View Future GrowthThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsPROS Holdings 過去の業績過去 基準チェック /06PROS Holdingsは26.2%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで22.5%毎年増加している。売上は成長しており、年平均7.6%の割合である。主要情報26.21%収益成長率27.57%EPS成長率Software 業界の成長17.33%収益成長率7.65%株主資本利益率n/aネット・マージン-3.32%前回の決算情報30 Sep 2025最近の業績更新Reported Earnings • Oct 28Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.088 loss per share (down from US$0.005 profit in 3Q 2024). Revenue: US$91.7m (up 11% from 3Q 2024). Net loss: US$4.25m (down US$4.48m from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jul 10PROS Holdings, Inc. to Report Q2, 2025 Results on Jul 31, 2025PROS Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025お知らせ • Apr 10PROS Holdings, Inc. to Report Q1, 2025 Results on May 01, 2025PROS Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025お知らせ • Jan 16PROS Holdings, Inc. to Report Q4, 2024 Results on Feb 06, 2025PROS Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2025お知らせ • Oct 08PROS Holdings, Inc. to Report Q3, 2024 Results on Oct 29, 2024PROS Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024Reported Earnings • Jul 31Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.16 loss per share (improved from US$0.29 loss in 2Q 2023). Revenue: US$82.0m (up 8.2% from 2Q 2023). Net loss: US$7.39m (loss narrowed 44% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • Dec 10+ 19 more updatesPROS Holdings, Inc.(NYSE:PRO) dropped from Russell 2000 Growth IndexPROS Holdings, Inc.(NYSE:PRO) dropped from Russell 2000 Growth Indexお知らせ • Dec 09+ 1 more updateThoma Bravo, L.P. completed the acquisition of PROS Holdings, Inc. (NYSE:PRO) from a group of shareholders.Thoma Bravo, L.P. entered into a definitive agreement to acquire PROS Holdings, Inc. (NYSE:PRO) from a group of shareholders for $1.3 billion on September 22, 2025. A cash consideration valued at $23.25 per share will be paid by Thoma Bravo, L.P. Upon closing of the transaction, PROS will be a private company, and its common stock will no longer be listed or traded on the New York Stock Exchange or any public exchange. In case of termination PROS Holdings will pay Thoma Bravo $39.6 million and is 3.25% of purchase price. The transaction has been financed through the equity commitment letter. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by shareholders of PROS Holdings, Inc and Thoma Bravo., and customary closing conditions, HSR act approval. The deal has been unanimously approved by the board of Thoma Bravo and PROS Holdings, Inc. The deal is expected to close in the fourth quarter of 2025. As of October 1, 2025, Thoma Bravo announces its strategic plans to run the travel business of PROS as a platform investment while existing portfolio company Conga, a leader for AI-powered innovation in configure, price, quote (CPQ), contract lifecycle management (CLM) and document automation, will combine with the B2B business of PROS. Effective as of 11:59 p.m. Eastern Time on November 24, 2025, the waiting period under the HSR Act expired with respect to the Merger, satisfying one of the conditions to Closing. Qatalyst Partners, L.P. acted as financial advisor and fairness opinion provider for PROS Holdings, Inc. During the two-year period prior to the date hereof, no material relationship existed between Qatalyst Partners or any of its affiliates, on the one hand, and the Company or Parent or their respective affiliates, on the other hand, pursuant to which compensation was received by Qatalyst Partners or its affiliates, except that Qatalyst Partners has provided financial advisory services to Adenza Group, Inc., a then-majority-owned portfolio company of Thoma Bravo, L.P., an affiliate of Parent, and received approximately $55 million in connection with such services. Nicholas Klein, Jennifer M. Kashatus, Jamie Knox, Brian Hamano, Jeffrey D. Aronson, Ronald N. Brown III, Georgia Jolink, Paolo Morante, Michelle Lara, Brent L. Bernell, Jeffrey Scharfstein and John J. Gilluly III of DLA Piper LLP (US) acted as legal advisor for PROS Holdings, Inc. Evercore Inc. acted as financial advisor for Thoma Bravo, L.P. Corey D. Fox, Bradley C. Reed, Cole Parker, Brian Ford, Michael Falk and Lany L. Villalobos of Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Joele Frank, Wilkinson Brimmer Katcher acted as strategic communications advisor. Jennifer Yount, Jesse Kirsch, Seth Chandler and Sabine Houben of Paul Hastings LLP represented the financing sources related to the merger. Innisfree M&A Incorporated acted as information agent to PROS Holdings and will receive a fee $45,000. Broadridge Corporate Issuer Solutions, Inc. acted as transfer agent to PROS Holdings. Thoma Bravo, L.P. completed the acquisition of PROS Holdings, Inc. (NYSE:PRO) from a group of shareholders on December 9, 2025.Recent Insider Transactions Derivative • Dec 07President exercised options to buy US$1.8m worth of stock.On the 2nd of December, Jeffrey Cotten exercised 126.83k options to receive shares at no cost, then sold around 49.91k of them at US$23.23 each and kept the remainder. Jeffrey currently holds less than 1% of total shares outstanding. Company insiders have collectively bought US$4.9m more than they sold, via options and on-market transactions, in the last 12 months.