Israeli (TA) Software Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 10 Aug 2026	₪19.4b	₪10.9b	₪1.2b	19.1x	15.8x	1.8x
Wed, 08 Jul 2026	₪20.1b	₪10.9b	₪1.5b	21.9x	13x	1.8x
Fri, 05 Jun 2026	₪18.9b	₪10.4b	₪1.5b	27.6x	12.9x	1.8x
Sun, 03 May 2026	₪20.6b	₪10.3b	₪1.7b	26.7x	11.9x	2x
Tue, 31 Mar 2026	₪23.3b	₪11.0b	₪1.9b	26.3x	12.6x	2.1x
Thu, 26 Feb 2026	₪24.0b	₪10.7b	₪1.8b	25.7x	13.3x	2.2x
Sat, 24 Jan 2026	₪24.8b	₪10.6b	₪1.7b	34.2x	14.8x	2.3x
Mon, 22 Dec 2025	₪24.5b	₪10.8b	₪1.7b	29.6x	14.3x	2.3x
Wed, 19 Nov 2025	₪24.9b	₪11.0b	₪1.8b	16.8x	14.1x	2.3x
Fri, 17 Oct 2025	₪29.5b	₪11.0b	₪1.7b	19.2x	17.2x	2.7x
Sun, 14 Sep 2025	₪31.3b	₪10.8b	₪1.7b	16.6x	18.1x	2.9x
Tue, 12 Aug 2025	₪34.0b	₪10.8b	₪1.5b	21.5x	22.3x	3.1x
Thu, 10 Jul 2025	₪38.3b	₪10.6b	₪1.5b	21.9x	25.9x	3.6x
Sat, 07 Jun 2025	₪40.8b	₪11.1b	₪1.6b	20.4x	26.1x	3.7x
Mon, 05 May 2025	₪37.4b	₪11.2b	₪1.5b	20.2x	24.7x	3.3x
Wed, 02 Apr 2025	₪37.6b	₪11.5b	₪1.6b	18.4x	24.2x	3.3x
Fri, 28 Feb 2025	₪34.7b	₪11.1b	₪1.5b	14.7x	23x	3.1x
Sun, 26 Jan 2025	₪37.7b	₪10.8b	₪1.5b	13.3x	25.8x	3.5x
Tue, 24 Dec 2024	₪41.8b	₪11.0b	₪1.5b	13.2x	28x	3.8x
Thu, 21 Nov 2024	₪41.3b	₪11.2b	₪1.5b	16x	27.3x	3.7x
Sat, 19 Oct 2024	₪43.1b	₪11.0b	₪1.4b	16.6x	31.5x	3.9x
Mon, 16 Sep 2024	₪40.5b	₪11.2b	₪1.4b	15.2x	29.9x	3.6x
Wed, 14 Aug 2024	₪39.7b	₪11.0b	₪1.2b	15.3x	32.8x	3.6x
Fri, 12 Jul 2024	₪42.9b	₪10.7b	₪1.2b	11.1x	36.2x	4x
Sun, 09 Jun 2024	₪42.3b	₪11.0b	₪1.2b	11.8x	35.2x	3.8x
Tue, 07 May 2024	₪55.1b	₪10.5b	₪1.1b	13.5x	51.4x	5.2x
Thu, 04 Apr 2024	₪61.8b	₪10.5b	₪1.1b	13.2x	57.9x	5.9x
Sat, 02 Mar 2024	₪57.9b	₪10.3b	₪907.6m	12.7x	63.8x	5.6x
Mon, 29 Jan 2024	₪51.7b	₪10.4b	₪904.8m	13.4x	57.2x	5x
Wed, 27 Dec 2023	₪48.1b	₪10.2b	₪883.0m	12x	54.4x	4.7x
Fri, 24 Nov 2023	₪47.2b	₪10.5b	₪914.8m	10.8x	51.6x	4.5x
Sun, 22 Oct 2023	₪42.4b	₪11.0b	₪885.1m	11.8x	47.9x	3.8x
Tue, 19 Sep 2023	₪45.2b	₪10.5b	₪810.1m	11.6x	55.8x	4.3x
Thu, 17 Aug 2023	₪52.9b	₪10.2b	₪621.3m	13.3x	85.1x	5.2x

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 15.8x which is lower than its 3-year average PE of 31.3x.

The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 1.8x.

