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Varonis Systems (NASDAQ:VRNS) Updates Q3 2025 Earnings Guidance

Varonis Systems logo with Computer and Technology background

Key Points

  • Varonis Systems has updated its Q3 2025 earnings guidance, projecting an earnings per share (EPS) of 0.070-0.080, surpassing the consensus estimate of 0.053, along with revenue guidance of $163.0 million-$168.0 million.
  • Analysts have shown a range of sentiment, with Varonis receiving upgrades and downgrades; notably, Jefferies upgraded the company to a "buy" rating with a target price increase to $65.00.
  • The company's stock is currently experiencing a slight decline, trading down 0.3% to $54.23, with a market cap of $6.07 billion.
  • MarketBeat previews the top five stocks to own by September 1st.

Varonis Systems (NASDAQ:VRNS - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.070-0.080 for the period, compared to the consensus EPS estimate of 0.053. The company issued revenue guidance of $163.0 million-$168.0 million, compared to the consensus revenue estimate of $161.5 million. Varonis Systems also updated its FY 2025 guidance to 0.160-0.180 EPS.

Varonis Systems Stock Performance

VRNS traded down $0.78 during trading hours on Friday, hitting $55.06. The stock had a trading volume of 698,864 shares, compared to its average volume of 1,564,796. The company's fifty day simple moving average is $50.60 and its 200 day simple moving average is $45.45. Varonis Systems has a 1 year low of $36.53 and a 1 year high of $60.58. The stock has a market cap of $6.16 billion, a PE ratio of -59.85 and a beta of 0.76. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 1.23.

Varonis Systems (NASDAQ:VRNS - Get Free Report) last posted its earnings results on Tuesday, July 29th. The technology company reported $0.03 earnings per share for the quarter, beating analysts' consensus estimates of $0.01 by $0.02. The business had revenue of $152.16 million during the quarter, compared to analyst estimates of $147.80 million. Varonis Systems had a negative return on equity of 22.01% and a negative net margin of 17.30%. The company's quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.05 EPS. Equities analysts anticipate that Varonis Systems will post -0.83 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have weighed in on VRNS. Royal Bank Of Canada lifted their target price on Varonis Systems from $58.00 to $64.00 and gave the company an "outperform" rating in a report on Wednesday. Wedbush lifted their target price on Varonis Systems from $60.00 to $65.00 and gave the company an "outperform" rating in a report on Wednesday. Jefferies Financial Group raised Varonis Systems from a "hold" rating to a "buy" rating and lifted their target price for the company from $50.00 to $65.00 in a report on Thursday, July 24th. Morgan Stanley dropped their price target on Varonis Systems from $54.00 to $46.00 and set an "overweight" rating for the company in a research report on Wednesday, April 16th. Finally, Needham & Company LLC lifted their price target on Varonis Systems from $60.00 to $70.00 and gave the company a "buy" rating in a research report on Wednesday. Five research analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $57.31.

Read Our Latest Stock Analysis on Varonis Systems

Insiders Place Their Bets

In related news, Director Den Bosch Fred Van sold 6,000 shares of the business's stock in a transaction that occurred on Wednesday, June 4th. The stock was sold at an average price of $50.00, for a total value of $300,000.00. Following the completion of the sale, the director owned 131,666 shares in the company, valued at $6,583,300. The trade was a 4.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 2.30% of the stock is owned by insiders.

Institutional Trading of Varonis Systems

A number of hedge funds have recently bought and sold shares of the company. Caxton Associates LLP bought a new stake in Varonis Systems in the first quarter valued at approximately $200,000. Dynamic Technology Lab Private Ltd purchased a new position in shares of Varonis Systems during the first quarter valued at approximately $233,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Varonis Systems by 11.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 619,257 shares of the technology company's stock valued at $25,049,000 after buying an additional 64,636 shares during the period. Institutional investors own 95.65% of the company's stock.

Varonis Systems Company Profile

(Get Free Report)

Varonis Systems, Inc provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; source code, strategic and product plans; and other intellectual property.

Read More

Earnings History and Estimates for Varonis Systems (NASDAQ:VRNS)

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