VR
Varonis Systems Inc.
VRNS · Varonis Systems Inc. · IT
Up next day
7/12
58%
Fell despite growth
1/12
Good earnings ignored
Avg earnings move
±10.9%
typical swing on earnings
Price when beating
-3.6%
avg over 12 beats
Biggest single move
-48.7%
'25.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 7 of 12 beats (58%)
vs IT sector avg (177 peers)
This
-3.6%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 27After close
'26.9 expectedEst. EPS $0.03
Quarter ended 6/2026
Reported 2026-07-28
Next-day move
-9.0%
After 5 days -3.0%
vs Consensus$0.01→$0.04+510.7% beat
Beat by +510.7% but stock -9.0%
EPS
$0.04
YoY +33%
Revenue
$0.2B
YoY +18%
Next-Q guidance
—
N/A
Price around earnings
vs market -7.5%p2.9x normal — unusual drop+78% run-up before
Earnings trend · last 12 quarters
EPS$0.04YoY +33%
'23.9'26.6
Revenue$0.2BYoY +18%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
2x17%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 5 of 12q (42%)
Community · VRNS
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