Stephens Raises VRNS Price Target to $45
Stephens analyst Todd Weller has upgraded VRNS with a new price target of $45, a 20.68% upside from the current price.
Key Points
- Stephens analyst Todd Weller raised the price target for VRNS to $45 and rated it a 'buy' on June 24, 2026.
- Stephens's $45 price target implies 20.68% upside from Varonis Systems, Inc.'s ($VRNS) current $37.29 share price.
- VRNS shares traded at $35.03 on Wednesday, with various institutional activities noted, including BlackRock's modest increase.
- Insider transactions included sales by executives and recent analyst ratings were mostly positive, with several firms maintaining 'buy' ratings.
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Stephens analyst Todd Weller has raised the price target for VRNS to $45, maintaining a 'buy' rating on the stock as of June 24, 2026. This move reflects confidence in VRNS's potential, as the shares traded at $35.03 on Wednesday.
Stephens & Co. vs. the S&P 500
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Other Institutional Activity in VRNS
BlackRock, Inc. increased its holdings in VRNS by 78,416 shares, bringing its total to 11,305,133 shares, valued at approximately $242.7 million. Vanguard Portfolio Management LLC opened a new position with 7,483,115 shares worth about $160.7 million. Similarly, Vanguard Capital Management LLC established a new stake with 5,100,514 shares valued at $109.5 million. Tremblant Capital Group added 70,019 shares, resulting in a 2.0% increase to 3,579,668 shares valued at $76.9 million. Pictet Asset Management Holding SA significantly boosted its position by 944,676 shares, a 43.4% increase, totaling 3,123,056 shares worth $67.0 million.
Varonis Systems, Inc. Stock Down 15.1%
On Wednesday, VRNS shares were trading at $35.03. Despite limited specific data on its market cap or P/E ratio, recent institutional interest suggests positive sentiment around the stock.
$VRNS price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Insider Buying and Selling at Varonis Systems, Inc.
On May 31, 2026, Dov Gottlieb, EVP and General Counsel, sold 9,264 shares at an average price of $34.15. Earlier, on May 22, 2026, CFO and COO Guy Melamed sold 104,440 shares at $23.10 each. In contrast, on April 30, 2026, insiders Rachel Prishkolnik, Carlos Aued, Gili Iohan, and Kevin Comolli each purchased 7,224 shares.
Analysts Set New Price Targets
On June 24, 2026, Stephens & Co. upgraded VRNS to a 'buy' with a new price target of $45. Needham maintained its 'buy' rating with a $40 target on June 23, 2026. Rosenblatt initiated coverage with a 'buy' rating and a $40 target on May 12, 2026. Other firms like JP Morgan and UBS have maintained 'buy' ratings with targets ranging from $37 to $39.
About VRNS
VRNS is a technology company focused on data security, providing solutions to protect sensitive information and manage data privacy. The company aims to help organizations prevent data breaches and ensure compliance with data protection regulations.
Bottom Line
Stephens' recent upgrade and increased target price for VRNS highlight the stock's potential, supported by positive institutional activity and insider transactions. Investors often track such analyst updates and institutional movements for insights, though it's important to remember that 13F filings and analyst ratings are backward-looking and may not reflect the current situation.
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