ナラティブの更新 • Dec 05PRO: Pending Buyout And Stable Margins Will Shape Future OutlookAnalysts have modestly raised their price target on PROS Holdings to 25.60 dollars from 25.60 dollars, reflecting fine tuned assumptions around a slightly higher discount rate and marginally adjusted long term earnings multiples while keeping core growth and margin expectations broadly unchanged. What's in the News Thoma Bravo, L.P. agreed to acquire PROS Holdings, Inc.ナラティブの更新 • Nov 21PRO: Acquisition Agreement And Margin Trends Will Shape Future PerformanceNarrative Update on PROS Holdings: Analyst Price Target Adjustment Analysts have maintained their price target for PROS Holdings at $25.60. They cite largely unchanged growth and profitability estimates as key factors for this decision.ナラティブの更新 • Nov 06PRO: Recent Acquisition Agreement And Margin Risk Will Balance Future ProspectsAnalysts have maintained their price target for PROS Holdings at $25.60, citing a slight reduction in discount rate and marginally improved revenue growth projections. However, they express caution due to a dramatic decrease in expected profit margins and a sharp increase in future price-to-earnings ratios.Major Estimate Revision • Nov 03Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.15 to -US$0.177 per share. Revenue forecast unchanged at US$361.6m. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$25.60 unchanged from last update. Share price was steady at US$23.05 over the past week.Reported Earnings • Oct 28Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.088 loss per share (down from US$0.005 profit in 3Q 2024). Revenue: US$91.7m (up 11% from 3Q 2024). Net loss: US$4.25m (down US$4.48m from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.ナラティブの更新 • Oct 22Analysts Maintain PROS Holdings Price Target as Acquisition and Strategic Initiatives Shape OutlookAnalysts have maintained their price target for PROS Holdings at $25.60, citing stable valuation assumptions and only minor adjustments to growth and profitability metrics. What's in the News PROS Holdings, Inc.お知らせ • Oct 22PROS Holdings, Inc. Announces Availability of PROS Smart Price Optimization and Management on SAP®? StorePROS Holdings, Inc. announced that PROS Smart Price Optimization and Management is now available on SAP®? Store, the online marketplace for SAP and partner offerings. PROS advanced, intelligent pricing solution integrates with SAP S/4HANA Cloud and SAP Business Technology Platform to deliver AI-powered pricing insights for real-time omnichannel commerce to customers. As B2B digital commerce accelerates, pricing has evolved from a back-office function to a strategic growth leverates. Yet many enterprises still grapple with fragmented pricing data, inconsistent strategies across channels and limited visibility into performance. To stay competitive, organizations need intelligent, scalable technology that unifies pricing and selling, adapts in real time and provides actionable insights. PROS Smart Price Optimisation and Management delivers on that need by helping companies transform pricing into a driver of agility, profitability and customer loyalty. Key features include: AI-powered price optimization adapts to market fluctuations and buying trends in real-time; Centralized pricing governance with unified price list views, automated workflows and approvals that connect pricing and selling processes for omnichannel performance; Dynamic price strategy management with simulation tools to refine pricing models; Advanced analytics dashboards that give a customer visibility into their margins, revenue and pricing trends; Global scalability with real-time currency and unit-of-measure conversions for enterprise-grade deployments; Seamless SAP S/4HANA interoperability to orchestrate pricing strategy and execution across all selling channels.Recent Insider Transactions Derivative • Oct 15Executive VP & CFO exercised options to buy US$147k worth of stock.On the 13th of October, Stefan Schulz exercised 11.81k options to receive shares at no cost, then sold around 5.39k of them at US$22.96 each and kept the remainder. Since March 2025, Stefan's direct individual holding has increased from 284.45k shares to 297.67k. Company insiders have collectively bought US$3.1m more than they sold, via options and on-market transactions, in the last 12 months.