OneSpan Inc.

Report azionario NasdaqCM:OSPN

Capitalizzazione di mercato: US$530.5m

OneSpan Performance degli utili passati

Criteri Il passato verificati 5/6

OneSpan ha registrato una crescita degli utili a un tasso medio annuo di 62.6%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 24.9%. I ricavi sono stati in crescita a un tasso medio annuo di 3.7%. Il ritorno sul capitale proprio di OneSpan è 25.7% e ha margini netti di 28.5%.

Informazioni chiave

62.65%

Tasso di crescita degli utili

63.21%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi3.70%
Rendimento del capitale proprio25.72%
Margine netto28.47%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi May 08

Additional Considerations Required While Assessing OneSpan's (NASDAQ:OSPN) Strong Earnings

Despite posting some strong earnings, the market for OneSpan Inc.'s ( NASDAQ:OSPN ) stock hasn't moved much. Our...

Recent updates

Aggiornamento della narrazione Jun 16

OSPN: Share Repurchases And EU Digital Identity Shift Will Support Upside

Analysts are keeping their OneSpan price target steady at $16.25, as updated assumptions show a lower revenue growth outlook, a reduced profit margin profile, and a higher future P/E multiple. Together, these factors offset changes in the discount rate.
Aggiornamento della narrazione Jun 01

OSPN: Future Returns Will Rely On Buybacks Despite Overvaluation Risk

Analysts are maintaining their $12.00 price target for OneSpan. Slight adjustments to assumptions for the discount rate, revenue growth, profit margins and future P/E are viewed as offsetting each other overall.
Aggiornamento della narrazione May 10

OSPN: Future Stability Will Depend On Automation, Capital Returns And M&A Options

Analysts have maintained their $12.00 price target on OneSpan, citing slightly higher assumed discount rates and profit margins, as well as a lower future P/E. Taken together, these factors leave their overall valuation view unchanged for now.
Articolo di analisi May 08

Additional Considerations Required While Assessing OneSpan's (NASDAQ:OSPN) Strong Earnings

Despite posting some strong earnings, the market for OneSpan Inc.'s ( NASDAQ:OSPN ) stock hasn't moved much. Our...
Articolo di analisi May 03

Results: OneSpan Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, OneSpan Inc. ( NASDAQ:OSPN ) just kicked off its latest first-quarter results with some very strong...
Aggiornamento della narrazione Apr 21

OSPN: Dividend And Buybacks Will Support Future Share Price Gains

Analysts have adjusted their price target on OneSpan to $16.25, reflecting updated views on a slightly higher discount rate, modestly lower projected revenue growth and profit margins, and a higher assumed future P/E multiple. What's in the News Launch of OneSpan Sign Integration for Workato, giving customers low-code tools to automate secure eSignature workflows across CRM, ERP, storage, and collaboration platforms without custom development.
Aggiornamento della narrazione Apr 07

OSPN: Stable Outlook Will Rely On Automation Initiatives And Dividend Support

Analysts have maintained their $12.00 price target on OneSpan, citing only minor adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for keeping their view unchanged. What's in the News OneSpan launched its OneSpan Sign Integration for Workato, giving enterprises a low-code way to automate secure eSignature workflows across CRM, ERP, collaboration tools, and storage systems such as SharePoint, OneDrive, Google Drive, Dropbox, and Box (Client Announcements).
Aggiornamento della narrazione Mar 16

OSPN: Higher Revenue Outlook And Dividend Growth Will Support Upside Potential

Analysts have trimmed their price target on OneSpan from $13.00 to $12.00 per share, citing revised assumptions that combine higher revenue growth expectations with lower projected profit margins and a higher future P/E multiple. What's in the News OneSpan issued financial guidance for full year 2026, with total revenue expected in a range of $244 million to $249 million and annual recurring revenue projected between $192 million and $196 million (company guidance).
Aggiornamento della narrazione Mar 02

OSPN: M&A And Dividend Policy Will Support Future Share Gains

Analysts have reduced their OneSpan price target slightly from $16.50 to $16.25, reflecting updated views on growth, margins, and the P/E ratio they consider appropriate for the stock. What's in the News OneSpan is exploring mergers and acquisitions.
Aggiornamento della narrazione Feb 16

OSPN: Stable Assumptions And Steady Outlook Will Support Upside Potential

Analysts have maintained their $13.00 price target for OneSpan, citing only small adjustments to assumptions such as the discount rate, revenue growth, profit margins, and future P/E. Taken together, these revisions keep their overall valuation view essentially unchanged.
Aggiornamento della narrazione Feb 02

