VRNS
Varonis Systems, Inc. · Technology · Software - Infrastructure
Last
$36.12
+$1.97 (+5.75%) 4:00 PM ET
After hours $36.11 −$0.01 (−0.01%) 9:07 AM ET
Prev close $34.15
Open $34.84
Day high $36.18
Day low $34.29
Volume 2,604,100
Avg vol 2,574,632
Mkt cap
$3.92B
P/E ratio
-31.96
FY Revenue
$660.24M
EPS
-1.13
Gross Margin
78.11%
Sector
Technology
AI report sections
VRNS
Varonis Systems, Inc.
Varonis Systems combines solid top-line growth, high gross margins, and positive free cash flow with ongoing accounting losses and elevated valuation multiples. The share price has rebounded over the past 1–3 months and trades above key moving averages but still sits well below its 12‑month high and long-term return profile remains negative. Short interest, volatility, and recent legal-focused headlines indicate heightened sentiment and headline risk around the name.
AI summarized at 3:27 PM ET, 2026-05-19
AI summary scores
INTRADAY: 66 SWING: 63 LONG: 44
Volume vs average
Intraday (cumulative)
+69% (Above avg)
Vol/Avg: 1.69×
RSI
77.15 (Overbought)
Overbought (>70)
MACD momentum
Intraday
+0.02 (Strong)
MACD: 0.05 Signal: 0.03
Short-Term
+0.31 (Strong)
MACD: 1.85 Signal: 1.54
Long-Term
+0.41 (Strong)
MACD: 2.40 Signal: 1.99
Intraday trend score 80.21

Latest news

VRNS 12 articles Positive: 2 Neutral: 0 Negative: 10
Negative GlobeNewswire Inc. • Kuehn Law, Pllc
Kuehn Law Encourages Investors of Varonis Systems, Inc. to Contact Law Firm

Kuehn Law is investigating whether officers and directors of Varonis Systems breached fiduciary duties by misrepresenting or failing to disclose the company's inability to convert existing customers to its SaaS offering, which significantly impacted ARR growth potential. The firm is seeking shareholders who purchased VRNS stock prior to February 4, 2025.

VRNS fiduciary duty breach shareholder litigation SaaS conversion ARR growth securities lawsuit customer retention
Sentiment note

The company is under investigation for alleged misrepresentation and non-disclosure regarding its ability to convert customers to SaaS offerings, which directly impacted revenue growth potential. This indicates potential fraud and breach of fiduciary duties by company leadership.

Positive GlobeNewswire Inc. • Not Specified
Varonis Announces Integration with the Claude Compliance API

Varonis Systems announced an integration with Anthropic's Claude Compliance API, extending its Atlas AI Security Platform to monitor Claude Enterprise and Claude Platform usage across organizations. The integration enables security teams to gain visibility into AI activity, detect misuse, maintain audit records, and stress-test AI agents for vulnerabilities, addressing the growing need for oversight as AI systems become embedded in enterprise workflows.

VRNS AI security Claude Compliance API enterprise monitoring data security compliance AI governance runtime protection
Sentiment note

Varonis announced a strategic integration that expands its platform capabilities and market reach by partnering with Anthropic's Claude. The integration addresses a critical market need for AI security and governance, positioning Varonis as a leader in AI security solutions. The company is offering free trials to drive adoption.

Negative GlobeNewswire Inc. • Grabar Law Office
Notice to Long-Term Shareholders of LKQ Corporation (NASDAQ: LKQ); Molina Healthcare, Inc. (NYSE: MOH); Power Solutions International, Inc. (NASDAQ: PSIX); and Varonis Systems, Inc. (VRNS): Grabar Law Office Investigates Claims on Your Behalf

Grabar Law Office is investigating securities fraud claims against LKQ Corporation, Molina Healthcare, Power Solutions International, and Varonis Systems. The investigations allege that officers and directors breached fiduciary duties through material misstatements regarding business performance, financial guidance, and operational capabilities. Long-term shareholders are encouraged to participate in class actions seeking corporate reforms and compensation.

LKQ MOH PSIX VRNS securities fraud shareholder investigation fiduciary duty breach class action
Sentiment note

Officers provided false information about ARR projections while concealing inability to convert customers to SaaS offerings, resulting in 48% single-day stock decline upon disclosure.