ナラティブの更新 • Oct 08AI Adoption And Cloud Solutions Will Expand Market ReachAnalysts 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.Price Target Changed • Oct 02Price target decreased by 9.1% to US$25.60Down from US$28.15, the current price target is an average from 5 analysts. New target price is 11% above last closing price of US$22.99. The company is forecast to post a net loss per share of US$0.15 next year compared to a net loss per share of US$0.43 last year.Price Target Changed • Sep 25Price target increased by 9.5% to US$28.15Up from US$25.71, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$22.91. The company is forecast to post a net loss per share of US$0.15 next year compared to a net loss per share of US$0.43 last year.ナラティブの更新 • Sep 24AI Adoption And Cloud Solutions Will Expand Market ReachDespite a declining net profit margin, the notable increase in PROS Holdings’ future P/E ratio signals higher anticipated growth, driving the consensus analyst price target up from $25.71 to $28.15. What's in the News Thoma Bravo, L.P. agreed to acquire PROS Holdings, Inc.Seeking Alpha • Sep 23PROS Holdings: Acquired For A Fair Price (Rating Upgrade)Summary PROS Holdings, Inc. is being acquired by Thoma Bravo at a $1.4 billion valuation. The deal follows the PRO board's strategic review process. PRO's financial performance has been consistent, and the company's financial position has remained stable, making the strategic review interesting. The $23.25 cash consideration per PRO share is fair in my opinion, crystallizing PRO's underlying shareholder value. Read the full article on Seeking AlphaNew Risk • Sep 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$85m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$880k net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Sep 22Thoma Bravo, L.P. entered into a definitive agreement to acquire PROS Holdings, Inc. (NYSE:PRO) for $1.2 billion.Thoma Bravo, L.P. entered into a definitive agreement to acquire PROS Holdings, Inc. (NYSE:PRO) for $1.2 billion on September 22, 2025. A cash consideration valued at $23.25 per share will be paid by Thoma Bravo, L.P. Upon closing of the transaction, PROS will be a private company, and its common stock will no longer be listed or traded on the New York Stock Exchange or any public exchange. In case of termination PROS Holdings will pay Thoma Bravo $39.6 million. The transaction has been financed through the equity commitment letter. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by shareholders of PROS Holdings, Inc and Thoma Bravo., and customary closing conditions, HSR act approval. The deal has been unanimously approved by the board of Thoma Bravo and PROS Holdings, Inc. The deal is expected to close in the fourth quarter of 2025. Qatalyst Partners, L.P. acted as financial advisor and fairness opinion provider for PROS Holdings, Inc. Nicholas Klein, Jennifer M. Kashatus, Jamie Knox, Brian Hamano, Jeffrey D. Aronson, Ronald N. Brown III, Georgia Jolink, Paolo Morante, Michelle Lara, Brent L. Bernell, Jeffrey Scharfstein and John J. Gilluly III of DLA Piper LLP (US) acted as legal advisor for PROS Holdings, Inc. Evercore Inc. acted as financial advisor for Thoma Bravo, L.P. Corey D. Fox, Bradley C. Reed, Cole Parker, Brian Ford, Michael Falk and Lany L. Villalobos of Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Joele Frank, Wilkinson Brimmer Katcher acted as strategic communications advisor.分析記事 • Aug 23PROS Holdings, Inc.'s (NYSE:PRO) Low P/S No Reason For ExcitementPROS Holdings, Inc.'s ( NYSE:PRO ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy right...Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$0.16 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.227 to -US$0.162 per share. Revenue forecast steady at US$360.8m. Software industry in the US expected to see average net income growth of 26% next year. Consensus price target down from US$26.71 to US$25.71. Share price fell 7.1% to US$14.58 over the past week.Breakeven Date Change • Aug 01Forecast to breakeven in 2027The 8 analysts covering PROS Holdings expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 57% per year to 2026. The company is expected to make a profit of US$1.10m in 2027. Average annual earnings growth of 59% is required to achieve expected profit on schedule.