Sapiens International Corporation N.V.

Informe acción NasdaqGS:SPNS

Capitalización de mercado: US$2.4b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Sapiens International Dirección

Dirección controles de criterios 2/4

El CEO de Sapiens International es Ron Al-Dor, nombrado en Nov 2005, tiene una permanencia de 20.08 años. posee directamente un 1.55% de las acciones de la empresa, con un valor de $37.62M. La antigüedad media del equipo directivo y de la junta directiva es de 4.9 años y 20.1 años, respectivamente.

Información clave

Ron Al-Dor

Chief Executive Officer (CEO)

n/a

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO20.1yrs
Participación del CEO1.5%
Permanencia media de la dirección4.9yrs
Promedio de permanencia en la Junta Directiva20.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis Dec 18

SPNS: Private Ownership And Leadership Transition Will Shape Future Profitability Outlook

Analysts have raised their price target on Sapiens International from 37.25 dollars to 43.50 dollars, citing slightly improved margin expectations and a higher projected future earnings multiple, despite marginally lower revenue growth forecasts. What's in the News Advent International completed the acquisition of a 56.5% stake in Sapiens for approximately $1.4 billion at $43.50 per share, and Sapiens has been delisted to operate as a private company, with Formula Systems retaining a minority stake (Key Developments).
Actualización del análisis Aug 15

SaaS Transition And AI Integration Will Improve Market Position

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).
Artículo de análisis Aug 04

We Like These Underlying Return On Capital Trends At Sapiens International (NASDAQ:SPNS)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Jul 28

Sapiens Ups Growth Estimate But Earnings Are Flat

Summary I maintain a Hold rating on Sapiens International Corporation N.V. due to improved revenue growth but stagnant earnings and rising expenses. SPNS is valued at a significant discount to SaaS peers, reflecting its slower growth outlook despite strong profitability and conservative capital allocation. The company’s transition to cloud and focus on Life & Annuity customers may drive future growth, but meaningful earnings improvement is unlikely before 2026. Industry conditions are stabilizing, so I'm holding out for improved results in 2026. Read the full article on Seeking Alpha
Artículo de análisis Jul 23

Is Sapiens International Corporation N.V. (NASDAQ:SPNS) Potentially Undervalued?

Sapiens International Corporation N.V. ( NASDAQ:SPNS ), might not be a large cap stock, but it received a lot of...
Artículo de análisis May 25

Sapiens International (NASDAQ:SPNS) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Apr 24

Here's Why We Think Sapiens International (NASDAQ:SPNS) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Apr 11

Is It Time To Consider Buying Sapiens International Corporation N.V. (NASDAQ:SPNS)?

While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw...
Artículo de análisis Mar 24

Sapiens International Corporation N.V.'s (NASDAQ:SPNS) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 20.9x Sapiens International Corporation N.V. ( NASDAQ:SPNS ) may be...
Seeking Alpha Mar 14

Sapiens Faces Headwinds To Upside Catalysts

Summary Sapiens beat Q4 2024 earnings estimates but missed revenue expectations. The insurance software market is projected to grow significantly, driven by efficiency needs and complex regulations, with Sapiens focusing on P&C insurance firms. Despite increased investments in sales and marketing, Sapiens' revenue growth guidance for 2025 is only 2.4%, but with operating margins expected to improve. Sapiens is valued at a discount to peers due to lower growth rates, but its transition to a SaaS platform could enhance long-term revenue and customer retention. The company is encountering headwinds in growth and Forex changes, so my outlook is a Hold on SPNS for now. Read the full article on Seeking Alpha
Artículo de análisis Feb 19

Are Sapiens International Corporation N.V. (NASDAQ:SPNS) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sapiens International fair value estimate is US$21.96 Current...
Artículo de análisis Jan 03

We Like These Underlying Return On Capital Trends At Sapiens International (NASDAQ:SPNS)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Artículo de análisis Dec 17

Is It Time To Consider Buying Sapiens International Corporation N.V. (NASDAQ:SPNS)?

While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw...
Artículo de análisis Nov 19

Some Sapiens International Corporation N.V. (NASDAQ:SPNS) Shareholders Look For Exit As Shares Take 25% Pounding

Sapiens International Corporation N.V. ( NASDAQ:SPNS ) shareholders that were waiting for something to happen have been...
Artículo de análisis Nov 14

Sapiens International Corporation N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on Sapiens International Corporation N.V. ( NASDAQ:SPNS ), given that...
Artículo de análisis Nov 07

Is Sapiens International (NASDAQ:SPNS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha Oct 13

Sapiens International: Great Execution Continues

Summary Sapiens International's revenue model taking effect understates revenue growth slightly. It continues to look good in terms of ARR. New logo wins come in, and growth for a while longer looks assured as the company fires shots into the Tier 1 insurers wallets. On a relative basis, the company looks quite attractively valued, and it may be interesting as a GARP play. Probably deserves a watchlist spot at this point. This sort of recurring revenue model that it is embracing may also be something that attracts an acquisition exit at some point, once rumored earlier in the year. Read the full article on Seeking Alpha
Artículo de análisis Oct 01