Positive GlobeNewswire Inc. • Na
RSA Conference 2026: Varonis CEO Yaki Faitelson to Deliver Keynote on Securing the Agentic AI Revolution

Varonis Systems CEO Yaki Faitelson will deliver a keynote at RSA Conference 2026 on March 25, discussing how AI is reshaping enterprise security. The company is showcasing its new Atlas AI security platform at the conference and announced it won five Global InfoSec Awards at the event.

VRNS Varonis Systems RSA Conference 2026 AI security Atlas AI platform agentic AI data security Global InfoSec Awards
Sentiment note

Varonis received recognition through a keynote speaking opportunity at a major industry conference, launched a new AI security platform (Atlas AI), and won five Global InfoSec Awards, all indicating strong market positioning and industry validation in the growing AI security space.

Negative GlobeNewswire Inc. • Hagens Berman
VRNS DEADLINE ALERT: Varonis Systems (VRNS) Investors Alerted to Today’s Lead Plaintiff Deadline in Securities Class Action - Hagens Berman

Hagens Berman is notifying Varonis Systems investors of a March 9, 2026 lead plaintiff deadline in a securities class action lawsuit. The suit alleges that Varonis executives concealed renewal softness in its Federal vertical and on-premises business while promoting a SaaS transition. An October 28, 2025 disclosure revealed a 63.9% year-over-year decline in term license revenue, causing a 48% single-day stock crash that wiped out $3.8 billion in market value.

VRNS securities class action SaaS transition misleading statements Federal vertical on-premises business stock crash lead plaintiff deadline
Sentiment note

The company faces a securities class action lawsuit alleging executives concealed significant business challenges while making misleading statements about SaaS conversion potential. The stock crashed 48% following disclosure of weak Federal renewals and on-premises business performance, with substantial guidance reductions.

Negative GlobeNewswire Inc. • Robbins Geller Rudman & Dowd Llp
MONDAY DEADLINE: Varonis Systems, Inc. Investors with Significant Losses Have Opportunity to Lead Class Action - RGRD Law

Robbins Geller announces a class action lawsuit against Varonis Systems for allegedly misleading investors about revenue projections and growth prospects. The company's Q3 2025 results fell significantly short of guidance, causing the stock to plummet nearly 49%. Investors with substantial losses can seek appointment as lead plaintiff by the March 9, 2026 deadline.

VRNS class action lawsuit securities fraud Varonis Systems misleading guidance stock collapse lead plaintiff Q3 earnings miss
Sentiment note

Company faces securities fraud allegations for misrepresenting revenue outlook and growth projections. Q3 results significantly underperformed guidance, leading to a 49% stock price decline and a class action lawsuit charging executives with violations of the Securities Exchange Act of 1934.

Negative GlobeNewswire Inc. • Rosen Law Firm
VRNS DEADLINE NOTICE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Varonis Systems, Inc. Investors to Secure Counsel Before Important March 9 Deadline in Securities Class Action – VRNS

Rosen Law Firm announces a securities class action lawsuit against Varonis Systems, Inc. for allegedly making false statements about ARR projections and SaaS conversion capabilities. Investors who purchased VRNS stock between February 4, 2025 and October 28, 2025 may be eligible for compensation. The lead plaintiff deadline is March 9, 2026.

VRNS securities class action false statements ARR projections SaaS conversion investor compensation lead plaintiff deadline
Sentiment note

The company is the subject of a securities class action lawsuit alleging materially false and misleading statements regarding ARR projections and inability to maintain customer conversion to SaaS offerings, resulting in investor damages.

Negative GlobeNewswire Inc. • Law Offices Of Howard G. Smith
DEADLINE ALERT for VRNS, ARDT, CRWV, BBWI: Law Offices of Howard G. Smith Reminds Investors of Opportunity to Lead Securities Fraud Class Actions

Law Offices of Howard G. Smith has announced securities fraud class action lawsuits against four publicly-traded companies: Varonis Systems, Ardent Health, CoreWeave, and Bath & Body Works. The lawsuits allege that defendants made false or misleading statements regarding business operations, financial performance, and risk disclosures. Investors have until mid-March 2026 to file lead plaintiff motions.

VRNS ARDT CRWV BBWI securities fraud class action lawsuit false statements misleading disclosures
Sentiment note

Alleged false statements about ARR growth trajectory and business prospects; accused of lacking reasonable basis for positive statements about operations.

