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Varonis Sys (VRNS) Stock News

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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. develops data and AI security software for organizations managing sensitive information across SaaS, IaaS, and hybrid cloud environments. Company news commonly covers the Varonis Data Security Platform, Atlas AI Security Platform, cloud-native security automation, managed detection and response, and controls for data exposure, access governance, data loss prevention, database activity monitoring, identity protection, email security, and AI usage.

Updates also include quarterly financial results and SaaS annual recurring revenue metrics, product launches, security certifications such as Spain’s ENS High level certification, cybersecurity conference activity, channel recognition, and investor presentations.

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Varonis (Nasdaq: VRNS) will present at Citi's 2026 Global TMT Conference in New York, held September 8–10, 2026. The company’s presentation is scheduled for September 9 at 1:55 p.m. ET. A live audio webcast and limited-time archive will be accessible via the Investor Relations section at ir.varonis.com.

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Varonis (Nasdaq: VRNS) introduced Agent Intent-Based Access Control (IBAC), a new Varonis Atlas capability that lets organizations connect AI agents to enterprise data while enforcing safeguards against unsafe or out-of-policy actions.

Agent IBAC evaluates an agent’s reasoning, tool use, and data access against its instructions, with intent-drift detection, full session evaluation, configurable quarantine, human-in-the-loop approvals, and a complete audit trail. It works with existing agents and tools such as Claude Code, Cursor, GitHub Copilot, and Microsoft Copilot Studio and is available now to Varonis Atlas customers.

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Varonis (Nasdaq: VRNS) reported second quarter 2026 revenues of $180.0 million, up from $152.2 million a year earlier, driven by SaaS revenue of $171.7 million versus $105.9 million. Term license and maintenance revenues declined sharply as customers continued converting to the SaaS platform.

SaaS ARR reached $726.0 million, up 52% year-over-year and 25% excluding conversions. GAAP operating loss was ($40.6) million, while non-GAAP operating income improved to $3.7 million. As of June 30, 2026, Varonis held $911.5 million in cash and investments and generated six-month free cash flow of $69.1 million.

For Q3 2026, the company guides revenues of $185.0–$188.0 million and non-GAAP EPS of $0.02–$0.03. For full year 2026, it expects revenues of $735.0–$739.0 million, SaaS ARR of $819.0–$850.0 million, free cash flow of $105.0–$110.0 million, and non-GAAP EPS of $0.14–$0.15.

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Varonis (Nasdaq: VRNS) will showcase its data and AI security solutions at Black Hat USA 2026 and DEF CON 34 in Las Vegas this August. The company will feature AI security demos and Varonis Threat Labs research at Booth #2948 and in DEF CON’s Cloud Village.

Highlights include the online and in-person capture-the-flag challenge Breach at the Beach, expert sessions on AI-native attacks, AI vulnerabilities, autonomous AI agent risks, and hands-on labs covering Microsoft 365 Copilot, AWS Bedrock, and GCP Dataflow attack techniques.

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Varonis (NASDAQ: VRNS) announced that its Varonis Atlas platform now supports the full Anthropic Claude enterprise suite, including Claude Code, Claude Cowork, Claude Enterprise, and Claude Platform. The update is designed to help enterprises secure agentic AI used for software development and file-based knowledge work.

Atlas provides unified visibility and control with AI runtime guardrails, activity monitoring, AI security posture management, and an AI inventory spanning agents, tools, and governed repositories. According to Varonis, this follows its integration with the Claude Compliance API and gives security teams a continuous view across the Claude stack. Varonis Atlas is available now, with a free trial and demos offered.

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Varonis (Nasdaq: VRNS) will report its second quarter 2026 financial results after the close of U.S. markets on Tuesday, July 28, 2026. The company will host a conference call at 4:30 p.m. ET with live webcast and replay available via its investor relations website.

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Varonis (NASDAQ: VRNS) announced an integration between Varonis Atlas and Cursor, an AI-native coding tool. Atlas now delivers runtime enforcement, threat detection, and full session forensics for Cursor, protecting source code, credentials, API keys, and customer data across agentic development workflows.

The platform also offers shadow AI discovery and sensitive data protection across supported agentic IDEs, including Claude Code, GitHub Copilot, and VS Code.

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Varonis (Nasdaq: VRNS) was named a 2026 Gartner® Peer Insights™ Customers’ Choice for Data Security Posture Management for the third consecutive year.

It is the only DSPM vendor with this three-year streak, with 97% of customers willing to recommend and ratings up to 4.9/5 in support experience.

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Varonis (Nasdaq: VRNS) announced its Data Security Platform has attained GovRAMP Authorization, confirming it meets rigorous security requirements for U.S. state, local, tribal, and educational (SLED) government agencies.

Varonis also highlights existing certifications including FedRAMP, TXRAMP, ISO 27001, and SOC 2, supporting public- and private-sector data and AI security needs.

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Varonis (Nasdaq: VRNS) will showcase its data and AI security platform at Infosecurity Europe 2026, held June 2–4 at Excel London, Stand C84.

Attendees can see live demos, expert sessions on securing AI development and databases, an invite-only AI lunch panel, and schedule meetings or request a free expo pass.

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FAQ

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

The current stock price of Varonis Sys (VRNS) is $40.85 as of August 20, 2026.

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

The market cap of Varonis Sys (VRNS) is approximately 4.7B.