VARONIS SYSTEMS INC
No SEC Form 4 filings for $VRNS in the last 30 days.
See all $VRNS insider activity →Varonis Systems (VRNS) shares rose 1.9% since its last earnings report. Q2 2026 earnings beat estimates at $0.04 per share, with revenues of $180M, up from $152.2M YoY. SaaS revenues grew to $171.7M, driving overall growth. VRNS returned to operating profit, reporting $3.7M in non-GAAP operating income. The company raised its full-year 2026 revenue outlook to $735M-$739M, with SaaS ARR growth of 20-21% YoY.
UBS analyst Roger Boyd maintained a Buy rating on Varonis Systems (VRNS) and raised the price target to $58 from $37, citing increased confidence in the company's performance. The stock is listed on NASDAQ. Varonis Systems will report its second quarter 2026 financial results on July 28, 2026.
Varonis Systems (VRNS) launched Agent Intent-Based Access Control within its Atlas platform, designed to verify AI reasoning and data access, flag risky actions, and quarantine suspect identities or sessions. The article cites VRNS shares up 51.13% over 90 days and 40.42% YTD, while 1-year total shareholder return fell 23.08%. It presents fair value estimates of $45.55 versus $72.32 from a DCF.
Over the past 7 days, alphai's AI scored 1 news story mentioning VRNS (VARONIS SYSTEMS INC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent VRNS coverage spans earnings, technology and financial news.
Earnings beat and upgraded guidance may support modest upside, but the article is a month‑old recap with limited new actionable insight.
Potential upside as analysts upgrade valuation.
Product release supports the bull case for AI security momentum, but the article provides no new financial guidance or measurable customer impact.
IBAC strengthens Varonis’ AI security positioning as a control plane for agent reasoning, tool use, and data access, potentially improving deal conversion for AI governance buyers.
New AI agent access controls plus higher 2026 revenue outlook supports the bull case for Atlas monetization, but profitability and dilution risks remain.
alphai scores every news story that mentions VRNS with an AI model for sentiment and relevance, and aggregates insider trades from VARONIS SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Varonis Systems (VRNS) shares rose 1.9% since its last earnings report. Q2 2026 earnings beat estimates at $0.04 per share, with revenues of $180M, up from $152.2M YoY. SaaS revenues grew to $171.7M, driving overall growth. VRNS returned to operating profit, reporting $3.7M in non-GAAP operating income. The company raised its full-year 2026 revenue outlook to $735M-$739M, with SaaS ARR growth of 20-21% YoY.
2 min readUBS analyst Roger Boyd maintained a Buy rating on Varonis Systems (VRNS) and raised the price target to $58 from $37, citing increased confidence in the company's performance. The stock is listed on NASDAQ. Varonis Systems will report its second quarter 2026 financial results on July 28, 2026.
1 min readVaronis Systems (VRNS) launched Agent Intent-Based Access Control within its Atlas platform, designed to verify AI reasoning and data access, flag risky actions, and quarantine suspect identities or sessions. The article cites VRNS shares up 51.13% over 90 days and 40.42% YTD, while 1-year total shareholder return fell 23.08%. It presents fair value estimates of $45.55 versus $72.32 from a DCF.
4 min readVaronis Systems (VRNS) launched Agent Intent-Based Access Control (IBAC) in its Atlas platform in early August 2026. The feature monitors AI agents’ reasoning, tool use, and data access, and can alert, block, or quarantine out-of-policy behavior, with session evaluation, customizable policies, human review, and audit trails. The article cites forecasts of $1.0B revenue and $123M earnings by 2029.
4 min readVaronis Systems (VRNS) shares rose 8.9% after the company launched Agent Intent-Based Access Control in its Atlas platform, which monitors AI agents’ reasoning, tool use, and data access. Varonis reported Q2 revenue of $180.02 million and raised 2026 guidance to $735.0 million to $739.0 million, supporting continued double-digit growth.
6 min readVaronis Systems (NASDAQ:VRNS) said its Varonis Atlas platform now supports Cursor, an AI coding tool, adding runtime enforcement, threat detection, and session forensics. Cursor agents can access codebases, environment files, credentials, API keys, and customer data, which Atlas monitors and controls. The company’s stock is up nearly 40% YTD, and InvestingPro says it is overvalued versus fair value.
4 min readIn Tuesday premarket trading, Palantir (PLTR) shares rose over 26% after its Q2 results and raised full-year revenue outlook, citing strong demand for its AIP. The move lifted other enterprise software and cybersecurity stocks including Snowflake (SNOW), Elastic (ESTC), Akamai (AKAM), and Varonis Systems (VRNS). The article also cites lower Treasury yields from reduced Middle East conflict risk.
7 min readMorgan Stanley research cited by the article says the median S&P 500 EPS surprise was 6% in Q1 2026, above the long-run ~5.5% average. FactSet research cited says firms with positive EPS surprises tend to keep outperforming after results. The article lists 28 companies that beat Wall Street EPS expectations, including Ford (EPS $0.66 vs $0.31), Bloom Energy (EPS $0.78 vs $0.37; revenue >$1B, +164% YoY), and Incyte (EPS $3.09 vs $0.94).
7 min readVaronis 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.
4 min readVaronis Systems (NASDAQ:VRNS) reported Q2 earnings of $0.04 per share, above the $0.01 consensus, and revenue of $180.023 million versus $176.775 million. The company raised FY2026 adjusted EPS guidance to $0.14-$0.15 and sales guidance to $735-$739 million. Shares fell 8.2% to $41.01. Analysts revised forecasts after the results.
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