Does The Street Have VASCO Data Security International Figured Out?

VASCO Data Security International (Nasdaq: VDSI  ) is expected to report Q4 earnings on Feb. 21. Here's what Wall Street wants to see:

The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict VASCO Data Security International's revenues will wane -22.4% and EPS will shrink -75.9%.

The average estimate for revenue is $37.7 million. On the bottom line, the average EPS estimate is $0.07.

Revenue details
Last quarter, VASCO Data Security International chalked up revenue of $36.3 million. GAAP reported sales were 12% lower than the prior-year quarter's $41.4 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Last quarter, EPS came in at $0.12. GAAP EPS of $0.12 for Q3 were 140% higher than the prior-year quarter's $0.05 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Recent performance
For the preceding quarter, gross margin was 65.7%, 140 basis points worse than the prior-year quarter. Operating margin was 17.3%, 70 basis points worse than the prior-year quarter. Net margin was 12.4%, 700 basis points better than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $152.9 million. The average EPS estimate is $0.43.

Investor sentiment
The stock has a four-star rating (out of five) at Motley Fool CAPS, with 1,922 members out of 1,987 rating the stock outperform, and 65 members rating it underperform. Among 476 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 468 give VASCO Data Security International a green thumbs-up, and eight give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on VASCO Data Security International is outperform, with an average price target of $11.06.

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