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VRNSVaronis Systems, Inc.Sell5.5·$33.34-0.36%
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Varonis Systems, Inc. (VRNS) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Technology · Software - Infrastructure

Sell if holding. Analyst target reached at $33.34 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.2): -0.5.

Varonis Systems is a data security company offering a cloud-based SaaS platform that protects enterprise data across cloud, SaaS, and on-premises environments, spanning data discovery, classification, access governance, and threat detection. Sold globally to 95+ countries under... Read more

$33.34+6.6% A.UpsideScore 5.5/10#45 of 77 Software - Infrastructure
QualityF-score6 / 9FCF yield4.63%
Stop $31.01Target $35.54(resistance)A.R:R -0.1:1
Analyst target$36.32+8.9%22 analysts
$35.54our TP
$33.34price
$36.32mean
$28
$47

Sell if holding. Analyst target reached at $33.34 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.2): -0.5. Chart setup: RSI 60 mid-range, Bollinger mid-band. Score 5.5/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Jul 28, 202644d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.2): -0.5
Negative momentum

Key Metrics

P/E (TTM)
P/E (Fwd)87.2
Mkt Cap$3.9B
EV/EBITDA-27.0
Profit Mgn-19.8%
ROE-31.8%
Rev Growth26.9%
Beta0.87
DividendNone
Rating analysts30

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C14.29bearish
IV80%elevated
Max Pain$80+140.0% vs spot

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

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

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

Quality Rank
0.7
Value Rank
3.6
Growth Rank
7.1

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

52w Position
0.4
Support Resistance
3.2
Bollinger
3.6
Gap
6.0

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

Macd
0.0
Volume
0.8
Rsi
4.5
Obv
6.0
Ma Position
6.0
Below 200-MA, MA slope -9.4%/30d — confirmed downtrend
GatesMomentum 3.5<4.5A.R:R -0.1=NEGATIVEDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 44d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
60 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $27.01Resistance $36.27

Price Targets

$31
$36
A.Upside+6.6%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-2.0% upside)
! momentum at 3.5 (below the engine's 4.5 threshold)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-28 (44d)

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?

Sell if holding. Analyst target reached at $33.34 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.2): -0.5. Chart setup: RSI 60 mid-range, Bollinger mid-band. Prior stop was $31.01. Score 5.5/10, moderate confidence.

What is the VRNS stock price target?

Take-profit target: $35.54 (+6.6% upside). Prior stop was $31.01. Stop-loss: $31.01.

What are the risks of investing in VRNS?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.2): -0.5; Negative momentum.

Is VRNS overvalued or undervalued?

Varonis Systems, Inc. trades at a P/E of N/A (forward 87.2). TrendMatrix value score: 5.3/10. Verdict: Sell.

What do analysts say about VRNS?

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

What does Varonis Systems, Inc. do?Varonis Systems is a data security company offering a cloud-based SaaS platform that protects enterprise data across...

Varonis Systems is a data security company offering a cloud-based SaaS platform that protects enterprise data across cloud, SaaS, and on-premises environments, spanning data discovery, classification, access governance, and threat detection. Sold globally to 95+ countries under subscription licenses with >90% renewal rates in 2025; self-hosted products are end-of-life December 31, 2026.

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