VARONIS SYSTEMS ($VRNS) posted quarterly earnings results for Q1 2026 on Tuesday, April 28th. The company reported earnings of $0.06 per share, beating estimates of -$0.05 by $0.11. The company also reported revenue of $173,130,000, beating estimates of $168,814,947 by $4,315,053.
Stock price change since market close: +13.8%
You can see Quiver Quantitative's $VRNS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
VARONIS SYSTEMS Insider Trading Activity
VARONIS SYSTEMS insiders have traded $VRNS stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VRNS stock by insiders over the last 6 months:
- YAKOV FAITELSON (CEO, President, Chairman) purchased 26,725 shares for an estimated $598,907
- AVROHOM J. KESS purchased 17,800 shares for an estimated $396,762
- JOHN J JR GAVIN purchased 5,000 shares for an estimated $112,700
- DAVID BASS (EVP Engineering & CTO) purchased 2,980 shares for an estimated $69,940
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
VARONIS SYSTEMS Hedge Fund Activity
We have seen 148 institutional investors add shares of VARONIS SYSTEMS stock to their portfolio, and 219 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TREMBLANT CAPITAL GROUP added 3,058,524 shares (+678.0%) to their portfolio in Q4 2025, for an estimated $100,319,587
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 2,732,556 shares (+inf%) to their portfolio in Q4 2025, for an estimated $89,627,836
- MACQUARIE GROUP LTD removed 2,502,555 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $82,083,804
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 1,908,011 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $62,582,760
- GREENVALE CAPITAL LLP removed 1,725,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $56,579,999
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 1,632,687 shares (-99.2%) from their portfolio in Q4 2025, for an estimated $53,552,133
- JACOBS LEVY EQUITY MANAGEMENT, INC added 1,471,418 shares (+inf%) to their portfolio in Q4 2025, for an estimated $48,262,510
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
VARONIS SYSTEMS Analyst Ratings
Wall Street analysts have issued reports on $VRNS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/04/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Piper Sandler issued a "Overweight" rating on 01/05/2026
- Barclays issued a "Overweight" rating on 01/05/2026
To track analyst ratings and price targets for VARONIS SYSTEMS, check out Quiver Quantitative's $VRNS forecast page.
VARONIS SYSTEMS Price Targets
Multiple analysts have issued price targets for $VRNS recently. We have seen 14 analysts offer price targets for $VRNS in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Saket Kalia from Barclays set a target price of $28.0 on 04/13/2026
- Richard Poland from Wells Fargo set a target price of $28.0 on 03/03/2026
- Rudy Kessinger from DA Davidson set a target price of $30.0 on 02/05/2026
- Dan Ives from Wedbush set a target price of $35.0 on 02/04/2026
- Erik Suppiger from B. Riley Securities set a target price of $45.0 on 02/04/2026
- Fatima Boolani from Citigroup set a target price of $28.0 on 02/04/2026
- Brian Essex from JP Morgan set a target price of $38.0 on 02/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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