Stephens & Co. has initiated coverage on Varonis Systems Inc (VRNS) with an Equal-Weight rating. This marks the firm's first assessment of the company's investment potential based on its research into Varonis's business, industry dynamics, and growth prospects.
Headquartered in Miami, Florida, Varonis specializes in security software, providing a cloud-native data security platform that discovers and classifies critical data, removes exposures, and detects advanced threats using AI-powered automation. The company has a market capitalization of $4.0 billion and currently employs 2,406 full-time staff.
The company's upcoming earnings are scheduled for July 27, 2026, with an estimated EPS of $0.07 and revenue of $178.3 million. Varonis has demonstrated a strong earnings performance in recent quarters, with a Q3 2025 EPS of $0.06, matching estimates.
Analyst ratings like this one reflect professional opinions based on financial models and research. They can provide insights but should not be the sole basis for investment decisions. Investors are encouraged to consider various factors, including company fundamentals and market trends, when making choices.
Analyst consensus as of December 1, 2025, indicates 6 Strong Buy, 16 Buy, and 5 Hold ratings, with no Sell or Strong Sell ratings recorded. This update provides insight into the evolving views on Varonis as analysts reassess the company’s outlook over time.