Past Earnings Growth

The earnings for companies in the Software industry have grown 26% per year over the last three years.
Revenues for these companies have grown 2.5% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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


IL Market	-0.97%
Tech	-1.40%
Software	-1.43%
Systems Software	-0.78%
Application Software	-1.44%

Industry PE

Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 29.7x.

Analysts are expecting annual earnings growth of 13.5%, which is higher than its past year's earnings decline of 11.6% per year.

Forecasted Growth

Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 13% over the next 5 years.
This is better than its past earnings decline of 12% per year.

In contrast, the Application Software industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

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

Company	Last Price	7D	1Y	Valuation
MCPL Michpal Technologies	₪54.71	1.5% +₪14.5m	n/a	PE88.2x
RZR Razor Labs	₪5.32	5.1% +₪10.1m	7.3%	PS6.1x
IDMO Idomoo	₪4.38	11.6% +₪8.1m	9.3%	PS1.6x
ALAR Alarum Technologies	₪0.59	14.9% +₪5.7m	-88.3%	PE12.7x
NRGN NRGene Technologies	₪1.95	0.1% +₪26.5k	-28.0%	PS2.7x

Robbins LLP Informs Investors of Alarum Technologies Ltd. Class Action Lawsuit

Robbins LLP informed investors that a securities class action has been filed on behalf of all persons and entities that purchased or otherwise acquired Alarum Technologies Ltd. securities between March 20, 2025 and July 2, 2026 (the "Class Period"). The complaint alleges that Alarum and certain of its senior executives violated the federal securities laws by making materially false and/or misleading statements regarding the Company's anti-money laundering compliance, anti-terrorist financing controls, and regulatory risks. According to the complaint, Alarum extolled the purported advantages of its subsidiary NetNut Ltd. while omitting that NetNut engaged in unlawful behavior that materially raised Alarum's risk profile and called into question its business prospects. Specifically, the complaint alleges that defendants failed to disclose that: 1) NetNut, was engaging in illegal activity by linking customer home internet devices into another network without the customer’s consent; 2) this activity allows cyber criminals to conceal their locations; 3) the foregoing materially heightened Alarum Technologies’ legal exposure and materially threatened its business prospects; and 4) as a result, defendants’ statements about Alarum Technologies’ business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. According to the complaint, on July 2, 2026, during market hours, Reuters published an article entitled “Google disrupts NetNut proxy network used in malware operations.” On this news, Alarum ADSs fell $1.67 per share, or 20.8%, to close at $6.35 per ADS on July 2, 2026. Also on July 2, 2026, after market hours, Bloomberg published an article entitled “FBI Probes Whether Alarum Unit is Behind Co-Opted Home Devices.” Then, on July 4, 2026, Alarum issued a press release entitled “Alarum Technologies Announces Temporary Operational Pause of Certain Network Services.” On this news, the price of Alarum ADSs fell $3.27 per share, or 51.49%, to close at $3.08 per share on July 6, 2026. The lawsuit seeks to represent investors who purchased or otherwise acquired Alarum Technologies Ltd. securities during the applicable Class Period. If you purchased Alarum Technologies Ltd. stock during this period and suffered investment losses, you may have rights under the federal securities laws. The lead plaintiff is the investor appointed by the court to represent the interests of the proposed class throughout the litigation. Investors do not have to serve as lead plaintiff to potentially share in any recovery if the lawsuit is successful. Shareholders must seek appointment as lead plaintiff by October 5, 2026. Robbins LLP represents investors on a contingency fee basis. Investors never pay attorneys' fees or litigation expenses. If there is a recovery, defendants pay fees and expenses. Investors seeking additional information about the Alarum Technologies Ltd. securities class action may submit an inquiry through Robbins LLP's website or give us a call at (800) 350-6003.

Israeli (TA) Software Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

NICE Ltd. (TLV:NICE) Just Reported, And Analysts Assigned A ₪620 Price Target

Less than half of directors are independent

Robbins LLP Informs Investors of Alarum Technologies Ltd. Class Action Lawsuit

Razor Labs Launches DataMind AI 5.0 Advancing AI-Powered Predictive Maintenance Platform

Top Group Software Ltd, Annual General Meeting, Aug 16, 2026

Now 20% undervalued

Abra Information Technologies Ltd., Annual General Meeting, Jul 27, 2026

Tectona Ltd, Annual General Meeting, Jul 29, 2026

New major risk - Market cap size

Investor sentiment improves as stock rises 19%

New major risk - Share price stability

Idomoo Ltd., Annual General Meeting, May 11, 2026

New minor risk - Revenue size