Varonis Projects FY25 EPS Between 11c and 12c, Below Consensus of 17c
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Should l Buy VRNS?
- Revenue Forecast: The company projects revenue between $616 million and $628 million.
- Market Consensus: The consensus estimate for revenue is $626.01 million.
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Analyst Views on VRNS
Wall Street analysts forecast VRNS stock price to rise
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 23.080
Low
37.00
Averages
52.18
High
80.00
Current: 23.080
Low
37.00
Averages
52.18
High
80.00
About VRNS
Varonis Systems, Inc. is a data security company. The Company’s cloud-native data security platform discovers and classifies critical data, removes exposures, and detects advanced threats with artificial intelligence (AI)-powered automation. Varonis software enables enterprises of all sizes and industries to protect data stored in the cloud and on-premises, including sensitive files, emails and databases; confidential personal data belonging to customers, patients and employees; financial records; source code, strategic and product plans; and other intellectual property. Its SaaS product portfolio includes two product lines: its flagship Varonis Data Security Platform, which protects Microsoft 365, Windows file shares, Active Directory, Edge devices (VPN, DNS, proxy), UNIX/Linux and hybrid NAS storage, and DatAdvantage Cloud, which protects IaaS environments and SaaS applications, such as Salesforce, AWS, Azure, Google Cloud, Google Workspace, Databricks, ServiceNow, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Class Action Lawsuit Filed Against Varonis for Investor Losses
- Class Action Initiation: Bragar Eagel & Squire has filed a class action lawsuit against Varonis in the Southern District of New York on behalf of investors who purchased shares between February 4, 2025, and October 28, 2025, indicating significant legal risks that could exacerbate shareholder losses.
- Poor Financial Performance: Varonis reported third-quarter 2025 results that missed consensus estimates, with a 63.9% year-over-year decline in revenue, and reduced its full-year ARR guidance, highlighting major challenges in sustaining growth and potentially undermining investor confidence.
- Stock Price Plunge: Following the earnings report, Varonis's stock price plummeted by 48.7% to close at $32.34 per share, directly resulting in investor losses and reflecting a pessimistic outlook on the company's future prospects.
- Legal Consultation Opportunity: Investors who suffered losses during the class period are encouraged to contact the law firm to understand their legal rights, indicating that the company's legal liabilities may impact its future capital operations and market performance.
See More
Class Action Lawsuit Filed Against Varonis for Investor Losses
- Class Action Initiated: Bragar Eagel & Squire has filed a class action lawsuit against Varonis in the Southern District of New York on behalf of investors who purchased shares between February 4, 2025, and October 28, 2025, with a deadline of March 9, 2026, for lead plaintiff applications.
- Allegations of Misrepresentation: The complaint alleges that Varonis failed to disclose significant adverse facts about its business and operations during the class period, particularly regarding challenges to its Annual Recurring Revenue (ARR) growth, misleading investors about the company's prospects.
- Declining Financial Performance: Varonis reported third-quarter 2025 results that missed consensus estimates, including a 63.9% year-over-year decline in term license subscription revenues, and subsequently lowered its full-year ARR guidance, indicating weakness in its on-premises subscription business.
- Stock Price Plummet: Following the earnings report, Varonis's stock price fell by $30.66, or 48.7%, closing at $32.34 per share, significantly harming investors and reflecting a pessimistic market sentiment regarding the company's future.
See More
Reminder for Varonis Systems Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased Varonis Systems common stock between February 4, 2025, and October 28, 2025, that they must apply to be lead plaintiff by March 9, 2026, to participate in the class action and potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that Varonis failed to maintain annual recurring revenue (ARR) projections and could not effectively persuade existing customers to transition to the software-as-a-service (SaaS) model, resulting in significantly reduced ARR growth potential and losses for investors.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has achieved the largest securities class action settlement against a Chinese company, being ranked No. 1 by ISS Securities Class Action Services in 2017, demonstrating its expertise and success in this field.
- Investor Guidance: Investors are advised to carefully select law firms with proven success in leadership roles, avoiding those that merely act as intermediaries, to ensure they receive the best legal support and potential compensation in the class action.
See More
Class Action Filed Against Varonis Systems for Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Varonis Systems, Inc. aimed at recovering damages for investors who purchased securities between February 4, 2025, and October 28, 2025, highlighting the company's failure to disclose its true customer conversion capabilities during this period.
