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Up 42% in a year while the S&P 500 rose 12%.
The other side, the company's words, the timeline, and its peers, for Pro members.
| Outperforming | Up 76% in 6 months vs the S&P's +2% |
| Its score | Up:Highest Quality Score since Oct 2024 |
| Latest filing | 10-Q, Nov 4 |
After its last 4 reports it closed -3.2% on average, higher 1 of 4 times.
Above Averagefor quality, not price, 10 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. VRNS scores 14 today, against a median of 9 over its last 20 recorded sessions.
VRNS is #34 of 268 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 34 |
Net income over four quarters: VRNS -$153M, CVLT $82.7M, TENB $15.8M, RPD $13.8M.
Expected to report Tue Feb 9, after the close (in 91 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $189.5M, 17% more than a year ago; a loss of $0.36 a share, from $0.26.
“Term license subscription revenues were $1.2 million, compared with $24.8 million in the third quarter of 2025, with the vast majority of the decline driven by customers converting to our SaaS platform.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Software as a Service | $185M | $172M | $126M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 4)
No outlook figures read from this release.
“Maintenance and services revenues were $3.1 million, compared with $10.9 million in the third quarter of 2025, with the vast majority of the decline driven by customers converting to our SaaS platform.”
From its results filing (SEC filing · Nov 3)
Sales grew 16% a year over 5 years, fiscal 2020 to 2025.
Its share count grew 3.9% a year over 5 years.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 3, 2026 | -0.2% | -0.3% | +0.3% |
| Jul 28, 2026 | -4.5% | -9.0% | -3.0% |
| Apr 28, 2026 | +16.8% | +7.3% | +7.7% |
Sales grew in six of the last seven years, to $624M in 2025. It lost money in each of the eight years.
RSI 56.4, MACD below signal, above both averages. Not scored.
Officers and directors with a Form 4 in the last 12 months.
In ETFs: VRNS is under 0.1% of VGT, under 0.1% of FTEC, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
“The markets in which we operate are competitive and evolving.”
VRNS scores 14 today, which Breakaway calls Above Average. It is #34 of 268 in Software by Quality Score, with 10 of 14 chart checks firing. Up 42% in a year while the S&P 500 rose 12%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
VRNS scores 14 today, which Breakaway calls Above Average (11 to 14). That is #34 of 268 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind VRNS's 14.
Expected to report Tue Feb 9, after the close, a date Breakaway expects from the company's usual timing; the company has not confirmed it. VRNS closed higher after 1 of its last 4 reports. Past behavior, not a forecast.
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Insider and Congress trades, the chart, and the financials, in one score.
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