Insurance software provider Sapiens beats Q3 revenue estimates

Sapiens International NV

13/11/2025 10:45

Overview

Sapiens Q3 revenue grows 11.2% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company to be acquired by Advent for $43.50 per share, valuing it at $2.5 bln

Outlook

Company will forgo Q3 2025 earnings call due to acquisition agreement by Advent

Sapiens focuses on accelerating cloud adoption and expanding global footprint

Company sees AI-driven innovation as a catalyst for sustainable growth

Result Drivers

GEOGRAPHIC EXPANSION - Revenue growth driven by double-digit expansion in North America and Rest of the World markets

ARR GROWTH - Annualized recurring revenue increased 26.7% year-over-year, with 17.5% organic growth and 9.2% from acquisitions

AI-DRIVEN INNOVATION - Insurance platform empowers digital transformation and operational efficiency, fueled by AI-driven innovation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$152.30 mln
$148.20 mln (3 Analysts)
Q3 Adjusted EPS
Beat
$0.36
$0.35 (3 Analysts)
Q3 EPS
$0.25
Q3 Adjusted Net Income
Beat
$20.50 mln
$20.20 mln (3 Analysts)
Q3 Adjusted Operating Income
Beat
$25.50 mln
$23.70 mln (3 Analysts)
Q3 Adjusted Gross Margin
46.40%
Q3 Adjusted Gross Profit
$70.70 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Sapiens International Corporation NV is $37.25, about 16% below its November 12 closing price of $43.20

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nPnccrpzQa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)