Negative GlobeNewswire Inc. • Bragar Eagel & Squire, P.C.
VARONIS URGENT DEADLINE REMINDER: Bragar Eagel & Squire, P.C. Urgently Reminds Varonis Systems Stockholders with Large Losses to Contact the Firm Before March 9th Regarding Their Rights

A class action lawsuit has been filed against Varonis Systems for allegedly making materially false statements about its business prospects during the Class Period (February 4 - October 28, 2025). The company failed to disclose that it lacked the ability to maintain its ARR growth trajectory without high quarterly conversion rates. On October 28, 2025, Varonis reported a 63.9% decline in term license subscription revenues year-over-year and reduced full-year ARR guidance, causing the stock to plummet 48.7% to $32.34 per share. Investors with losses are urged to contact the firm before the March 9, 2026 deadline to be appointed as lead plaintiff.

VRNS class action lawsuit securities fraud misleading statements ARR growth revenue decline stock price collapse investor losses
Sentiment note

The company is accused of making materially false and misleading statements about its business prospects. It failed to disclose critical information about its inability to sustain ARR growth, resulting in a significant revenue miss (63.9% decline in term license subscriptions) and a 48.7% stock price decline, causing substantial investor losses.

Negative GlobeNewswire Inc. • Bragar Eagel & Squire, P.C.
VARONIS URGENT DEADLINE REMINDER: Bragar Eagel & Squire, P.C. Urgently Reminds Varonis Systems Stockholders with Large Losses to Contact the Firm Before March 9th Regarding Their Rights

A class action lawsuit has been filed against Varonis Systems for allegedly making materially false statements about its business prospects during the Class Period (February 4 - October 28, 2025). The company failed to disclose that it lacked the ability to maintain its ARR growth trajectory without high quarterly conversion rates. On October 28, 2025, Varonis reported a 63.9% decline in term license subscription revenues and reduced full-year ARR guidance, causing the stock to plummet 48.7% the following day. Investors who purchased shares during the Class Period have until March 9, 2026 to apply as lead plaintiff.

VRNS class action lawsuit securities fraud misleading statements ARR guidance revenue miss stock price decline investor losses
Sentiment note

The company is accused of making materially false and misleading statements about its business prospects and failing to disclose material adverse facts. The stock experienced a severe 48.7% decline following disappointing Q3 2025 earnings results, including a 63.9% year-over-year decline in term license subscription revenues and reduced ARR guidance. These factors resulted in significant investor losses.

Negative GlobeNewswire Inc. • Pomerantz Llp
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Kyndryl Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines – KD

Pomerantz Law Firm has filed class action lawsuits against Kyndryl Holdings, Varonis Systems, and BlackRock TCP Capital Corp. for alleged securities fraud and unlawful business practices. Kyndryl's case was triggered by a late SEC filing notification, an ongoing SEC investigation into financial reporting, and the sudden departure of its CFO, General Counsel, and Global Controller. The company's stock fell 55% on February 9, 2026. Investors have until April 13, 2026, to join as lead plaintiffs.

KD VRNS TCPC class action lawsuit securities fraud SEC investigation late filing executive departures
Sentiment note

Company is subject to a class action lawsuit filed by Pomerantz LLP for alleged securities fraud or unlawful business practices, though specific details are not provided in the article.

Negative GlobeNewswire Inc. • Pomerantz Llp
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in BlackRock TCP Capital Corp. of Class Action Lawsuit and Upcoming Deadlines – TCPC

Pomerantz Law Firm has filed class action lawsuits against BlackRock TCP Capital Corp., Kyndryl Holdings, Inc., and Varonis Systems, Inc. for alleged securities fraud and unlawful business practices. BlackRock TCP's case involves significant NAV discrepancies, with the company reporting $9.23 per share in February 2025 before revealing the actual NAV was $7.05-$7.09 in January 2026, representing a 23.4% decline year-over-year. Investors have until April 6, 2026, to request Lead Plaintiff status.

TCPC KD VRNS class action lawsuit securities fraud NAV discrepancy investor losses fiduciary duty
Sentiment note

Subject of class action lawsuit filed by Pomerantz LLP for alleged securities fraud or unlawful business practices; specific details not provided in main article content

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