Proofpoint agrees to acquire Varonis and offers USD 49.75 for Varonis Systems stock

Published on 10/29/2026 at 13:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 180.02 million, up 18.30 percent year over year. Varonis Systems stock has results due November 3, 2026.

Transaction steps and timing

The combined company is intended to serve more than 16,000 enterprises after closing in the first half of 2027.
Varonis reported USD 180.02 million revenue in the second quarter of 2026, an 18.30 percent year-over-year increase.
Varonis scheduled its third-quarter 2026 results for November 3, 2026, after the U.S. market close.
Yaki Faitelson held approximately 0.67 percent of outstanding shares when he signed the support agreement.

VRNS, US9222801022, Illustration mit AI erstellt.

Varonis Systems (ISIN US9222801022) agreed on October 15, 2026, to be acquired by Proofpoint in an all-cash transaction offering USD 49.75 per share, according to Proofpoint. The proposed deal values the transaction at USD 6.3 billion and has already received unanimous approval from the Varonis board.

Revenue supports the deal backdrop

Varonis entered the transaction after a second-quarter performance that gave the buyer a sizeable operating platform. Revenue reached USD 180.02 million in the second quarter of 2026, up 18.30 percent from the same period a year earlier, while adjusted earnings per share came to USD 0.04 against a USD 0.01 consensus estimate, according to MarketBeat.

The acquisition changes the investor lens from standalone growth to deal execution. The proposed combination would bring Varonis data-security capabilities into Proofpoint's broader human and agent cybersecurity platform, while both companies continue operating independently until completion.

How does the deal change timing?

The SEC filing says the transaction is expected to close in the first half of 2027, subject to shareholder approval, regulatory clearances and other customary conditions. The filing also says CEO Yaki Faitelson owned approximately 0.67 percent of outstanding shares and agreed to support the merger, giving the timetable a clearly defined shareholder process.

Next reporting date

Proofpoint said Varonis will announce third-quarter 2026 results after the U.S. market close on November 3, 2026. The company will not hold an earnings conference call because of the pending transaction.

Stock trades during the deal process

Varonis Systems was trading at EUR 43.77 at Lang & Schwarz on October 29, 2026 at 1:44 p.m. CEST. The quote gives investors a live euro reference while the proposed cash consideration remains the central transaction benchmark.

The further course of trading is shown by the continuously updated real-time quote of Varonis Systems stock.