Varonis to Acquire AllTrue.ai to Manage and Secure AI Across the Enterprise
Rhea-AI Summary
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.
Positive
- Adds real-time AI visibility and enforcement across enterprise systems
- Integrates AI TRiSM with Varonis data and identity security platform
- Enables real-time control to filter or block risky AI actions
- Supports least-privilege enforcement for data accessed by AI systems
- Provides evidence for governance and external compliance
Negative
- None.
Market Reaction
Following this news, VRNS has declined 12.66%, reflecting a significant negative market reaction. Our momentum scanner has triggered 5 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $23.17. This price movement has removed approximately $396M from the company's valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus
VRNS was down 1.98% pre-news while key peers were mixed: S +3.45%, QLYS +3.05%, WEX +2.43%, PATH -0.40%, CFLT flat. This pattern points to stock-specific factors rather than a broad sector move.
Previous Acquisition,AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Sep 02 | AI acquisition deal | Positive | -3.7% | Acquisition of SlashNext and raised 2025 revenue guidance with AI focus. |
The last AI-focused acquisition headline showed positive strategic developments but a negative -3.69% next-day move, suggesting the stock has previously sold off on this news type.
Over the past several months, Varonis has highlighted partnerships and AI-centric expansions, including an AI-native email security acquisition with updated revenue guidance and integrations with Microsoft Purview and AWS Security Hub. The prior AI acquisition on Sep 2, 2025 combined new technology with guidance raised to as high as $628.0M in 2025 revenue, yet the stock fell 3.69% over 24 hours. Today’s AllTrue.ai deal continues the strategy of bolstering AI and data-centric security capabilities.
Historical Comparison
Past AI acquisitions for VRNS combined strategic benefits with a -3.69% next-day move, indicating that the market has reacted cautiously to similar AI-driven M&A headlines.
Varonis has used acquisitions like SlashNext and AllTrue.ai to deepen AI-driven security capabilities around email threats and broader enterprise AI behavior, reinforcing its data-centric security platform.
Market Pulse Summary
The stock is dropping -12.7% following this news. A negative reaction despite strategic AI expansion fits the pattern seen after the Sep 2, 2025 AI acquisition, when VRNS fell 3.69% over 24 hours. The market has previously treated AI M&A as execution risk rather than an immediate catalyst. Attention may focus on integration complexity, margin impacts, and how quickly the combined platform translates into measurable revenue or customer wins in subsequent filings and earnings updates.
Key Terms
guardrails technical
AI-generated analysis. Not financial advice.
Acquisition strengthens Varonis’ ability to help organizations adopt safe, compliant and trustworthy AI at scale
MIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the leader in data security, today announced it is acquiring AllTrue.ai, an AI Trust, Risk, and Security Management (AI TRiSM) company that helps organizations understand and control how AI systems behave across the enterprise.
AllTrue.ai brings real-time visibility and security to AI systems, complementing Varonis’ deep understanding of enterprise data, identities, and access. Together, the combined platform helps organizations see and protect everything they build and run with AI.
As companies deploy AI models, copilots, and agents at scale, these systems are no longer just analyzing data — they are making autonomous decisions and acting on data at machine speed. This shift introduces a new class of risk: AI systems that operate without clear visibility, governance, or guardrails.
“AI can behave unpredictably,” said Yaki Faitelson, CEO and co-founder of Varonis. “If you don’t know which AI systems you have, what they’re doing, or what data they can touch, you can’t safely use AI. By combining AllTrue’s AI visibility and enforcement with Varonis’ Data Security Platform, we’re giving organizations a way to adopt AI while keeping risk under control.”
“Most AI security efforts focus on models and prompts,” said Ron Bennatan, CEO and co-founder of AllTrue.ai and creator of Guardium (acquired by IBM) and jSonar (acquired by Imperva). “But the real value, and risk, of AI is related to the enterprise data AI can access. Varonis pioneered the data-centric security approach that is the bedrock of AI security. Together, we can give organizations the fastest path to safe, compliant, and trustworthy AI.”
AllTrue.ai provides visibility into what AI systems exist across an organization — including shadow AI. It also enforces guardrails in real-time, helping prevent unsafe and unintended behavior.
With the acquisition of AllTrue, the combined Varonis platform will enable organizations to:
- See what AI systems and agents exist, what their intent is, what they’re connected to, and how they behave
- Control AI behavior in real-time to filter or block risky or non-compliant actions
- Reduce risk by understanding exactly what critical data AI systems can access and automatically enforcing least privilege
- Prove accountability with clear evidence for internal governance and external compliance
As AI becomes embedded in core business processes, security is no longer just about stopping breaches — it’s about whether organizations can trust autonomous systems to act safely, reliably, and in line with policy. Varonis is building the platform to make that possible.
Additional Resources
- Read more on the Varonis blog.
- Check out these Varonis integrations.
- Varonis in action: schedule a 30-minute demo.
- Visit our blog, and join the conversation on LinkedIn and YouTube.
About Varonis
Varonis (Nasdaq: VRNS) is the leader in data security, fighting a different battle than conventional cybersecurity companies. Our cloud-native Data Security Platform continuously discovers and classifies critical data, removes exposures, and detects advanced threats with AI-powered automation.
Thousands of organizations worldwide trust Varonis to defend their data wherever it lives — across SaaS, IaaS, and hybrid cloud environments. Customers use Varonis to automate a wide range of security outcomes, including data security posture management (DSPM), data classification, data access governance (DAG), data detection and response (DDR), data loss prevention (DLP), database activity monitoring (DAM), identity protection, email security, and AI security.
Varonis protects data first, not last. Learn more at www.varonis.com.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112
investors@varonis.com
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598)
pr@varonis.com
FAQ
What did Varonis (VRNS) announce on February 3, 2026 regarding AllTrue.ai?
How will the AllTrue.ai acquisition change Varonis’ security capabilities for AI?
What specific investor-relevant benefits did Varonis highlight from buying AllTrue.ai?
Does the announcement specify financial terms or timing for Varonis’ acquisition of AllTrue.ai?
How does Varonis say the AllTrue.ai deal addresses ‘shadow AI’ and unmanaged systems?
