Varonis agreed to merge with Proofpoint, a Thoma Bravo portfolio company, becoming a wholly-owned subsidiary while holders receive $49.75 per share in cash.
VRNS · Varonis Systems Inc
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Varonis Systems, Inc. entered an Agreement and Plan of Merger with Proofpoint, Inc. and Vail Merger Sub, Inc. on October 15, 2026; if consummated, eligible shares will convert into the right to receive $49.75 in cash, without interest.
Varonis Systems, Inc. agreed to combine with Proofpoint on October 15, 2026, creating a comprehensive data, AI, and collaboration security platform; the companies are expected to remain separate and independent until the combination closes in the first half of 2027.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VRNS
this stock
Varonis Systems Inc
|
$5.64B | +49.2% | +25.5% | — | 4.1% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VRNS | +0.3% | +0.5% | +57.6% | +0.2% | +49.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.3% | +1.6% | +57.1% | +0.4% | +38.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.