Varonis Systems Inc (VRNS)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability0/20
Losing money: $-139.2M net income over the last four reported quarters. Revenue over the last four reported quarters was $270.3M, up 8% from $250.8M the year before.
- Insider buying vs selling15/20
The last 12 Form 4s show no open-market buys or sells (grants and option exercises don't count either way). Neutral. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings11/15
Share count up 2.5% in a year. Mild dilution.
- Analysts18
- Implied upside+4.5%
- Target range$48.00 to $58.00
- EPS expected$0.03 -57%
- A year ago$0.06
- Revenue expected$186.9M +16%
- Estimate range$0.02 to $0.03
VRNS closed at $48.89 on Oct 22, up 1.1% since Sep 23. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 67% of the 52-week range ($20.19 to $63.00).
Insider buying and selling at Varonis Systems Inc (VRNS)
The most recent Form 4 on record for Varonis Systems Inc (VRNS) is February 9, 2026, when Yakov Faitelson, CEO, President, Chairman, bought $598,907 of stock. An open-market purchase is money the filer chose to put in.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Yakov Faitelson · CEO, President, Chairman | Buy | $598,907 | February 9, 2026 | Notable buy |
| Avrohom J. Kess · Director | Buy | $396,762 | February 6, 2026 | Notable buy |
| John J Gavin Jr · Director | Buy | $112,700 | February 6, 2026 | Notable buy |
| David Bass · EVP Engineering & CTO | Buy | $69,941 | February 9, 2026 | Notable buy |
| Guy Melamed · CFO and COO | Sell | $321,037 | August 28, 2025 | Routine |
| Guy Melamed · CFO and COO | Sell | $619,112 | August 22, 2025 | Routine |
| Guy Melamed · CFO and COO | Sell | $2.5M | August 13, 2025 | Routine |
| Guy Melamed · CFO and COO | Sell | $2.9M | August 1, 2025 | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| DEFA14A | October 22, 2026 | SOLICITING MATERIAL UNDER 240.14A-12 |
| DEFA14A | October 19, 2026 | SOLICITING MATERIAL UNDER 240.14A-12 |
| DEFA14A | October 16, 2026 | SOLICITING MATERIAL UNDER 240.14A-12 |
| DEFA14A | October 16, 2026 | SOLICITING MATERIAL UNDER 240.14A-12 |
| DEFA14A | October 15, 2026 | CURRENT REPORT |
| 8-K | October 15, 2026 | CURRENT REPORT |
| S-8 | July 29, 2026 | REGISTRATION STATEMENT |
| 10-Q | July 29, 2026 | 10-Q |
Articles that mention Varonis Systems without it being the main subject.
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Frequently asked questions
When does VRNS report earnings?
Varonis Systems Inc (VRNS) is scheduled to report quarterly results on November 3, 2026. The 23-analyst consensus is $0.03 per share on revenue of $186.9M for the quarter ended September 30, 2026, against $0.06 and $161.6M a year earlier.
What do analysts expect for VRNS?
18 analysts cover Varonis Systems Inc (VRNS). The consensus rating is Hold. The average price target is $51.07, in a range of $48.00 to $58.00.
Are insiders buying or selling VRNS?
We track Form 4 filings for Varonis Systems Inc (VRNS). The activity listed on this page shows 4 open-market purchases and 4 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see VRNS SEC filings?
Recent filings are listed on this page, newest first. The latest is a DEFA14A filed October 22, 2026.