- Allegations of False Statements: The complaint alleges that Varonis provided overly optimistic statements to investors while concealing significant shortcomings in its ability to transition customers to its SaaS offerings, resulting in investors purchasing securities at artificially inflated prices and incurring potential substantial losses.
- Investor Action Deadline: Affected Varonis investors must apply to be lead plaintiffs by March 9, 2026, in order to share in any potential recovery from the lawsuit, indicating the urgency of legal proceedings for impacted shareholders.
- Fee Structure for Investors: Bronstein, Gewirtz & Grossman, LLC will represent investors on a contingency fee basis, meaning they will only charge fees if they successfully recover funds, thereby reducing the financial risk for investors involved in the class action.
See More
VRNS Investors Alerted to Class Action Deadline
- Litigation Notice: Hagens Berman law firm is notifying investors in Varonis Systems, Inc. (NASDAQ:VRNS) that March 9 marks the lead plaintiff deadline for a pending securities class action lawsuit against the company and its executives, urging investors to act swiftly to protect their rights.
- Revenue Decline Disclosure: On October 28, 2025, the company disclosed that its transition to a Software-as-a-Service (SaaS) model was hindered by a slower-than-expected conversion of existing customers, resulting in a 63.9% year-over-year decline in term license revenue, raising concerns about its future prospects.
- Stock Price Crash Impact: This revelation triggered a 48% drop in VRNS's stock price in a single day, erasing approximately $3.8 billion in market value, indicating severe market skepticism regarding the company's transformation capabilities, which could affect future financing and investor confidence.
- Legal Consequences: The lawsuit alleges that the company failed to disclose significant renewal softness in its Federal vertical and legacy business, and if proven, could lead to serious legal repercussions and liability for damages, further exacerbating investor loss risks.
See More
Varonis Faces Class Action Lawsuit Impacting Stock Price
- Class Action Filed: Berger Montague PC has initiated a class action lawsuit against Varonis Systems on behalf of investors who acquired securities between February 4, 2025, and October 28, 2025, alleging that executives misled investors regarding the company's customer conversion capabilities.
- Guidance Downgrade: In its Q3 2025 financial results, Varonis disclosed a significant miss in annual recurring revenue (ARR) and lowered its guidance for the full fiscal year 2025, indicating poor performance in customer renewals and conversions.
- Stock Price Plunge: Following the negative news, Varonis' stock price plummeted from $63.00 per share on October 28, 2025, to $32.34 on October 29, marking a dramatic decline of $30.66 per share, or over 48%, reflecting market pessimism about the company's future.
- Layoffs and Product Termination: Varonis announced the end of its self-hosted solution and a 5% workforce reduction, highlighting significant challenges in its transition strategy that could impact long-term growth potential.
See More
Class Action Lawsuit Filed Against Varonis for Investor Losses
- Class Action Initiation: Bragar Eagel & Squire has filed a class action lawsuit against Varonis in the Southern District of New York on behalf of investors who purchased shares between February 4, 2025, and October 28, 2025, indicating significant legal risks that could exacerbate shareholder losses.
- Poor Financial Performance: Varonis reported third-quarter 2025 results that missed consensus estimates, with a 63.9% year-over-year decline in revenue, and reduced its full-year ARR guidance, highlighting major challenges in sustaining growth and potentially undermining investor confidence.
- Stock Price Plunge: Following the earnings report, Varonis's stock price plummeted by 48.7% to close at $32.34 per share, directly resulting in investor losses and reflecting a pessimistic outlook on the company's future prospects.
- Legal Consultation Opportunity: Investors who suffered losses during the class period are encouraged to contact the law firm to understand their legal rights, indicating that the company's legal liabilities may impact its future capital operations and market performance.
See More
Class Action Lawsuit Filed Against Varonis for Investor Losses
- Class Action Initiated: Bragar Eagel & Squire has filed a class action lawsuit against Varonis in the Southern District of New York on behalf of investors who purchased shares between February 4, 2025, and October 28, 2025, with a deadline of March 9, 2026, for lead plaintiff applications.
- Allegations of Misrepresentation: The complaint alleges that Varonis failed to disclose significant adverse facts about its business and operations during the class period, particularly regarding challenges to its Annual Recurring Revenue (ARR) growth, misleading investors about the company's prospects.
