Recent discussions on X about Varonis Systems (VRNS) have been buzzing with reactions to the company’s strong Q2 2025 financial results, which showcased a 19% year-over-year growth in annual recurring revenues. Many users highlighted the positive analyst upgrades, with several major firms raising their price targets significantly, reflecting confidence in the company’s trajectory. The launch of a next-gen database activity monitoring solution also sparked interest, as it’s seen as a bolster to data security offerings.
However, not all chatter was unequivocally positive, as some pointed out a slight retreat in stock price despite an initial gap up after the earnings release. Concerns about geopolitical risks and IP litigation, mentioned in recent filings, have also surfaced in conversations, adding a layer of caution. Overall, the dialogue reflects a dynamic mix of optimism and measured scrutiny surrounding VRNS’s future prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Varonis Systems Insider Trading Activity
Varonis Systems insiders have traded $VRNS stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $VRNS stock by insiders over the last 6 months:
- GUY MELAMED (CFO and COO) sold 51,889 shares for an estimated $2,859,083
- DEN BOSCH FRED VAN has made 0 purchases and 2 sales selling 9,000 shares for an estimated $465,240.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Varonis Systems Hedge Fund Activity
We have seen 162 institutional investors add shares of Varonis Systems stock to their portfolio, and 179 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 1,373,919 shares (+134.2%) to their portfolio in Q1 2025, for an estimated $55,575,023
- VOYA INVESTMENT MANAGEMENT LLC added 1,152,687 shares (+98.6%) to their portfolio in Q1 2025, for an estimated $46,626,189
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 1,084,651 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $43,874,132
- THRIVENT FINANCIAL FOR LUTHERANS removed 1,065,635 shares (-40.7%) from their portfolio in Q1 2025, for an estimated $43,104,935
- POLAR CAPITAL HOLDINGS PLC removed 1,003,524 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $40,592,545
- TWO SIGMA ADVISERS, LP added 893,200 shares (+64.7%) to their portfolio in Q1 2025, for an estimated $36,129,940
- GOLDMAN SACHS GROUP INC added 848,408 shares (+26.2%) to their portfolio in Q1 2025, for an estimated $34,318,103
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Varonis Systems Analyst Ratings
Wall Street analysts have issued reports on $VRNS in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 07/30/2025
- Baird issued a "Outperform" rating on 07/30/2025
- Wedbush issued a "Outperform" rating on 07/30/2025
- Needham issued a "Buy" rating on 07/30/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- UBS issued a "Buy" rating on 07/30/2025
- Barclays issued a "Overweight" rating on 07/30/2025
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 $63.5.
Here are some recent targets:
- Shyam Patil from Susquehanna set a target price of $65.0 on 07/30/2025
- Mike Cikos from Needham set a target price of $70.0 on 07/30/2025
- Saket Kalia from Barclays set a target price of $62.0 on 07/30/2025
- Shrenik Kothari from Baird set a target price of $63.0 on 07/30/2025
- Matthew Hedberg from RBC Capital set a target price of $64.0 on 07/30/2025
- Rudy Kessinger from DA Davidson set a target price of $50.0 on 07/30/2025
- Daniel Ives from Wedbush set a target price of $65.0 on 07/30/2025
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.
