VRNS Varonis Systems

Swedbank AB significantly increased its stake in Varonis Systems, Inc. (NASDAQ:VRNS) by 363.1% in the third quarter, now holding 328,309 shares valued at approximately $18.87 million. Despite the company remaining unprofitable with a -18.82% net margin, analysts generally rate Varonis as a "Moderate Buy" with a consensus price target suggesting significant upside. Varonis, a cybersecurity firm specializing in unstructured data protection, reported Q3 EPS of $0.06, meeting estimates, but revenue of $161.6 million fell below expectations.

Kessler Topaz Meltzer & Check, LLP is investigating Varonis Systems, Inc. (NASDAQ: VRNS) for potential federal securities law violations after the company reported disappointing Q3 2025 financial results. Varonis’ revenue missed consensus estimates and its stock price significantly declined due to underperformance in its on-premise subscription business and sales process issues. Investors who suffered significant losses are encouraged to contact the law firm.

Kessler Topaz Meltzer & Check, LLP is investigating Varonis Systems, Inc. (NASDAQ: VRNS) for potential federal securities law violations. This follows Varonis's October 2025 announcement of disappointing Q3 2025 revenues, a 63.9% decline in term license subscription revenues, and a reduction in full-year ARR guidance due to underperformance in its on-premise subscription business. Consequently, Varonis's stock price fell significantly, prompting the firm to encourage investors with losses to contact them.

Kessler Topaz Meltzer & Check, LLP is investigating potential securities law violations concerning Varonis Systems, Inc. after the company reported disappointing Q3 2025 financial results, including a significant decline in term license subscription revenues and a reduced full-year guidance. This news led to a substantial drop in Varonis's stock price. The law firm is encouraging investors who suffered significant losses to contact them regarding the investigation.

Assenagon Asset Management S.A. has initiated a new stake in Varonis Systems, Inc. (NASDAQ:VRNS) during the third quarter, acquiring 165,228 shares valued at approximately $9.5 million. This adds to significant institutional ownership, with other large investors like Norges Bank, Voya Investment Management, Goldman Sachs, RGM Capital, and Allspring Global Investments Holdings also holding substantial positions or increasing their stakes. Despite Varonis Systems being highly institutionally owned and having a "Moderate Buy" consensus rating from analysts, the company reported Q3 EPS in line with estimates but missed revenue expectations and remains unprofitable with negative margins.

Kaplan Fox & Kilsheimer LLP is investigating VARONIS SYSTEMS (NASDAQ: VRNS) for potential securities violations after the company announced lower-than-forecasted Q3 2025 revenues and a significant decline in term license subscription revenues. The company's stock price fell sharply following the announcement. Investors who suffered losses are encouraged to contact Kaplan Fox & Kilsheimer LLP for more information.