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Israeli (TA) Software Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies21
  • 7D-6.5%
  • 3M-3.1%
  • 1Y-39.6%
  • YTD-5.6%

Over the last 7 days, the Software industry has dropped 6.5%, driven by NICE declining 7.1%. Meanwhile, Axilion Smart Mobility actually outperformed within the industry, gaining 47% in the last week. Overall the industry is down 40% in 12 months. As for the next few years, earnings are expected to grow by 3.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026₪23.6b₪10.9b₪1.8b26.8x12.9x2.2x
Sun, 22 Feb 2026₪24.8b₪10.8b₪1.8b27x13.6x2.3x
Tue, 20 Jan 2026₪24.5b₪10.7b₪1.7b33.9x14.5x2.3x
Thu, 18 Dec 2025₪24.7b₪10.9b₪1.7b29.1x14.3x2.3x
Sat, 15 Nov 2025₪29.1b₪10.9b₪1.7b17.9x16.7x2.7x
Mon, 13 Oct 2025₪30.2b₪10.9b₪1.7b18.2x17.7x2.8x
Wed, 10 Sep 2025₪31.9b₪10.9b₪1.7b16.6x18.4x2.9x
Fri, 08 Aug 2025₪35.4b₪10.9b₪1.5b21.6x23.2x3.3x
Sun, 06 Jul 2025₪37.9b₪10.6b₪1.5b21.9x25.4x3.6x
Tue, 03 Jun 2025₪39.2b₪11.1b₪1.6b20.2x24.9x3.5x
Thu, 01 May 2025₪37.8b₪11.3b₪1.5b20.7x24.8x3.3x
Sat, 29 Mar 2025₪39.3b₪11.5b₪1.6b13.1x25.2x3.4x
Mon, 24 Feb 2025₪36.9b₪11.1b₪1.5b14.3x24.5x3.3x
Wed, 22 Jan 2025₪38.9b₪10.7b₪1.4b13.4x26.9x3.6x
Fri, 20 Dec 2024₪42.3b₪10.9b₪1.5b13x28.5x3.9x
Sun, 17 Nov 2024₪42.3b₪11.2b₪1.5b17.6x28x3.8x
Tue, 15 Oct 2024₪41.4b₪11.1b₪1.4b15.6x29.9x3.7x
Thu, 12 Sep 2024₪40.3b₪11.4b₪1.4b15.3x29.3x3.5x
Sat, 10 Aug 2024₪42.7b₪10.9b₪1.2b15.8x35.4x3.9x
Mon, 08 Jul 2024₪43.6b₪10.8b₪1.2b11.1x36.4x4x
Wed, 05 Jun 2024₪44.3b₪10.8b₪1.2b12x37.5x4.1x
Fri, 03 May 2024₪54.5b₪10.5b₪1.1b14.1x50.9x5.2x
Sun, 31 Mar 2024₪62.8b₪10.6b₪1.0b13.9x61.4x6x
Tue, 27 Feb 2024₪57.3b₪10.4b₪928.6m13x61.7x5.5x
Thu, 25 Jan 2024₪53.3b₪10.4b₪907.0m13.1x58.8x5.1x
Sat, 23 Dec 2023₪47.7b₪10.2b₪879.6m11.9x54.2x4.7x
Mon, 20 Nov 2023₪47.3b₪10.4b₪905.4m10.9x52.2x4.5x
Wed, 18 Oct 2023₪42.3b₪10.9b₪871.6m11.2x48.5x3.9x
Fri, 15 Sep 2023₪43.4b₪10.5b₪810.8m11.5x53.5x4.1x
Sun, 13 Aug 2023₪53.5b₪10.1b₪615.8m13.4x86.8x5.3x
Tue, 11 Jul 2023₪48.7b₪10.0b₪565.7m29.2x86.2x4.9x
Thu, 08 Jun 2023₪51.4b₪9.9b₪543.6m30.6x94.6x5.2x
Sat, 06 May 2023₪46.4b₪9.7b₪464.4m29.8x99.9x4.8x
Mon, 03 Apr 2023₪56.9b₪11.5b₪696.7m37.2x81.6x5x
Price to Earnings Ratio

81.6x


Total Market Cap: ₪56.9bTotal Earnings: ₪696.7mTotal Revenue: ₪11.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Israeli Software Industry Price to Earnings3Y Average 40.7x202420252026
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 12.9x which is lower than its 3-year average PE of 40.7x.
  • The 3-year average PS ratio of 3.9x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 38% 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-2.64%
Tech-7.57%
Software-6.53%
Systems Software-1.27%
Application Software-6.59%
Industry PE
  • Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 37.7x.
    • Analysts are expecting annual earnings growth of 3.0%, which is higher than its past year's earnings growth of 1.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 66% 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 grow by 3.0% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AILN Axilion Smart Mobility₪0.4347.0%
+₪7.8m
53.7%PS13.5x
IDMO Idomoo₪3.216.4%
+₪3.4m
-5.8%PS1.2x
RZR Razor Labs₪7.231.1%
+₪3.2m
67.3%PS8.2x
JNGO Jungo Connectivity₪3.165.3%
+₪1.6m
-18.1%n/a
WATR Water.Io₪3.9616.9%
+₪1.5m
-38.2%n/a

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