Thryv Holdings（THRY）株式概要
Thryv Holdings, Inc.は、米国の中小企業にデジタルマーケティングソリューションとクラウドベースのツールを提供している。 詳細
THRY Community Fair Values
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Analyst Price Targets
Thryv Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$3.97 |
| 52週高値 | US$14.28 |
| 52週安値 | US$1.91 |
| ベータ | 0.91 |
| 1ヶ月の変化 | 19.58% |
| 3ヶ月変化 | 1.28% |
| 1年変化 | -71.21% |
| 3年間の変化 | -82.75% |
| 5年間の変化 | -85.67% |
| IPOからの変化 | -21.23% |
最新ニュース
ナラティブの更新 • May 25
THRY: AI SaaS Pivot And Churn Reset Will Shape 2026 Cash Outlook
Analysts have reduced their price target on Thryv Holdings to $5 from $15, pointing to softer medium term expectations as the company shifts its SaaS offering toward an AI native unified platform and anticipates higher churn from smaller customers before potential benefits from larger clients. Analyst Commentary Bearish analysts have reacted to Thryv Holdings' latest update by sharply reducing expectations, with one price target moving to US$5 from US$15 after the Q4 print and FY26 outlook.ナラティブの更新 • Apr 28
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.Recent updates
ナラティブの更新 • May 25
THRY: AI SaaS Pivot And Churn Reset Will Shape 2026 Cash Outlook
Analysts have reduced their price target on Thryv Holdings to $5 from $15, pointing to softer medium term expectations as the company shifts its SaaS offering toward an AI native unified platform and anticipates higher churn from smaller customers before potential benefits from larger clients. Analyst Commentary Bearish analysts have reacted to Thryv Holdings' latest update by sharply reducing expectations, with one price target moving to US$5 from US$15 after the Q4 print and FY26 outlook.ナラティブの更新 • Apr 28
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.
ナラティブの更新 • Apr 14
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.ナラティブの更新 • Mar 30
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.Seeking Alpha • Mar 28
Thryv: Good Value, But SaaS Execution Is Shakier (Downgrade)
Summary Thryv has lost 60% YTD, pressured by SaaS sector turmoil and macro headwinds. At a 3.4x EV/FY26 adjusted EBITDA multiple, THRY appears deeply discounted, but execution risk remains high. FY26 guidance calls for $611–$631M revenue (-20% to -22%) and $100–$110M adjusted EBITDA (-31% midpoint). I downgrade THRY to neutral, citing weak growth outlook and customer churn risk despite low valuation. Read the full article on Seeking Alphaナラティブの更新 • Mar 16
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.
ナラティブの更新 • Mar 02
THRY: AI Native SaaS Shift And Index Removals Will Set Up Rebound
Analysts have reduced their price targets on Thryv Holdings, with our fair value estimate moving from $13.00 to $4.75, as they factor in the shift toward an AI native unified SaaS platform, higher expected churn among smaller clients, updated discount rate assumptions, and a lower future P/E multiple despite slightly higher projected profit margins. Analyst Commentary Recent Street research has focused on how Thryv's shift toward an AI native unified SaaS platform and updated guidance are feeding into valuation, growth expectations, and execution risk.ナラティブの更新 • Feb 16
THRY: Index Removals Will Set Stage For Future Upside Potential
Analysts now see Thryv Holdings as fairly valued at $13.00 per share, with the updated target based on slightly adjusted assumptions for the discount rate, revenue trajectory, profit margins and future P/E expectations. What's in the News Thryv Holdings, Inc.ナラティブの更新 • Feb 02
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.分析記事 • Jan 28
Thryv Holdings, Inc.'s (NASDAQ:THRY) 26% Dip In Price Shows Sentiment Is Matching Revenues
Unfortunately for some shareholders, the Thryv Holdings, Inc. ( NASDAQ:THRY ) share price has dived 26% in the last...ナラティブの更新 • Jan 19
THRY: Self Serve SaaS Transition Will Eventually Support Medium Term Upside
Analysts have kept their fair value estimate for Thryv Holdings steady at $13.00. However, with a slightly higher discount rate and future P/E assumption, many are tempering expectations in light of recent downgrades that cite challenging growth dynamics and limited near term visibility in the SaaS transition.ナラティブの更新 • Jan 05