- Declining Financial Performance: Varonis reported third-quarter 2025 results that missed consensus estimates, including a 63.9% year-over-year decline in term license subscription revenues, and subsequently lowered its full-year ARR guidance, indicating weakness in its on-premises subscription business.
- Stock Price Plummet: Following the earnings report, Varonis's stock price fell by $30.66, or 48.7%, closing at $32.34 per share, significantly harming investors and reflecting a pessimistic market sentiment regarding the company's future.
See More
Reminder for Varonis Systems Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased Varonis Systems common stock between February 4, 2025, and October 28, 2025, that they must apply to be lead plaintiff by March 9, 2026, to participate in the class action and potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that Varonis failed to maintain annual recurring revenue (ARR) projections and could not effectively persuade existing customers to transition to the software-as-a-service (SaaS) model, resulting in significantly reduced ARR growth potential and losses for investors.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has achieved the largest securities class action settlement against a Chinese company, being ranked No. 1 by ISS Securities Class Action Services in 2017, demonstrating its expertise and success in this field.
- Investor Guidance: Investors are advised to carefully select law firms with proven success in leadership roles, avoiding those that merely act as intermediaries, to ensure they receive the best legal support and potential compensation in the class action.
See More
Class Action Filed Against Varonis Systems for Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Varonis Systems, Inc. aimed at recovering damages for investors who purchased securities between February 4, 2025, and October 28, 2025, highlighting the company's failure to disclose its true customer conversion capabilities during this period.
- Allegations of False Statements: The complaint alleges that Varonis provided overly optimistic statements to investors while concealing significant shortcomings in its ability to transition customers to its SaaS offerings, resulting in investors purchasing securities at artificially inflated prices and incurring potential substantial losses.
- Investor Action Deadline: Affected Varonis investors must apply to be lead plaintiffs by March 9, 2026, in order to share in any potential recovery from the lawsuit, indicating the urgency of legal proceedings for impacted shareholders.
- Fee Structure for Investors: Bronstein, Gewirtz & Grossman, LLC will represent investors on a contingency fee basis, meaning they will only charge fees if they successfully recover funds, thereby reducing the financial risk for investors involved in the class action.
See More
VRNS Investors Alerted to Class Action Deadline
- Litigation Notice: Hagens Berman law firm is notifying investors in Varonis Systems, Inc. (NASDAQ:VRNS) that March 9 marks the lead plaintiff deadline for a pending securities class action lawsuit against the company and its executives, urging investors to act swiftly to protect their rights.
- Revenue Decline Disclosure: On October 28, 2025, the company disclosed that its transition to a Software-as-a-Service (SaaS) model was hindered by a slower-than-expected conversion of existing customers, resulting in a 63.9% year-over-year decline in term license revenue, raising concerns about its future prospects.
- Stock Price Crash Impact: This revelation triggered a 48% drop in VRNS's stock price in a single day, erasing approximately $3.8 billion in market value, indicating severe market skepticism regarding the company's transformation capabilities, which could affect future financing and investor confidence.
- Legal Consequences: The lawsuit alleges that the company failed to disclose significant renewal softness in its Federal vertical and legacy business, and if proven, could lead to serious legal repercussions and liability for damages, further exacerbating investor loss risks.
See More
Varonis Faces Class Action Lawsuit Impacting Stock Price
- Class Action Filed: Berger Montague PC has initiated a class action lawsuit against Varonis Systems on behalf of investors who acquired securities between February 4, 2025, and October 28, 2025, alleging that executives misled investors regarding the company's customer conversion capabilities.
- Guidance Downgrade: In its Q3 2025 financial results, Varonis disclosed a significant miss in annual recurring revenue (ARR) and lowered its guidance for the full fiscal year 2025, indicating poor performance in customer renewals and conversions.
- Stock Price Plunge: Following the negative news, Varonis' stock price plummeted from $63.00 per share on October 28, 2025, to $32.34 on October 29, marking a dramatic decline of $30.66 per share, or over 48%, reflecting market pessimism about the company's future.
- Layoffs and Product Termination: Varonis announced the end of its self-hosted solution and a 5% workforce reduction, highlighting significant challenges in its transition strategy that could impact long-term growth potential.
See More
