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Form DEFA14A VARONIS SYSTEMS INC

Thu, 22 Oct 2026 17:17:00 -0400

si-local-file:///var/storage/secattach/20261022/27223517.html

VRNS Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Varonis to Proofpoint

Wed, 21 Oct 2026 10:22:59 -0400

MONSEY, N.Y., Oct. 21, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Varonis Systems, Inc. (NASDAQ: VRNS) (“Varonis”) to Proofpoint, Inc., a portfolio company of Thoma Bravo, for $49.75 per share in cash.

Notably, the $49.75 sale price is below Varonis’s 52-week high of $63.80, which potentially indicates an opportunistic purchase below fair value.

In addition, the sale price is below the price targets of multiple Wall Street analysts covering Varonis before the sale was announced, including:

Joseph Gallo of Jefferies

VRNS Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Varonis to Proofpoint

Wed, 21 Oct 2026 10:22:59 -0400

Notably, the $49.75 sale price is below Varonis’s 52-week high of $63.80, which potentially indicates an opportunistic purchase below fair value.

In addition, the sale price is below the price targets of multiple Wall Street analysts covering Varonis before the sale was announced, including:

Joseph Gallo of Jefferies

VRNS Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Varonis to Proofpoint

Wed, 21 Oct 2026 10:22:00 -0400

Notably, the $49.75 sale price is below Varonis’s 52-week high of $63.80, which potentially indicates an opportunistic purchase below fair value.

In addition, the sale price is below the price targets of multiple Wall Street analysts covering Varonis before the sale was announced, including:

Joseph Gallo of Jefferies

VRNS Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Varonis to Proofpoint

Wed, 21 Oct 2026 10:22:00 -0400

Notably, the $49.75 sale price is below Varonis’s 52-week high of $63.80, which potentially indicates an opportunistic purchase below fair value.

In addition, the sale price is below the price targets of multiple Wall Street analysts covering Varonis before the sale was announced, including:

Joseph Gallo of Jefferies

Varonis and Collibra link up to automate sensitive data tagging

Tue, 20 Oct 2026 09:01:27 -0400

Varonis Systems, Inc. (NASDAQ: VRNS) announced an integration with Collibra that brings sensitive data classification directly into the Collibra Enterprise AI Control Plane, according to a company press release dated Oct. 20, 2026.

The integration allows Varonis sensitivity labels to sync continuously into the Collibra data catalog, enabling governance, privacy, and security teams to assess whether data is suitable for use in AI projects without manual tagging.

With the integration in place, teams can view sensitivity labels while evaluating data for AI training and analytics, flag regulated data types such as personally identifiable information (PII), protected health information (PHI), and financial records

Varonis and Collibra: Automating Data Governance for AI

Tue, 20 Oct 2026 09:00:00 -0400

Integration delivers continuous sensitive data classification in Collibra's Data Catalog, giving governance, privacy, and security teams added context without manual tagging

MIAMI, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, today announced an integration that brings sensitive data context directly into the Collibra Enterprise AI Control Plane. Teams can see continuously synced Varonis sensitivity labels in the Collibra data catalog to instantly tell whether data is safe for AI.

Successful AI initiatives depend on trusted data that teams can find, understand, and use safely. Varonis identifies and

Varonis and Collibra: Automating Data Governance for AI

Tue, 20 Oct 2026 09:00:00 -0400

Integration delivers continuous sensitive data classification in Collibra's Data Catalog, giving governance, privacy, and security teams added context without manual tagging

Successful AI initiatives depend on trusted data that teams can find, understand, and use safely. Varonis identifies and

Form DEFA14A VARONIS SYSTEMS INC

Mon, 19 Oct 2026 16:15:00 -0400

si-local-file:///var/storage/secattach/20261019/27204059.html

Barclays Downgrades Varonis Systems (VRNS) to Equalweight

Mon, 19 Oct 2026 03:13:59 -0400

Barclays analyst Saket Kalia downgraded Varonis Systems (NASDAQ: VRNS) from Overweight to Equalweight with a price target of $50.00.

For an analyst ratings summary and ratings history on Varonis Systems click here. For more ratings news on Varonis Systems click here.

Shares of Varonis Systems closed at $48.72 yesterday.

Form DEFA14A VARONIS SYSTEMS INC

Fri, 16 Oct 2026 16:15:00 -0400

si-local-file:///var/storage/secattach/20261016/27198095.html

Barclays Downgrades Varonis Systems (VRNS) to Equalweight

Fri, 16 Oct 2026 09:27:39 -0400

Barclays analyst Saket Kalia downgraded Varonis Systems (NASDAQ: VRNS) from Overweight to Equalweight.

For an analyst ratings summary and ratings history on Varonis Systems click here. For more ratings news on Varonis Systems click here.

Shares of Varonis Systems closed at $47.34 yesterday.

Truist Securities Downgrades Varonis Systems (VRNS) to Hold

Fri, 16 Oct 2026 08:22:16 -0400

(Updated - October 16, 2026 8:22 AM EDT)

Truist Securities analyst Junaid Siddiqui downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Hold with a price target of $49.75 (from $52.00).

The analyst comments "We downgrade VRNS shares to a Hold and adjust our price target to $49.75 from $52 following its agreement to be acquired by Proofpoint (private), a Thoma Bravo portfolio company, for ~$6.3B. At $49.75/share, the transaction represents a 5% premium to the Oct 15 close and 6.6x our CY27E sales estimate. With shares currently trading at 6.2x CY27E Sales, we see remaining upside as largely tied to completion of

Varonis Systems (VRNS) PT Raised to $50 at Baird

Fri, 16 Oct 2026 07:44:21 -0400

Baird analyst Shrenik Kothari raised the price target on Varonis Systems (NASDAQ: VRNS) to $50.00 (from $45.00) while maintaining a Neutral rating.

