Sapiens International Corporation N.V.

NasdaqGS:SPNS Voorraadrapport

Marktkapitalisatie: 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 Beheer

Beheer criteriumcontroles 2/4

De CEO Sapiens International is Ron Al-Dor, benoemd in Nov2005, heeft een ambtstermijn van 20.08 jaar. bezit rechtstreeks 1.55% van de aandelen van het bedrijf, ter waarde $ 37.62M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.9 jaar en 20.1 jaar.

Belangrijke informatie

Ron Al-Dor

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEO20.1yrs
Eigendom CEO1.5%
Management gemiddelde ambtstermijn4.9yrs
Gemiddelde ambtstermijn bestuur20.1yrs

Recente managementupdates

Recent updates

Analyse-update 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).
Analyse-update 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).
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
User avatar
Nieuwe analyse 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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
Tenure

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Roni Al-Dor
President20.1yrsgeen gegevens1.55%
$ 37.6m
Roni Giladi
Chief Financial Officer18.4yrsgeen gegevensgeen gegevens
Ilan Buganim
Chief Technology & Information Officer3.9yrsgeen gegevensgeen gegevens
Yaffa Cohen-Ifrah
Chief Marketing Officer & Head of Investor Relations3yrsgeen gegevensgeen gegevens
Noa Brummer
Chief Human Resources Officer5.7yrsgeen gegevensgeen gegevens
Raj Ghuman
Chief Revenue Officer of EMEA & APAC5.3yrsgeen gegevensgeen gegevens
Gary Sherne
EVP & Chief Revenue Officer of North America3.2yrsgeen gegevensgeen gegevens
Alex Zukerman
Chief Strategy Officer4.6yrsgeen gegevensgeen gegevens
Ben Shory
President of Digital Divisionno datageen gegevensgeen gegevens
Tal Sharon
President of Life7.9yrsgeen gegevensgeen gegevens
Sveta Hardak-Nissan
President of Global P&C and Reinsurance Divisionless than a yeargeen gegevensgeen gegevens
Yariv Hasar
North America Presidentno datageen gegevensgeen gegevens
4.9yrs
Gemiddelde duur

Ervaren management: Het managementteam van SPNS wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.9 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Roni Al-Dor
President20.1yrsgeen gegevens1.55%
$ 37.6m
Naamit Salomon
Independent Director22.3yrsgeen gegevensgeen gegevens
Andre Boisvert
Chairman of Sapiens Decision9.4yrsgeen gegevensgeen gegevens
Guy Bernstein
Chairman of the Board18.9yrsgeen gegevensgeen gegevens
Yacov Elinav
Independent Director20.8yrsgeen gegevensgeen gegevens
Uzi Netanel
Independent Director20.8yrsgeen gegevensgeen gegevens
Eyal Ben-Chlouche
Independent Director17.3yrsgeen gegevensgeen gegevens
20.1yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van SPNS zijn ervaren en ervaren (gemiddelde ambtstermijn van 20.1 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/12/18 07:49
Aandelenkoers aan het einde van de dag2025/12/16 00:00
Inkomsten2025/09/30
Jaarlijkse inkomsten2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Sapiens International Corporation N.V. wordt gevolgd door 7 analisten. 2 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Tavy RosnerBarclays
Danny KaplanBarclays
Ashwin ShirvaikarCitigroup Inc