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Catalysts

VRNS Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologySoftware - InfrastructureScore data as of Sep 4, 2026

VRNS

Catalysts
Varonis Systems, Inc.
Technology· Software - Infrastructure
AIQ Score
NeutralAIQ Edge 4/10
Low Priority
In Line With Peers
Score data as of Sep 4, 2026
Last price
$46.09
-$0.42 (-0.90%)
Latest market quote
Momentum71
Value32
Quality43
Risk Resilience44
Sentiment
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Oct 27, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 47/100

Momentum 71/100 and sentiment before the next covered event.

Recent coverage
5 articles

Updated Sep 6, 2026 · Sentiment 49.56%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 71/100AIQ Edge 4/10 In Line With Peers
Beat rate
88%
7 of 8 reported periods
Average surprise
+67.3%
Across covered historical reports
Latest result
+409.6%
Jul 28, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Jul 28, 2026$0.01$0.04+409.6%$176.83M$180.02M
Apr 28, 2026-$0.05$0.06+220.0%$165.52M$173.13M
Feb 3, 2026$0.03$0.08+166.7%$168.48M$173.37M
Oct 28, 2025$0.05$0.06+10.7%$166.47M$161.58M
Jul 29, 2025$0.01$0.03+200.0%$163.56M$152.16M
May 6, 2025-$0.05-$0.32-540.0%$133.04M$136.42M
Feb 4, 2025$0.14$0.18+28.6%$132.91M$158.51M
Oct 29, 2024$0.07$0.10+42.9%$164.96M$148.07M

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
18
Buy
5
Hold
1
Sell
12-month analyst target
$44.82
-2.76% versus current price
Based on 12 analyst observations. Targets are estimates, not predictions.
Low target
$33.00
-28.40% vs latest price
Average target
$44.82
-2.76% vs latest price
High target
$58.00
+25.84% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateOct 27, 2026

Next known earnings or reporting date.

EPS estimate$0.02

Current analyst expectation for the upcoming report.

Revenue estimate$186.83M

Current analyst expectation for the upcoming report.

Sentiment score

News pressure around the setup.

Momentum score71

Where event reaction would show up first.

AIQ score47/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
12
Average target
$44.82
Target upside
-2.76%
Target range
$33.00 - $58.00
90-day revisions
3

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
5
Neutral
0
Negative
0
gurufocus.com · Sep 3, 2026

Varonis (VRNS) Engages in Acquisition Talks with Proofpoint's Parent Company

On September 03, 2026, private equity firm Thoma Bravo is reportedly in advanced acquisition discussions with data security company Varonis Systems Inc (VRNS).

gurufocus.com · Sep 2, 2026

Varonis Systems Inc (VRNS) Stock Up 10.4% and Still Undervalued -- GF Score: 77/100

On September 02, 2026, Varonis Systems Inc (VRNS) shares rose 10.4% to a current price of $46.76. The stock has shown strong momentum recently, climbing 42.6% y

gurufocus.com · Sep 2, 2026

VRNS Looks 16.7% Undervalued on GF Value™ Amid Acquisition Buzz

On September 02, 2026, Varonis Systems Inc (VRNS) shares surged 10% following reports that Thoma Bravo's Proofpoint is considering an acquisition of the cyberse

gurufocus.com · Aug 27, 2026

Varonis Systems Inc (VRNS) Stock Up 8.2% and Still Undervalued -- GF Score: 77/100

On August 27, 2026, Varonis Systems Inc (VRNS) shares rose 8.2% today, with a current price of $44.78. The stock has experienced a 52-week range of $19.70 to $6

seekingalpha.com · Aug 4, 2026

Varonis Systems: Better Growth In Q2, But Q4 2026 Still Needs To Deliver (NASDAQ:VRNS)

Varonis (VRNS) Q2 2026 update: SaaS ARR up 25% and guidance raised, but margins lag.

Open full news and sentiment

VRNS Catalysts FAQ

What are the next catalysts for VRNS stock?

VRNS's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move VRNS stock?

Upcoming events that could move VRNS include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could VRNS's next earnings report affect the stock?

VRNS's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive VRNS stock higher?

VRNS could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt VRNS stock?

VRNS could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.