$VRNS

Varonis Systems, Inc. Stock 12‑Month Price Target Raised to $51.05, Implies 14% Upside

Analyst estimates cited by FactSet show Varonis Systems, Inc. average 12-month price target increased from $47.71 to $51.05, with a $30 to $60 range. Using the Jul. 28 closing price, the target implies about 14% upside. The consensus rating remains “Buy” (18 Buys, 6 Holds, 2 Sells) from 26 analysts.

Original reporting
Published Jul 29, 2026, 1:20 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 29, 2026, 2:39 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Varonis Systems, Inc. Stock 12‑Month Price Target Raised to $51.05, Implies 14% Upside — source image
Decision brief

The 30-second read

$VRNSBullishLow
01

Why it matters

The main tradable element is sentiment around upside implied by the updated average target, while the lack of new company-specific information limits conviction.

02

Market read

Consensus target raised to $51.05 with “Buy” still dominant, suggesting modest positive sentiment but no new fundamental catalyst.

03

What to watch

The article does not specify which analysts raised targets, the rationale, or whether estimates changed, so the market impact may be smaller than the headline implies.

Relevance 4/10Novelty 4/10Timing: today’s analyst price-target update (published 2026-07-29)

Background

The piece summarizes FactSet consensus estimates: average price target, range, and buy/hold/sell breakdown.

Company-level read

Ticker impact

$VRNSBullishMedium confidence
Context

The article says Varonis Systems’ average analyst price target rose from $47.71 to $51.05, implying about 14% upside from the Jul. 28 close.

Expected impact

Mild positive bias for the stock over days, with limited follow-through unless accompanied by new earnings, guidance, or contract news.

Evidence & confidence

This is a FactSet-derived consensus price-target update, not a new disclosure from Varonis. The only actionable change is the target level and implied upside, which typically moves sentiment but is less durable than primary catalysts.

Market effects

Limited sector read-through because the update is specific to one software/security name and lacks new industry data.

No clear regional spillover described.

No global macro or cross-border catalyst mentioned.

Counterpoint

A higher consensus target does not guarantee earnings delivery; without new fundamentals, the stock may already price in the optimism.

Key entities

  • Varonis Systems, Inc.

    Subject of the article, with an updated consensus analyst price target and unchanged “Buy” rating distribution.

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Why Varonis Systems (VRNS) Stock Is Down Today

Varonis Systems (NASDAQ: VRNS) shares fell 7.2% after the company reported Q2 results. Varonis posted $180 million in quarterly sales and $0.04 adjusted EPS, beating estimates, and raised full-year adjusted earnings guidance. Investors focused on weaker billings (-1.5% YoY) and a narrower gross margin (75.3%).

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Varonis Systems (VRNS) reported Q2 2026 non-GAAP EPS of 4 cents, above the Zacks Consensus of 1 cent. Revenue rose to $180 million, up from $152.2 million a year earlier, and beat the consensus by 1.7%. The company raised full-year 2026 guidance to $735-$739 million revenue and 14-15 cents non-GAAP EPS.