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OneSpan Inc (OSPN)
NASDAQ:OSPN
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OneSpan (OSPN) Price & Analysis

322 Followers

OSPN Stock Chart & Stats

$15.39
$0.40(2.71%)
At close: 4:00 PM EDT
$15.39
$0.40(2.71%)

Bulls Say, Bears Say

Bulls Say
Recurring Subscription GrowthThe rising subscription mix increases revenue visibility and reduces dependence on perpetual licenses and hardware. Continued recurring growth can support more predictable cash generation and deepen customer relationships across OneSpan’s security and digital agreement products.
Digital Agreements MomentumStrong growth, expanding margins and customer expansion indicate improving product-market fit in a high-value workflow category. This segment can provide durable growth and cross-selling opportunities, particularly among regulated customers requiring secure digital transactions.
Conservative Balance Sheet And ProfitabilityMinimal leverage gives OneSpan financial flexibility to invest, manage integration costs and return capital without substantial debt pressure. High software-like gross margins and the profitability turnaround also strengthen the company’s ability to fund operations internally.
Bears Say
Cybersecurity Revenue And Margin PressureThe core Cybersecurity division remains exposed to weaker hardware and term-license timing, while acquisition costs and investment spending reduce operating leverage. Sustained weakness could offset subscription expansion and constrain consolidated margin improvement.
Moderate Cash ConversionPositive cash generation is an improvement, but the decline in free cash flow and modest conversion from earnings signal working-capital or timing friction. If persistent, this could limit reinvestment capacity and make shareholder returns less supported by internally generated cash.
Customer Concentration And Revenue TimingReliance on a small number of unusually large overages makes growth less repeatable and increases forecasting risk. Hardware delivery schedules and declining perpetual activity can further create uneven revenue recognition, complicating durable growth and margin planning.

OneSpan News

OSPN FAQ

What was OneSpan Inc’s price range in the past 12 months?
OneSpan Inc lowest stock price was $10.07 and its highest was $18.48 in the past 12 months.
    What is OneSpan Inc’s market cap?
    OneSpan Inc’s market cap is $566.42M.
      When is OneSpan Inc’s upcoming earnings report date?
      OneSpan Inc’s upcoming earnings report date is Nov 03, 2026 which is in 67 days.
        How were OneSpan Inc’s earnings last quarter?
        OneSpan Inc released its earnings results on Aug 04, 2026. The company reported $0.3 earnings per share for the quarter, beating the consensus estimate of $0.231 by $0.069.
          Is OneSpan Inc overvalued?
          According to Wall Street analysts OneSpan Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does OneSpan Inc pay dividends?
            OneSpan Inc pays a Quarterly dividend of $0.13 which represents an annual dividend yield of 3.1%. See more information on OneSpan Inc dividends here
              What is OneSpan Inc’s EPS estimate?
              OneSpan Inc’s EPS estimate is 0.24.
                How many shares outstanding does OneSpan Inc have?
                OneSpan Inc has 36,852,173 shares outstanding.
                  What happened to OneSpan Inc’s price movement after its last earnings report?
                  OneSpan Inc reported an EPS of $0.3 in its last earnings report, beating expectations of $0.231. Following the earnings report the stock price went up 0.553%.
                    Which hedge fund is a major shareholder of OneSpan Inc?
                    Currently, no hedge funds are holding shares in OSPN
                    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 (OSPN) Earnings & Revenues

                      OSPN Company Deck

                      OSPN Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call portrays a generally positive outlook: strong subscription growth, ARR expansion, a strategic platform launch (DigipassONE), standout Digital Agreements performance, and an upward revision to full-year guidance. Headwinds include a decline in Cybersecurity revenue, modest compression in adjusted EBITDA and EPS, cash reduction and some revenue timing and concentration risks. Overall the positives (platform momentum, recurring revenue growth, guidance raise, strong Digital Agreements results and healthy NRR) modestly outweigh the negatives.View all OSPN earnings summaries

                      OSPN Stock 12 Month Forecast

                      Average Price Target

                      $18.67
                      ▲(21.29% Upside)
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                      Ownership Overview

                      1.96%18.75%16.42%16.39%
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