Varonis Systems (VRNS) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.1 per share a year ago.
Varonis Systems, Inc. (NASDAQ:VRNS ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 9:30 AM EDT Company Participants Guy Melamed - CFO & COO David Gibson - Senior Vice President of Strategic Programs Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Director & Co-Head of Software Research Research team here at Citi and very excited to host you all on day 1 of the Citi TMT Conference, and I am very excited to have Varonis on stage with me. To my left, CFO, COO Guy Melamed and to his left, David Gibson.
Varonis (VRNS) reported earnings 30 days ago. What's next for the stock?
Varonis Systems, Inc. (NASDAQ:VRNS ) Q2 2025 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Guy Melamed - CFO & COO Tim Perz - Director of Investor Relations Yakov Faitelson - Co-Founder, Chairman, CEO & President Conference Call Participants Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Jason Noah Ader - William Blair & Company L.L.C., Research Division Jonathan Blake Ruykhaver - Cantor Fitzgerald & Co., Research Division Joseph Anthony Gallo - Jefferies LLC, Research Division Joshua Alexander Tilton - Wolfe Research, LLC Junaid Hamid Siddiqui - Truist Securities, Inc., Research Division Mark Zhang - Citigroup Inc. Exchange Research Matthew George Hedberg - RBC Capital Markets, Research Division Michael Joseph Cikos - Needham & Company, LLC, Research Division Roger Foley Boyd - UBS Investment Bank, Research Division Rudy Grayson Kessinger - D.A.
Although the revenue and EPS for Varonis (VRNS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Varonis Systems (VRNS) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.05 per share a year ago.
Varonis Systems, Inc. (NASDAQ:VRNS ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Tim Perz - Investor Relations Yaki Faitelson - Chief Executive Officer Guy Melamed - Chief Financial Officer & Chief Operating Officer Conference Call Participants Matt Hedberg - RBC Capital Markets Joel Fishbein - Truist Securities Saket Kalia - Barclays Joshua Tilton - Wolfe Research Roger Boyd - UBS Keith Weiss - Morgan Stanley Joseph Gallo - Jefferies Brian Essex - JPMorgan Shaul Eyal - TD Cowen Jason Ader - William Blair Rudy Kessinger - D.A. Davidson Shrenik Kothari - Robert W.
Although the revenue and EPS for Varonis (VRNS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Varonis Systems (VRNS) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.03 per share a year ago.
Varonis (VRNS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
I maintain a buy rating on Varonis Systems, despite the recent share price drop due to short-term concerns over flat ARR growth and weaker margins. VRNS's SaaS transition is ahead of schedule, and expected to be completed by FY25, which should drive strong growth acceleration and profitability improvements post-transition. AI-driven security solutions like MDDR and CoPilot are gaining traction, contributing to higher ASPs and larger deal sizes, indicating robust long-term demand.
The consensus price target hints at a 25.2% upside potential for Varonis (VRNS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.