Just reported
From Varonis Systems's results release of November 3, 2026; its quarterly report has since been filed.
Actual
$189.5M
+17% y/y
+5.2% q/q
Guided
$186.5M
midpoint
Actual
-$0.36
Guided
—
No guide given
Actual
$7.6M
Guided
$3M
midpoint
Operating income, GAAP: -$47.7M
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Built from Varonis Systems, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
$48.94-0.3%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 4, 2026
Company outlook: revenue of $185M to $188M for Fiscal Q3 2026 — up 15.4% on a year earlier
The themes Varonis Systems is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.$432.5BA+
PANWPalo Alto Networks, Inc.$263.4BA
CRWDCrowdStrike Holdings, Inc.$232.1BA
NETCloudflare, Inc.$109.6BA-
FTNTFortinet, Inc.$93.4BA+Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company LimitedNov 13, 2026BAGraded B, now A
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now AGrade B
The band under the price shows the grade on each date, built only from filings that were public by then.
Showing 2 of 41 quarters of Varonis Systems, Inc.’s grade history. The other 39 go back to November 2016.
