Update shared on15 Aug 2025
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).
- Prior to the agreement, Sapiens was reported to be in advanced talks to sell a controlling stake to U.S. investment funds at a valuation of $2–$2.2 billion, potentially delaying its quarterly earnings release as negotiations neared conclusion (Calcalist/Periodicals and Key Developments, 2025-08-11).
- Sapiens launched the Earnix Price-It Connector for IDITSuite for P&C in EMEA and APAC, empowering insurers with real-time premium calculations, enhanced pricing capabilities using predictive analytics and AI, and improved integration for product and rate management (Key Developments, 2025-08-06).
- Absa Life went live with Sapiens’ Insurance Platform, CoreSuite, DigitalSuite, and DataSuite, leveraging cloud-based AI and integrated tools for product innovation, multichannel engagement, and predictive analytics, marking a foundation for future business expansion (Key Developments, 2025-06-23).
- Sapiens secured new client wins including Encova Insurance, which adopted Sapiens Decision for end-to-end decision intelligence across its agent platform, and a major state-run auto insurance body choosing Sapiens ClaimsPro to modernize its claims management, enhance automation, and replace legacy systems (Key Developments, 2025-06-10 & 2025-05-21).
Valuation Changes
Summary of Valuation Changes for Sapiens International
- The Consensus Analyst Price Target has significantly risen from $31.00 to $37.25.
- The Future P/E for Sapiens International has significantly risen from 27.54x to 30.96x.
- The Consensus Revenue Growth forecasts for Sapiens International has risen from 7.3% per annum to 8.1% per annum.
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