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VARONIS SYSTEMS (VRNS)

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Earnings summaries and quarterly performance for VARONIS SYSTEMS.

Research analysts who have asked questions during VARONIS SYSTEMS earnings calls.

BE

Brian Essex

JPMorgan Chase & Co.

8 questions for VRNS

Also covers: AI, CHKP, CLBT +18 more
Jason Ader

Jason Ader

William Blair & Company

8 questions for VRNS

Also covers: AVPT, BASE, BLZE +12 more
Joseph Gallo

Joseph Gallo

Jefferies & Company Inc.

8 questions for VRNS

Also covers: AVPT, CHKP, CRWD +11 more
JT

Joshua Tilton

Wolfe Research

8 questions for VRNS

Also covers: ADSK, ALTR, BSY +17 more
RK

Rudy Kessinger

D.A. Davidson & Co.

8 questions for VRNS

Also covers: AKAM, AVPT, BASE +12 more
MH

Matthew Hedberg

RBC Capital Markets

7 questions for VRNS

Also covers: ADSK, ALTR, BASE +28 more
RB

Roger Boyd

UBS

7 questions for VRNS

Also covers: AKAM, CHKP, CRWD +10 more
Saket Kalia

Saket Kalia

Barclays Capital

6 questions for VRNS

Also covers: ADBE, ADSK, ALKT +26 more
SK

Shrenik Kothari

Robert W. Baird & Co.

6 questions for VRNS

Also covers: CHKP, CVLT, ESTC +13 more
Fatima Boolani

Fatima Boolani

Citi

5 questions for VRNS

Also covers: AKAM, AVPT, CHKP +16 more
Junaid Siddiqui

Junaid Siddiqui

Truist Securities

5 questions for VRNS

Also covers: CHKP, CVLT, CYBR +8 more
MC

Mike Cikos

Needham & Company, LLC

5 questions for VRNS

Also covers: AKAM, BASE, BLZE +22 more
SE

Shaul Eyal

TD Cowen

5 questions for VRNS

Also covers: ALLT, CGNT, CHKP +14 more
Meta Marshall

Meta Marshall

Morgan Stanley

4 questions for VRNS

Also covers: ANET, AXON, BAND +31 more
Andrew Nowinski

Andrew Nowinski

Wells Fargo

3 questions for VRNS

Also covers: CHKP, CRWD, CYBR +14 more
JF

Joel Fishbein

Truist Securities

3 questions for VRNS

Also covers: CHKP, CRWD, ESTC +10 more
Rob Owens

Rob Owens

Piper Sandler Companies

3 questions for VRNS

Also covers: CFLT, CHKP, CRWD +12 more
ES

Erik Suppiger

JMP Securities

2 questions for VRNS

Also covers: BAND, EGAN, NTCT +1 more
HF

Hamza Fodderwala

Morgan Stanley

2 questions for VRNS

Also covers: CHKP, CRWD, CYBR +10 more
Ethan Drake Weeks

Ethan Drake Weeks

Piper Sandler

1 question for VRNS

Also covers: FROG, SAIL
Jonathan Ruykhaver

Jonathan Ruykhaver

Cantor Fitzgerald

1 question for VRNS

Also covers: ALLT, CRWD, FROG +6 more
Keith Weiss

Keith Weiss

Morgan Stanley

1 question for VRNS

Also covers: ADBE, APPN, BILL +19 more
MZ

Mark Zhang

Citigroup

1 question for VRNS

Also covers: CCSI, DOCN
MD

Matt Dezort

William Blair & Company

1 question for VRNS

Also covers: CSGS, FFIV, HCP +2 more
Michael Richards

Michael Richards

RBC Capital Markets

1 question for VRNS

Also covers: ADSK, EVCM, FFIV +9 more
RO

Robbie Owens

Piper Sandler

1 question for VRNS

Also covers: BJ, CHKP, CYBR +12 more

Recent press releases and 8-K filings for VRNS.

