Update shared on08 Oct 2025
Fair value Decreased 9.06%Analysts have revised their price target for PROS Holdings downward from $28.15 to $25.60, citing updated fair value assessments and modest adjustments in profit margin outlook.
What's in the News
- Thoma Bravo entered into a definitive agreement to acquire PROS Holdings for $1.2 billion in cash at $23.25 per share. Upon closing, PROS will become a private company and delist from public exchanges. The deal is expected to close in Q4 2025 and has been unanimously approved by both boards (Key Developments).
- Following the acquisition, Thoma Bravo plans to operate PROS' travel business as a platform investment and integrate PROS' B2B segment with Conga, its portfolio company specializing in AI-powered CPQ, CLM, and document automation (Key Developments).
- PROS Holdings issued new guidance for the third quarter and full year 2025, projecting total revenue between $90.5 and $91.5 million for Q3 and $360 to $362 million for the year, with ongoing GAAP operating losses (Key Developments).
- PROS Holdings and Commerce launched a strategic partnership to combine PROS' pricing and CPQ solutions with Commerce's digital commerce applications, aiming to accelerate B2B sales processes and improve buying experiences for complex organizations (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased from $28.15 to $25.60, reflecting a lower fair value assessment.
- Discount Rate has edged down slightly from 9.39% to 9.36%, indicating a marginally lower risk profile.
- Revenue Growth expectations remain nearly unchanged at 12.60%.
- Net Profit Margin projections have increased modestly from 12.43% to 12.72%.
- Future P/E has dropped from 30.28x to 26.89x, suggesting a less optimistic earnings multiple.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.