Legacy Decline Will Hinder SaaS Transition While Unveiling Opportunity

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

05 Sep 25

Updated

25 May 26

Views

45

25 May

US$3.90

AnalystLowTarget's Fair Value

US$4.00

2.5% undervalued

1Y

-71.2%

7D

7.1%

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1Y

-71.2%

7D

7.1%

You can edit this narrative until May 26 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$42.5% undervalued

AnalystLowTarget Fair Value

Shared on 25 May 26

THRY: AI SaaS Pivot And Churn Reset Will Shape 2026 Cash Outlook

Thryv shifts its software toward an AI-driven all-in-one platform, but expects smaller customers to leave before bigger clients can make up the difference. Analysts turn more cautious after a weaker outlook, raising questions about whether this pivot can steady growth and cash generation soon enough.

1 view

Shared on 28 Apr 26

THRY: AI SaaS Pivot Will Reshape 2026 Churn And Cash Outlook

Analysts have sharply cut Thryv Holdings' average price targets, with examples ranging from a move to $5 from $15 and to $7 from $13, as they factor in the planned shift toward an AI native unified SaaS platform, expected near term churn among smaller customers, and a focus on higher value clients over time. Analyst Commentary Recent price target cuts reflect a reset in expectations as bearish analysts react to Thryv's planned move toward an AI native unified SaaS platform and the related guidance for 2026.

6 views

Shared on 30 Mar 26

THRY: AI Native SaaS Pivot Will Reset 2026 Churn And Cash Profile

Narrative Update Analysts have cut Thryv Holdings' price targets sharply, with recent moves from $15 to $5 and from $13 to $7. These changes reflect concerns around the SaaS transition toward an AI native unified platform and near term churn risk, even as analysts note potential upside from higher value clients over time.

4 views

Shared on 16 Mar 26

Fair value Decreased 75%

THRY: AI Native SaaS Transition Will Reshape 2026 Outlook And Risk Profile

Narrative Update Analysts have cut the average price target for Thryv Holdings sharply, with recent moves from $15 to $5 and from $13 to $7. These changes are tied to concerns about the shift toward an AI native unified SaaS platform, expected churn among smaller customers, and uncertainty around the 2026 outlook for small business spending.

15 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$4

2.5% 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$46.36m

Earnings '29

x

5.06x

PE Ratio '29

=

US$234.38m

Market Cap '29

US$234.38m

Market Cap '29

/

45.61m

No. shares '29

=

US$5.14

Share Price '29

US$5.14 Share Price '29

Discounted to 2026 @ 9.20% p.a.

=

US$3.95

Fair Value '26