OneSpan Inc.

OneSpan Inc.

OSPNยทNASDAQ

$14.44

-5.9%
TechnologySoftware - Infrastructure

OneSpan Inc., together with its subsidiaries, designs, develops, and markets digital solutions for identity, security, and business productivity worldwide. The company offers OneSpan Sign, a range of e-signature requirements for occasional agreement to processing tens of thousands of transactions; OneSpan Cloud Authentication, a cloud-based multifactor authentication solution that supports a range of authentication options, including biometrics, push notification, and visual cryptograms for transaction data signing, SMS, and hardware authenticators; and OneSpan Identity Verification, which enables banks and financial institutions identity verification services. It also provides Mobile Security Suite, a software development kit; Mobile Authenticator Studio, a mobile authenticator that operates as a discrete mobile application; and authentication servers, which enables customers to administer a high level of access control. In addition, it offers Trusted Identity Platform, a cloud platform that simplify and secure user journeys; Intelligent Adaptive Authentication; and Risk Analytics, a comprehensive anti-fraud solution. It sells its solutions through its direct sales force, as well as through distributors, resellers, systems integrators, and original equipment manufacturers. The company was formerly known as VASCO Data Security International, Inc. and changed its name to OneSpan Inc. in May 2018. OneSpan Inc. was founded in 1991 and is headquartered in Chicago, Illinois. OneSpan Inc. was a former subsidiary of Guidewire Software, Inc.

At a Glance

Live Snapshot
Market Cap$535.33M
EPS1.9100
P/E Ratio7.56
Earnings Date08/04/2026
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OneSpan Inc. Street Expectations Map

OSPN ยท NASDAQ

Wall Street analysts project that OSPN stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 15.50, with estimates ranging from a low of 13.00 to a high of 18.00.

Lowest Target
13.00
-9.97%
Consensus Target
15.50
7.34%
Highest Target
18.00
24.65%

The consensus 1-year price target stands at 15.50, with estimates ranging from a low of 13.00 to a high of 18.00.

Analyst Consensus Analysis

Upside Potential

+7.3%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

32.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.47x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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OneSpan Inc. Forward Estimates of Revenue

OSPN ยท NASDAQ
Latest Revenue
243.18M
FY 2025
Avg Estimate
244.75M
FY 2026
Estimate Range
243.48M - 245.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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OneSpan Inc. Forward Estimates of Net Income

OSPN ยท NASDAQ
Latest Net Income
72.90M
FY 2025
Avg Estimate
55.31M
FY 2026
Estimate Range
54.74M - 55.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-24.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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OneSpan Inc. Forward Estimates of EPS

OSPN ยท NASDAQ
Latest EPS
1.91
FY 2025
Avg Estimate
$1.42
FY 2026
Estimate Range
$1.40 - $1.43
Analyst Spread

Forward Growth Analysis

Projected Growth-25.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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OneSpan Inc. Forward Estimates of EBIT

OSPN ยท NASDAQ
Latest EBIT
49.36M
FY 2025
Avg Estimate
-2.74M
FY 2026
Estimate Range
-2.74M - -2.72M
Analyst Spread

Forward Growth Analysis

Projected Growth-105.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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OneSpan Inc. Forward Estimates of EBITDA

OSPN ยท NASDAQ
Latest EBITDA
64.40M
FY 2025
Avg Estimate
6.84M
FY 2026
Estimate Range
6.81M - 6.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-89.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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OneSpan Inc. Forward Estimates of SG&A Expense

OSPN ยท NASDAQ
Latest SG&A Expense
92.64M
FY 2025
Avg Estimate
121.77M
FY 2026
Estimate Range
121.14M - 122.07M
Analyst Spread

Forward Growth Analysis

Projected Growth+31.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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OneSpan Inc. Insider Positioning

OSPN ยท NASDAQ

During the last 12 months, insiders have purchased $422K and sold $285K worth of OSPN shares, resulting in $137K of net buying activity.

3 Months

Bought

0

0.00

Sold

15.0K

155.00K

Net Activity

-155K

-$155K

3-6 Months

Bought

3.3K

34.78K

Sold

10.0K

129.68K

Net Activity

-95K

-$95K

6-9 Months

Bought

32.0K

387.26K

Sold

0

0.00

Net Activity

+387K

+$387K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
MMJ

Mcconnell Michael J

Director

30.0K sharesโ€ข1 transactions

$363K

2
ZM

Zenner Marc

Director

5.3K sharesโ€ข2 transactions

$59K

Top Sellers

1
MJG

Martell Jorge Garcia

Officer: Chief Financial Officer

25.0K sharesโ€ข2 transactions

$285K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $137K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.48:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$155K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.