VRNS — Varonis Systems, Inc.
Technology · Software - Infrastructure
About Varonis Systems, Inc.
Varonis Systems, Inc. provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of worlds. The company offers Varonis Data Security Platform, a Software-as-a-Service solution which includes Data security posture management, Data access intelligence, Data discovery & classification, Discovery policy library, least privilege automation, Data activity monitoring, Data detection and response, and User & entity behavior analytics. It also provides Protection Packages, such as Microsoft 365, Windows & NAS, Hybrid, and Cloud Environments, as well as Database and Email Security Capabilities and On-Premises Subscription Products. It serves the financial services, public, healthcare, industrial, insurance, energy and utilities, technology, construction and engineering, education, and consumer and retail industries. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in Miami, Florida.
The cybersecurity industry
Cybersecurity vendors sell the defenses every AI-era company now needs — endpoint and network protection, identity, data security, exposure management and recovery. AI cuts both ways here: it powers a new generation of attacks and it is being built into the products that stop them. Demand is unusually resilient because breaches are not optional to prevent, but the group trades on growth and platform-consolidation stories — valuations run rich, competition is brutal, and single-product vendors face pressure from the big platforms. Varonis secures the data itself — classifying sensitive files and catching abnormal access, a direct beneficiary of AI-era data-exposure worry.
Key data · delayed ~15 min, as of 14 September 2026
| Ticker | VRNS |
| Company | Varonis Systems, Inc. |
| Price | $47.48 |
| Market cap | $5.5B |
| Sector / industry | Technology / Software - Infrastructure |
| Analyst mean target | $51 (22 analysts, buy) |
Valuation read
What the price implies: the market is pricing in roughly ~29%/yr earnings growth (punchy), on a reverse-DCF of forward earnings ($0.41). Run your own assumptions in the fair-value calculator.
Chart
Related AI names
See the full picture on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or read AI vs the dot-com bubble.
Create a free Santro AI account to run unlimited valuations, save VRNS to a watchlist, and keep your history.
Create a free account →Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.