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Israeli (TA) Software Industry Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies21
  • 7D1.3%
  • 3M-17.7%
  • 1Y-40.8%
  • YTD-2.9%

Over the last 7 days, the Software industry has dropped 3.4%, driven by a pullback from Tectona of 19%. Overall the industry is down 36% in 12 months. As for the next few years, earnings are expected to grow by 2.5% per annum.

Industry Valuation and Performance

Has the Israeli Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026₪24.8b₪10.6b₪1.7b34.2x14.8x2.3x
Wed, 24 Dec 2025₪24.6b₪10.8b₪1.7b30.3x14.5x2.3x
Fri, 21 Nov 2025₪23.3b₪11.0b₪1.8b17x13.2x2.1x
Sun, 19 Oct 2025₪29.5b₪11.0b₪1.7b19.2x17.3x2.7x
Tue, 16 Sep 2025₪31.2b₪10.9b₪1.7b16.6x18x2.9x
Thu, 14 Aug 2025₪33.0b₪10.8b₪1.5b21.8x21.9x3.1x
Sat, 12 Jul 2025₪37.1b₪10.5b₪1.5b21.1x25.2x3.5x
Mon, 09 Jun 2025₪40.3b₪11.1b₪1.6b20.3x25.8x3.6x
Wed, 07 May 2025₪38.0b₪11.2b₪1.5b20.9x25.1x3.4x
Fri, 04 Apr 2025₪37.2b₪11.5b₪1.6b19.6x23.9x3.2x
Sun, 02 Mar 2025₪34.7b₪11.2b₪1.5b14.7x22.8x3.1x
Tue, 28 Jan 2025₪39.9b₪10.9b₪1.5b12.8x27.1x3.7x
Thu, 26 Dec 2024₪42.0b₪10.9b₪1.5b13.1x28.3x3.8x
Sat, 23 Nov 2024₪41.9b₪11.1b₪1.5b16x27.9x3.8x
Mon, 21 Oct 2024₪45.3b₪11.0b₪1.4b17.1x33.2x4.1x
Wed, 18 Sep 2024₪41.1b₪11.1b₪1.4b15x29.4x3.7x
Fri, 16 Aug 2024₪42.9b₪10.8b₪1.2b15.9x36x4x
Sun, 14 Jul 2024₪42.9b₪10.6b₪1.2b11.1x36.8x4.1x
Tue, 11 Jun 2024₪43.6b₪11.0b₪1.2b12x36.4x4x
Thu, 09 May 2024₪54.7b₪10.5b₪1.1b13.6x51x5.2x
Sat, 06 Apr 2024₪62.0b₪10.7b₪1.1b13.7x57x5.8x
Mon, 04 Mar 2024₪58.2b₪10.3b₪907.6m12.7x64.1x5.7x
Wed, 31 Jan 2024₪51.9b₪10.3b₪895.5m13.4x57.9x5x
Fri, 29 Dec 2023₪47.9b₪10.2b₪883.5m11.6x54.3x4.7x
Sun, 26 Nov 2023₪47.2b₪10.5b₪913.9m10.8x51.7x4.5x
Tue, 24 Oct 2023₪41.7b₪11.1b₪885.5m11.6x47.1x3.8x
Thu, 21 Sep 2023₪44.5b₪10.4b₪804.2m11.6x55.3x4.3x
Sat, 19 Aug 2023₪47.5b₪10.4b₪739.5m13.3x64.3x4.6x
Mon, 17 Jul 2023₪48.7b₪9.8b₪548.4m27.9x88.8x5x
Wed, 14 Jun 2023₪53.5b₪9.7b₪525.7m31.6x101.8x5.5x
Fri, 12 May 2023₪45.0b₪9.7b₪466.2m29.6x96.6x4.6x
Sun, 09 Apr 2023₪57.0b₪11.5b₪640.8m37x89x4.9x
Tue, 07 Mar 2023₪54.0b₪11.4b₪692.4m19.3x78.1x4.7x
Thu, 02 Feb 2023₪51.5b₪10.9b₪596.9m20.7x86.3x4.7x
Price to Earnings Ratio

86.3x


Total Market Cap: ₪51.5bTotal Earnings: ₪596.9mTotal Revenue: ₪10.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Israeli Software Industry Price to Earnings3Y Average 44.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Israeli Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.8x which is lower than its 3-year average PE of 44.5x.
  • The 3-year average PS ratio of 4.0x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 41% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Israeli Tech industry?

IL Market-0.0057%
Tech0.86%
Software1.30%
Systems Software11.55%
Application Software1.15%
Industry PE
  • Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 41.5x.
    • Analysts are expecting annual earnings growth of 1.8%, which is higher than its past year's earnings decline of 2.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 79% over the next 5 years.
  • This is better than its past earnings decline of 53% per year.
  • In contrast, the Application Software industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NICE NICE₪349.301.2%
+₪253.1m
-43.2%PE12.2x
CPIA Cipia Vision₪0.33319.0%
+₪46.0m
-31.0%PS3.4x
MCPL Michpal Technologies₪67.032.4%
+₪27.3m
n/aPE108.1x
RZR Razor Labs₪5.6610.4%
+₪20.9m
12.5%PS8x
ABRA Abra Information Technologies₪5.541.0%
+₪6.2m
74.4%PE47.9x

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