OneSpan (OSPN) shares soared 5.2% in the last trading session to close at $11.25. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 17.9% loss over the past four weeks.The optimism surrounding the stock can be attributed to the rising software mix, double-digit subscription and ARR growth, FIDO2 S3 adoption, expanding security offerings, strong cash generation, and disciplined capital returns.This internet security company is expec ...

Core Viewpoint - OneSpan Inc. is expanding its mobile security capabilities through the acquisition of Build38, aiming to enhance its App Shielding offerings and provide stronger protection against mobile application attacks [2][3][4]. Group 1: Acquisition Details - OneSpan signed a definitive agreement to acquire Build38, a company specializing in next-generation mobile application protection [2]. - The acquisition is expected to close by March 2026, pending regulatory approvals and customary closing conditions [6]. Group 2: Security Enhancements - The integration of Build38's SDK-based security tools will enhance OneSpan's mobile security portfolio, providing deeper in-app protection against attacks targeting applications and devices [3][4]. - The acquisition will improve visibility into mobile app activities, addressing a common need among security teams [3]. Group 3: Market Position and Compliance - Build38 is recognized as a Sample Vendor in the Gartner Hype Cycle for Application Security, 2025, and is a leading provider in Europe for securing mobile identities [5]. - The combined expertise of OneSpan and Build38 aims to elevate standards in mobile identity protection, particularly in regulated industries [5]. Group 4: Financial Information - OneSpan offers a quarterly dividend of $0.12 per share, resulting in a dividend yield of 4.12% as of January 29 [6].

In the latest trading session, OneSpan (OSPN) closed at $11.78, marking a +1.12% move from the previous day. The stock outperformed the S&P 500, which registered a daily loss of 0.43%. Elsewhere, the Dow lost 0.37%, while the tech-heavy Nasdaq lost 0.94%. Prior to today's trading, shares of the internet security company had lost 9.27% lagged the Computer and Technology sector's gain of 1.51% and the S&P 500's gain of 0.89%.Analysts and investors alike will be keeping a close eye on the performance of OneSpa ...

分组1 - OneSpan's stock increased by 2.6% to $11.85, outperforming the S&P 500's gain of 1.16% on the same day [1] - Over the past month, OneSpan's shares have declined by 9.7%, while the Computer and Technology sector and the S&P 500 have lost 1.07% and 0.42%, respectively [1] 分组2 - OneSpan's upcoming earnings report is expected on February 26, 2026, with projected earnings per share (EPS) of $0.31, indicating a 29.17% increase year-over-year [2] - Revenue for the upcoming quarter is estimated at $59.85 million, reflecting a 2.16% decrease compared to the same quarter last year [2] 分组3 - For the entire year, Zacks Consensus Estimates forecast earnings of $1.44 per share and revenue of $240.11 million, showing a 9.09% increase in earnings and no change in revenue compared to the previous year [3] 分组4 - Recent modifications to analyst estimates for OneSpan indicate changing business trends, with upward revisions suggesting analysts' positive outlook on the company's operations [4] - Empirical research shows that revisions in estimates correlate with stock price performance, leading to the development of the Zacks Rank model [5] 分组5 - The Zacks Rank system, ranging from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [6] - OneSpan currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [6] 分组6 - OneSpan's Forward P/E ratio is 7.99, which is significantly lower than the industry average Forward P/E of 22.98, indicating a valuation discount [7] - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 66, placing it in the top 27% of over 250 industries [7]

Company Performance - OneSpan (OSPN) stock decreased by 1.14% to $13.02, underperforming the S&P 500 which gained 0.01% [1] - Over the last month, OneSpan shares fell by 0.15%, outperforming the Computer and Technology sector's loss of 0.69% but lagging behind the S&P 500's gain of 0.86% [1] Upcoming Earnings Report - OneSpan is expected to report earnings of $0.31 per share, indicating a year-over-year growth of 29.17% [2] - The consensus estimate for revenue is projected at $59.85 million, reflecting a 2.16% decline from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $1.44 per share, showing a growth of 9.09%, while revenue is expected to remain flat at $240.11 million [3] - Recent revisions to analyst forecasts for OneSpan may indicate changing short-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - OneSpan is currently trading at a Forward P/E ratio of 9.11, which is significantly lower than the industry average Forward P/E of 25.1 [6] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 55, placing it in the top 23% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 ranked stocks have yielded an average annual return of +25% since 1988 [5] - OneSpan currently holds a Zacks Rank of 3 (Hold), with no changes in the consensus EPS estimate over the past month [5]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Analyst Ratings and Stock Performance - Avnet Inc (NASDAQ:AVT) has a dividend yield of 2.84%. Analyst William Stein from Truist Securities maintained a Hold rating and raised the price target from $54 to $55, with an accuracy rate of 86%. Recent quarterly results exceeded expectations [6] - Texas Instruments Inc (NASDAQ:TXN) has a dividend yield of 3.20%. Analyst William Stein maintained a Hold rating and increased the price target from $175 to $195, while JP Morgan's Harlan Sur maintained an Overweight rating but reduced the price target from $225 to $210. Texas Instruments reported third-quarter revenue of $4.74 billion, surpassing estimates of $4.65 billion [6] - OneSpan Inc (NASDAQ:OSPN) has a dividend yield of 3.91%. Analyst Rudy Kessinger from DA Davidson maintained a Neutral rating and lowered the price target from $15 to $13, while Catharine Trebnick from Rosenblatt maintained a Buy rating but cut the price target from $17 to $15. OneSpan appointed Shaun Bierweiler as chief revenue officer [6]

