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Varonis Systems, Inc. (VRNS) Stock Analysis

Recovery setup

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Technology · Software - Infrastructure

Wait for pullback to $25.30. BUY gates pass at $26.73, but leverage penalty (D/E 1.1): -0.5 and below 200-MA, MA slope -9.3%/30d (confirmed downtrend) argue for a more patient entry. Engine's entry $25.30 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum.

Varonis is a data security platform company protecting enterprise data across cloud, SaaS, and on-premises environments including Microsoft 365, Salesforce, Google Workspace, and on-premises file systems. Revenue is primarily SaaS subscriptions; the company is ending self-hosted... Read more

$26.73+28.3% A.UpsideScore 6.2/10#11 of 80 Software - Infrastructure
Entry $25.30(Default 5pct Sticky)Stop $22.32Target $32.53(analyst − 10%)A.R:R 1.5:1Setup A.R:R 4.0:1
Analyst target$36.14+35.2%21 analysts
$32.53our TP
$26.73price
$36.14mean
$47

Wait for pullback to $25.30. BUY gates pass at $26.73, but leverage penalty (D/E 1.1): -0.5 and below 200-MA, MA slope -9.3%/30d (confirmed downtrend) argue for a more patient entry. Engine's entry $25.30 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Death cross but MACD improving, RSI 75. Mixed signals. Hold existing position. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 6.2/10, moderate confidence.

Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost analyst 0.40, news boost analyst cluster(4), earnings proximity 88d clear, semi cycle peak clear). Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive news sentiment (+0.63)
Strong growth profile
Risks
Leverage penalty (D/E 1.1): -0.5
Below 200-MA, MA slope -9.3%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)
P/E (Fwd)63.4
Mkt Cap$3.1B
EV/EBITDA-20.8
Profit Mgn-19.8%
ROE-31.8%
Rev Growth26.9%
Beta0.68
DividendNone
Rating analysts29

Quality Signals

Piotroski F6/9

Options Flow

P/C0.44bullish
IV75%elevated
Max Pain$13-53.2% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
0.0
Bollinger
1.2
Support Resistance
3.0
Gap
4.0

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.9
Value Rank
3.8
Growth Rank
7.6
GatesDeath cross (50MA < 200MA)Momentum 5.8>=5.5A.R:R 1.5 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.40NEWS BOOST ANALYST CLUSTER(4)EARNINGS PROXIMITY 88d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
75 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $19.70Resistance $29.72

Price Targets

$22
$25
$33
A.Upside+21.7%
A.R:R1.5:1
Setup A.R:R (at entry)4.0:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! NEWS_MOD=+2: HOLD_IF_HOLDING → STRONG_BUY_WAIT

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-28 (88d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is VRNS stock a buy right now?

Wait for pullback to $25.30. BUY gates pass at $26.73, but leverage penalty (D/E 1.1): -0.5 and below 200-MA, MA slope -9.3%/30d (confirmed downtrend) argue for a more patient entry. Engine's entry $25.30 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Death cross but MACD improving, RSI 75. Mixed signals. Hold existing position. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $32.53 (+21.7%), stop $22.32 (−19.8%), Setup A.R:R 4.0:1. Score 6.2/10, moderate confidence.

What is the VRNS stock price target?

Take-profit target: $32.53 (+28.3% upside). Target $32.53 (+21.7%), stop $22.32 (−19.8%), Setup A.R:R 4.0:1. Stop-loss: $22.32.

What are the risks of investing in VRNS?

Leverage penalty (D/E 1.1): -0.5; Below 200-MA, MA slope -9.3%/30d (confirmed downtrend).

Is VRNS overvalued or undervalued?

Varonis Systems, Inc. trades at a P/E of N/A (forward 63.4). TrendMatrix value score: 6.7/10. Verdict: Buy (Wait for Entry).

What do analysts say about VRNS?

29 analysts cover VRNS with a consensus score of 4.0/5. Average price target: $36.

What does Varonis Systems, Inc. do?Varonis is a data security platform company protecting enterprise data across cloud, SaaS, and on-premises environments...

Varonis is a data security platform company protecting enterprise data across cloud, SaaS, and on-premises environments including Microsoft 365, Salesforce, Google Workspace, and on-premises file systems. Revenue is primarily SaaS subscriptions; the company is ending self-hosted term licenses by December 31, 2026. It focuses on reducing breach blast radius through automated access governance.

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