- Entry
- $11.81
- Final
- $11.49 -2.7%
- Target
- $15.67
- Score
- -0.08
OSPN as two revenue steams - a hardware side that is dying (-16% revenue yoy) and a cybersecurity software side (+11% ARR). The hardware side currently accounts for \~16% of revenue and is expected to continue to deteriorate. The software side services 60/100 of the world’s largest banks and is extremely sticky due to the high friction of integrating a different security solution for high value transactions (DYOR). Using a DCF model assuming the hardware side vanishes tomorrow and an …
— ORIGINAL POST ·
OSPN - Cybersecurity at 8 P/E
· r/investing
· Jan 19, 2026