Proofpoint agrees to buy Varonis Systems stock for USD 49.75

Published on 10/18/2026 at 13:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached USD 180.02 million, up 18.30 percent year over year. For Varonis Systems stock, results are due November 3, 2026.

Acquisition and reporting milestones

Proofpoint agreed to acquire Varonis in a USD 6.3 billion transaction announced on October 15, 2026.
Second-quarter revenue reached USD 180.02 million in the period ended June 30, 2026.
Varonis scheduled its third-quarter 2026 results for November 3, 2026.
Varonis had a USD 5.6 billion market capitalization as of October 16, 2026.

VRNS, US9222801022, Illustration mit AI erstellt.

Varonis Systems (ISIN US9222801022) generated USD 180.02 million in second-quarter revenue for the period ended June 30, 2026, up 18.30 percent from the prior-year quarter. The company then agreed to be acquired by Proofpoint in a USD 6.3 billion all-cash transaction announced on October 15, 2026, according to Proofpoint.

USD 49.75 cash offer sets the frame

Proofpoint will pay USD 49.75 per Varonis share in cash. The transaction received unanimous approval from the Varonis board and is expected to close in the first half of 2027, subject to shareholder and regulatory approvals, Varonis Systems said on October 15, 2026.

The agreement changes the stock's central question from standalone growth to completion risk. Until closing, the companies will operate separately; completion would make Varonis a private company and end its Nasdaq listing.

What does the operating base show?

Varonis entered the deal with second-quarter revenue of USD 180.02 million, compared with USD 152.20 million a year earlier. Its SaaS annual recurring revenue excluding conversions rose 25.00 percent year over year to USD 598.10 million in the same quarter, according to the Yahoo Finance transcript.

The second-quarter operating result was a USD 40.63 million loss, while net loss attributable to common shareholders was USD 46.81 million. That contrast gives investors a concrete reason to track the next report even as the cash offer defines the proposed exit value.

Three dated steps to the deal

On July 28, 2026, Varonis reported second-quarter revenue of USD 180.02 million and SaaS annual recurring revenue excluding conversions of USD 598.10 million. On October 7, 2026, Yorkville Ives initiated coverage with an In Line rating and a USD 50.00 target, according to Investing.com. On October 15, 2026, Proofpoint announced the USD 6.3 billion acquisition and USD 49.75 cash consideration.

Two dates shape the next phase

Varonis scheduled third-quarter 2026 results for November 3, 2026, after the US market close. The proposed transaction is expected to close in the first half of 2027, with shareholder and regulatory approvals required before completion.

Market value and next checkpoint

Varonis had a USD 5.6 billion market capitalization as of October 16, 2026, with a USD 19.70 to USD 63.80 52-week range from the same market snapshot. The next earnings release will show how the operating business is progressing while the acquisition process moves forward.

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