OSPN

OneSpanA

Nasdaq / Software & Services

At close

2026-07-17

Current thesis

Subscription growth, ARR momentum, raised ARR expectations, digital-credentials commercialization, and Build38 integration provide a plausible path to improving growth and mix.

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.0.

What can break

Build38 integration and expanded go-to-market spending may increase execution risk before benefits are visible.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $16.25 · Bull $18.50 · Bear $12.75

Data freshness

Prices

As of 2026-07-17

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-17 • Model: HYBRID_IC_RP

AI Memo

As of 2026-07-18 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-17

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $16.25

Why

Momentum89 · Δ7d +7.9

Value65 · Δ7d -0.0

Sentiment49 · Δ7d -4.2

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

+7.9

Δ21d

+2.5

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.0

Δ21d

-0.5

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-4.2

Δ21d

-9.4

Why this grade

Composite grade A. Momentum 88.6 / Value 64.5 / Sentiment 49.0

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$573.52M

Beta

1.53

Shares Out

37.07M

P/E (TTM)

8.6

P/S (TTM)

2.01

P/FCF (TTM)

12.98

Rev YoY

+4.1%

EPS YoY

-18.3%

Gross Margin

+70.4%

Op Margin

+19.8%

Net Debt

-$62.1M

Current Ratio

1.20

As of 2026-07-17 • Updated nightlySource: Internal modelMethodology