Varonis Systems (VRNS) Reiterated at Overweight by Cantor Fitzgerald

Fri, 16 Oct 2026 07:29:26 -0400

Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an Overweight rating and $55.00 price target on Varonis Systems (NASDAQ: VRNS).

The analyst commented, "Today, Proofpoint (private), a Thoma Bravo portfolio company, announced a definitive agreement to acquire Varonis in an all-cash transaction valued at ~$6.3 billion, or $49.75 per share. VRNS closed today (10/15) at $47.34, so the offer sits modestly above the current price. That narrow gap understates the premium, however. On June 22, 2026, the last full trading day before take-private rumors surfaced, VRNS shares closed at $32.71. Measured against that undisturbed price, the $49.75 per share offer represents a premium

Rosenblatt Downgrades Varonis Systems (VRNS) to Neutral

Fri, 16 Oct 2026 06:43:00 -0400

Rosenblatt analyst Catherine Trebnick downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Neutral with a price target of $49.75.

The analyst comments "Varonis has agreed to be acquired by Thoma Bravo owned Proofpoint for $49.75 per share in cash, or approximately $6.3 billion, a 52% premium to the $32.71 close on June 22, 2026, before initial sale rumors, and a 17% premium to the $42.35 close on September 1, 2026. The price implies roughly 53x LTM FCF and 8.4x LTM revenue. While the take-out sits below our previous $55 PT, we view the outcome as a reasonable one for shareholders given

Rosenblatt Downgrades Varonis Systems (VRNS) to Neutral

Fri, 16 Oct 2026 06:43:00 -0400

Rosenblatt analyst Catherine Trebnick downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Neutral with a price target of $49.75.

Form DEFA14A VARONIS SYSTEMS INC

Fri, 16 Oct 2026 06:01:00 -0400

si-local-file:///var/storage/secattach/20261016/27195154.html

TD Cowen Downgrades Varonis Systems (VRNS) to Hold

Fri, 16 Oct 2026 05:29:17 -0400

TD Cowen analyst Shaul Eyal downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Hold with a price target of $49.75 (from $56.00).

The analyst comments "On 10/15/26 after the close, VRNS announced that it is to be acquired by privately held Proofpoint for $49.75/share in cash in a $6.3B deal (~53x LTM FCF and 8.4x LTM Revs), potentially creating a broad security platform addressing a range of security threats and data risks. We expect the transaction to close. We move to a Hold rating and a $49.75 price target."

For an analyst ratings summary and ratings history on Varonis Systems click

TD Cowen Downgrades Varonis Systems (VRNS) to Hold

Fri, 16 Oct 2026 05:29:17 -0400

TD Cowen analyst Shaul Eyal downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Hold with a price target of $49.75 (from $56.00).

For an analyst ratings summary and ratings history on Varonis Systems click

DA Davidson Downgrades Varonis Systems (VRNS) to Neutral

Fri, 16 Oct 2026 04:37:20 -0400

DA Davidson analyst Rudy Kessinger downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Neutral with a price target of $49.75.

The analyst comments: “This afternoon AMC, it was announced that Proofpoint has agreed to acquire VRNS in an all cash transaction for $49.75/shr. in a deal that values VRNS at $6.3B. We are thus downgrading VRNS to NEUTRAL from BUY and lowering our PT from $55 to the deal price of $49.75.

This afternoon, it was announced that VRNS has entered into a definitive agreement to be acquired by Proofpoint (owned by Thoma Bravo) for $6.3B or $49.75 per share in an

DA Davidson Downgrades Varonis Systems (VRNS) to Neutral

Fri, 16 Oct 2026 04:37:20 -0400

DA Davidson analyst Rudy Kessinger downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Neutral with a price target of $49.75.

This afternoon, it was announced that VRNS has entered into a definitive agreement to be acquired by Proofpoint (owned by Thoma Bravo) for $6.3B or $49.75 per share in an

Needham Downgrades Varonis Systems (VRNS) to Hold

Fri, 16 Oct 2026 04:35:15 -0400

Needham analyst Mike Cikos downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Hold.

The analyst comments: “Yesterday after market close, Varonis announced it had entered a definitive agreement to be acquired by Thoma Bravo-owned Proofpoint for $49.75 per share in an all-cash transaction valued at ~$6.3 Billion. Since Thoma Bravo acquired Proofpoint in August 2021 for $176.00 per share in an all-cash deal for ~$12.3 Billion, the company has significantly broadened its offering. In CY25, Proofpoint grew 20% yr-yr (11% organic) to $2.44 Billion of ARR, with the Data Security segment (~25% of ARR) growing in the Mid-Teens.

We believe the deal

Needham Downgrades Varonis Systems (VRNS) to Hold

Fri, 16 Oct 2026 04:35:15 -0400

Needham analyst Mike Cikos downgraded Varonis Systems (NASDAQ: VRNS) from Buy to Hold.

We believe the deal

RBC Capital Downgrades Varonis Systems (VRNS) to Sector Perform

Fri, 16 Oct 2026 04:08:56 -0400

RBC Capital analyst Matthew Hedberg downgraded Varonis Systems (NASDAQ: VRNS) from Outperform to Sector Perform with a price target of $49.75 (from $52.00).

The analyst comments: “Varonis announced its intent to be acquired by Proofpoint in an all-cash transaction for $49.75/share valued at ~$6.3B. We think the acquisition makes sense as competition in the data security market has intensified in recent years and believe Varonis could be more successful as part of a larger platform. Given the M&A reports since June, and what management categorized in the PR as an "extensive outreach" to potential strategic and financial buyers during the process,