Core Viewpoint - OneSpan (OSPN) has gained attention as one of the most searched stocks, prompting analysis of factors that may influence its future stock performance [1]. Stock Performance - Over the past month, OneSpan's shares have returned +4.2%, outperforming the Zacks S&P 500 composite's +0.9% and the Zacks Internet - Software industry's +3.5% [2]. Earnings Estimates - OneSpan is expected to report earnings of $0.31 per share for the current quarter, reflecting a year-over-year increase of +29.2% [5]. - The consensus earnings estimate for the current fiscal year is $1.44, indicating a year-over-year change of +9.1%, which has remained unchanged over the last 30 days [5]. - For the next fiscal year, the consensus estimate is $1.45, showing a change of +0.7% from the previous year, also unchanged over the past month [6]. Revenue Growth - The consensus sales estimate for OneSpan is $59.85 million for the current quarter, indicating a year-over-year decline of -2.2% [11]. - The sales estimates for the current and next fiscal years are $240.11 million and $245.87 million, reflecting changes of -1.3% and +2.4%, respectively [11]. Recent Results - In the last reported quarter, OneSpan generated revenues of $57.06 million, a year-over-year increase of +1.5%, with an EPS of $0.33, unchanged from the previous year [12]. - The reported revenues were below the Zacks Consensus Estimate of $58.36 million, resulting in a revenue surprise of -2.23%, while the EPS surprise was +17.86% [12]. - Over the last four quarters, OneSpan has surpassed consensus EPS estimates three times and has exceeded revenue estimates during this period [13]. Valuation - OneSpan is graded A in the Zacks Value Style Score, indicating it is trading at a discount compared to its peers [17].

Core Insights - Sumitomo Mitsui Trust Bank (SuMiTB) has partnered with SCSK and OneSpan to enhance mobile banking security through the implementation of a cloud-based FIDO authentication solution [1][2][3] Group 1: Security Enhancement - The collaboration aims to combat phishing-related fraud and account takeover, addressing significant projected losses of approximately Y690bn ($4.4bn) in 2025 due to account takeover fraud in Japan [2] - The Financial Services Agency (FSA) in Japan has proposed amendments requiring financial institutions to adopt phishing-resistant authentication methods, aligning with regulatory changes [2] Group 2: Technological Implementation - OneSpan's CEO highlighted the importance of this project, emphasizing the company's leadership in Japan's FIDO market and its commitment to delivering secure authentication solutions that meet regulatory standards [3] - SuMiTB plans to extend the use of FIDO authentication beyond login verification to secure mobile banking transactions, enhancing the overall security framework [3][4] Group 3: Strategic Goals - The bank's strategy focuses on reducing account impersonation risks and providing a secure digital banking environment, protecting customers from advanced phishing attempts and account takeover attacks [4] - SCSK expressed its commitment to supporting SuMiTB in deploying advanced authentication solutions, showcasing the strength of their partnership with OneSpan [5]

Group 1 - The core investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - The majority of recommendations will be holds, indicating a cautious approach to investment opportunities [1] Group 2 - A very small fraction of companies are considered suitable for a buy recommendation at any given time, highlighting a selective investment strategy [1] - Hold articles are intended to provide valuable information for future investors and introduce skepticism in a generally bullish market [1]

Group 1 - The core investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - Most recommendations will be holds, indicating a cautious approach to investment, with only a small fraction of companies deemed suitable for buying at any given time [1] Group 2 - The articles aim to provide important information for future investors and introduce a healthy skepticism towards a generally bullish market [1]