Vertical SaaS And Cloud Migration Will Drive Long-Term Expansion

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

04 Sep 25

Updated

14 Apr 26

Views

22

14 Apr

US$3.90

AnalystHighTarget's Fair Value

US$6.00

35.0% undervalued

1Y

-71.2%

7D

7.1%

Loading

1Y

-71.2%

7D

7.1%

You can edit this narrative until Apr 15 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$635.0% undervalued

AnalystHighTarget Fair Value

Shared on 14 Apr 26

Fair value Decreased 60%

THRY: AI Native SaaS Pivot Will Ultimately Support Margin And Cash Flow Recovery

Analysts cut the fair value estimate for Thryv Holdings to $6.00 from $15.00, reflecting reduced price targets in the $5 to $7 range as they factor in softer revenue assumptions, higher required returns, lower future P/E expectations, and a focus on improved profit margins during the shift toward an AI native, unified SaaS platform. Analyst Commentary Recent research takes a more cautious stance on upside potential, but there are still clear pockets of optimism around Thryv Holdings as it leans into an AI native, unified SaaS model.

1 view

Shared on 02 Feb 26

THRY: Self Serve SaaS Transition Will Eventually Clarify And Support Recovery Potential

Analysts have maintained their fair value estimate for Thryv Holdings at US$15.00, incorporating slightly softer revenue growth assumptions and a modestly higher discount rate. This reflects concerns about challenging SaaS growth and limited near term visibility highlighted in recent research.

1 view

Shared on 05 Jan 26

Fair value Decreased 42%

THRY: Self Serve Transition Will Set Up SaaS Business For Recovery

Analysts have reduced their price target on Thryv Holdings from US$26 to US$15, citing recent downgrades and concerns about challenging growth in the software business, as well as limited near term visibility while the company works through a transition in its customer acquisition model. Analyst Commentary Recent commentary from Street research has shifted to a more cautious tone, with the stock moving to a Market Perform stance and no formal price target.

1 view

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$6

35.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-13.71%

Historical revenue growth rate

-9.28%

Software revenue growth rate

1.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.38%

Calculation

US$64.86m

Earnings '29

x

5.49x

PE Ratio '29

=

US$356.25m

Market Cap '29

US$356.25m

Market Cap '29

/

45.47m

No. shares '29

=

US$7.83

Share Price '29

US$7.83 Share Price '29

Discounted to 2026 @ 9.68% p.a.

=

US$5.94

Fair Value '26