Varonis Systems, Inc. VRNS

Varonis Systems, Inc. (Varonis) es un proveedor de seguridad de datos y análisis. Los productos y servicios de software de la compañía permiten a las empresas gestionar, analizar, alertar y asegurar los datos empresariales. Está enfocado en proteger los datos empresariales, incluidos archivos y correos electrónicos sensibles; datos confidenciales de clientes, pacientes y empleados; registros financieros; planes estratégicos y de productos; y otros activos de propiedad intelectual. La plataforma de seguridad de datos de Varonis detecta ciberamenazas tanto de actores internos como externos. Sus productos incluyen DatAdvantage, incluido el Automation Engine; DatAlert, incluido Varonis Edge; DataPrivilege, Data Classification Engine, incluido Policy Pack y Data Classification Labels; Data Transport Engine, y DatAnswers. Los productos de la compañía abordan casos de uso adicionales importantes, incluida la protección de datos, gobernanza de datos, confianza cero, cibercrimen, cumplimiento, privacidad de datos, clasificación y detección y respuesta a amenazas.

VRNS hizo una división de acciones (split) de 3:1 el 15 de marzo de 2021: cada acción se convirtió en 3. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 3 sept

  Why Is Qualys (QLYS) Down 6.8% Since Last Earnings Report?

  Qualys reported Q2 2026 non-GAAP earnings of $1.98 per share, beating consensus by 11.24%, with revenues of $182.2 million up 11% YoY. The company raised full-year 2026 guidance to $732-$738 million and non-GAAP EPS to $7.74-$7.88. Strong performance was driven by channel partner growth (54% of revenues, up from 49%), improved net dollar expansion rate to 105%, and new AI-native security capabilities. Despite strong fundamentals, shares have underperformed the S&P 500 by 6.8% since the earnings report.

  

• Zacks Investment Research 3 sept

  Varonis (VRNS) Surges 10.4%: Is This an Indication of Further Gains?

  Varonis Systems (VRNS) stock jumped 10.4% to $46.76, driven by strong SaaS business growth with ARR rising 25% year-over-year to $598.1 million. The company benefits from over 20% growth in new-logo ACV and increased adoption of its data and AI security products. However, earnings estimate revisions have remained flat over the past 30 days, which may limit sustained upward momentum. The stock holds a Zacks Rank #3 (Hold) rating.

  

• Zacks Investment Research 27 ago

  Why Is Varonis (VRNS) Up 1.9% Since Last Earnings Report?

  Varonis Systems (VRNS) reported Q2 2026 earnings of 4 cents per share, beating consensus estimates of 1 cent, with revenues of $180 million exceeding expectations by 1.7%. The company's SaaS transition drove growth with SaaS ARR reaching $726 million (up 52% YoY), and it returned to operating profitability. Management raised full-year 2026 guidance, expecting revenues of $735-$739 million (18-19% YoY growth) and free cash flow of $105-$110 million. Despite strong fundamentals, VRNS received a Zacks Rank #3 (Hold) rating with an F value score.

  

• GlobeNewswire Inc. 2 jul

  Varonis Named a Gartner® Peer Insights™ Customers’ Choice for Third Consecutive Year

  Varonis Systems has been named a Gartner Peer Insights Customers' Choice for Data Security Posture Management (DSPM) for the third consecutive year, with 97% of customers willing to recommend the company. The recognition reflects strong customer satisfaction across product capabilities, sales expertise, deployment, and support services.