Varonis Systems (VRNS)

Sep 18, 2026

Engineers Gate Manager LP has acquired a new position in Varonis Systems, Inc. (NASDAQ:VRNS), purchasing 34,342 shares valued at approximately $1.44 million. The company has a "Moderate Buy" consensus from analysts, with an average price target of $49.79, and recently exceeded quarterly earnings and revenue expectations. Institutional investors collectively own 95.65% of Varonis Systems.

Sep 18, 2026

Varonis Systems, Inc. (NASDAQ:VRNS) has received a "Moderate Buy" consensus rating from twenty-four analysts, with an average 12-month price target of approximately $49.79. The company recently reported better-than-expected quarterly earnings and revenue, with EPS of $0.04 against a $0.01 consensus and revenue of $180.02 million, an 18.3% year-over-year increase. Institutional investors hold a significant 95.65% stake in the company, with notable increases from firms like Senvest Management and Arrowstreet Capital.

Sep 17, 2026

Varonis Systems (VRNS) recently launched Data Lifecycle Management (DLM), a new capability designed to automatically identify and remediate redundant, obsolete, and trivial data. This new tool enhances Varonis's data security platform by linking data cleanup to sensitivity, access, and activity, thereby reducing storage waste and improving AI output quality. The introduction of DLM is expected to strengthen Varonis's investment narrative around AI-driven data security and SaaS growth, complementing its existing Varonis Atlas AI security platform.