments, often faster than security teams can see, understand or control. We started Varonis around a simple observation that we believe has only intensified over time: the ability to create and share data scales far faster than the ability to secure it.

In the company’s own words · 10-K filed Feb 4, 2026 · SEC EDGAR

P/E (TTM)-
Market Cap$3.92B
1Y Return-24%
5Y Return-32%

Business segments

Q1 2026 · $173.1M

The company’s own SEC segment disclosure.

  • US$124.0M72%
  • EMEA$35.8M21%
  • Rest Of World$13.3M8%

Varonis Systems, Inc. (VRNS) reported revenue of $180M in Q2 2026 (quarter ended June 30, 2026), up 18% from the same quarter a year earlier. That came with a gross margin of 75% and net loss of $47M. For the full year FY2025, revenue was $624M (+13% year on year) and net income −$129M. Its largest region in 2026-Q1 was US at $124M, 72% of the disclosed total, just ahead of EMEA at 21%.

Raw charts

10 series · TTM

As reported to the SEC, without any scoring.