お知らせ • Aug 01Pros Holdings, Inc. Announces Earnings Guidance for the Third Quarter and Full Year 2025PROS Holdings, Inc. announced earnings guidance for the third quarter and full year 2025. For the third quarter, the company expects total revenue between $90.5 million to $91.5 million, Subscription revenue of $74.8 million to $75.3 million and GAAP Loss from Operations between $4,800,000 to $3,800,000. For the year, the company expects total revenue of $360.0 million to $362.0 million, Subscription revenue of $295.5 million to $297.5 million, Subscription ARR of $310 million to $313 million and GAAP Loss from Operations of $16,447,000 to $14,447,000.お知らせ • Jul 10PROS Holdings, Inc. to Report Q2, 2025 Results on Jul 31, 2025PROS Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025分析記事 • Jul 01Should You Think About Buying PROS Holdings, Inc. (NYSE:PRO) Now?PROS Holdings, Inc. ( NYSE:PRO ), is not the largest company out there, but it saw a decent share price growth of 12...お知らせ • Jun 12Pros Holdings, Inc. Announces Cessation of Todd McNabb as Chief Revenue Officer, Effective July 2025PROS Holdings, Inc. and Todd McNabb, the Company’s Chief Revenue Officer, mutually agreed that Mr. McNabb would cease serving as the Company’s Chief Revenue Officer, effective July 1, 2025, and that Mr. McNabb would remain with the Company through July 19, 2025. Mr. McNabb’s duties will be distributed amongst the senior leadership team.分析記事 • May 16Insufficient Growth At PROS Holdings, Inc. (NYSE:PRO) Hampers Share PriceYou may think that with a price-to-sales (or "P/S") ratio of 2.7x PROS Holdings, Inc. ( NYSE:PRO ) is a stock worth...お知らせ • May 15PROS Holdings, Inc. Unveils Revolutionary AI Agents to Transform Business Efficiency and User EngagementPROS Holdings, Inc. announced the launch of PROS AI Agents. Showcased at the company's Outperform with PROS 2025 conference, these innovative agents leverage advanced natural language processing and generative AI to enhance PROS Platform solutions, enabling customers to make faster, data-driven decisions and drive business agility. Seamlessly integrated into the PROS Platform, PROS AI Agents are designed to enhance the customer experience and drive goal-oriented execution by combining thoughtful reasoning with decisive action, helping businesses navigate today's dynamic and volatile markets. A sample of PROS AI Agents launching at Outperform include: Sales Agent: Assists sales reps and buyers in efficiently locating products across a catalogue and adding them to quotes, improving accuracy and speeding the quote process. Price Quality Agent: Proactively monitors pricing data to identify anomalies and notify pricing analysts of potential issues. Rebate Agent: Helps rebate managers determine the products and/or end customers that could benefit from a rebate and then creates the rebate on the manager's behalf. Revenue Management Agent: Informs analysts of changes in shopping data that could inform decisions and impact forecast influences and decision-making. Fare Strategy Agent: Supports the Revenue Management Agent in monitoring market dynamics and helps create and simplify fare strategies to address problem markets. Bundling Agent: Analyzes booking data to suggest ancillary bundles aimed at increasing conversion and revenue through more tailored offers that enhance the customer experience, working independently or in support of the Revenue Management Agent. Fare Finder Agent: Intended to be embedded into shopping flows, this agent enables travelers to search for fares using natural language, returning real-time fares aligned with intent, reducing friction in the shopping experience and increasing the likelihood of conversion. Insights Agent: Provides on-demand insights and analytics through natural language interaction and enables interactive analysis, helping across all roles and also collaboratively supporting other agents impart trust to recommendations.Recent Insider Transactions Derivative • May 13Independent Director exercised options to buy US$133k worth of stock.On the 8th of May, Jennifer Biry exercised options to buy 7k shares at a strike price of around US$16.87, costing a total of US$120k. As of today, Jennifer currently holds no shares directly. Company insiders have collectively bought US$3.5m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • May 08Consensus EPS estimates upgraded to US$0.23 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.345 to -US$0.225 per share. Revenue forecast steady at US$360.6m. