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Varonis Sys Inc Stock Price, News & Analysis

VRNS Nasdaq

Welcome to our dedicated page for Varonis Sys news (Ticker: VRNS), a resource for investors and traders seeking the latest updates and insights on Varonis Sys stock.

Varonis Systems, Inc. (Nasdaq: VRNS) is a data security company whose news flow centers on its cloud-native Data Security Platform, financial performance, acquisitions, and product innovations. Company announcements frequently describe how Varonis discovers and classifies critical data, removes exposures, and detects advanced threats with AI-powered automation across SaaS, IaaS, and hybrid cloud environments.

Investors following VRNS news can expect regular updates on quarterly and full-year financial results, including discussions of annual recurring revenues, SaaS adoption, cash generation, and non-GAAP performance metrics. Varonis also issues current reports on strategic actions such as share repurchase authorizations and acquisitions, which are reflected in press releases and related SEC Form 8-K filings.

Product and technology news is another major theme. Recent releases have highlighted the acquisition of AI-native email security provider SlashNext, the launch of Varonis Interceptor for AI-powered email and social engineering threat detection, and AI identity protection for Salesforce Agentforce. Varonis also announces integrations with major platforms, such as AWS Security Hub and Microsoft Purview, which extend its data security posture management and visibility across cloud ecosystems.

In addition, Varonis publicizes its participation in technology and investor conferences, where management presents the company’s data-first security approach and financial profile. For anyone tracking developments in data security, AI-driven threat detection, and cloud-based protection of sensitive information, the VRNS news feed provides an ongoing view into the company’s strategy, platform evolution, and key corporate milestones.

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Varonis (NASDAQ: VRNS) announced it is acquiring AllTrue.ai, an AI TRiSM company, to add real-time AI visibility, guardrails, and enforcement to Varonis’ data, identity, and access security platform. The combined offering aims to help organizations discover AI systems, control AI behavior, enforce least privilege, and support compliance and accountability.

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Varonis (NASDAQ: VRNS) reported fourth-quarter and full-year 2025 results showing strong SaaS momentum and cash generation. ARR was $745.4M (+16% YoY) and SaaS ARR was $638.5M (86% of ARR), up 88% YoY or 32% excluding conversions. Full-year revenue was $623.5M. Cash and securities totaled $1.1B.

The company generated $147.4M of cash from operations and $131.9M of free cash flow in 2025, while GAAP operating loss widened to ($146.5M).

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Varonis (Nasdaq: VRNS) will report its fourth-quarter and full-year 2025 financial results after U.S. market close on Tuesday, February 3, 2026. The company will host a conference call the same day at 4:30 p.m. ET to discuss results, with domestic dial-in 877-425-9470, international 201-389-0878, and conference ID 13757870.

A replay is available through February 10, 2026 at domestic 844-512-2921 or international 412-317-6671 using passcode 13757870. A live webcast and archived replay (one-year) will be available on the company's Investor Relations website.

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Varonis (Nasdaq: VRNS) announced an integration with AWS Security Hub on Dec 2, 2025. The integration lets security teams ingest prioritized AWS findings, add data-sensitivity and identity context, and present a unified view of risk across AWS and the broader data estate. Key features include automated remediation for misconfigurations, blocking public S3 access, removing stale users and roles, and data-centric threat detection and user behavior analytics to reduce alert noise and accelerate fixes.

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Varonis (Nasdaq: VRNS) announced a DSPM integration with Microsoft Purview on November 18, 2025, enabling Varonis signals to appear inside Purview for unified visibility into sensitive data across Microsoft and external platforms.

The integration surfaces data asset and risk details (permissions, location, sensitive information types) from environments such as Microsoft 365, Azure, Salesforce, and Snowflake. It is currently available and can be enabled through Microsoft Sentinel Data Lake and the Microsoft Purview portal, aiming to reduce blind spots, strengthen risk posture, and support safer AI adoption.

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Varonis (NASDAQ: VRNS) was named a finalist in the Marketplace Category for the 2025 Microsoft Partner of the Year Award on November 17, 2025. The company was selected from more than 4,600 nominations across 100+ countries for excellence in innovation and implementation of customer solutions built on Microsoft technology.

Microsoft highlighted partner achievements in cloud and AI ahead of Microsoft Ignite (Nov 18–21, 2025). Varonis was recognized for its marketplace solutions and collaboration to deliver automated data security across the Microsoft ecosystem.

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Varonis (Nasdaq: VRNS) said it will present at two investor conferences in December 2025: the UBS Global Technology and AI Conference in Scottsdale, AZ, on December 1, 2025 at 1:35 p.m. MT, and the Barclays 23rd Annual Global Technology Conference in San Francisco on December 10, 2025 at 11:00 a.m. PT.

The company said both audio presentations will be webcast live and available via the Investor Relations section at ir.varonis.com, with archived webcasts available for a limited time after each conference.

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Varonis (Nasdaq: VRNS) announced a board authorization to repurchase up to $150.0 million of common stock, with repurchases expected to be completed over the next 12 months. Purchases may occur via open market transactions, privately negotiated transactions, Rule 10b5-1 trading plans, or under Rule 10b-18, and will depend on trading windows, available liquidity, and general business and market conditions.

The release includes forward-looking statements and lists potential risks that could affect results, and notes that all information is as of the announcement date of October 28, 2025.

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Varonis (NASDAQ: VRNS) reported third quarter 2025 results for the period ended September 30, 2025. Total revenues were $161.6M versus $148.1M a year ago and ARR reached $718.6M (+18% YoY). SaaS represents ~76% of total ARR. GAAP operating loss widened to ($35.9M); non-GAAP operating income was $0.2M. YTD cash from operations was $122.7M and free cash flow was $111.6M. The company authorized a $150M share repurchase program and closed acquisitions including SlashNext, launching Varonis Interceptor.

Guidance was reduced: full-year ARR now expected $730M–$738M; revenues and non-GAAP metrics updated accordingly.

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Varonis (Nasdaq: VRNS) announced at Dreamforce 2025 the launch of Varonis for Agentforce, an identity protection solution for Salesforce Agentforce that gives IT and security teams visibility and control over AI agent access and actions.

Key capabilities include automatic inventory and cataloging of Agentforce AI agents, a unified view of data sensitivity, permissions and agent activity, and automated enforcement of least-privilege by analyzing prompts/responses for sensitive data exposure and policy violations. The product is available on Salesforce AppExchange, and Varonis is offering a complimentary Data Risk Assessment and 30-minute demos.

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FAQ

What is the current stock price of Varonis Sys (VRNS)?

The current stock price of Varonis Sys (VRNS) is $26.29 as of February 11, 2026.

What is the market cap of Varonis Sys (VRNS)?

The market cap of Varonis Sys (VRNS) is approximately 3.1B.
Varonis Sys Inc

Nasdaq:VRNS

VRNS Rankings

VRNS Stock Data

3.08B
114.37M
2.5%
105.84%
5.14%
Software - Infrastructure
Services-prepackaged Software
Link
United States
MIAMI

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