Varonis Systems Inc is a cybersecurity company that specializes in protecting data from insider threats and cyberattacks. The company provides solutions that help organizations manage, analyze, and secure their sensitive data across various platforms, including on-premises and cloud environments. Their software focuses on monitoring user activities, detecting anomalies, and ensuring compliance with data protection regulations. By leveraging advanced analytics and machine learning, Varonis assists businesses in maintaining data privacy, preventing data breaches, and improving overall data governance. Read More
Shares of data protection and security software company Varonis (NASDAQ:VRNS) jumped 5.2% in the afternoon session after the company posted strong second-quarter earnings that surpassed analyst expectations and raised its full-year guidance. The data security firm reported earnings of $0.03 per share, which surpassed the consensus estimate of $0.01, while revenues of $152.16 million also topped forecasts. Management expressed confidence in its ongoing transition to a Software-as-a-Service (SaaS) model, a subscription-based delivery method for software. Varonis increased its Annual Recurring Revenue (ARR) growth target for 2025 to 17% and noted its SaaS mix was projected to reach 82% by year-end. The positive results prompted multiple analysts to raise their price targets, including Needham, RBC Capital, and Cantor Fitzgerald. The stock's move also occurred amid broader activity in the cybersecurity sector, which potentially increased investor focus on the industry.
Data protection and security software company Varonis (NASDAQ:VRNS) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 16.7% year on year to $152.2 million. Guidance for next quarter’s revenue was optimistic at $165.5 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $0.03 per share was $0.02 above analysts’ consensus estimates.
Varonis Systems (VRNS) beat Q2 2025 revenue and EPS estimates, with strong SaaS growth and cash flow, but shares dipped slightly in after-hours trading.
Data protection and security software company Varonis (NASDAQ:VRNS) will be reporting results this Tuesday after market close. Here’s what to look for.
Shares of data protection and security software company Varonis (NASDAQ:VRNS) jumped 3.2% in the afternoon session after analyst Jefferies upgraded the stock to Buy from Hold, raising its price target to $65 from $50.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Varonis (NASDAQ:VRNS) and the rest of the cybersecurity stocks fared in Q1.
Shares of data protection and security software company Varonis (NASDAQ:VRNS) jumped 3.3% in the morning session after Wells Fargo raised its price target on the company's stock to $51 from $46, while maintaining an Equal Weight rating. The bank's analyst noted that the Data Protection market is gaining momentum, partly due to the rollout of Agentic AI technologies, which could benefit Varonis in the long term. Wells Fargo indicated that after speaking with larger resellers, it had developed "a more constructive view on the outlook for Varonis.".
A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Software is eating the world, and virtually no business is left untouched by it. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility.
Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 7.1%. This drawdown was disappointing since the S&P 500 stood firm.
Data protection and security software company Varonis (NASDAQ:VRNS) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 19.6% year on year to $136.4 million. The company expects next quarter’s revenue to be around $147.5 million, close to analysts’ estimates. Its non-GAAP profit of $0 per share was significantly above analysts’ consensus estimates.
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