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$31.71 to US$28.86. Share price was steady at US$16.87 over the past week.Price Target Changed • May 02Price target decreased by 11% to US$28.86Down from US$32.29, the current price target is an average from 7 analysts. New target price is 76% above last closing price of US$16.43. Stock is down 50% over the past year. The company is forecast to post a net loss per share of US$0.18 next year compared to a net loss per share of US$0.43 last year.お知らせ • May 02+ 2 more updatesPROS Holdings, Inc. Provides Earnings Guidance for the Second Quarter of 2025; Provides Earnings Guidance for the Year 2025PROS Holdings, Inc. provided earnings guidance for the second quarter of 2025. For the second quarter, the company expects total revenue of $87.0 million to $88.0 million. GAAP loss from operations of $9,900,000 to $8,900,000. For the year 2025, the company expects total revenue of $360.0 million to $362.0 million. GAAP loss from operations of $13,100,000 to $11,100,000.Recent Insider Transactions Derivative • Apr 24Chief Revenue Officer exercised options to buy US$244k worth of stock.On the 21st of April, Todd McNabb exercised 25.39k options to receive shares at no cost, then sold around 11.36k of them at US$15.78 each and kept the remainder. As of today, Todd currently holds no shares directly. Company insiders have collectively bought US$4.4m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Apr 20CEO, President & Director exercised options to buy US$164k worth of stock.On the 14th of April, Andres Reiner exercised 16.82k options to receive shares at no cost, then sold around 6.62k of them at US$16.20 each and kept the remainder. Since September 2024, Andres' direct individual holding has increased from 1.02m shares to 1.07m. Company insiders have collectively bought US$4.1m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Apr 10Consensus EPS estimates upgraded to US$0.30 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.345 to -US$0.296 per share. Revenue forecast steady at US$360.2m. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at US$31.71. Share price fell 8.8% to US$16.53 over the past week.お知らせ • Apr 10PROS Holdings, Inc. to Report Q1, 2025 Results on May 01, 2025PROS Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025お知らせ • Mar 31PROS Holdings, Inc., Annual General Meeting, May 08, 2025PROS Holdings, Inc., Annual General Meeting, May 08, 2025.新しいナラティブ • Mar 25AI And Fare Finder Genie Will Expand Global Presence AI-driven solutions and innovations like Dynamic Ancillary Pricing and Smart Rebate Management improve pricing strategies, enhancing revenue and margins. お知らせ • Mar 18PROS Holdings, Inc. Appoints Katie May to Board of DirectorsPROS Holdings, Inc. announced the appointment of Katie May to its Board of Directors, effective immediately. May, an established entrepreneur and board veteran, joins PROS as an independent director, bringing deep expertise in eCommerce, digital transformation and high-growth SaaS strategies. May is an experienced leader with more than 20 years in C-suite roles, including 14 years as an operating CEO. She has successfully scaled multiple high-growth companies to successful exits, including one IPO and two strategic acquisitions. Her expertise spans SaaS, software, marketplaces, SMB, eCommerce, shipping and digital transformation. She also brings extensive board leadership experience across public and private companies, having served on nine boards, including Pitney Bowes, Rokt Inc. and Stamps.com. Russell Reynolds advised the company in the Board search process.分析記事 • Mar 08Is It Too Late To Consider Buying PROS Holdings, Inc. (NYSE:PRO)?PROS Holdings, Inc. ( NYSE:PRO ), is not the largest company out there, but it received a lot of attention from a...Buy Or Sell Opportunity • Mar 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to US$22.79. The fair value is estimated to be US$29.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.お知らせ • Mar 06PROS Holdings, Inc. Set to Unveil New Agentic AI Offerings at Outperform 2025PROS Holdings, Inc. announced its plan to unveil and launch multiple AI agents across PROS Platform solutions at Outperform with PROS 2025. The launch is part of the company’s continued commitment to drive AI innovation in the marketplace and is a significant step toward revolutionizing how businesses optimize revenue and profitability through AI-powered decision intelligence. Beyond simply improving efficiency and creating new content, PROS AI capabilities focus on high-impact business decisions that directly affect revenue and profitability. By incorporating advanced Agentic AI capabilities across the PROS Platform, PROS will further empower businesses to make proactive, sophisticated and data-driven decisions, and pair that with autonomous execution mechanisms that unlock new revenue