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OneSpan Community
NasdaqCM:OSPN Community
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OneSpan
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OneSpan
AN
AnalystHighTarget
Community Contributor
Secular Digital Trends Will Transform Identity Verification While Facing Hurdles
Key Takeaways Rapid growth in security subscriptions and FIDO2 integration positions OneSpan for stronger recurring revenues, greater operating leverage, and outsized earnings growth. Unique banking customer base and advanced authentication offerings create significant cross-sell potential, supporting sustained topline and margin expansion.
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US$23
FV
29.1% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
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17 days ago
author updated this narrative
OneSpan
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Digital Banking Trends Will Reshape Cybersecurity Amid Integration Risks
Key Takeaways Strategic acquisitions and focused cross-selling drive growth in recurring software revenue, customer retention, and global market penetration. Shift to subscription-based offerings, increased R&D, and innovation position the company for sustained profitability and long-term expansion in cybersecurity.
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US$19.5
FV
16.4% undervalued
intrinsic discount
5.32%
Revenue growth p.a.
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0
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10
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17 days ago
author updated this narrative
OneSpan
AN
AnalystLowTarget
Community Contributor
Legacy Challenges Will Constrain Revenue While Digital Shifts Offer Relief
Key Takeaways Dependence on legacy financial clients and increasing competition from integrated security platforms threaten long-term customer growth and revenue sustainability. Transition to subscription and new product innovation face headwinds from customer losses, slow adoption cycles, and persistent challenges in core markets.
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US$15
FV
8.7% overvalued
intrinsic discount
4.18%
Revenue growth p.a.
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about 2 months ago
author updated this narrative