Varonis Systems (NASDAQ:VRNS) Price Target Cut to $50.00 by Analysts at JPMorgan Chase & Co.

Varonis Systems (NASDAQ:VRNS) had its price objective trimmed by JPMorgan Chase & Co. from $62.00 to $50.00 in a research report released on Monday morning,Benzinga reports. The brokerage currently has an overweight rating on the technology company’s stock.

Several other analysts have also recently issued reports on the stock. Susquehanna decreased their target price on shares of Varonis Systems from $65.00 to $50.00 and set a “positive” rating on the stock in a research report on Wednesday, October 29th. Citigroup decreased their price objective on Varonis Systems from $58.00 to $40.00 and set a “neutral” rating on the stock in a research report on Monday, November 3rd. Cantor Fitzgerald reiterated an “overweight” rating on shares of Varonis Systems in a report on Wednesday, January 7th. Robert W. Baird downgraded Varonis Systems from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Finally, Piper Sandler upgraded Varonis Systems from a “neutral” rating to an “overweight” rating and increased their price target for the company from $45.00 to $47.00 in a report on Monday, January 5th. Fifteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $53.50.

Varonis Systems Trading Up 1.9%

VRNS stock opened at $35.63 on Monday. The firm has a fifty day moving average price of $33.15 and a 200 day moving average price of $46.60. Varonis Systems has a fifty-two week low of $30.02 and a fifty-two week high of $63.90. The firm has a market cap of $4.20 billion, a PE ratio of -34.93 and a beta of 0.56. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.81 and a current ratio of 1.81.

Varonis Systems (NASDAQ:VRNS) last released its quarterly earnings results on Tuesday, October 28th. The technology company reported $0.06 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.06. Varonis Systems had a negative net margin of 18.82% and a negative return on equity of 21.91%. The company had revenue of $161.58 million for the quarter, compared to the consensus estimate of $166.47 million. During the same quarter in the prior year, the firm earned $0.10 earnings per share. Varonis Systems’s revenue was up 9.1% on a year-over-year basis. Sell-side analysts anticipate that Varonis Systems will post -0.83 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Varonis Systems

Institutional investors have recently modified their holdings of the stock. Assenagon Asset Management S.A. bought a new position in Varonis Systems in the third quarter worth about $9,496,000. Yorktown Management & Research Co Inc purchased a new position in shares of Varonis Systems in the 2nd quarter worth approximately $302,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Varonis Systems in the 2nd quarter worth approximately $418,000. Connor Clark & Lunn Investment Management Ltd. raised its stake in shares of Varonis Systems by 3.6% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 293,083 shares of the technology company’s stock worth $14,874,000 after acquiring an additional 10,100 shares in the last quarter. Finally, Capital Fund Management S.A. lifted its position in Varonis Systems by 31.0% during the second quarter. Capital Fund Management S.A. now owns 306,695 shares of the technology company’s stock valued at $15,565,000 after acquiring an additional 72,657 shares during the last quarter. 95.65% of the stock is owned by hedge funds and other institutional investors.

More Varonis Systems News

Here are the key news stories impacting Varonis Systems this week:

• Positive Sentiment: JPMorgan cut its price target from $62 to $50 but kept an “overweight” rating, signaling the firm still sees material upside vs. the current price — this can support buyer interest. JPMorgan PT cut
• Positive Sentiment: Some market commentary still lists Varonis among favored tech names, reflecting pockets of analyst bullishness that can offset negative headlines. Analysts Are Bullish
• Neutral Sentiment: Morgan Stanley reaffirmed an “equal weight” rating with a $41 price target (slightly trimmed), a middling view that may limit large directional moves but provides a reference point for traders. Morgan Stanley rating
• Negative Sentiment: Industry note from Morgan Stanley warns that accelerating cloud migrations are increasing competitive pressure on smaller cybersecurity vendors — a structural concern for Varonis as customers shift toward cloud-native security models. Cloud migration pressure
• Negative Sentiment: Coverage questioning whether a troubled SaaS transition plus pending lawsuits will alter Varonis’s long‑term growth narrative — this raises execution and reputational risk that can weigh on the stock. SaaS transition and lawsuits
• Negative Sentiment: Multiple securities‑class‑action filings and investor‑alert notices (Berger Montague, Rosen, Faruqi & Faruqi) remind shareholders of a March 9, 2026 lead‑plaintiff deadline — increased legal risk and potential litigation costs are direct negatives for sentiment and valuation. Berger Montague alert Rosen Law Firm Faruqi & Faruqi

About Varonis Systems

Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company’s flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.

Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.