What is Wedbush's Estimate for Varonis Systems Q3 Earnings?

Key Points

• Wedbush has increased its Q3 2025 earnings per share estimate for Varonis Systems to ($0.18), up from the previous estimate of ($0.21), and maintains an "Outperform" rating with a price target of $65.00.
• Several analysts have raised their price objectives for Varonis Systems, with Barclays increasing theirs from $60.00 to $62.00, indicating a growing optimism in the stock's performance.
• Varonis reported a 16.7% year-over-year revenue growth with $152.16 million during the last quarter, significantly exceeding analyst estimates of $147.80 million.

Varonis Systems, Inc. (NASDAQ:VRNS - Free Report) - Investment analysts at Wedbush lifted their Q3 2025 earnings per share estimates for shares of Varonis Systems in a note issued to investors on Wednesday, July 30th. Wedbush analyst D. Ives now anticipates that the technology company will post earnings of ($0.18) per share for the quarter, up from their prior estimate of ($0.21). Wedbush has a "Outperform" rating and a $65.00 price objective on the stock. The consensus estimate for Varonis Systems' current full-year earnings is ($0.83) per share. Wedbush also issued estimates for Varonis Systems' Q4 2025 earnings at ($0.19) EPS, Q1 2026 earnings at ($0.26) EPS, Q2 2026 earnings at ($0.20) EPS, Q3 2026 earnings at ($0.12) EPS, Q4 2026 earnings at ($0.12) EPS and FY2026 earnings at ($0.72) EPS.

A number of other equities analysts have also weighed in on VRNS. Barclays lifted their price objective on Varonis Systems from $60.00 to $62.00 and gave the company an "overweight" rating in a research note on Wednesday, July 30th. Wells Fargo & Company lifted their price objective on Varonis Systems from $46.00 to $51.00 and gave the company an "equal weight" rating in a research note on Monday, July 21st. Wall Street Zen upgraded Varonis Systems from a "sell" rating to a "hold" rating in a research note on Monday, April 28th. Morgan Stanley reduced their price objective on Varonis Systems from $54.00 to $46.00 and set an "overweight" rating for the company in a research note on Wednesday, April 16th. Finally, UBS Group lifted their price objective on Varonis Systems from $60.00 to $65.00 and gave the company a "buy" rating in a research note on Wednesday, July 30th. Five equities research analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $57.31.

Varonis Systems Stock Performance

NASDAQ VRNS opened at $54.73 on Monday. The stock has a 50-day simple moving average of $50.76 and a two-hundred day simple moving average of $45.51. The firm has a market capitalization of $6.13 billion, a P/E ratio of -59.49 and a beta of 0.71. Varonis Systems has a fifty-two week low of $36.53 and a fifty-two week high of $60.58. The company has a debt-to-equity ratio of 1.32, a quick ratio of 1.38 and a current ratio of 1.38.

Varonis Systems (NASDAQ:VRNS - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. The technology company reported $0.03 EPS for the quarter, topping analysts' consensus estimates of $0.01 by $0.02. Varonis Systems had a negative return on equity of 23.06% and a negative net margin of 17.30%. The company had revenue of $152.16 million during the quarter, compared to analysts' expectations of $147.80 million. During the same quarter in the previous year, the firm posted $0.05 EPS. The firm's revenue was up 16.7% compared to the same quarter last year.

Insider Transactions at Varonis Systems

In other Varonis Systems 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 transaction of $300,000.00. Following the completion of the sale, the director directly owned 131,666 shares in the company, valued at approximately $6,583,300. The trade was a 4.36% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Guy Melamed sold 51,889 shares of the business's stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $55.10, for a total value of $2,859,083.90. Following the sale, the chief financial officer owned 470,602 shares of the company's stock, valued at approximately $25,930,170.20. This trade represents a 9.93% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 60,889 shares of company stock valued at $3,324,324 in the last ninety days. 2.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Varonis Systems

Several large investors have recently bought and sold shares of VRNS. Alliancebernstein L.P. increased its stake in Varonis Systems by 1.0% during the 4th quarter. Alliancebernstein L.P. now owns 138,977 shares of the technology company's stock worth $6,175,000 after buying an additional 1,381 shares in the last quarter. Franklin Resources Inc. increased its stake in Varonis Systems by 1.1% during the 4th quarter. Franklin Resources Inc. now owns 40,209 shares of the technology company's stock worth $1,786,000 after buying an additional 424 shares in the last quarter. ExodusPoint Capital Management LP purchased a new stake in Varonis Systems during the 4th quarter worth approximately $560,000. Wells Fargo & Company MN grew its position in shares of Varonis Systems by 214.4% in the fourth quarter. Wells Fargo & Company MN now owns 389,563 shares of the technology company's stock valued at $17,308,000 after purchasing an additional 265,647 shares in the last quarter. Finally, Resona Asset Management Co. Ltd. purchased a new stake in shares of Varonis Systems in the fourth quarter valued at approximately $447,000. 95.65% of the stock is currently owned by hedge funds and other institutional investors.

About Varonis Systems

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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