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Varonis Systems (VRNS) stock forecast and fair value

Varonis Systems (VRNS) trades at $48.72. 18 analysts' median price target is $49.75 (+2%), from $48.00 to $58.00. Across 17 valuation methods the middle fair value is $21.82 (-55%).

Price$48.72
Median target$49.75
Fair value, middle$21.82
EPS beat rate100%
Varonis Systems fair value by method (price $48.72)Varonis Systems fair value by method (price $48.72)low – highpoint estimateEV/Sales vs peers$36.85EV/Sales vs peers, weighted$64.61EV/Sales vs peers, matched$43.01EV/Sales vs peers, growth & margin …$30.63Residual income−$0.46Analysts' price targets$50.14Shareholder yield (dividends + buyb…$15.18Path-to-margin DCF$15.51Path-to-margin DCF, dilution-adjust…$15.51Exit-multiple (venture) method$26.47

Fair value by method

MethodLowPointHighvs price
EV/Sales vs peers$27.95$36.85$52.93-24%
EV/Sales vs peers, weighted$40.57$64.61$82.37+33%
EV/Sales vs peers, matched$37.36$43.01$60.56-12%
EV/Sales vs peers, growth & margin adjusted$19.87$30.63$49.61-37%
Residual income−$0.46−$0.46−$0.46-101%
Analysts' price targets$48.00$50.14$58.00+3%
Shareholder yield (dividends + buybacks)$13.22$15.18$17.82-69%
Path-to-margin DCF$11.15$15.51$19.83-68%
Path-to-margin DCF, dilution-adjusted$11.15$15.51$19.83-68%
Exit-multiple (venture) method$14.18$26.47$51.63-46%

Varonis Systems' latest quarter

Varonis Systems, Q3 2026: revenue $189M (+17% year over year), operating margin -25.2%, net loss $41.6M, operating cash flow $28.2M. The chart follows the revenue to costs, profit and cash.

Questions

What is the price target for VRNS stock?

The median of 18 analysts' 12-month targets is $49.75, +2% from $48.72; the range is $48.00 to $58.00. The average rating is hold.

What is Varonis Systems' fair value?

The fair-value methods on Filing Flows (DCF, Monte Carlo, peer multiples and others) put it between −$0.46 and $64.61, with a middle value of $21.82 against a price of $48.72. Each method's assumptions are on the page.

Does Varonis Systems usually beat earnings estimates?

It beat the consensus EPS estimate in 100% of the quarters on record.

Is VRNS stock a buy?

Filing Flows does not give advice. It shows what analysts expect, what each valuation method implies and the figures behind them, read from SEC filings, so you can judge for yourself.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.