Varonis Systems Inc

VRNS: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Varonis: Proofpoint's Acquisition of Varonis Is Further Evidence of Consolidation in Security

Malik Ahmed Khan

Oct 16, 2026

Proofpoint, a Thoma Bravo portfolio company, agreed to buy Varonis for $6.3 billion in cash, or $49.75 per share. The price is a 52% premium to Varonis' share price before rumors regarding a potential takeover began in June.

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Varonis Systems Inc

Varonis: Proofpoint's Acquisition of Varonis Is Further Evidence of Consolidation in Security

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