opportunities. Two examples of the many AI agents launching at Outperform include: Sales Assist Agent: The Sales Assist Agent helps ensure sales keep moving by identifying and providing real-time actions to overcome stalled moments in a sale. Rebate Assist: The Rebate Assist agent uses insights to help rebate managers determine the products and/or customers that could benefit from a rebate and then creates the Rebate on their behalf. Additional PROS AI Agents will be unveiled at the upcoming Outperform with PROS 2025 conference, scheduled for May 12-14, 2025, at The Cosmopolitan Las Vegas.Major Estimate Revision • Feb 13Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.295 to -US$0.345 per share. Revenue forecast unchanged at US$360.7m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$30.43 to US$32.43. Share price rose 9.4% to US$27.26 over the past week.Breakeven Date Change • Feb 07No longer forecast to breakevenThe 8 analysts covering PROS Holdings no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$45.0k in 2026. New consensus forecast suggests the company will make a loss of US$3.17m in 2026.お知らせ • Feb 07PROS Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025PROS Holdings, Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expected total revenue of $85.0 million to $86.0 million and GAAP Loss from Operations of $5,400,000 to $4,400,000. For the year, the company expected total revenue of $360.0 million to $362.0 million and GAAP Loss from Operations of $13,300,000 to $11,300,000.分析記事 • Feb 07Lacklustre Performance Is Driving PROS Holdings, Inc.'s (NYSE:PRO) Low P/SPROS Holdings, Inc.'s ( NYSE:PRO ) price-to-sales (or "P/S") ratio of 3.7x might make it look like a buy right now...お知らせ • Jan 16PROS Holdings, Inc. to Report Q4, 2024 Results on Feb 06, 2025PROS Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2025Recent Insider Transactions Derivative • Jan 15CEO, President & Director exercised options to buy US$810k worth of stock.On the 12th of January, Andres Reiner exercised 61.09k options to receive shares at no cost, then sold around 24.69k of them at US$21.91 each and kept the remainder. Since March 2024, Andres' direct individual holding has increased from 983.69k shares to 1.02m. Company insiders have collectively bought US$4.9m more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Jan 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.2% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).分析記事 • Jan 03Are Investors Undervaluing PROS Holdings, Inc. (NYSE:PRO) By 45%?Key Insights PROS Holdings' estimated fair value is US$39.19 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Dec 02PROS Holdings, Inc. Announces Appointment of John Strosahl to Board of DirectorsPROS Holdings, Inc. announced the appointment of John Strosahl to its Board of Directors effective December 2, 2024. Strosahl joins the Board as an independent director. An accomplished executive, Strosahl brings to the Board more than 20 years of executive management and business development experience. He is highly skilled in driving expansion and revenue growth globally for B2B and B2C organizations spanning SaaS, eCommerce, Cloud and Web Services. Strosahl currently serves as CEO of Jamf, the market leader in Apple device management and security. He has held numerous executive positions within the company since joining in 2015. Prior to his time at Jamf, Strosahl led eBay’s B2C business in North America. He also spent 10 years at Digital River where he served as EVP and General Manager of the Commerce Business Unit, and SVP and GM of Europe.Seeking Alpha • Nov 19PROS Holdings: Strengthening Profitability Amid Slower GrowthSummary PROS Holdings' shares have risen 20% after the company exceeded its Q3 earnings guidance for both revenue and profitability. Overall revenue grew 7% year-over-year, while high-margin subscription revenue saw a stronger 12% increase. I expect FCF margins to expand from 7% this year to 15% by 2026, driven by improved gross margins and operating leverage as the business continues to scale. Given the attractive valuation, I am reaffirming my Buy rating on PRO. Read the full article on Seeking AlphaBoard Change • Nov 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Jennifer Biry was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 08PROS Holdings, Inc. Appoints Colleen Langevin as Chief Marketing OfficerPROS Holdings, Inc. announced the appointment of Colleen Langevin as Chief Marketing Officer (CMO). Langevin brings more than 20 years of experience in driving go-to-market success for B2B and B2C companies, building strong brands and helping to accelerate revenue growth for