OSPN: Mobile Security Wins And Stable Outlook Will Support Balanced Prospects

Narrative Update on OneSpan Analysts have kept their price target for OneSpan steady at US$13.00. They cite only modest refinements to assumptions for discount rate, revenue growth, profit margin, and future P/E rather than a change in their overall view of the stock.
Aggiornamento della narrazione Jan 19

OSPN: Revised Outlook Will Balance Slower Sales With Higher Margins

Analysts have reduced their price target on OneSpan from US$15.00 to US$13.00 as they incorporate updated assumptions that combine more modest revenue growth expectations, higher projected profit margins, and a lower future P/E multiple. What's in the News Sumitomo Mitsui Trust Bank, described as Japan's largest trust bank, selected SCSK Corporation and OneSpan to strengthen mobile banking security using OneSpan's cloud-based FIDO authentication.
Aggiornamento della narrazione Jan 04

OSPN: Expanding Phishing-Resistant Authentication In Banking Will Drive Future Share Gains

Analysts have slightly raised their price target on OneSpan to approximately $16.50 per share, reflecting modest improvements in discount rate assumptions, long term revenue growth, and expected profit margins that support a marginally higher future P E multiple. What's in the News Sumitomo Mitsui Trust Bank selected OneSpan and SCSK to deploy Japan's first cloud based FIDO authentication for mobile banking, targeting growing phishing and account takeover fraud and meeting stricter FSA multi factor rules (client announcement).
Aggiornamento della narrazione Dec 17

OSPN: Rising Adoption Of Phishing-Resistant Authentication Will Drive Future Share Gains

Analysts have made no changes to their fair value estimate for OneSpan, maintaining the target at $16.50 per share. They view the minor adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions as too small to alter their overall outlook.
Aggiornamento della narrazione Dec 03

OSPN: Rising Demand For Phishing-Resistant Authentication Will Drive Shares Higher

Analysts have modestly raised their price target on OneSpan to 16.50 dollars, reflecting slightly higher long term valuation assumptions, driven by stable growth expectations, resilient profit margins and a marginally higher discount rate. What's in the News Sumitomo Mitsui Trust Bank selects OneSpan and SCSK for Japan's first cloud based FIDO authentication deployment in mobile banking, targeting phishing and account takeover fraud amid stricter FSA mandates for phishing resistant authentication (Key Developments) OneSpan's OneSpan Cloud Authentication platform underpins SuMiTB's plan to embed FIDO directly into mobile transactions to create one of Japan's most advanced security frameworks and enhance regulatory compliance (Key Developments) OneSpan completes a buyback tranche, repurchasing 447,743 shares, or 1.17 percent of shares, for 6.3 million dollars under its May 2024 authorization (Key Developments) The company lowers full year 2025 revenue guidance to 239 million to 241 million dollars, down from the prior range of 245 million to 251 million dollars, with both software and hardware outlooks trimmed (Key Developments) OneSpan makes a strategic investment in and partnership with ThreatFabric to integrate mobile threat intelligence, malware risk detection, and behavioral risk evaluation, enhancing its fraud prevention capabilities for financial institutions facing rising APP fraud and hybrid cyber threats (Key Developments) Valuation Changes Fair value estimate remains unchanged at 16.50 dollars per share, indicating stable long term intrinsic valuation.
Aggiornamento della narrazione Nov 19

OSPN: Growing Demand for Multi-Factor Authentication Will Drive Shares Higher

Analysts have slightly reduced their price target for OneSpan from $16.75 to $16.50. They cite continued optimism around the company's blue-chip customer base and growing demand for multi-factor authentication, while also moderating expectations amid evolving market dynamics.
Aggiornamento della narrazione Nov 03

OSPN: Broader AI Integration Will Drive Demand in Secure Banking Transactions

The analyst price target for OneSpan has been lowered from $19.50 to $16.75 per share, as analysts cite slower revenue growth despite improved profit margins. There is continued optimism following recent positive coverage highlighting the company’s multi-factor authentication offerings and expanding AI opportunities.
Articolo di analisi Nov 02

Earnings Working Against OneSpan Inc.'s (NASDAQ:OSPN) Share Price Following 28% Dive

OneSpan Inc. ( NASDAQ:OSPN ) shareholders won't be pleased to see that the share price has had a very rough month...
Articolo di analisi Aug 13

We Think That There Are Some Issues For OneSpan (NASDAQ:OSPN) Beyond Its Promising Earnings

The market shrugged off OneSpan Inc.'s ( NASDAQ:OSPN ) solid earnings report. We think that investors might be worried...
Aggiornamento della narrazione Aug 07

