AnalysisNews

VRNS today

$49.12+$0.09 (+0.17%)close Nov 12, 2026

Trend

DailyUptrend (starting)

4 hourSymmetric Triangle

1 hourBullish

15 minAscending Triangle

5 minAscending Triangle

Daily trend turns down below $38.96

Key levels

Resistance$50.31

Resistance$49.54

Support$48.70

Support$47.64

Latest news & SEC filings

ProductVaronis expands Atlas coverage to web and device layers, launches AI Gateway

SEC FilingVaronis Systems Inc filed an insider trading report (Form 4)

AnalystCantor Fitzgerald keeps Overweight on Varonis Systems, cuts price target to $49.75

All VRNS news →

About Varonis

Varonis is a data security company that helps organizations safeguard sensitive information held in cloud-based, hosted, and locally installed systems. Its platform finds and categorizes data, governs who can reach it, spots suspicious activity, and automates responses, and is sold mainly as a subscription service. The company serves enterprises in sectors including finance, healthcare, technology, and government, reaching customers in over 95 countries via channel partners and its own sales force.

Based on the company's 10-K filed Feb 4, 2026.

Nasdaq · Technology

VARONIS SYSTEMS INC (VRNS)

$49.12+0.09 (+0.17%)
WATCHLISTGrade: BRisk: LOW
1D5D1M1Y5YMaxSign up for all timeframes
47.1247.8748.6249.3749.12Oct 12Oct 20Oct 28Nov 5
High49.19
Low49.00
Open49.00
Volume774K
Avg Vol4.03M
VWAP49.12
30d High50.12
30d Low46.37
30d Chg+3.25%

What Is the Price Target for VRNS?

SEPT Low Target

$45.00

SEPT Mid Target

$49.75

SEPT High Target

$58.00

Analyst Consensus

$49.75

Current: $49.03Upside: +1.5%Confidence: 85%Method: Analyst Consensus

Is VRNS a Buy or Sell Right Now?

57
Investability Score
WATCHLIST12-18 months
News summary · last 30 days
Oct 16▲ UpMergerDowngradeUpgrade10 articles
Varonis Systems announced it will be taken private by Thoma Bravo in a $6.3 billion all-cash deal at $49.75 per share, sending shares higher to close at $48.72, up 0.10% on volume of over 30.9 million shares. Following the merger news, a wave of analyst actions converged on the $49.75 deal price, with Piper Sandler, RBC Capital, TD Cowen, Jefferies, Wells Fargo, and Rosenblatt all downgrading the stock to Neutral or Hold and setting price targets at or near $49.75, while Baird maintained Neutral with a $50 target and Wedbush maintained Neutral with a $49.75 target. The stock is trading just below the $49.75 takeover price, reflecting the market's assessment of deal completion risk. The dominant signal is the announced take-private transaction, which caps upside near the offer price and explains the cluster of neutral ratings.
Critical news
Nov 3HIGHEarnings: growth/beat

Thesis

  • •Revenue growing 13.2% YoY with ACCELERATING trend — accelerating momentum.
  • •Smart money flows are positive — institutional and insider activity shows net buying.

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Is VRNS Overvalued or Undervalued?

Valuation Verdict

OVERVALUED

Methods Used

P/E Forward, P/B, Analyst Consensus

Fair Value

$35.76

33

Moat Score

NONE

4/9

Piotroski Score

N/A

Altman Z-Score

What Is Smart Money Doing with VRNS?

Insider Signal

BUYING

4 buys / 0 sells (90d)

Congress Signal

NEUTRAL

0 buys / 0 sells (90d)

Institutional

N/A

Short Squeeze Risk

MEDIUM

Signal: NEUTRAL

Recent Insider Activity

NameTitleTypeSharesValueDate
Gottlieb DovofficerSale9,264$316KMay 31, 2026
Melamed GuyofficerSale104,440$2.4MMay 22, 2026
Prishkolnik RacheldirectorBuy1,015$26KFeb 19, 2026

Track Smart Money Across 4,000+ Stocks

Insider trades, congress trades, institutional flows, and short interest — updated daily with real-time alerts.