private and public technology brands. As CMO, Langevin will lead PROS global marketing organization and strategy, with a focus on scaling the demand generation engine as well as driving the next phase of digital marketing transformation. These efforts will enhance brand awareness and further propel the company’s strategic objectives by strengthening customer relationships and attracting new logos to drive impactful revenue growth. Before joining PROS, Langevin was the CMO of Quest Software where she led the marketing organization and strategy that drove significant revenue growth while more than doubling enterprise valuation in 18 months. Prior to Quest, she held executive leadership positions with Vista Equity Partners, Dell, CLEAResult and Iron Mountain.分析記事 • Nov 07PROS Holdings, Inc. (NYSE:PRO) Shares Fly 30% But Investors Aren't Buying For GrowthPROS Holdings, Inc. ( NYSE:PRO ) shares have had a really impressive month, gaining 30% after a shaky period...Major Estimate Revision • Nov 05Consensus EPS estimates upgraded to US$0.51 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.724 to -US$0.51 per share. Revenue forecast steady at US$330.1m. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$35.50 to US$30.38. Share price rose 8.7% to US$20.73 over the past week.Price Target Changed • Oct 30Price target decreased by 13% to US$30.88Down from US$35.50, the current price target is an average from 8 analysts. New target price is 48% above last closing price of US$20.85. Stock is down 38% over the past year. The company is forecast to post a net loss per share of US$0.51 next year compared to a net loss per share of US$1.22 last year.お知らせ • Oct 30+ 2 more updatesPROS Holdings, Inc. Announces Andres Reiner Intends to Retire from Chief Executive OfficerPROS Holdings, Inc. announced that its Chief Executive Officer, Andres Reiner, intends to retire from the Company. Mr. Reiner will remain in his role through the completion of the search for his successor and serve as an advisor for a 12-month period thereafter to ensure a seamless succession. The Company’s Board of Directors is executing its succession plan and searching for the next CEO with the assistance of a nationally recognized executive search firm.お知らせ • Oct 25PROS Holdings, Inc. Announces Release of PROS Smart Rebate ManagementPROS Holdings, Inc. announced PROS Smart Rebate Management as part of its latest Platform release. This innovation automates and streamlines the management of rebates and rebate processes. By automating and unifying rebates, pricing, and selling capabilities, this native solution enables smarter commercial decision-making to deliver optimized and comprehensive offers—at the time of quote—across all sales channels, maximizing conversion and profitability. Rebates can be a critical tool to increase sales by spurring behavioral demand and incentivizing timely orders. Yet according to industry analysts, rebates remain an underutilized sales tactic, as they can be difficult to manage from offer through claim and settlement. Without an automated solution, sellers must calculate rebates and expected margin through spreadsheets or other manual means, making it challenging to deliver winning, profitable offers that incorporate agreement terms and off-invoice rebate incentives at the time of quote. PROS Smart Rebate Management is an end-to-end rebate lifecycle management solution, offering capabilities to define, manage and optimize rebate programs within the context of a complete platform—spanning existing omnichannel pricing and selling workflows. Capabilities include: · Rebate Programs Management: Create, review, and approve rebate programs and their underlying incentives within a native platform experience. Includes multiple, out-of-the box incentives along with the flexibility to extend with user-defined incentives tailored to business needs. · Rebate Attainment: Support for rebate attainment criteria including minimum purchase, growth targets, and qualitative attainments such as training, end-cap displays, and more. · Accruals and Settlements: Automatically track accruals to ensure visibility, efficiency, and accuracy of payouts. · Claims Management: Automatically create claims based on pre-defined payout schedules and manual claim creation for qualitative rebates. · Approval Workflows: Easily approve rebate programs and incentives with simple and straightforward workflows, making it easier for pricing, finance, and sales teams to manage and approve rebate-related activities, understand how programs are performing and make more informed commercial decisions. PROS Smart Rebate Management is part of the PROS Platform. Built on industry leading AI, the PROS Platform delivers connected selling workflows to sales, pricing and eCommerce teams – driving collaboration and coordination – in order to consistently deliver fast and tailored offers for every buyer through all commerce channels, every time. PROS makes every buying experience more personalized and every transaction more profitable.