OneSpan Inc.

NasdaqCM:OSPN 주식 리포트

시가총액: US$531.3m

OneSpan 경영진

경영진 기준 점검 3/4

OneSpan CEO는 Victor Limongelli, Jan2024 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $3.63M, 16.5% 급여 및 83.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.48M 가치에 해당하는 회사 주식의 0.28% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.4 년과 5.6 년입니다.

핵심 정보

Victor Limongelli

최고경영자

US$3.6m

총 보수

CEO 급여 비율16.54%
CEO 재임 기간2.4yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간2.4yrs
이사회 평균 재임 기간5.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
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새로운 내러티브 Sep 24

Shifting To High-Margin Software And Services Fuels Growth And Shareholder Value

Shift towards higher-margin software revenue and strong ARR growth indicates a robust pipeline for future revenue and earnings enhancement.
Seeking Alpha Aug 28

OneSpan: Good H1'24, H2'24 Will Be Likely Muted, And The Stock Is Still Fairly Valued

Summary OneSpan's 2Q24 results show impressive cost reductions, including a 50% workforce cut, without compromising service quality or sales growth. Despite a 25% stock price increase since May 2024, I maintain a Hold rating due to the stock's fair valuation and modest earnings yield. Revenue growth in 1H24 was strong but driven by early renewals; 2H24 is expected to see revenue comparables turn negative. The Digital Agreements segment shows potential for profitability and growth, but new customer acquisition remains a challenge, impacting long-term growth prospects. Read the full article on Seeking Alpha
분석 기사 Jul 27

Investors Don't See Light At End Of OneSpan Inc.'s (NASDAQ:OSPN) Tunnel

You may think that with a price-to-sales (or "P/S") ratio of 2.3x OneSpan Inc. ( NASDAQ:OSPN ) is definitely a stock...

CEO 보수 분석

Victor Limongelli의 보수는 OneSpan의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$70m

Dec 31 2025US$4mUS$600k

US$73m

Sep 30 2025n/an/a

US$58m

Jun 30 2025n/an/a

US$60m

Mar 31 2025n/an/a

US$58m

Dec 31 2024US$7mUS$765k

US$57m

보상 대 시장: Victor의 총 보수(USD3.63M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.48M)보다 높습니다.

보상과 수익: Victor의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Victor Limongelli (59 yo)

2.4yrs
재임 기간
US$3,627,046
보수

Mr. Victor T. Limongelli, Esq. served as Interim Chief Executive Officer at OneSpan Inc. from January 04, 2024 until July 31, 2024 and serves as its Chief Executive Officer and President from July 31, 2024...


리더십 팀

이름직위재임 기간보수지분
Victor Limongelli
CEO & President2.4yrsUS$3.63m0.28%
$ 1.5m
Jorge A. Martell
CFO & Treasurer3.8yrsUS$1.31m0.30%
$ 1.6m
Ashish Jain
Chief Technology Officer1.5yrsUS$2.05m0.033%
$ 177.3k
Lara Mataac
General Counsel4yrsUS$977.33k0.20%
$ 1.1m
Michael Lillie
Chief Information Officer3.9yrs데이터 없음데이터 없음
Joseph Maxa
Vice President of Investor Relationsno data데이터 없음데이터 없음
Kelly Smith
Senior Vice President of Global Human Resources2.4yrs데이터 없음데이터 없음
Giovanni Verhaeghe
Chief Strategy Officer2.4yrs데이터 없음데이터 없음
Sameer Hajarnis
Senior VP & GM of Digital Agreements3.5yrs데이터 없음데이터 없음
Shaun Bierweiler
Chief Revenue Officerless than a year데이터 없음데이터 없음
2.4yrs
평균 재임 기간
50.5yo
평균 나이

경험이 풍부한 관리: OSPN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.4 년).


이사회 구성원

이름직위재임 기간보수지분
Michael McConnell
Independent Director5yrsUS$246.58k0.24%
$ 1.3m
Marc Boroditsky
Independent Director7yrsUS$236.02k0.16%
$ 841.3k
Alfred Nietzel
Independent Director5.6yrsUS$264.14k0.17%
$ 900.3k
Marianne Johnson
Independent Director6.3yrsUS$241.97k0.14%
$ 731.5k
Sarika Garg
Independent Director5yrsUS$243.28k0.13%
$ 697.5k
Marc Zenner
Independent Director7yrsUS$256.25k0.22%
$ 1.2m
Garry Capers
Independent Chair of the Board5.2yrsUS$260.83k0.12%
$ 623.7k
5.6yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: OSPN의 이사회경험이 있음으로 간주됩니다(평균 재임 5.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 18:23
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

OneSpan Inc.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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