Varonis Systems Stock Plunges 11% Amid Earnings Miss and Acquisition News.

Varonis Systems (NASDAQ: VRNS) stock fell 11% after its Q4 2025 earnings report missed net income guidance, with revenue at $173.4 million, up 9% YoY, and non-GAAP net income at $11.1 million, a 53% decline. The company is acquiring AllTrue.ai for an undisclosed price. Varonis anticipates $722 million to $730 million in revenue for 2026, with adjusted net income of $0.06 to $0.10 per share. Despite the guidance miss, Varonis operates in a promising niche, and the company's stock may be a good investment after the sell-off.