Intelligence Feed event · Equity · 2026-09-03

    Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1M

    Question

    Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1M

    Direct answer

    Varonis Systems recorded a sharp intraday rally after reporting that ARR reached $598.1 million, representing a 25% year-over-year expansion. Growth in new-customer ACV exceeded 20%, driven by enterprise deployments of automated data classification and AI access control products.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-03
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1M”, revision 1, evidence through 2026-09-03. https://marketontology.com/market-events/2026-09-03/varonis-jumps-10-4-as-annual-recurring-revenue-rises-25-to-598-1m-6cb6f6

    EQUITY
    Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1M
    Varonis Systems recorded a sharp intraday rally after reporting that ARR reached $598.1 million, representing a 25% year-over-year expansion. Growth in new-customer ACV exceeded 20%, driven by enterprise deployments of automated data classification and AI access control products.
    VRNS
    Impact
    69
    SEP 3
    SIG
    80%
    VRNS
    Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1M
    Varonis Systems recorded a sharp intraday rally after reporting that ARR reached $598.1 million, representing a 25% year-over-year expansion. Growth in new-customer ACV exceeded 20%, driven by enterprise deployments of automated data classification and AI access control products.
    → A 25% increase in SaaS ARR accelerates subscription cash flow and expands Varonis enterprise data security market share.
    Impact
    Varonis Systems recorded a sharp intraday rally after reporting that ARR reached $598.1 million, representing a 25% year-over-year expansion. Growth in new-customer ACV exceeded 20%, driven by enterprise deployments of automated data classification and AI access control products.
    Affected
    VRNS
    Transmission
    A 25% increase in SaaS ARR accelerates subscription cash flow and expands Varonis enterprise data security market share.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    VRNSannual recurring revenue expansion strengthening SaaS cash flow valuationUp1-5dARR rose 25% YoY to $598.1 million with stock up 10.4%.

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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