VRNSVaronis Systems, Inc.
Price
-19%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, a flag to check, demanding price, growth steady, the market undecided.
Varonis is a data security company focused on protecting what matters most to organizations: their data. Modern enterprises run on data that is created, copied, shared and accessed across cloud services, SaaS applications and on-premises environments, often faster than security teams can see, understand or control. We started Varonis around a simple observation that we believe has only intensified over time: the ability to create and share data scales far faster than the ability to secure it.
In the company’s own words · 10-K filed Feb 4, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Varonis Systems, Inc. (VRNS) reported revenue of $180M in Q2 2026 (quarter ended Jun 30, 2026), up 18% from the same quarter a year earlier. That came with a gross margin of 75% and net loss of $47M. For the full year FY2025, revenue was $624M (+13% year on year) and net income −$129M. Its largest region in Q2 2026 was United States at $129M, 72% of the disclosed total, well ahead of EMEA at 20%. The next results filing is expected around Oct 27, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 15, 2026On October 15, 2026 (the “Signing Date”), Varonis Systems, Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Proofpoint, Inc., a Delaware corporation (“Parent”), and Vail Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of …Material agreement entered · Form 8-K
- Jul 28, 2026Varonis Announces Second Quarter 2026 Financial Results.Earnings release · press release
- Jun 2, 2026On June 1, 2026, the stockholders of the Company also approved an increase in the number of shares of the Company’s common stock, par value $0.001 per share (“Common Stock”), available for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan (the “2023 Plan”)Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $180.0MThe company’s own SEC segment disclosure.
- United States$129.0M72%
- EMEA$36.4M20%
- Rest Of World$14.6M8%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Software, Infrastructure
Ranks #65 of 78 by RyuScore