OneSpan stock: Q3 growth backs higher 2026 outlook
Published on 11/05/2026 at 03:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSGrowth and outlook support
- OneSpan reported double-digit growth in both Cybersecurity and Digital Agreements for the third quarter.
- Management lifted its full-year revenue, annual recurring revenue and adjusted EBITDA ranges.
- A DigipassONE authentication trial is planned for November, while DigipassONE Verify is targeted for early 2027.
OneSpan reported stronger third-quarter results on October 29, with revenue growth across both operating segments and higher targets for 2026. The company's earnings release said total revenue rose to USD 63.9 million for the quarter ended September 30, while subscription revenue increased to USD 51.5 million.
Cybersecurity revenue climbed 11% year over year to USD 44.9 million, and Digital Agreements revenue rose 14% to USD 19.0 million. Annual recurring revenue reached USD 195.5 million, up 9%, while the net retention rate was 105%.
Higher targets for 2026
OneSpan lifted its full-year revenue outlook to USD 254 million to USD 258 million from USD 248 million to USD 252 million previously. The company also raised its adjusted EBITDA target to USD 72 million to USD 76 million and its annual recurring revenue outlook to USD 197 million to USD 201 million.
Gross profit was USD 48.7 million, equivalent to a 76% margin, compared with 74% a year earlier. Operating income increased to USD 9.2 million from USD 8.2 million, while net income reached USD 7.8 million, or USD 0.20 per diluted share.
OneSpan stock traded at 21.10 euros on Lang & Schwarz at 23:00 CET on Wednesday, November 4. Investors can follow the real-time quote of OneSpan stock.
Product roadmap moves forward
OneSpan plans to introduce a DigipassONE Authenticate Free Trial in November for organizations assessing passkeys. General availability for DigipassONE Verify is expected in early 2027, while the company is also adding AI-assisted capabilities, automated document validation and expanded identity verification to its Digital Agreements portfolio.
Security and digital agreements
OneSpan, headquartered in the United States, provides cybersecurity products for identity protection, authentication, mobile application security and fraud prevention. Its Digital Agreements portfolio includes e-signatures, identity verification and smart digital forms for business workflows. The company serves global enterprises across financial services and other sectors, with its offering spanning cloud, on-premises and hardware-based authentication.
OneSpan stock facts
- Company: OneSpan Inc.
- ISIN: US68287N1000
- Ticker: OSPN
- Quote: EUR 21.10 at Lang & Schwarz, Wednesday, November 4, 2026, 23:00 CET
- Previous close: EUR 21.20
- Third-quarter revenue: USD 63.9 million for the quarter ended September 30, 2026
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