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VRNS compared with ATEC: revenue, margins and what each company keeps, and the suppliers and customers both name
VRNS
Varonis Systems Inc
Change
Mkt cap
Revenue
Revenue
ATEC
Alphatec Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
VRNS
Varonis Systems Inc
vs
ATEC
Alphatec Holdings, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
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direct ties · both sides
Only VRNS
1
CSPI
CSP
customer
Shared
0
No shared counterparties.
Only ATEC
2
ACON
Aclarion
supplier
—
Squadron Supplier Affiliate
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
VRNS
Varonis Systems Inc
Change
48.81
▲
+0.13%
Mkt cap
$5.6B
Revenue
$180M
Q2 FY26
Revenue
$624M
FY25
ATEC
Alphatec Holdings, Inc.
Change
7.49
▲
+2.48%
Regular session
Nov 3 '26
Mkt cap
$1.1B
Revenue
$221M
Q3 FY26
Revenue
$764M
FY25
vs
Compare
Regular session
Nov 3 '26
VRNS
Varonis Systems Inc
vs
ATEC
Alphatec Holdings, Inc.
48.81
▲
+0.13%
Price
7.49
▲
+2.48%
$5.6B
Mkt cap
$1.1B
Q2 FY26
$180M
Revenue
$221M
Q3 FY26
FY25
$624M
Revenue
$764M
FY25
Change
Change
VRNS
48.81
▲
+0.13%
vs
ATEC
7.49
▲
+2.48%
Regular session
Nov 3 '26