VRNS Earnings

VRNS reported its earnings on 2026-02-03, showcasing a revenue of 173.37M against an estimate of 168.53M, resulting in a 2.87% surprise. The EPS was 0.08, surpassing the expected 0.03 by 166.67%. The stock experienced a -10.78% price change on the earnings day and a -3.47% change over the next five days, reflecting market reactions to the results.

Following VRNS's earnings announcement on 2026-02-03, the stock price moved by -10.78% on the day of the release. Over the subsequent five days, it saw a -3.47% change. Historically, VRNS's stock price tends to shift by an average of 0.94% in the 10 days leading up to earnings and -2.34% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate VRNS's annual revenue to reach 163.61M, while the EPS is projected at 0.05. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between VRNS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VRNS's stock price typically moves by 0.94% in the 10 days before its earnings and -2.34% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.05 and revenue of 163.61M.

The earnings call summary and Q&A indicate strong SaaS growth and strategic investments in AI and partnerships, particularly with Microsoft. Despite the end-of-life announcement for non-SaaS solutions, the transition to SaaS and new product offerings are seen as growth drivers. The guidance suggests stable revenue and income, with a focus on upselling and new customer acquisition. The overall sentiment is positive, with management addressing potential headwinds and emphasizing future growth opportunities.