Varonis Systems Faces Securities Class Action and March 9, 2026 Lead Plaintiff Deadline
VRNS
Legal Proceedings
Profit Warning
Layoffs
  • A securities class action has been filed against Varonis Systems (VRNS), with a deadline of March 9, 2026, for investors who purchased securities between February 4, 2025, and October 28, 2025, to seek the role of lead plaintiff.
  • The lawsuit alleges Varonis made false or misleading statements regarding its ability to convert existing customers to its SaaS offering, which impacted Annual Recurring Revenue (ARR) growth potential.
  • This follows Varonis's October 28, 2025, announcement of a significant miss to ARR and reduced full fiscal year 2025 projections, leading to a 48.67% stock price decline on October 29, 2025, from $63.00 to $32.34 per share.
  • In response to these results, Varonis also announced the end of life for its self-hosted solution and a 5% headcount reduction.
16 hours ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS) and certain executives, with a March 9, 2026, lead plaintiff deadline.
  • The lawsuit alleges that Varonis executives concealed significant renewal softness within its Federal vertical and legacy on-premises business, while publicly touting a de-risked transition to its new Software-as-a-Service (SaaS) platform.
  • It is further alleged that the company misrepresented its ability to convert existing customers to SaaS, and that weaker renewals in its Federal vertical and non-Federal on-prem subscription business led to a performance miss.
  • Following an October 28, 2025, disclosure of a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook, VRNS shares experienced a 48% single-day stock crash, wiping out approximately $3.8 billion in market value.
16 hours ago
Varonis Faces Securities Class Action Lawsuit Over Alleged SaaS Transition Issues
VRNS
Legal Proceedings
Guidance Update
Demand Weakening
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS), with a March 9, 2026, lead plaintiff deadline.
  • The lawsuit alleges that Varonis executives concealed significant renewal softness within its Federal vertical and legacy on-premises business, while publicly promoting a de-risked transition to its Software-as-a-Service (SaaS) platform.
  • On October 28, 2025, the company disclosed that its SaaS model shift was allegedly plagued by an inability to convert existing customers, leading to a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • This disclosure triggered a 48% single-day stock crash, wiping out approximately $3.8 billion in market value, and was followed by a significant reduction in Q4 revenue and full-year ARR guidance.
1 day ago
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
  • A class action lawsuit has been filed against Varonis Systems, Inc..
  • The Class Period for the lawsuit is from February 4, 2025, to October 28, 2025, with a Lead Plaintiff Deadline of March 9, 2026.
  • The complaint alleges that Varonis was ill-equipped to continue its Annual Recurring Revenue (ARR) growth trajectory without a significantly high rate of quarterly conversions, and that the company's positive statements were materially misleading.
1 day ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
  • Hagens Berman is notifying investors of a March 9, 2026, lead plaintiff deadline in a securities class action lawsuit against Varonis Systems, Inc. (VRNS).
  • The lawsuit alleges that Varonis executives concealed significant renewal softness in its Federal vertical and legacy on-premises business, while misrepresenting its SaaS transition.
  • On October 28, 2025, Varonis disclosed issues with its SaaS model transition, including a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • This disclosure led to a 48% single-day stock crash, wiping out approximately $3.8 billion in market value, and the company also slashed its Q4 revenue and full-year ARR guidance.
5 days ago
Varonis Systems Faces Securities Class Action Lawsuit Over Alleged SaaS Transition Misrepresentations
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
  • A securities class action lawsuit has been filed against Varonis Systems (VRNS) and its executives, with a March 9, 2026, lead plaintiff deadline.
  • The lawsuit alleges misrepresentations regarding the company's cloud migration and concealed significant renewal softness in its Federal vertical and legacy on-premises business.
  • This litigation follows an October 28, 2025 disclosure of a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • The disclosure led to a 48% single-day stock crash, wiping out approximately $3.8 billion in market value.
5 days ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Guidance Update
Demand Weakening
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS), with a lead plaintiff deadline of March 9, 2026.
  • The lawsuit alleges that Varonis executives concealed significant renewal softness within its Federal vertical and legacy on-premises business, and misrepresented the conversion potential of existing customers to its new Software-as-a-Service (SaaS) platform.
  • On October 28, 2025, Varonis disclosed issues with its SaaS transition, which included a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • This disclosure triggered a 48% single-day stock crash, wiping out approximately $3.8 billion in market value, with shares falling from $63.00 to $32.34.
  • Following a Q3 miss, the company also slashed its Q4 revenue and full-year ARR guidance.
6 days ago
Varonis Systems Faces Securities Class Action Lawsuit Over Alleged SaaS Transition Misrepresentations
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS) by Hagens Berman, alleging misrepresentations regarding its cloud migration and undisclosed renewal softness in its Federal vertical and legacy on-premises business.
  • The lawsuit stems from Varonis's October 28, 2025, disclosure that its SaaS transition was allegedly struggling, resulting in a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • This disclosure triggered a 48% single-day stock crash, wiping out approximately $3.8 billion in market value for VRNS.
  • Investors who purchased VRNS shares between February 4, 2025, and October 28, 2025, and suffered substantial losses, have until March 9, 2026, to act as lead plaintiff.
8 days ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
  • A securities class action lawsuit has been filed against Varonis Systems (NASDAQ: VRNS), with a lead plaintiff deadline of March 9, 2026.
  • The lawsuit alleges that Varonis executives concealed significant renewal softness in its Federal vertical and legacy on-premises business, while publicly touting a de-risked transition to its new Software-as-a-Service (SaaS) platform.
  • On October 28, 2025, the company disclosed issues with its SaaS model transition, including a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • This disclosure led to a 48% single-day stock crash, wiping out approximately $3.8 billion in market value and causing VRNS shares to fall from $63.00 to $32.34.
  • Following a Q3 miss, the company also slashed its Q4 revenue and full-year ARR guidance.
Feb 23, 2026, 7:36 PM
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Guidance Update
Demand Weakening
  • Hagens Berman is notifying Varonis Systems (VRNS) investors about a pending securities class action lawsuit, with a lead plaintiff deadline of March 9, 2026.
  • The lawsuit alleges Varonis executives concealed significant renewal softness in its Federal vertical and legacy on-premises business, contradicting public statements about a de-risked transition to its Software-as-a-Service (SaaS) platform.
  • On October 28, 2025, Varonis disclosed issues with its SaaS model transition, which included a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook.
  • This disclosure led to a 48% single-day stock crash, wiping out approximately $3.8 billion in market value.
  • The Class Period for investors who suffered substantial losses is February 4, 2025 – October 28, 2025.
Feb 20, 2026, 5:41 PM