WallStSmart
VRNS

Varonis Systems

NASDAQ: VRNS · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE

$26.50
+0.76% today

Updated 2026-05-01

Market cap
$3.21B
P/E ratio
P/S ratio
5.14x
EPS (TTM)
$-1.13
Dividend yield
52W range
$20 – $64
Volume
2.5M

WallStSmart proprietary scores

28
out of 100
Grade: F
Strong Sell
Investment rating
5.3
Growth
C+
4.3
Quality
C
2.0
Profitability
F
5.7
Valuation
C+
3/9
Piotroski F-Score
Weak
0.2
Altman Z-Score
Distress
Industry rank
View all highly rated stocks (75+) →204 stocks currently score above 75

Price targets

Analyst target
$36.14
+36.38%
12-Month target
Intrinsic (DCF)
$66.55
Margin of safety
+60.50%
6 Strong Buy11 Buy5 Hold0 Sell0 Strong Sell

Price chart

X-Ray snapshot

Strengths
+ Free cash flow $50.07M — positive
+ 60.50% below intrinsic value
Risks
- Piotroski 3/9 — weak financial health
- Altman Z 0.18 — distress zone
- Thin margins at -20.70%

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM
Revenue$473.63M$499.16M$550.95M$623.53M$623.53M
Net income$-124.52M$-100.92M$-95.77M$-129.32M$-36.85M
EPS$-1.13
Free cash flow$475000.00$54.32M$108.51M$134.80M$50.07M
Profit margin-26.29%-20.22%-17.38%-20.74%-20.70%

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
VRNS$3.21B285.32.05.74.3+60.50%Avoid
NVDA$5.09T7910.010.05.78.5Strong Buy
AAPL$3.98T656.710.04.35.5Buy
MSFT$3.03T728.09.54.76.5-73.18%Strong Buy
TSM$2.04T849.310.06.79.0+72.38%Exceptional Buy
AVGO$1.92T789.39.55.06.5Strong Buy

Smart narrative

Varonis Systems trades at $26.50. Our Smart Value Score of 28/100 indicates the stock is weak. The company scores 3/9 on the Piotroski F-Score. With an Altman Z-Score of 0.18, it sits in the distress. TTM revenue stands at $623.53M. with profit margins at -20.70%. Our DCF model estimates intrinsic value at $66.55.

Frequently asked questions

What is Varonis Systems's stock price?
Varonis Systems (VRNS) trades at $26.50.
Is Varonis Systems overvalued?
Smart Value Score 28/100 (Grade F, Strong Sell). DCF value $66.55.
What is the price target of Varonis Systems (VRNS)?
The analyst target price is $36.14, representing +36.4% upside from the current price of $26.50.
What is the intrinsic value of Varonis Systems (VRNS)?
Based on our DCF model, intrinsic value is $66.55, a +60.5% margin of safety versus $26.50.
What is Varonis Systems's revenue?
TTM revenue is $623.53M.
Piotroski F-Score?
3/9 — weak financial health.
Altman Z-Score?
0.18 — distress.

Company info

SectorTECHNOLOGY
IndustrySOFTWARE - INFRASTRUCTURE
CountryUSA
ExchangeNASDAQ
CurrencyUSD

Quick metrics

P/S ratio5.14x
ROE-24.50%
Beta0.68
50D MA$23.42
200D MA$39.52
Shares out0.11B
Float0.11B
Short ratio
Avg volume2.5M

Performance

1 week
1 month
3 months
YTD
1 year
3 years
5 years