Zacks Investment Research
22 Oct 2026, 22:51 UTC · 1h ago
Impact · against what's priced in
OneSpan's recent price outperformance appears disconnected from its fundamental outlook, which remains weak with projected double-digit earnings declines. The upcoming October 29 earnings report is the primary risk factor, as current estimates suggest a significant contraction in profitability.
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What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
OneSpan is predicted to post a quarterly EPS of $0.22, a 33.33% decline compared to the equivalent quarter last year.
Priced inanalysis of consensus estimates
So whatA significant double-digit earnings drop for the upcoming Oct 29 print could lead to a valuation multiple compression.
More negative than 85% of claims this week
Full-year earnings are projected at $1.24 per share, representing a 16.78% decrease from the prior year.
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The stock is predicted to post a 33.33% decline in quarterly EPS to $0.22 and a 16.78% annual earnings drop to $1.24, which creates a risk of multiple compression despite the current valuation discount relative to the industry.
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Scored by the NIS engine · methodology.
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Priced inanalysis of consensus estimates
So whatAnnual profitability is contracting faster than revenue, which is only projected to grow 2.93%.
More negative than 76% of claims this week
OneSpan's Forward P/E ratio of 15.18 is at a discount compared to the industry average of 20.59.
Priced invaluation analysis
So whatThe stock trades at roughly 26% below the industry average multiple, providing a potential valuation floor.
More positive than 55% of claims this week
The Zacks Consensus EPS estimate for OneSpan has remained unchanged over the last 30 days.
Priced in30-day estimate review
So whatThe lack of positive revisions removes a primary short-term catalyst for the Zacks Rank to move above #3.
Near neutral — 99% of claims this week are stronger
Which stocks this story touches
More positive than 57% of ticker scores this week
The stock outperformed the S&P 500 and has appreciated over the past month, despite projected earnings declines.
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Zacks Investment Research
1h ago
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OSPN hasn't traded since this ran. Last close $19.21 (Oct 22); the reaction starts at the next open.
OSPN chart →
