Varonis revenue has re-accelerated to $189.5M in 3Q26, up 17.3% year over year, which suggests the subscription transition is gaining traction after a slower 2025.
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $0.09+256.2% vs $0.03 | $189M+1.5% vs $187M |
Q3 2026 Jul 28, 2026 | $0.04+409.6% vs $0.01 | $180M+1.8% vs $177M |
Q2 2026 Apr 28, 2026 | $0.06+220.0% vs -$0.05 | $173M+4.6% vs $166M |
Q1 2026 Feb 3, 2026 | $0.08+166.7% vs $0.03 | $173M+2.9% vs $168M |
The headline numbers for Varonis (VRNS) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Varonis Systems (VRNS) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.06 per share a year ago.
MIAMI, Nov. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced financial results for the third quarter ended September 30, 2026. Financial Summary for the Third Quarter Ended September 30, 2026 Total revenues were $189.5 million, compared with $161.6 million in the third quarter of 2025.
Varonis (VRNS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Benchmark VRNS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Varonis Systems, Inc. (VRNS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $48.80 | $5.61B | -36.66 | 13.17% | -21.38% | -31.72% | — | |
| $19.21 | $10.9B | -55.33 | 24.35% | -16.92% | -2.88% | — | |
| $179.04 | $63.73B | 256.25 | 27.68% | 6.12% | 6.24% | — | |
| $190.41 | $6.71B | 32.59 | 10.13% | 29.34% | 37.17% | — | |
| $42.13 | $4.65B | 309.55 | 11.04% | 1.48% | 8.46% | — | |
| $29.84 | $1.29B | 93.25 | 9.81% | 4.26% | 3.78% | — |
Varonis Systems, Inc. (VRNS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Varonis Systems, Inc. (VRNS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Oct 15, 2026·SEC
Jul 28, 2026·SEC
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Varonis Systems, Inc. (VRNS) stock FAQ — growth, dividends, profitability & financials explained
Varonis Systems, Inc. (VRNS) reported $716.0M in revenue over the trailing twelve months. Revenue was $623.5M in fiscal year 2025. That is 1467% more than the $39.8M of fiscal year 2011.
Varonis Systems, Inc. (VRNS) grew revenue by 17.6% over the trailing twelve months, compared with the twelve months before.
No. Varonis Systems, Inc. (VRNS) reported a net loss of $153.1M over the trailing twelve months.
Varonis Systems, Inc. (VRNS) had a return on equity (ROE) of -31.7% over the trailing twelve months. A negative ROE means the company lost money over the period.
Varonis Systems, Inc. (VRNS) generated $117.2M in free cash flow over the trailing twelve months.
