Sapiens International Corporation N.V.

NasdaqGS:SPNS 주식 리포트

시가총액: 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 경영진

경영진 기준 점검 2/4

Sapiens International CEO는 Ron Al-Dor, Nov2005 에 임명되었습니다 의 임기는 20.08 년입니다. 는 $37.62M 가치에 해당하는 회사 주식의 1.55% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 4.9 년과 20.1 년입니다.

핵심 정보

Ron Al-Dor

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간20.1yrs
CEO 지분 보유율1.5%
경영진 평균 재임 기간4.9yrs
이사회 평균 재임 기간20.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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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새 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
Roni Al-Dor
President20.1yrs데이터 없음1.55%
$ 37.6m
Roni Giladi
Chief Financial Officer18.4yrs데이터 없음데이터 없음
Ilan Buganim
Chief Technology & Information Officer3.9yrs데이터 없음데이터 없음
Yaffa Cohen-Ifrah
Chief Marketing Officer & Head of Investor Relations3yrs데이터 없음데이터 없음
Noa Brummer
Chief Human Resources Officer5.7yrs데이터 없음데이터 없음
Raj Ghuman
Chief Revenue Officer of EMEA & APAC5.3yrs데이터 없음데이터 없음
Gary Sherne
EVP & Chief Revenue Officer of North America3.2yrs데이터 없음데이터 없음
Alex Zukerman
Chief Strategy Officer4.6yrs데이터 없음데이터 없음
Ben Shory
President of Digital Divisionno data데이터 없음데이터 없음
Tal Sharon
President of Life7.9yrs데이터 없음데이터 없음
Sveta Hardak-Nissan
President of Global P&C and Reinsurance Divisionless than a year데이터 없음데이터 없음
Yariv Hasar
North America Presidentno data데이터 없음데이터 없음
4.9yrs
평균 재임 기간

경험이 풍부한 관리: SPNS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.9 년).


이사회 구성원

이름직위재임 기간보수지분
Roni Al-Dor
President20.1yrs데이터 없음1.55%
$ 37.6m
Naamit Salomon
Independent Director22.3yrs데이터 없음데이터 없음
Andre Boisvert
Chairman of Sapiens Decision9.4yrs데이터 없음데이터 없음
Guy Bernstein
Chairman of the Board18.9yrs데이터 없음데이터 없음
Yacov Elinav
Independent Director20.8yrs데이터 없음데이터 없음
Uzi Netanel
Independent Director20.8yrs데이터 없음데이터 없음
Eyal Ben-Chlouche
Independent Director17.3yrs데이터 없음데이터 없음
20.1yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: SPNS의 이사회는 노련하고 경험이 풍부합니다(평균 재임 20.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/12/18 10:24
종가2025/12/16 00:00
수익2025/09/30
연간 수익2024/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Sapiens International Corporation N.V.는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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