Returns On Capital Are Showing Encouraging Signs At Sapiens International (NASDAQ:SPNS)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
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Nuevo análisis Sep 11

Shifting To SaaS And Calculated Partnerships Power Revenue And Innovation Surge

Transition to a SaaS model with an emphasis on AI and digital transformation through strategic partnerships is aimed at boosting revenue predictability and market share.
Artículo de análisis Aug 27

Sapiens International (NASDAQ:SPNS) Is Increasing Its Dividend To $0.29

Sapiens International Corporation N.V. ( NASDAQ:SPNS ) has announced that it will be increasing its dividend from last...
Artículo de análisis Aug 16

Do Sapiens International's (NASDAQ:SPNS) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Jul 31

Should You Investigate Sapiens International Corporation N.V. (NASDAQ:SPNS) At US$39.33?

While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw a...
Artículo de análisis Jul 14

Estimating The Fair Value Of Sapiens International Corporation N.V. (NASDAQ:SPNS)

Key Insights The projected fair value for Sapiens International is US$40.09 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Jul 04

Sapiens International: Strategic Innovations And Growth Prospects, Bullish Outlook

Summary Sapiens International has potential for growth due to its AI-based insurance platform and improved artificial intelligence capabilities. The company has shown steady revenue growth and improved profit margins in recent quarters. Challenges include global economic uncertainties and long sales cycles, but strategic initiatives position the company for future success. Read the full article on Seeking Alpha
Artículo de análisis Jul 02

We Think Sapiens International (NASDAQ:SPNS) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jun 04

Sapiens International (NASDAQ:SPNS) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Apr 26

Is Now An Opportune Moment To Examine Sapiens International Corporation N.V. (NASDAQ:SPNS)?

Sapiens International Corporation N.V. ( NASDAQ:SPNS ), might not be a large cap stock, but it saw a double-digit share...
Seeking Alpha Apr 16

Sapiens: Accelerating In Q4 With Margin Levers Pulled

Summary Sapiens is seeing the promised margin lift from growing recurring revenue in the mix. New customers seem to be coming in at a constant pace, with growth driven by the Nordics. They are changing their billing and revenue recognition model in a typical shift to a subscription model, with some negative impact on reported guidance. Private equity firms might be in the mix looking to buy Sapiens. We think they have an attractive profile, and the valuation wouldn't be bad. The only issue is war may slow a deal down. Read the full article on Seeking Alpha
Artículo de análisis Apr 11

Investors Appear Satisfied With Sapiens International Corporation N.V.'s (NASDAQ:SPNS) Prospects

With a price-to-earnings (or "P/E") ratio of 27.7x Sapiens International Corporation N.V. ( NASDAQ:SPNS ) may be...

CEO

Ron Al-Dor (64 yo)

20.1yrs
Permanencia

Mr. Roni Al-Dor, also known as Ron, has been the Chief Executive Officer and President of Sapiens International Corporation N.V. since November 2005. Mr. Al-Dor serves as President, Chief Executive Officer...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Roni Al-Dor
President20.1yrssin datos1.55%
$ 37.6m
Roni Giladi
Chief Financial Officer18.4yrssin datossin datos
Ilan Buganim
Chief Technology & Information Officer3.9yrssin datossin datos
Yaffa Cohen-Ifrah
Chief Marketing Officer & Head of Investor Relations3yrssin datossin datos
Noa Brummer
Chief Human Resources Officer5.7yrssin datossin datos
Raj Ghuman
Chief Revenue Officer of EMEA & APAC5.3yrssin datossin datos
Gary Sherne
EVP & Chief Revenue Officer of North America3.2yrssin datossin datos
Alex Zukerman
Chief Strategy Officer4.6yrssin datossin datos
Ben Shory
President of Digital Divisionno datasin datossin datos
Tal Sharon
President of Life7.9yrssin datossin datos
Sveta Hardak-Nissan
President of Global P&C and Reinsurance Divisionless than a yearsin datossin datos
Yariv Hasar
North America Presidentno datasin datossin datos
4.9yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de SPNS se considera experimentado (4.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Roni Al-Dor
President20.1yrssin datos1.55%
$ 37.6m
Naamit Salomon
Independent Director22.3yrssin datossin datos
Andre Boisvert
Chairman of Sapiens Decision9.4yrssin datossin datos
Guy Bernstein
Chairman of the Board18.9yrssin datossin datos
Yacov Elinav
Independent Director20.8yrssin datossin datos
Uzi Netanel
Independent Director20.8yrssin datossin datos
Eyal Ben-Chlouche
Independent Director17.3yrssin datossin datos
20.1yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de SPNS son experimentados ( 20.1 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/12/18 18:25
Precio de las acciones al final del día2025/12/16 00:00
Beneficios2025/09/30
Ingresos anuales2024/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sapiens International Corporation N.V. está cubierta por 7 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tavy RosnerBarclays
Danny KaplanBarclays
Ashwin ShirvaikarCitigroup Inc