US · Technology · Software - Infrastructure
EPS came in at -0.26 against a street estimate of -0.24 — a miss of 8.3%.
Analysts rate Varonis Systems a hold (3 buy, 19 hold, 0 sell out of 22) with an average price target of $50.72.
CONFIDENT Varonis beat Q2 guidance with 25% SaaS ARR growth ex-conversions. Large deals slipped due to M&A rumors but closed in July. Raised FY26 guidance above beat. AI/data security secular tailwind driving momentum in new products (Atlas, Interceptor, DAM). Q2 2026 Q2 led by North America with 'healthy numbers.' No detailed breakdown provided for EMEA or APAC. Analysts pressed on deal slips, new product contribution, sales cycle impact, and gross margin trends. Management was confident slip deals will close in Q3, defended product expansion as natural platform extension, and attributed gross margin pressure to expected SaaS transition (not pricing or mix). 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.13% |
| Vanguard Portfolio Management, LLC | 6.59% |
| Vanguard Capital Management, LLC | 4.34% |
| Tremblant Capital Group | 3.26% |
| VOYA INVESTMENT MANAGEMENT LLC | 3.24% |
| Jacobs Levy Equity Management, Inc. | 2.90% |
| First Trust Advisors L.P. | 2.78% |
| Neuberger Berman Group LLC | 2.71% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $189,461,000, up from $161,577,000 in the third quarter of 2025. • Nine-month 2026 revenue was $54 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $189.5 million, up from $161.6 million in the third quarter of 2025. • SaaS revenue was $185.1 mil | 2026-11-03 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Varonis Systems entered into a merger agreement with Proofpoint, Inc. and its subsidiary on October 15, 2026. • Varonis sharehold | 2026-10-15 |
| Quarterly report · Q2 2026 VARONIS SYSTEMS, INC. - Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total revenues (six months): $353.1 million (up from $288.6 million in six mont | 2026-07-29 |
| Results announced · Q3 2026 VARONIS SYSTEMS Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Revenues: $180.0 million in Q2 2026, up 18% from $152.2 million in Q2 202 | 2026-07-28 |
| Board / officer change · Q2 2026 VARONIS SYSTEMS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 1, 2026 • 6,402,279 additional shares approved for | 2026-06-02 |
| Quarterly report · Q1 2026 VARONIS SYSTEMS, INC. – Q1 2026 SUMMARY HEADLINE NUMBERS • Total Revenues Q1 2026: $173.1 million (up 26.9% vs. Q1 2025's $136.4 million) • SaaS Rev | 2026-04-29 |
| Results announced · Q2 2026 VARONIS SYSTEMS Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total revenues were $173.1 million, up 27% year-over-year from $136.4 million i | 2026-04-28 |
Readable in the app.
| Announcement | Date |
|---|---|
| Varonis agreed to merge with Proofpoint under a definitive merger agreement Varonis Systems announced a definitive agreement to be acquired by Proofpoint in a merger dated October 15, 2026. The excerpt provides the legal framework but does not state the purchase pri | 2026-10-15 |
| Full-year SaaS ARR growth outlook raised to 21% midpoint Varonis Systems, a data and AI security company, reported strong Q2 2026 results with SaaS Annual Recurring Revenue (ARR) of $726 million, up 52% year-over-year. Excluding customer conversio | 2026-07-28 |
| Raised full-year SaaS ARR growth guidance to 27%-32% Varonis Systems reported strong Q1 2026 results with SaaS Annual Recurring Revenue (ARR) reaching $683.2 million, up 69% year-over-year (29% excluding customer conversions from legacy produc | 2026-04-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.