Varonis Systems (VRNS) to Release Quarterly Earnings on Tuesday

Key Points

• Varonis Systems (NASDAQ:VRNS) is scheduled to release its Q3 2025 earnings on October 28, 2025, with analysts predicting earnings of $0.06 per share and revenue of $166.47 million for the quarter.
• The company's recent earnings exceeded expectations with a reported $0.03 EPS and 16.7% year-over-year revenue growth of $152.16 million for Q2 2025.
• Despite financial challenges, including a negative net margin and return on equity, Varonis has received multiple target price upgrades from analysts, with the average target now around $64.39.

Varonis Systems (NASDAQ:VRNS - Get Free Report) is expected to issue its Q3 2025 results after the market closes on Tuesday, October 28th. Analysts expect the company to announce earnings of $0.06 per share and revenue of $166.4710 million for the quarter. Varonis Systems has set its FY 2025 guidance at 0.160-0.180 EPS. Q3 2025 guidance at 0.070-0.080 EPS.Investors can find conference call details on the company's upcoming Q3 2025 earningreport page for the latest details on the call scheduled for Tuesday, October 28, 2025 at 4:30 PM ET.

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, topping analysts' consensus estimates of $0.01 by $0.02. The company had revenue of $152.16 million during the quarter, compared to analyst estimates of $147.80 million. Varonis Systems had a negative net margin of 17.30% and a negative return on equity of 23.06%. Varonis Systems's revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.05 earnings per share. On average, analysts expect Varonis Systems to post $-1 EPS for the current fiscal year and $-1 EPS for the next fiscal year.

Varonis Systems Stock Performance

Varonis Systems stock opened at $62.23 on Tuesday. The company has a current ratio of 1.38, a quick ratio of 1.38 and a debt-to-equity ratio of 1.32. The firm has a 50-day moving average of $58.64 and a 200-day moving average of $51.66. The firm has a market cap of $6.97 billion, a P/E ratio of -67.64 and a beta of 0.64. Varonis Systems has a 1-year low of $36.53 and a 1-year high of $63.90.

Insider Activity

In other news, CFO Guy Melamed sold 1,500 shares of Varonis Systems stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $59.59, for a total transaction of $89,385.00. Following the completion of the transaction, the chief financial officer directly owned 412,105 shares in the company, valued at approximately $24,557,336.95. This trade represents a 0.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Den Bosch Fred Van sold 3,000 shares of Varonis Systems stock in a transaction that occurred on Friday, August 1st. The shares were sold at an average price of $55.08, for a total transaction of $165,240.00. Following the transaction, the director owned 128,666 shares of the company's stock, valued at $7,086,923.28. The trade was a 2.28% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 113,386 shares of company stock valued at $6,429,405 over the last 90 days. 2.30% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Varonis Systems

Several large investors have recently made changes to their positions in VRNS. Dynamic Technology Lab Private Ltd purchased a new position in shares of Varonis Systems during the first quarter valued at approximately $233,000. Caxton Associates LLP purchased a new position in shares of Varonis Systems during the first quarter valued at approximately $200,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings 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 purchasing an additional 64,636 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in shares of Varonis Systems by 2.8% during the second quarter. Russell Investments Group Ltd. now owns 22,811 shares of the technology company's stock valued at $1,158,000 after purchasing an additional 628 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Varonis Systems by 8.6% during the second quarter. Invesco Ltd. now owns 96,536 shares of the technology company's stock valued at $4,899,000 after purchasing an additional 7,618 shares during the last quarter. 95.65% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on VRNS shares. Royal Bank Of Canada reiterated an "outperform" rating and set a $64.00 target price on shares of Varonis Systems in a report on Wednesday, September 3rd. Barclays increased their target price on shares of Varonis Systems from $62.00 to $70.00 and gave the stock an "overweight" rating in a report on Tuesday, October 14th. TD Cowen increased their target price on shares of Varonis Systems from $62.00 to $68.00 and gave the stock a "buy" rating in a report on Friday. Needham & Company LLC restated a "buy" rating and issued a $70.00 price objective on shares of Varonis Systems in a report on Wednesday, September 3rd. Finally, UBS Group raised their price objective on shares of Varonis Systems from $65.00 to $70.00 and gave the stock a "buy" rating in a report on Monday, September 29th. Fifteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Varonis Systems currently has a consensus rating of "Moderate Buy" and an average price target of $64.39.

Varonis Systems Company Profile

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.

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