Stock of Varonis Systems, Inc. (VRNS) is moving down about 20 percent on Wednesday morning trading over a deadline alert from the Law Offices of Frank R. Cruz about class action lawsuits filed on the behalf of shareholders.The company's stock is currently trading at $20.95, down 21.28 percent or $5.64, over the previous close of $26.53 on the Nasdaq. It has traded between $20.06 and $63.90 in the past one year.The class action alleges that the company failed to disclose material adverse facts about its , o ...

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential opportunities for traders before the market opens [1] Premarket Gainers - Silicon Laboratories Inc. (SLAB) is up 49% at $204.51 [3] - Concorde International Group Ltd. (CIGL) is up 44% at $3.90 [3] - ENvue Medical, Inc. (FEED) is up 25% at $3.08 [3] - Enphase Energy, Inc. (ENPH) is up 23% at $46.06 [3] - Digital Turbine, Inc. (APPS) is up 18% at $5.85 [3] - Tandy Leather Factory, Inc. (TLF) is up 16% at $3.35 [3] - Lumentum Holdings Inc. (LITE) is up 12% at $487.60 [3] - Super Micro Computer, Inc. (SMCI) is up 10% at $32.66 [3] - Sonos, Inc. (SONO) is up 10% at $16.17 [3] - Exicure, Inc. (XCUR) is up 9% at $4.52 [3] Premarket Losers - Intapp, Inc. (INTA) is down 16% at $24.50 [4] - Texxon Holding Limited (NPT) is down 15% at $6.08 [4] - Varonis Systems, Inc. (VRNS) is down 14% at $22.59 [4] - Mercury Systems, Inc. (MRCY) is down 11% at $88.00 [4] - Boston Scientific Corporation (BSX) is down 9% at $82.80 [4] - nLIGHT, Inc. (LASR) is down 9% at $45.10 [4] - Advanced Micro Devices, Inc. (AMD) is down 8% at $220.84 [4] - NGL Energy Partners LP (NGL) is down 7% at $10.98 [4] - MKDWELL Tech Inc. (MKDW) is down 7% at $2.67 [4] - Wabash National Corporation (WNC) is down 6% at $10.54 [4]

For the quarter ended December 2025, Varonis Systems (VRNS) reported revenue of $173.37 million, up 9.4% over the same period last year. EPS came in at $0.08, compared to $0.18 in the year-ago quarter.The reported revenue represents a surprise of +2.87% over the Zacks Consensus Estimate of $168.53 million. With the consensus EPS estimate being $0.03, the EPS surprise was +155.59%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...

Core Viewpoint - Varonis Systems (VRNS) reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, but down from $0.18 per share a year ago, indicating a significant earnings surprise of +155.59% [1] Financial Performance - The company achieved revenues of $173.37 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.87% and showing an increase from $158.51 million year-over-year [2] - Over the last four quarters, Varonis has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance and Outlook - Varonis shares have declined approximately 10.8% since the beginning of the year, contrasting with the S&P 500's gain of 1.9% [3] - The future performance of Varonis stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $163.79 million, and for the current fiscal year, it is $0.38 on revenues of $717.32 million [7] - The estimate revisions trend for Varonis was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The security industry, to which Varonis belongs, is currently ranked in the bottom 16% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Palo Alto Networks (PANW), is expected to report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of +14.8% [9]

Varonis Systems (NasdaqGS:VRNS) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsGuy Melamed - CFO and COOTim Perz - Head of Investor RelationsYaki Faitelson - CEOConference Call ParticipantsBrian Essex - AnalystFatima Boolani - AnalystJason Ader - AnalystJoseph Gallo - AnalystJoshua Tilton - AnalystJunaid Siddiqui - AnalystMatthew Hedberg - AnalystMeta Marshall - AnalystMike Cikos - AnalystRob Owens - AnalystRoger Boyd - AnalystRudy Kessinger - AnalystSaket Kalia - AnalystShaul Eyal ...

Varonis Systems (NasdaqGS:VRNS) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Speaker1Welcome to the Varonis Systems fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Tim Perz, Investor Relations. Please g ...

Varonis Overview Q4 2025 Safe Harbor Statement This presentation has been prepared by Varonis Systems, Inc. (the "Company") solely for informational purposes. It is not, and should not be assumed to be, complete. This presentation is not an offer to sell securities, nor is it a solicitation of an offer to buy securities. This presentation is not directed at, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other juris ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Varonis (VRNS) To Contact Him Directly To Discuss Their Options If you purchased or acquired Varonis’ common stock between February 4, 2025, and October 28, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- What’s Happeni ...

Annual recurring revenues increased 16% year-over-year SaaS ARR, excluding conversions increased 32% year-over-year SaaS ARR as a percentage of total ARR was approximately 86% Year-to-date cash from operations generated $147.4 million vs. $115.2 million last year Year-to-date free cash flow generated $131.9 million vs. $108.5 million last year EXHIBIT 99.1 Varonis Announces Fourth Quarter 2025 and Full-Year 2025 Financial Results Total revenues were $173.4 million, compared with $158.5 million in the fourth ...

Acquisition strengthens Varonis’ ability to help organizations adopt safe, compliant and trustworthy AI at scaleMIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the leader in data security, today announced it is acquiring AllTrue.ai, an AI Trust, Risk, and Security Management (AI TRiSM) company that helps organizations understand and control how AI systems behave across the enterprise. AllTrue.ai brings real-time visibility and security to AI systems, complementing Varonis’ dee ...