Sapiens International

SaaS Transition And AI Integration Will Improve Market Position

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Sep 24

Updated

15 Aug 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

53.1%

7D

0.1%

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1Y

53.1%

7D

0.1%

You can edit this narrative until Aug 15 6:45 AM. Then, changes will post as Updates.

Author's Valuation

US$37.2516.3% overvalued

AnalystConsensusTarget Fair Value

Shared on 15 Aug 25

Fair value Increased 20%

The consensus analyst price target for Sapiens International has increased to $37.25, primarily reflecting improved revenue growth expectations and a higher future P/E multiple. What's in the News Advent International entered into a definitive agreement to acquire a 56.5% stake in Sapiens International for $1.4 billion ($43.5 per share), valuing the company at approximately $2.48 billion; following completion, Sapiens will be taken private, with the deal expected to close in Q4 2025 or Q1 2026, subject to shareholder and regulatory approvals (Key Developments, 2025-08-13).

Shared on 30 Apr 25

Fair value Increased 7.16%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 6.97%

AnalystConsensusTarget has increased discount rate from 8.1% to 9.8%.

AnalystConsensusTarget Fair Value

US$37.25

16.3% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

7.38%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.73%

Calculation

US$91.60m

Earnings '28

x

30.96x

PE Ratio '28

=

US$2.84b

Market Cap '28

US$2.84b

Market Cap '28

/

56.20m

No. shares '28

=

US$50.47

Share Price '28

US$50.47 Share Price '28

Discounted to 2025 @ 10.78% p.a.

=

US$37.12

Fair Value '25