Overview

* Sapiens Q2 2025 rev rises 3.5% yr/yr, beating analysts' expectations

* Adjusted EPS and net income for Q2 beat consensus

* Co completed acquisitions of Advantage Go and Candella, boosting P&C and Life segments

Outlook

* Sapiens expects acquisitions to strengthen P&C and Life growth

* Company aims to accelerate cloud adoption and expand globally

* Sapiens focuses on platform innovation and cross-selling for growth

* Company sees growth catalysts in Life & Annuities expansion

Result Drivers

* STRATEGIC PRIORITIES - Co executed strategic priorities by securing new deals and strengthening customer relationships in Life, P&C, and Reinsurance segments, per CEO Roni Al-Dor

* ACQUISITIONS - Completed acquisitions of Advantage Go and Candella to strengthen P&C and Life growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $141.60 $140 mln

Revenue mln (4

Analysts

)

Q2 Beat $0.34 $0.32 (4

Adjusted Analysts

EPS )

Q2 EPS $0.25

Q2 Beat $19.30 $18.10

Adjusted mln mln (4

Net Analysts

Income )

Q2 Beat $23.10 $21.60

Adjusted mln mln (4

Operatin Analysts

g Income )

Q2 45.8%

Adjusted

Gross

Margin

Q2 $64.80

Adjusted mln

Gross

Profit

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "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 ( SPNS ) is $31.00, about 4.8% above its August 12 closing price of $29.50

* The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release:

(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.)