Intelligence Feed event · Equity · 2026-09-03

    Varonis Systems Jumps 10.4% on 25% ARR Growth to $598 Million

    Question

    Varonis Systems Jumps 10.4% on 25% ARR Growth to $598 Million

    Direct answer

    Varonis Systems gained 10.4% to close at $46.76 as its SaaS transition showed continued momentum. ARR expanded 25% year-over-year to $598.1 million, driven by demand for data and AI security posture management. New-logo ACV expanded by over 20%, indicating sustained enterprise customer acquisition alongside automated SaaS migration.

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

    Cite as: Market Ontology, “Varonis Systems Jumps 10.4% on 25% ARR Growth to $598 Million”, revision 1, evidence through 2026-09-03. https://marketontology.com/market-events/2026-09-03/varonis-systems-jumps-10-4-on-25-arr-growth-to-598-million-5e2871

    EQUITY
    Varonis Systems Jumps 10.4% on 25% ARR Growth to $598 Million
    Varonis Systems gained 10.4% to close at $46.76 as its SaaS transition showed continued momentum. ARR expanded 25% year-over-year to $598.1 million, driven by demand for data and AI security posture management. New-logo ACV expanded by over 20%, indicating sustained enterprise customer acquisition alongside automated SaaS migration.
    VRNS
    Impact
    65
    SEP 3
    SIG
    88%
    VRNS
    Varonis Systems Jumps 10.4% on 25% ARR Growth to $598 Million
    Varonis Systems gained 10.4% to close at $46.76 as its SaaS transition showed continued momentum. ARR expanded 25% year-over-year to $598.1 million, driven by demand for data and AI security posture management. New-logo ACV expanded by over 20%, indicating sustained enterprise customer acquisition alongside automated SaaS migration.
    → A 25% expansion in SaaS ARR to $598.1M drives subscription revenue predictability and expands software enterprise valuation multiples.
    Impact
    Varonis Systems gained 10.4% to close at $46.76 as its SaaS transition showed continued momentum. ARR expanded 25% year-over-year to $598.1 million, driven by demand for data and AI security posture management. New-logo ACV expanded by over 20%, indicating sustained enterprise customer acquisition alongside automated SaaS migration.
    Affected
    VRNS
    Transmission
    A 25% expansion in SaaS ARR to $598.1M drives subscription revenue predictability and expands software enterprise valuation multiples.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    VRNSSaaS ARR expansion and new-logo ACV accelerationUp1-4wARR grew 25% YoY to $598.1M with new-logo ACV growth exceeding 20%.

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    What happened next

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

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

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