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$VRNSVaronis Systems, Inc. · Software - Infrastructure · $4.7B

Street Buy · PT $49 (+0.2%)

$41.23

+0.9%

Event thread

Key events, in time order

9 items

2026-07-29 → 07-30EarningsBull
Varonis Q2 2026 Results Beat, SaaS ARR Up 52% YoY
Multiple sources confirm earnings beat, Arrowstreet increases stake, signaling institutional confidence
D1 -9.0% · +5d +6.8%
2 waves of this story
- 2026-07-29 Revenue and EPS beat estimates; strong SaaS growth drives raised FY guidance
- 2026-07-30 Multiple sources confirm earnings beat, Arrowstreet increases stake, signaling institutional confidence
2026-07-28Earnings
Earnings report
D1 -4.3% · +5d -3.0%

7 earlier events

2026-07-288-K filing
8-K: Item 2.02, Item 9.01
D1 -4.3% · +5d -3.0%
2026-07-14产品Bull
Varonis Extends AI Security Coverage to Claude Code and Claude Cowork
Company announces Atlas platform adds security coverage for two Anthropic AI tools, strengthening AI security portfolio
D1 +6.2% · +5d -4.2%
2026-06-24AnalystBull
Stephens & Co. upgrades to Overweight
D1 +6.5% · +5d +12.3%
2026-06-23CapitalBull
Varonis said to weigh sale after takeover interest
Multiple independent sources report sale consideration, driving stock surge; market watches potential deal
D1 +7.1% · +5d +19.8%
2026-06-028-K filing
8-K: Item 5.02, Item 5.07
D1 -0.6% · +5d -9.5%
2026-04-28Earnings
Earnings report
D1 +1.6% · +5d +7.7%
2026-04-288-K filing
8-K: Item 2.02, Item 9.01
D1 +1.6% · +5d +7.7%

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Bull vs bear

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Community

AI synthesis + sources

Varonis is trading at a premium valuation relative to its peers based on forward PE vs. NTM revenue growth estimates. The discussion is a fundamental thesis on SaaS valuations.

Main discussion

$VRNS trades at a premium based on forward PE vs. NTM revenue growth estimates.

View 1 source posts· AI-organized · For reference only, not investment advice

@sergeycyw· 16.0K followers
SaaS Valuations: Forward PE vs. NTM Revenue Growth Estimates On this basis, $RBRK, $ORCL, $APP, $ZETA, $GOOGL and $DOCN looks undervalued. $NET, $VRNS, $CRWD, $AMPL, $SNOW, $RBRK and $FROG trades at a premium. It is important to note that earlier-stage growth companies often look

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

9 items

2026-07-29 → 07-30EarningsBull
Varonis Q2 2026 Results Beat, SaaS ARR Up 52% YoY
Multiple sources confirm earnings beat, Arrowstreet increases stake, signaling institutional confidence
D1 -9.0% · +5d +6.8%
2 waves of this story
- 2026-07-29 Revenue and EPS beat estimates; strong SaaS growth drives raised FY guidance
- 2026-07-30 Multiple sources confirm earnings beat, Arrowstreet increases stake, signaling institutional confidence
2026-07-28Earnings
Earnings report
D1 -4.3% · +5d -3.0%
2026-07-288-K filing
8-K: Item 2.02, Item 9.01
D1 -4.3% · +5d -3.0%
2026-07-14产品Bull
Varonis Extends AI Security Coverage to Claude Code and Claude Cowork
Company announces Atlas platform adds security coverage for two Anthropic AI tools, strengthening AI security portfolio
D1 +6.2% · +5d -4.2%
2026-06-24AnalystBull
Stephens & Co. upgrades to Overweight
D1 +6.5% · +5d +12.3%

4 earlier events

2026-06-23CapitalBull
Varonis said to weigh sale after takeover interest
Multiple independent sources report sale consideration, driving stock surge; market watches potential deal
D1 +7.1% · +5d +19.8%
2026-06-028-K filing
8-K: Item 5.02, Item 5.07
D1 -0.6% · +5d -9.5%
2026-04-28Earnings
Earnings report
D1 +1.6% · +5d +7.7%
2026-04-288-K filing
8-K: Item 2.02, Item 9.01
D1 +1.6% · +5d +7.7%

Varonis Q2 2026 Results Beat, SaaS ARR Up 52% YoY

Earnings report

8-K: Item 2.02, Item 9.01

Varonis Extends AI Security Coverage to Claude Code and Claude Cowork

Stephens & Co. upgrades to Overweight

Varonis said to weigh sale after takeover interest

8-K: Item 5.02, Item 5.07

Earnings report

8-K: Item 2.02, Item 9.01

Bull vs bear

Community

Discussion

Varonis Q2 2026 Results Beat, SaaS ARR Up 52% YoY

Earnings report

8-K: Item 2.02, Item 9.01

Varonis Extends AI Security Coverage to Claude Code and Claude Cowork

Stephens & Co. upgrades to Overweight

Varonis said to weigh sale after takeover interest

8-K: Item 5.02, Item 5.07

Earnings report

8-K: Item 2.02, Item 9.01