Digital Banking Trends Will Reshape Cybersecurity Amid Integration Risks

With analyst reasoning not provided, both revenue growth forecasts (4.5% per annum) and the discount rate (8.44%) for OneSpan remained unchanged, resulting in no adjustment to the consensus price target, which holds steady at $18.33. What's in the News OneSpan updated full-year 2025 financial guidance, expecting revenue between $245 million and $251 million, and annual recurring revenue of $180 million to $186 million.
Articolo di analisi Jul 15

There Is A Reason OneSpan Inc.'s (NASDAQ:OSPN) Price Is Undemanding

With a price-to-sales (or "P/S") ratio of 2.5x OneSpan Inc. ( NASDAQ:OSPN ) may be sending very bullish signals at the...
Articolo di analisi Jun 27

Calculating The Intrinsic Value Of OneSpan Inc. (NASDAQ:OSPN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, OneSpan fair value estimate is US$20.53 OneSpan's US$16.76...
Articolo di analisi Apr 28

Is OneSpan Inc. (NASDAQ:OSPN) Potentially Undervalued?

OneSpan Inc. ( NASDAQ:OSPN ), might not be a large cap stock, but it saw a decent share price growth of 14% on the...
Articolo di analisi Apr 05

Shareholders Would Enjoy A Repeat Of OneSpan's (NASDAQ:OSPN) Recent Growth In Returns

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Mar 02

OneSpan Inc. Just Recorded A 60% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders might have noticed that OneSpan Inc. ( NASDAQ:OSPN ) filed its yearly result this time last week. The...
Articolo di analisi Nov 26

OneSpan Inc. (NASDAQ:OSPN) Shares Fly 27% But Investors Aren't Buying For Growth

OneSpan Inc. ( NASDAQ:OSPN ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Seeking Alpha Oct 31

OneSpan Continues To Perform, But The Price Has Become Speculative

Summary OneSpan's revenues decreased YoY, primarily driven by hardware and software sunsetting, with growth ex-hardware of 5.5%. More importantly, OneSpan continues to expand its margins, now reaching 30% for adjusted EBITDA. The Digital Agreements segment reached operational profitability for the first time. The company expects software revenue acceleration, for example, via the signup of channel partners to sell the product to small and mid-sized clients. Margin expansion will probably be more muted. Even assuming a double of margins to 50% in Digital Agreements and 20% growth YoY for the segment, the name still has to deliver on growth. The valuation is too demanding. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come OneSpan guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqCM:OSPN Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26246709535
31 Dec 25243739334
30 Sep 25241589234
30 Jun 25241609033
31 Mar 25242588932
31 Dec 24243579132
30 Sep 24245299533
30 Jun 242481610135
31 Mar 24242-811537
31 Dec 23235-3012938
30 Sep 23229-3313238
30 Jun 23227-3613137
31 Mar 23224-2812339
31 Dec 22219-1411742
30 Sep 22222-2511545
30 Jun 22217-1911447
31 Mar 22216-1611647
31 Dec 21214-3111647
30 Sep 21208-1911046
30 Jun 21207-1911045
31 Mar 21210-1510643
31 Dec 20216-510341
30 Sep 20233110941
30 Jun 202621410841
31 Mar 202621410842
31 Dec 19253810242
30 Sep 1924879942
30 Jun 19221-610241
31 Mar 19214-410337
31 Dec 18211310432
30 Sep 18202-2610628
30 Jun 18201-2210325
31 Mar 18197-2110023
31 Dec 17193-229623
30 Sep 1718689123
30 Jun 1717968924
31 Mar 1718898924
31 Dec 16192118923
30 Sep 1619698522
30 Jun 16212208120
31 Mar 16223317418
31 Dec 15241426817
30 Sep 15253506718

Guadagni di qualità: OSPN ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di OSPN (28.5%) OSPN sono più alti rispetto allo scorso anno (24%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: OSPN è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 62.6% all'anno.

Accelerare la crescita: La crescita degli utili di OSPN nell'ultimo anno ( 20.4% ) è inferiore alla media quinquennale ( 62.6% all'anno).

Guadagni vs Settore: La crescita degli utili OSPN nell'ultimo anno ( 20.4% ) ha superato la percentuale del settore Software 14.3%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 25.7% ) di OSPN è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/30 00:24
Prezzo dell'azione a fine giornata2026/06/30 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

OneSpan Inc. è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Joel FishbeinBrean Capital Historical (Janney Montgomery)
Erik SuppigerB. Riley Securities, Inc.