Added to YB: 2026-06-08
Pitch date: 2026-06-05
OSPN [bullish]
OneSpan Inc.
Author Info
No bio for this author
Company Info
OneSpan Inc., together with its subsidiaries, provides digital solutions for security, authentication, identity, electronic signature, and digital workflow products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.
Market Cap
$568.7M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.52
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
turnaround
New Position $OSPN
OSPN: Cybersecurity/eSignature play pivoting from dying hardware (16% rev) to high-margin cloud for AI verification era. 60%+ of top 100 banks use it. Core ARR +14%, 32% adj EBITDA margin (Rule of 46), profitable, $50M buyback + dividend, no dilution. 8x P/E, 2x P/S vs MITK 40x+ PE.
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