OneSpan, Inc. (OSPN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$16.70-0.36%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · OSPN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management aims to grow total revenue within the updated guidance range of $248 million to $252 million for the full year 2026.
Stated as a priority in 3 of last 3 quarters. Revenue guidance for full year 2026 increased from $244M-$249M in 2026-Q1 to $248M-$252M in 2026-Q2. Actual quarterly revenues grew from $59.8M in 2025-Q2 to $60.5M in 2026-Q2. The trajectory shows management is updating guidance upward and delivering modest revenue growth.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“For the Full Year 2026, the Company expects total revenue to be in the range of $248 million to $252 million.”
“For the Full Year 2026, the Company expects total revenue to be in the range of $244 million to $249 million.”
“For the Full-Year 2026, the Company expects total revenue to be in the range of $244 million to $249 million.”
Management targets ARR growth to a range of $194 million to $198 million for the full year 2026, reflecting increased subscription revenue expectations.
Stated as a priority in 3 of last 3 quarters. ARR guidance increased from $192M-$196M in 2025-Q4 to $194M-$198M in 2026-Q2. Actual ARR grew 14% year-over-year to $192.1M in 2026-Q1 and 7% to $189.7M in 2026-Q2. The trajectory shows management is updating ARR expectations upward and delivering ARR growth.
“For the Full Year 2026, the Company expects ARR to be in the range of $194 million to $198 million.”
“ARR to be in the range of $194 million to $198 million, compared to previous guidance of $192 million to $196 million.”
“ARR expectations for 2026 were $192 million to $196 million.”
Management aims to improve Adjusted EBITDA to a range of $67 million to $71 million for the full year 2026, reflecting profitability focus.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA guidance increased from $64M-$68M in 2026-Q1 to $67M-$71M in 2026-Q2. Actual Adjusted EBITDA declined from $21.0M in 2026-Q1 to $16.9M in 2026-Q2. The trajectory shows management updating guidance upward but actual quarterly Adjusted EBITDA declined, indicating mixed delivery.
“Adjusted EBITDA guidance updated to $67 million to $71 million for 2026.”
“Adjusted EBITDA guidance was $64 million to $68 million for 2026.”
“Adjusted EBITDA guidance was $64 million to $68 million for 2026.”
Management commits to returning capital to shareholders through a recurring quarterly dividend program and a $50 million share repurchase authorization through 2028.
Stated as a priority in 3 of last 3 quarters. The Board declared a recurring quarterly dividend of $0.13 per share in 2026-Q1 and 2026-Q2. A new $50 million share repurchase program was authorized in 2026-Q2. Actual repurchases totaled $5.4M in 2026-Q1 and $2.9M in 2026-Q2. Management is delivering on capital return commitments.
“Board declared quarterly cash dividend of $0.13 per share payable September 4, 2026.”
“Board authorized new $50 million share repurchase program through May 7, 2028.”
“Board declared quarterly cash dividend of $0.13 per share payable June 4, 2026.”
Management focuses on growing cybersecurity offerings through the Build38 acquisition and launching the DigipassONE unified authentication platform.
Stated as a priority in 2 of last 3 quarters. Management completed the Build38 acquisition in 2026-Q1 and introduced the DigipassONE platform in 2026-Q2. These actions represent concrete steps expanding the cybersecurity product portfolio, indicating delivery on this strategic priority.
“Introduced DigipassONE, a unified authentication platform with four components including mobile app protection and verifiable credentials.”
“Closed acquisition of Build38 to expand App Shielding capabilities and mobile channel protection.”
Over the trailing year it converted 2.19x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.