Varonis CEO Yaki Faitelson will present a keynote on AI's impact on enterprise security at RSA Conference 2026.
Quiver AI Summary
Varonis Systems, Inc. announced that CEO Yaki Faitelson will deliver a keynote address titled "Robots vs. Robots: Stories from the Frontlines of the Agentic Revolution" at the RSA Conference 2026 in San Francisco on March 25 at 11:05 am PT. The presentation will discuss how AI is transforming enterprise security, focusing on three key impacts and strategies to enhance AI and data security programs. Attendees can watch the keynote live or on-demand and are invited to visit Varonis at their booth #5457, where they will showcase their new Atlas AI security platform. The event highlights Varonis' commitment to securing AI and data with around-the-clock support for organizations globally.
Potential Positives
- Yaki Faitelson, CEO and co-founder, is presenting a keynote at a major industry event, highlighting Varonis' leadership in AI and data security.
- The presentation focuses on how AI is reshaping enterprise security, showcasing Varonis' expertise and innovative approaches in the field.
- Varonis is unveiling its new Atlas AI security platform at the conference, signaling product innovation and expansion in their offerings.
- Free expo pass promotion enhances accessibility and potential engagement with a wider audience at the RSA Conference, which can lead to increased visibility and business opportunities.
Potential Negatives
- CEO Yaki Faitelson's keynote presentation may highlight the urgency of AI security risks, implying that the company is responding to significant threats in the industry.
- The emphasis on the need for future-proofing AI and data security programs may suggest that current solutions are not adequate or that there have been shortcomings in existing offerings.
- The promotional nature of the press release, focused on a conference and showcasing a new platform, could beg the question of whether the company is facing pressure to demonstrate innovation amidst increasing competition in the AI security space.
FAQ
What is the keynote topic at RSA Conference 2026?
The keynote topic is “Robots vs. Robots: Stories from the Frontlines of the Agentic Revolution” presented by Yaki Faitelson.
When is Varonis CEO's keynote presentation?
The keynote presentation will take place on March 25, 2026, at 11:05 am PT.
Where can I watch the Varonis keynote presentation?
You can watch the keynote live and on-demand at https://rsaconference.com/usa/varonis.
What will Varonis showcase at RSA Conference 2026?
Varonis will showcase its new Atlas AI security platform at booth #5457 in the North Hall.
How can I get a free expo pass for RSA Conference 2026?
You can use the invitation code 52E1320XP for a complimentary expo pass.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$VRNS Insider Trading Activity
$VRNS 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.
$VRNS Revenue
$VRNS had revenues of $173.4M in Q4 2025. This is an increase of 9.37% from the same period in the prior year.
You can track VRNS financials on Quiver Quantitative's VRNS stock page.
$VRNS Hedge Fund Activity
We have seen 168 institutional investors add shares of $VRNS stock to their portfolio, and 238 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
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- GOLDMAN SACHS GROUP INC removed 1,733,219 shares (-58.4%) from their portfolio in Q4 2025, for an estimated $56,849,583
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$VRNS Analyst Ratings
Wall Street analysts have issued reports on $VRNS in the last several months. We have seen 8 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
- Barclays issued a "Overweight" rating on 01/05/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Piper Sandler issued a "Overweight" rating on 01/05/2026
- Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
- Susquehanna issued a "Positive" rating on 10/29/2025
- JP Morgan issued a "Overweight" rating on 10/27/2025
To track analyst ratings and price targets for $VRNS, check out Quiver Quantitative's $VRNS forecast page.
$VRNS Price Targets
Multiple analysts have issued price targets for $VRNS recently. We have seen 17 analysts offer price targets for $VRNS in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- 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
- Mike Cikos from Needham set a target price of $30.0 on 02/04/2026
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $35.0 on 02/04/2026
- Junaid Siddiqui from Truist Securities set a target price of $34.0 on 02/04/2026
- Fatima Boolani from Citigroup set a target price of $28.0 on 02/04/2026
- Erik Suppiger from B. Riley Securities set a target price of $45.0 on 02/04/2026
Full Release
MIAMI and SAN FRANCISCO, March 25, 2026 (GLOBE NEWSWIRE) -- RSA CONFERENCE 2026 – -- Varonis Systems, Inc. (Nasdaq: VRNS) is proud to announce that CEO and co-founder Yaki Faitelson will present the keynote, “Robots vs. Robots: Stories from the Frontlines of the Agentic Revolution” on Wednesday, March 25, at 11:05 am PT on the Moscone West stage.
Yaki will share real stories from the front lines that reveal three major ways AI is reshaping enterprise security and will dive into techniques and frameworks to help future-proof your AI and data security programs.
Watch the keynote live and on-demand: https://rsaconference.com/usa/varonis
Visit Varonis at North Hall, booth #5457
Stop by booth #5457 in the North Hall during expo hours, where Varonis will be showcasing its new Atlas AI security platform, and learn how to secure AI and data at scale. View Varonis’ full RSA Conference 2026 event schedule .
Additional Resources:
- Free Expo Pass: Use invitation code 52E1320XP for a complimentary expo pass.
- Stay Connected: Follow Varonis on LinkedIn for real-time updates and live coverage from RSAC 2026.
About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and ensures safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112
[email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598)
[email protected]
