Varonis Systems, Inc.

Varonis Systems, Inc.

Technology

NASDAQ:VRNS · NASDAQ Global Select

Market Cap $3.92B Beta 0.87 P/E (TTM) -29.6
$33.34 -0.36%

-$0.12 today

52W Low $19.70High $63.90

Vol 1.03M · Avg 2.36M

EPS (TTM)-$1.13
Software - Infrastructure

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-21.6%

avg -34.1%

ROIC

-12.9%

avg -18.3%

ROA

-7.2%

avg -11.3%

Analysis

ROA is currently the strongest return metric at -7.2% versus its period average of -11.3%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Yakov Faitelson

Co-Founder, Chairman, Chief Executive Officer & President$1.38M51$1.51M1.28%

Guy Melamed

Chief Financial Officer & Chief Operating Officer$864,190.0046$504,662.000.43%

Dov Gottlieb

Vice President, General Counsel & Corporate Secretary$685,833.0050$265,774.000.23%

James O'Boyle

Vice Chairman of Sales$652,188.0062$442,114.000.38%

Gregory Pomeroy

Senior Vice President of Worldwide Sales$633,215.0053$281,313.000.24%

David Bass

Executive Vice President of Engineering & Chief Technology Officer$605,231.0048$1.04M0.89%

Gilad Raz

Chief Information Officer & Vice President of Technical Services$401,424.0050$211,480.000.18%

Ohad Korkus

Co-Founder & Director$37,500.0047$122,984.000.10%

David Gibson

Senior Vice President of Strategic Programs$1.04M0.89%

Rob Sobers

Chief Marketing Officer

Tim Perz

Vice President of Investor Relations

Dana Shahar-Gara

Chief Human Resources Officer52

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

4

$1.18M

Sells

6

$6.43M

Net Sentiment

$5.25M

Net selling

Most Active

Melamed Guy

5 transactions

DateInsiderTypeSharesPriceValue
Feb 9, 2026

Faitelson Yakov

Direct

Buy26.7K$22.41$598,907.25
Feb 9, 2026

Bass David

Direct

Buy3.0K$23.47$69,940.60
Feb 6, 2026

GAVIN JOHN J JR

Direct

Buy5.0K$22.54$112,700.00
Feb 6, 2026

Kess Avrohom J.

Direct

Buy17.8K$22.29$396,762.00
Aug 29, 2025

Melamed Guy

Direct

Sell1.5K$59.59$89,385.00
Aug 28, 2025

Melamed Guy

Direct

Sell3.9K$59.52$231,651.84
Aug 22, 2025

Melamed Guy

Direct

Sell10.4K$59.53$619,112.00
Aug 13, 2025

Melamed Guy

Direct

Sell42.7K$57.72$2,464,932.60
Aug 1, 2025

Melamed Guy

Direct

Sell51.9K$55.10$2,859,083.90
Aug 1, 2025

VAN DEN BOSCH FRED

Direct

Sell3.0K$55.08$165,240.00

Analysis

Insiders reported 4 buys worth $1.18M and 6 sells worth $6.43M over the last 12 months. That adds up to net selling of $5.25M. Melamed Guy was the most active insider with 5 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
N/A4 analysts
RevenueN/AN/A+33.5%
+17.4% (13yr)8 analysts
Net IncomeN/AN/AN/A
N/A8 analysts
EBITN/AN/AN/A
N/A8 analysts

Analysis

Recent growth has been strongest in Revenue at +33.5% over three years. Forward estimates point to Revenue at +17.4% (13yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages VRNS?

Varonis Systems, Inc. (VRNS) lists 12 active executives. The top listed executive is Gregory Pomeroy, Senior Vice President of Worldwide Sales.

Are VRNS insiders buying or selling?

Recent insider activity shows net selling of $105.56M.

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