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.ナラティブの更新 • Dec 15
THRY: Self-Serve SaaS Pivot Will Drive Medium-Term Upside Despite Downgrade
Analysts have nudged their price target for Thryv Holdings slightly higher to $13.00 from $13.00, reflecting updated modeling assumptions that modestly tweak discount rates and long term profitability, while still highlighting near term growth visibility challenges in the SaaS transition. Analyst Commentary Recent research updates underscore a mixed backdrop for Thryv Holdings, with valuation adjustments reflecting both execution risk in the SaaS pivot and potential upside if the transition stabilizes.ナラティブの更新 • Nov 30
THRY: Self-Serve Transition Will Drive Medium-Term Upside Amid Downgrade Concerns
Analysts have modestly lowered their fair value estimate for Thryv Holdings to $13.00 per share. This change reflects concerns about challenging growth and limited visibility in the company’s near-term outlook.ナラティブの更新 • Nov 16
THRY: Future Revenue Stream Will Depend On Stabilizing Self-Serve Transition
Analysts have lowered their fair value price target for Thryv Holdings from $19.50 to $13.00. They cite increased uncertainty over the company’s growth prospects and profitability during a challenging transition period.分析記事 • Nov 04
Why Investors Shouldn't Be Surprised By Thryv Holdings, Inc.'s (NASDAQ:THRY) 41% Share Price Plunge
The Thryv Holdings, Inc. ( NASDAQ:THRY ) share price has fared very poorly over the last month, falling by a...ナラティブの更新 • Nov 01
THRY: Digital Transformation Will Support Future Margin Improvement And Value Creation
Analysts have lowered their price target for Thryv Holdings from $21.75 to $19.50, citing increased discount rates, reduced revenue growth expectations, and a lower profit margin outlook for the company. Valuation Changes Consensus Analyst Price Target has decreased from $21.75 to $19.50, reflecting a lower expected valuation for Thryv Holdings.分析記事 • Aug 01
Is There An Opportunity With Thryv Holdings, Inc.'s (NASDAQ:THRY) 30% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Thryv Holdings fair value estimate is US$18.73 Thryv Holdings...新しいナラティブ • May 29
SaaS Shift Will Unlock Broader Digital Opportunities
Ongoing shift to SaaS and deeper client engagement drives improved margins, predictable earnings, and reduces churn for long-term growth stability.分析記事 • May 06
Thryv Holdings, Inc.'s (NASDAQ:THRY) 26% Share Price Surge Not Quite Adding Up
Those holding Thryv Holdings, Inc. ( NASDAQ:THRY ) shares would be relieved that the share price has rebounded 26% in...分析記事 • Mar 19
Thryv Holdings, Inc. (NASDAQ:THRY) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely
Thryv Holdings, Inc. ( NASDAQ:THRY ) shares have retraced a considerable 25% in the last month, reversing a fair amount...分析記事 • Feb 28
An Intrinsic Calculation For Thryv Holdings, Inc. (NASDAQ:THRY) Suggests It's 42% Undervalued
Key Insights The projected fair value for Thryv Holdings is US$30.04 based on 2 Stage Free Cash Flow to Equity Thryv...分析記事 • Jan 17
What Thryv Holdings, Inc.'s (NASDAQ:THRY) P/S Is Not Telling You
It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.8x seems...分析記事 • Sep 27
Revenues Not Telling The Story For Thryv Holdings, Inc. (NASDAQ:THRY)
It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.7x right now...分析記事 • Aug 04
Thryv Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Shareholders might have noticed that Thryv Holdings, Inc. ( NASDAQ:THRY ) filed its second-quarter result this time...分析記事 • Jul 17
Thryv Holdings' (NASDAQ:THRY) Returns On Capital Not Reflecting Well On The Business
If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...分析記事 • Jun 07
Shareholders May Be Wary Of Increasing Thryv Holdings, Inc.'s (NASDAQ:THRY) CEO Compensation Package
Key Insights Thryv Holdings will host its Annual General Meeting on 13th of June Total pay for CEO Joe Walsh includes...分析記事 • May 23
Is There Now An Opportunity In Thryv Holdings, Inc. (NASDAQ:THRY)?
