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OneSpan Inc (GB:0YNU)
LSE:0YNU

OneSpan (0YNU) Price & Analysis

0 Followers

0YNU Stock Chart & Stats

$19.25
$0.00(0.00%)
At close: 4:00 PM EDT
$19.25
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthVery low leverage and a conservatively structured balance sheet give OneSpan durable financial flexibility. Low debt reduces solvency risk, supports ongoing R&D, M&A and buybacks, and makes the company resilient to downturns or timing lags in ARR conversion.
Recurring Revenue And ARR MomentumA high subscription mix and double-digit ARR growth materially improve revenue predictability and customer lifetime value. Strong net retention (105%) means existing customers are expanding, underpinning sustainable recurring cash flows and reducing dependence on lumpy new bookings.
High Margins And Profitability ReboundSustained high gross margins driven by software and services enable attractive operating leverage. The rebound to consistent profitability and positive operating income supports self-funded growth, dividends and buybacks while providing a cushion against cyclical pressures.
Bears Say
Modest Revenue GrowthFlat-to-modest top-line growth constrains long-term scale benefits from the company's high margins. Slower organic revenue expansion increases reliance on acquisitions and cross-sell to drive ARR, limiting long-term operating leverage and making margin gains harder to sustainably expand.
Secular Decline In HardwareA shrinking hardware business reduces revenue diversification and leaves the company exposed to software-only competitive dynamics. The lumpy, declining hardware stream makes overall revenue more dependent on successful software adoption and increases execution risk on migration efforts.
Cash Decline And Integration CostsReduced cash reserves and higher operating costs from acquisitions and integrations compress the financial buffer available for growth or setbacks. If free cash flow weakens or timing of ARR bookings shifts, the company may face funding tension for M&A, product investment, or returns.

OneSpan News

0YNU FAQ

What was OneSpan Inc’s price range in the past 12 months?
OneSpan Inc lowest share price was $19.25 and its highest was $19.25 in the past 12 months.
    What is OneSpan Inc’s market cap?
    OneSpan Inc’s market cap is $571.29M.
      When is OneSpan Inc’s upcoming earnings report date?
      OneSpan Inc’s upcoming earnings report date is Aug 04, 2026 which is in 3 days.
        How were OneSpan Inc’s earnings last quarter?
        OneSpan Inc released its earnings results on Apr 30, 2026. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.346 by $0.044.
          Is OneSpan Inc overvalued?
          According to Wall Street analysts OneSpan Inc’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does OneSpan Inc pay dividends?
            OneSpan Inc does not currently pay dividends.
            What is OneSpan Inc’s EPS estimate?
            OneSpan Inc’s EPS estimate is 0.23.
              How many shares outstanding does OneSpan Inc have?
              OneSpan Inc has 37,072,850 shares outstanding.
                What happened to OneSpan Inc’s price movement after its last earnings report?
                OneSpan Inc reported an EPS of $0.39 in its last earnings report, beating expectations of $0.346. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of OneSpan Inc?
                  Currently, no hedge funds are holding shares in GB:0YNU
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    OneSpan Inc

                    Globally, OneSpan Inc., along with its affiliated entities, focuses on creating, developing, and marketing digital solutions designed to enhance identity management, strengthen security, and boost business productivity. The company's diverse product range includes OneSpan Sign, an electronic signature platform capable of addressing needs from occasional document agreements to high-volume transaction processing. It also offers OneSpan Cloud Authentication, a cloud-based multifactor authentication (MFA) system supporting a variety of verification methods such as biometrics, push notifications, visual cryptograms for transaction signing, SMS, and hardware authenticators. Financial institutions and banks benefit from its OneSpan Identity Verification service, which facilitates secure identity confirmation. Further expanding its portfolio, OneSpan provides the Mobile Security Suite, a comprehensive software development kit, and Mobile Authenticator Studio, a standalone mobile authentication application. The company also supplies authentication servers, enabling clients to implement robust access control measures. Complementing these offerings are the Trusted Identity Platform, a cloud-based solution engineered to simplify and secure user journeys, Intelligent Adaptive Authentication, and Risk Analytics, an extensive anti-fraud system. OneSpan disseminates its solutions through a combination of its dedicated direct sales force and a network of distributors, resellers, systems integrators, and original equipment manufacturers (OEMs). Founded in 1991 and based in Chicago, Illinois, the company rebranded as OneSpan Inc. in May 2018, having previously been known as VASCO Data Security International, Inc. It was also formerly a subsidiary of Guidewire Software, Inc.

                    OneSpan (0YNU) Earnings & Revenues

                    0YNU Company Deck

                    0YNU Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized meaningful progress: solid ARR growth (+14.1% YoY), increased subscription mix (80% of revenue), strong segment performance in digital agreements (+11.2% revenue) and continued cybersecurity subscription growth, plus strategic acquisitions (Build 38, Nok Nok) that broaden product capabilities. These positives were tempered by near-term pressures: lower GAAP operating income and EPS, a decline in adjusted EBITDA margin versus prior year, a modest Q2 ARR headwind (~$3M) from non-renewals, continued secular decline in hardware (now 16% of revenue), and a reduced cash balance following acquisition and capital returns. Management reaffirmed revenue and EBITDA guidance and raised ARR guidance, signaling confidence in medium-term growth while acknowledging short-term cost and timing impacts.View all GB:0YNU earnings summaries

                    0YNU Stock 12 Month Forecast

                    Average Price Target

                    $16.00
                    ▼(-16.88% Downside)
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