{"data":{"ticker":"VRNS","slug":"varonis","name":"Varonis Systems","exchange":"NASDAQ","sector":"Technology","headquarters":"New York, New York","ceo":"Yakov Faitelson","employees":2658,"website":"https://www.varonis.com","founded":"2005","layers":[{"slug":"cybersecurity-ai","name":"Cybersecurity AI"}],"exposure":{"score":28,"tier":"Peripheral","rationale":"Varonis sells data security software that classifies sensitive data and detects threats, increasingly positioned as the prerequisite for safe enterprise AI rollouts like Copilot. That AI readiness angle is a real demand driver, though the base business is conventional data governance."},"quote":{"price":48.8,"change24hPct":0.14,"change7dPct":-0.1,"change30dPct":-0.16,"change1yPct":42.94,"high52w":50.12,"low52w":20.19,"marketCap":5626570240,"peRatio":null,"eps":-1.32,"volume24h":256811610},"nextEarningsDate":"2026-11-03","summary":"Varonis Systems sells data security software. Its platform maps where sensitive data lives inside an organization, classifies it, detects threats against it, and manages insider risk. Enterprises pay subscriptions to keep their data governed and protected.","explainer":["Varonis Systems sells data security software. Its platform maps where sensitive data lives inside an organization, classifies it, detects threats against it, and manages insider risk. Enterprises pay subscriptions to keep their data governed and protected.","AI runs on both sides of the product. Varonis AI and Athena AI power automated threat detection and investigation, AI classifies data at scale, and automated remediation fixes exposure without manual work. The platform is also pitched as the prerequisite for rolling out enterprise AI tools like Copilot safely.","Founded in 2005 and headquartered in New York City, Varonis trades on the NASDAQ, employs roughly 2,400 people, and is led by CEO Yaki Faitelson."],"buildoutRole":"Varonis sits in the Cybersecurity AI layer with a distinctive angle: companies that want to deploy AI assistants first need to know their sensitive data is locked down. That AI readiness pitch is a real demand driver for its classification and remediation tools, layered on a base business of conventional data governance and threat detection. Supercycle scores Varonis's AI exposure at 28 out of 100.","faq":[{"q":"What does Varonis Systems do?","a":"Varonis sells data security software that classifies sensitive data, detects threats, and manages insider risk for enterprises. AI powers its threat detection, data classification, and automated remediation."},{"q":"How is Varonis Systems exposed to AI?","a":"Moderately. Supercycle scores it 28 out of 100. Securing data before enterprise AI rollouts like Copilot is a genuine demand driver, though the base business remains conventional data governance."},{"q":"What are Varonis's main AI products?","a":"Varonis AI, the Athena AI capability, AI data classification, and automated remediation. Together they find sensitive data, detect threats against it, and fix exposures with less manual security work."},{"q":"Where is Varonis headquartered and who leads it?","a":"Varonis Systems is headquartered in New York City and led by CEO Yaki Faitelson. The company was founded in 2005, trades on the NASDAQ, and employs roughly 2,400 people."}],"history1y":[{"date":"2026-09-28","close":47.92},{"date":"2026-09-29","close":47.11},{"date":"2026-09-30","close":47.45},{"date":"2026-10-01","close":47.45},{"date":"2026-10-02","close":47.57},{"date":"2026-10-05","close":48.15},{"date":"2026-10-06","close":49.08},{"date":"2026-10-07","close":48.96},{"date":"2026-10-08","close":48.88},{"date":"2026-10-09","close":50.12},{"date":"2026-10-12","close":46.37},{"date":"2026-10-13","close":48.72},{"date":"2026-10-14","close":47.06},{"date":"2026-10-15","close":47.34},{"date":"2026-10-16","close":48.72},{"date":"2026-10-19","close":48.7},{"date":"2026-10-20","close":48.68},{"date":"2026-10-21","close":48.69},{"date":"2026-10-22","close":48.89},{"date":"2026-10-23","close":48.88},{"date":"2026-10-26","close":49.15},{"date":"2026-10-27","close":49.11},{"date":"2026-10-28","close":48.9},{"date":"2026-10-29","close":48.82},{"date":"2026-10-30","close":48.85},{"date":"2026-11-02","close":48.75},{"date":"2026-11-03","close":48.96},{"date":"2026-11-04","close":48.8},{"date":"2026-11-05","close":48.73},{"date":"2026-11-06","close":48.8}],"incomeStatements":[{"ticker":"VRNS","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":623532000,"cost_of_revenue":131974000,"gross_profit":491558000,"operating_expense":0,"operating_income":