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VRNS Growth Story

Revenue YoY

13.2%

3yr Revenue CAGR

9.6%

EPS Growth YoY

-31.4%

FCF Growth YoY

24.2%

Revenue Trend

ACCELERATING

Dark Pool Trades for VRNS

PREVIEW

SEPT Investing tracks real-time dark pool institutional trades for VRNS, including block trade sizes, dollar values, and buy/sell side classification. Dark pool trades reveal where institutional investors are positioning before moves become visible on public exchanges.

TimePriceSizeValueSide
19:26:35$49.131,000$$49KBUY
18:58:09$49.1320,900$$1.0MSELL
18:18:14$49.141,680$$83KBUY
18:02:19$49.152,000$$98KSELL
18:02:19$49.161,000$$49KBUY

5 dark pool trades shown · $$1.3M preview volume

Real-time institutional flow, block trades, and net positioning

See all dark pool activity

Options Flow for VRNS

PREVIEW

SEPT Investing provides real-time options flow tracking for VRNS, including unusual sweep detection, block trades, and dealer positioning. Each trade shows strike, expiry, premium, implied volatility, and greek values for informed decision-making.

TypeStrikeExpiryDTEPremiumSizeTrade
CALL$48Jun 17217$$410020SWEEP
CALL$50Jun 17217$$8016SWEEP

2 options trades shown · 100% calls

Unusual activity, GEX levels, max pain, and dealer positioning

See full options flow

Full AI Research Report

SEPT's Trading AI has generated a free, downloadable PDF research report for VARONIS SYSTEMS INC (VRNS) covering valuation analysis, financial health assessment, growth projections, smart money tracking, earnings and key price levels. For research only, not investment advice.

Report includes: PDF download, detailed valuation models (DCF, P/E, EV/EBITDA), institutional flow analysis, congress and insider trade tracking, FinBERT news sentiment (4 articles analyzed), and SEC filing intelligence...

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VRNS — frequently asked questions

What is VRNS stock price today?

VARONIS SYSTEMS INC (VRNS) is at $49.12, up 0.17% (+$0.09) at the Nov 12, 2026 close.

Why is VRNS stock moving today?

Latest VRNS news — Nov 9, 2026: Varonis expands Atlas coverage to web and device layers, launches AI Gateway · Nov 5, 2026: Varonis Systems Inc filed an insider trading report (Form 4)

Why did VRNS stock move on Oct 16, 2026?

Varonis Systems announced it will be taken private by Thoma Bravo in a $6.3 billion all-cash deal at $49.75 per share, sending shares higher to close at $48.72, up 0.10% on volume of over 30.9 million shares. Following the merger news, a wave of analyst actions converged on the $49.75 deal price, with Piper Sandler, RBC Capital, TD Cowen, Jefferies, Wells Fargo, and Rosenblatt all downgrading the stock to Neutral or Hold and setting price targets at or near $49.75, while Baird maintained Neutral with a $50 target and Wedbush maintained Neutral with a $49.75 target.

What is the VRNS price target?

The average analyst price target for VRNS is $49.75, ranging from $45 to $58, based on 17 analysts. Latest: Cantor Fitzgerald maintains on Nov 4, 2026.

What do analysts rate VRNS?

Analyst ratings for VRNS: 1 Buy, 35 Hold, 9 Sell — consensus Hold.

Did VRNS beat earnings?

VRNS last reported on Nov 3, 2026: EPS $0.09 vs $0.03 expected — a beat of 255.7%.

Does VRNS pay a dividend?

VRNS does not currently pay a dividend.

What are VRNS support and resistance levels?

Support: $48.70, $47.64, $46.66. Resistance: $49.54, $50.31, $51.00.

What are insiders doing with VRNS?

Insider activity: BUYING, 4 buys and 0 sells in the last 90 days.

What is the latest news on VRNS?

Nov 9, 2026: Varonis expands Atlas coverage to web and device layers, launches AI Gateway · Nov 5, 2026: Varonis Systems Inc filed an insider trading report (Form 4) · Nov 4, 2026: Cantor Fitzgerald keeps Overweight on Varonis Systems, cuts price target to $49.75