US · Technology · Software - Infrastructure
EPS came in at -0.26 against a street estimate of -0.27 — a beat of 3.7%.
Analysts rate Varonis Systems a buy (17 buy, 7 hold, 0 sell out of 24) with an average price target of $51.32.
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…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.84% |
| Vanguard Portfolio Management, LLC | 6.51% |
| Vanguard Capital Management, LLC | 4.44% |
| Tremblant Capital Group | 3.26% |
| First Trust Advisors L.P. | 2.78% |
| State Street Corp | 2.53% |
| Penserra Capital Management, LLC | 2.52% |
| Geode Capital Management, LLC | 2.51% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 VARONIS SYSTEMS, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect four Class III director nominees (Yakov Fai | 2026-04-17 |
| Annual report FY2025 VARONIS SYSTEMS, INC. — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025): $5.56 billion • Shares Out | 2026-02-04 |
| Results announced · Q1 2026 VARONIS SYSTEMS, INC. – FINANCIAL SUMMARY FOR RETAIL INVESTOR HEADLINE NUMBERS • Total ARR (Annual Recurring Revenue): $745.4 million, up 16% year-o | 2026-02-03 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Share repurchase authorization of $150 million announced Varonis, a data security company, reported Q3 2025 results with mixed signals. On the positive side, total revenues grew to $161.6 million (9% YoY increase), annual recurring revenues (ARR) | 2025-10-28 |
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Google PlayApp StoreData updated 2026-09-18.