-146514000,"net_income":-129324000,"earnings_per_share":-1.13,"earnings_per_share_diluted":-1.13,"research_and_development":237814000,"selling_general_and_administrative_expenses":400258000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"VRNS","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":550950000,"cost_of_revenue":93847000,"gross_profit":457103000,"operating_expense":0,"operating_income":-117651000,"net_income":-95765000,"earnings_per_share":-0.86,"earnings_per_share_diluted":-0.86,"research_and_development":196765000,"selling_general_and_administrative_expenses":377989000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"VRNS","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":499160000,"cost_of_revenue":71751000,"gross_profit":427409000,"operating_expense":0,"operating_income":-117223000,"net_income":-100916000,"earnings_per_share":-0.92,"earnings_per_share_diluted":-0.92,"research_and_development":183838000,"selling_general_and_administrative_expenses":360794000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"VRNS","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":473634000,"cost_of_revenue":69836000,"gross_profit":403798000,"operating_expense":0,"operating_income":-121228000,"net_income":-124518000,"earnings_per_share":-1.14,"earnings_per_share_diluted":-1.14,"research_and_development":177881000,"selling_general_and_administrative_expenses":347145000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"VRNS","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":1791612000,"current_assets":1298555000,"cash_and_equivalents":202482000,"total_liabilities":1192956000,"current_liabilities":658957000,"total_debt":521747000,"shareholders_equity":598656000,"retained_earnings":-869479000},{"ticker":"VRNS","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":1664275000,"current_assets":878074000,"cash_and_equivalents":185585000,"total_liabilities":1208619000,"current_liabilities":709885000,"total_debt":754406000,"shareholders_equity":455656000,"retained_earnings":-740155000},{"ticker":"VRNS","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":1103910000,"current_assets":767157000,"cash_and_equivalents":230740000,"total_liabilities":614262000,"current_liabilities":306778000,"total_debt":311839000,"shareholders_equity":489648000,"retained_earnings":-644390000},{"ticker":"VRNS","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":1043732000,"current_assets":905657000,"cash_and_equivalents":367800000,"total_liabilities":541607000,"current_liabilities":228743000,"total_debt":316462000,"shareholders_equity":502125000,"retained_earnings":-543474000}],"holders13f":[],"news":[{"title":"Varonis Systems (VRNS) Posts Mixed Q3 Results, Is The Stock Fully Valued?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/varonis-systems-vrns-posts-mixed-201200354.html?.tsrc=rss","date":"2026-11-04"},{"title":"Is Varonis Systems (VRNS) Still Cheap After Its $6.3b Deal?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/varonis-systems-vrns-still-cheap-181528392.html?.tsrc=rss","date":"2026-11-04"},{"title":"Varonis (VRNS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/varonis-vrns-q3-earnings-taking-223001352.html?.tsrc=rss","date":"2026-11-03"},{"title":"Varonis Systems (NASDAQ:VRNS) beats Q3 2026 sales expectations","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/varonis-systems-nasdaq-vrns-beats-221610836.html?.tsrc=rss","date":"2026-11-03"},{"title":"Varonis: Q3 Earnings Snapshot","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/varonis-q3-earnings-snapshot-214748829.html?.tsrc=rss","date":"2026-11-03"},{"title":"Varonis Announces Third Quarter 2026 Financial Results","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/varonis-announces-third-quarter-2026-210500198.html?.tsrc=rss","date":"2026-11-03"},{"title":"Proofpoint CEO Sumit Dhawan- ‘Very Excited’ for $6.3 Billion Varonis Acquisition","source":null,"url":"https://finance.yahoo.com/video/proofpoint-ceo-sumit-dhawan-very-153139990.html?.tsrc=rss","date":"2026-11-02"},{"title":"Varonis Systems jumps 52 places on the Roundtable 100","source":null,"url":"https://www.thestreet.com/crypto/markets/varonis-systems-jumps-52-places-on-the-roundtable-100?.tsrc=rss","date":"2026-10-28"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.686Z","tier":"free","source":"https://supercyclehq.com/stock/varonis","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/VRNS","html":"https://supercyclehq.com/stock/varonis","md":"https://supercyclehq.com/stock/varonis.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}