Thryv Holdings, Inc. ( NASDAQ:THRY ), is not the largest company out there, but it saw significant share price movement...分析記事 • May 05
Thryv Holdings, Inc. Just Missed EPS By 46%: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that Thryv Holdings, Inc. ( NASDAQ:THRY ) filed its first-quarter result this time last...分析記事 • Apr 24
Revenues Not Telling The Story For Thryv Holdings, Inc. (NASDAQ:THRY)
It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.9x seems...分析記事 • Jan 06
Thryv Holdings (NASDAQ:THRY) Shareholders Will Want The ROCE Trajectory To Continue
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Oct 09
Does Thryv Holdings (NASDAQ:THRY) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...株主還元
| THRY | US Media | US 市場 | |
|---|---|---|---|
| 7D | 11.8% | -0.8% | 1.2% |
| 1Y | -71.2% | -16.3% | 28.7% |
業界別リターン: THRY過去 1 年間で-16.3 % の収益を上げたUS Media業界を下回りました。
リターン対市場: THRYは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| THRY volatility | |
|---|---|
| THRY Average Weekly Movement | 11.9% |
| Media Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: THRYの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: THRYの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 2,716 | Joe Walsh | www.thryv.com |
Thryv Holdings, Inc.は、米国の中小企業向けにデジタルマーケティングソリューションとクラウドベースのツールを提供している。Thryv Marketing ServicesとThryv SaaSの2つのセグメントで事業を展開している。同社は、印刷イエローページ、インターネットイエローページ、検索エンジンマーケティング、オンラインディスプレイやソーシャル広告、オンラインプレゼンスやビデオ、検索エンジン最適化ツールなどのデジタルメディアソリューションを提供している。また、モジュール式で拡張・カスタマイズ可能なプラットフォームを通じて、中小企業がすべてのコミュニケーションを一元化できるコマンドセンター、顧客関係管理、アポイントメントスケジュール、見積書・請求書作成、支払い、文書管理、ソーシャルメディアコンテンツ、オンラインレビュー管理など、中小企業の日常業務を支援するビジネスセンターも提供している。さらに同社は、AutoID、強化されたオンラインプレゼンス、オムニチャネル有料キャンペーン、マーケティングツールのためのマーケティングおよび広告プラットフォームであるマーケティングセンター、AI支援ウェブサイト開発、SEOツール、グーグルビジネスプロファイル最適化、Thryv Leads、およびHub by Thryvを提供するThryvアドオン、およびユーザーがクレジットカードとACHを通じて支払いを受けることができる決済ソリューションであるThryvPayを提供している。さらに、中小企業を支援する営業・マーケティング自動化エンジンKeapも提供している。同社は以前はデックス・メディア・ホールディングスと呼ばれていた。スライフ・ホールディングスは2012年に法人化され、テキサス州グレープバインに本社を置いている。
Thryv Holdings, Inc. 基礎のまとめ
| THRY 基礎統計学 | |
|---|---|
| 時価総額 | US$176.07m |
| 収益（TTM） | US$14.47m |
| 売上高(TTM) | US$771.33m |
12.2x
PER（株価収益率0.2x
P/SレシオTHRY は割高か？
公正価値と評価分析を参照収益と収入
| THRY 損益計算書（TTM） | |
|---|---|
| 収益 | US$771.33m |
| 売上原価 | US$248.65m |
| 売上総利益 | US$522.68m |
| その他の費用 | US$508.21m |
| 収益 | US$14.47m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.33 |
| グロス・マージン | 67.76% |
| 純利益率 | 1.88% |
| 有利子負債／自己資本比率 | 114.7% |
THRY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 12:49 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Thryv Holdings, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Stephen Weiss | BofA Global Research |
| Jason Alper | BTIG |
| Jason Kreyer | Craig-Hallum Capital Group LLC |