V VRNS

Varonis Systems Inc

$24.69

+2.09% (+$0.51)

Volume 1.47M

52W High $63.90

52W Low $20.06

Market Cap $4.55B

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What to Watch This Quarter

Based on historical data

Consensus EPS

-$0.05

Whisper EPS

-$0.05

5.4% above consensus

Last Quarter

$0.08

Current Streak

8 Beats

Avg Surprise (4Q)

+126.67%

Next Earnings Report

Reports in 51 days

Report Date May 5, 2026

Whisper Spread +5.40%

Consensus Estimate

-$0.05

Official analyst average

Whisper Number

-$0.05

What traders expect

Bullish Sentiment: The whisper number is 5.4% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 3, 2026

1-Day: -10.78%

Q3 2025 Oct 28, 2025

1-Day: -48.67%

Q2 2025 Jul 29, 2025

1-Day: +5.31%

Q1 2025 May 6, 2025

1-Day: +2.28%

Revenue & Financial Performance

Revenue Whisper

$172.0M

TWN Proprietary Estimate

Last Quarter Revenue

$173.4M

+9.4% YoY

Gross Margin

78.9%

Net Margin: -16.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$173.4M	+9.4%	78.9%	-17.5%	-$27.8M
Q3'25	$161.6M	+9.1%	78.3%	-21.4%	-$29.9M
Q2'25	$152.2M	+16.7%	79.5%	-23.1%	-$35.8M
Q1'25	$136.4M	+19.7%	78.7%	-32.6%	-$35.8M
Q4'24	$158.5M	+2.9%	83.6%	-8.9%	-$13.0M
Q3'24	$148.1M	+21.1%	83.8%	-16.7%	-$18.3M
Q2'24	$130.3M	+12.9%	82.8%	-24.5%	-$23.9M
Q1'24	$114.0M	+6.2%	81.3%	-44.6%	-$40.5M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 3, 2026	$0.03	$0.03	$0.08	--	Beat
Q3 2025	Oct 28, 2025	$0.05	$0.06	$0.06	+20.00%	Beat
Q2 2025	Jul 29, 2025	$0.01	$0.01	$0.03	--	Beat
Q1 2025	May 6, 2025	-$0.05	-$0.05	$0.01	--	Beat
Q4 2024	Feb 4, 2025	$0.14	$0.16	$0.18	+28.57%	Beat
Q3 2024	Oct 29, 2024	$0.07	$0.08	$0.10	+42.86%	Beat
Q2 2024	Jul 29, 2024	-$0.02	-$0.02	$0.05	--	Beat
Q1 2024	May 6, 2024	-$0.09	-$0.09	-$0.03	+66.67%	Beat
Q4 2023	Feb 5, 2024	$0.23	$0.20	$0.27	+17.39%	Beat
Q3 2023	Oct 30, 2023	$0.03	$0.03	$0.08	--	Beat
Q2 2023	Jul 31, 2023	$0.02	$0.02	$0.01	-50.00%	Missed
Q1 2023	May 1, 2023	-$0.05	-$0.05	-$0.35	--	Missed