OneSpan Inc. (OSPN)

Over the past six months, OneSpan's stock price has been impacted by several events. OneSpan reported strong profitability and strengthened its product portfolio in Q2 2025. OneSpan acquired Nok Nok Labs Inc. to advance its authentication capabilities. OneSpan announced a strategic investment in ThreatFabric to enhance fraud prevention innovation. The company reported a 1% year-over-year revenue increase to $57.1 million in Q3 2025, driven by a 12% rise in subscription revenue, and updated its full-year 2025 revenue guidance downwards to $239 million to $241 million. Rosenblatt and B. Riley lowered their price targets for OneSpan due to modest Q3 2025 revenue growth and the revised FY25 revenue outlook. CFO Jorge Garcia Martell sold 10,000 shares of OneSpan stock. Shaun Bierweiler was appointed as Chief Revenue Officer. OneSpan entered into an agreement to acquire Build38 to enhance its App Shielding offering. As of January 8, 2026, the share price was $13.02, representing a decline of 28.77% from January 10, 2025.

While there is mention of "Q4, which is some seasonality", the provided information does not elaborate on specific seasonal patterns for OneSpan's products and services. The company is transitioning to a cloud-first digital agreements and identity platform, which could influence traditional seasonality patterns associated with hardware sales.

OneSpan Inc. is a technology company specializing in digital solutions for security, authentication, identity, electronic signatures, and digital workflow products, operating within the Software and EDP Services industries. The company aims to build trust in the digital world, particularly for regulated markets like financial services. Its products include cloud authentication, mobile security suites, authentication servers, Digipass authenticators, OneSpan Sign, OneSpan Notary, OneSpan Identity Verification, and OneSpan Integration Platform.

OneSpan Inc. has a global presence, providing its digital solutions across the Americas, Europe, the Middle East, Africa (EMEA), and the Asia Pacific regions. The company serves millions of users in over 100 countries annually.

OneSpan has a "high-trust brand perception" due to its history in physical and digital security. The company is recognized for its innovative technology and commitment to customer success and is trusted by global blue-chip enterprises, including over 60% of the world's 100 largest banks. No specific negative events significantly impacting its brand reputation in the past year were found.

OneSpan Inc.'s ownership is primarily concentrated among institutional investors, who own approximately 81.66% of the company's stock. Insiders own 1.64%, and Public Companies and Individual Investors own 16.70%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Legal & General Group Plc. Insider buying has exceeded insider selling in the past three months.