Nama Insights

Varonis Systems (VRNS)

Technology · Software Infrastructure · NASDAQ

Varonis Systems (VRNS) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $5.63B, a trailing price-to-earnings ratio of 180.7 and a free-cash-flow yield of 2.4%. Over the most recent reported fiscal year, revenue grew 13.2% and free cash flow per share grew 26.4%. Nama's AI scorecard rates it Hold, 4.5 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Hold · 4.5/10
The sections balance. As of Nov 7, 2026.
Momentum
Rising · +43.5% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Can't Tell
A figure the screen needs is missing, so it can't tell.
Off its high
-25.1%
How far the last close sits under the highest price of the past five years.
Market cap$5.63B
Trailing P/E180.7
Price / book12.6
Price / sales8.2
FCF yield2.4%
Dividend yield—
Gross margin77.1%
Operating margin-22.0%
Net margin-20.6%
Revenue growth (YoY)+13.2%
Revenue growth (3-yr annual)+9.6%
EPS growth (YoY)-40.0%
FCF/share growth (YoY)+26.4%
Beta0.8
ExchangeNASDAQ
SectorTechnology
IndustrySoftware Infrastructure

VRNS earnings

Next report: Feb 9, 2027 (Q4 2026, EPS estimate $0.03). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 3, 2026 $0.09 $0.03 +200.0% $189.46M
Q2 2026 Jul 28, 2026 $0.04 $0.01 +300.0% $180.02M
Q1 2026 Apr 28, 2026 $0.06 -$0.05 +220.0% $173.13M
Q4 2025 Feb 3, 2026 $0.08 $0.03 +166.7% $173.37M

VRNS analyst price target

Median target $49.75 from 18 analysts, ranging $48.00 – $58.00.

Software Infrastructure peers

TickerCompanyMarket capP/E
MSFT Microsoft $3.94T 29.4
PLTR Palantir Technologies $386.44B 112.2
ORCL Oracle $361.97B 14.4
PANW Palo Alto Networks $256.86B 81.9
CRWD CrowdStrike $222.09B 195.4
NET Cloudflare $95.70B 224.0
FTNT Fortinet $87.31B 34.5
SNPS Synopsys $86.32B 32.3
Explore live VRNS data on Nama Insights →

VRNS FAQ

Is VRNS a buy?
Nama's AI scorecard currently rates Varonis Systems Hold (4.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is VRNS's P/E ratio?
Varonis Systems trades at a trailing price-to-earnings ratio of 180.7.
When does VRNS report earnings?
Varonis Systems's next scheduled report is on Feb 9, 2027. Analysts expect EPS of $0.03.
What is the VRNS price target?
The median analyst price target from 18 analysts is $49.75, with a range of $48.00 – $58.00.
Is VRNS Shariah compliant?
Nama's AAOIFI-style screen reads Varonis Systems as Can't Tell. A figure the screen needs is missing, so it can't tell.