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DA Davidson's Rudy Kessinger upgraded their rating on Varonis Systems (NASDAQ: VRNS) from Hold to Strong Buy on 2026/02/05. The analyst also raised their price target by 20% from $25 to $30.

Varonis Systems reported its Q4 2025 earnings.

Upgrading the stock and raising their price target, Kessinger made three observations:

• The company's SaaS ARR growth, excluding conversions, was "quite strong."
• Management's SaaS ARR growth guidance of 18% to 20% was conservative.
• Varonis can post 15% to 20% ARR growth with a margin rebound in 2027.

Earnings Report

For Q4 2025, Varonis Systems reported:

• EPS of $0.08, which beat the Zacks Consensus Estimate by 166.7% and Q4 2024's $0.18.
• Revenue of $173.37M, which beat the Zacks Consensus Estimate by 2.87% and Q4 2024's $158.5M.

Management guided:

For Q1 2026

• EPS of $(0.06) to $(0.05).
• Revenue of $164M to $166M.

For FY 2026:

EPS of $0.06 to $0.10.

• Revenue of $722M to $730M, representing 16% to 17% Y/Y growth.