Sapiens InternationalSPNS
Market Cap: $2B
About: Sapiens International Corp NV is a provider of software solutions for the insurance industry, with an emerging focus on the financial services sector. The company offers software, solutions, and professional services for property & casualty (P&C); reinsurance; life, pension & annuity (L&A); workers' compensation (WC); medical professional liability (MPL); financial & compliance (F&C); and decision modeling for both insurance and financial markets. The group also provides services for project delivery and implementation services, for its Software Solutions portfolio. Geographically, it operates in the region of North America, Rest of the World, and Europe. It generates revenue from Europe.
Employees: 5,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
134% more call options, than puts
Call options by funds: $159K | Put options by funds: $68K
51% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 43
13% more capital invested
Capital invested by funds: $558M [Q1] → $630M (+$72.3M) [Q2]
1.77% more ownership
Funds ownership: 31.56% [Q1] → 33.33% (+1.77%) [Q2]
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
1% more funds holding
Funds holding: 155 [Q1] → 156 (+1) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs Kevin Kumar 60% 1-year accuracy 6 / 10 met price target | 20%upside $43 | Buy Maintained | 2 Aug 2024 |
Barclays Tavy Rosner 13% 1-year accuracy 1 / 8 met price target | 6%upside $38 | Underweight Maintained | 2 Aug 2024 |
Needham Mayank Tandon 68% 1-year accuracy 76 / 111 met price target | 22%upside $44 | Buy Maintained | 2 Aug 2024 |
Financial journalist opinion
Based on 5 articles about SPNS published over the past 30 days