お知らせ • Oct 08PROS Holdings, Inc. to Report Q3, 2024 Results on Oct 29, 2024PROS Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024Recent Insider Transactions • Sep 13CEO, President & Director recently bought US$129k worth of stockOn the 12th of September, Andres Reiner bought around 8k shares on-market at roughly US$17.20 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andres' only on-market trade for the last 12 months.分析記事 • Aug 26Benign Growth For PROS Holdings, Inc. (NYSE:PRO) Underpins Stock's 25% PlummetTo the annoyance of some shareholders, PROS Holdings, Inc. ( NYSE:PRO ) shares are down a considerable 25% in the last...お知らせ • Aug 26PROS Holdings, Inc. Announces Appointment of Jennifer Biry to Board of DirectorsPROS Holdings, Inc. announced the appointment of Jennifer Biry to its Board of Directors effective August 26, 2024. Biry joins the Board as an independent director. A seasoned leader with over 25 years of accounting, finance and operational experience, Biry serves as Chief Financial and Operating Officer for McAfee, a global leader in online protection for consumers. Biry joined McAfee in 2022 and leads the global finance, strategy, M&A, IT, security, sales, customer service and procurement operations, responsible for overseeing over $2Bin annual revenue. Prior to McAfee, Biry served as Chief Financial Officer for WarnerMedia from 2020-2022, and previously in various leadership roles with AT&T Communications, including Sr. Vice President and Chief Financial Officer of AT&T Communications Consumer segment.Major Estimate Revision • Aug 06Consensus EPS estimates upgraded to US$0.70 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$333.7m to US$330.0m. 2024 losses expected to reduce from -US$0.859 to -US$0.70 per share. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$40.63 to US$36.00. Share price fell 17% to US$20.95 over the past week.お知らせ • Aug 01PROS Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024PROS Holdings, Inc. provided earnings guidance for the third quarter and full year of 2024. For the quarter, the company expects Total Revenue of $81.5 million to $82.5 million. For the Full Year 2024, the company expects Total revenue of $329.0 million to $331.0 million.Reported Earnings • Jul 31Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.16 loss per share (improved from US$0.29 loss in 2Q 2023). Revenue: US$82.0m (up 8.2% from 2Q 2023). Net loss: US$7.39m (loss narrowed 44% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 31Price target decreased by 15% to US$36.00Down from US$42.49, the current price target is an average from 8 analysts. New target price is 41% above last closing price of US$25.47. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.72 next year compared to a net loss per share of US$1.22 last year.お知らせ • Jul 12Pros Holdings, Inc. Announces Resignation of Carlos Dominguez from the BoardCarlos Dominguez resigned from the Board of Directors (the “Board”) of PROS Holdings, Inc. (the “Company”) effective July 12, 2024 due to personal health reasons.お知らせ • Jul 10PROS Holdings, Inc. to Report Q2, 2024 Results on Jul 30, 2024PROS Holdings, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024Buy Or Sell Opportunity • Jul 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$27.05. The fair value is estimated to be US$34.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 20% in the next year.分析記事 • Jul 02Is Now The Time To Look At Buying PROS Holdings, Inc. (NYSE:PRO)?While PROS Holdings, Inc. ( NYSE:PRO ) might not have the largest market cap around , it received a lot of attention...Buy Or Sell Opportunity • Jul 01Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$26.52. The fair value is estimated to be US$34.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 20% in the next year.収支内訳PROS Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:PRO 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Sep 25352-121639130 Jun 25343-71548931 Mar 25336-131488831 Dec 24330-201469030 Sep 24323-291469030 Jun 24317-431479131 Mar 24311-491479131 Dec 23304-561508930 Sep 23297-641498930 Jun 23290-631519031 Mar 23283-731509131 Dec 22276-821499330 Sep 22270-891509330 Jun 22262-921478931 Mar 22257-881418631 Dec 21251-811368230 Sep 21247-761288130 Jun 21246-771298131 Mar 21247-761317931 Dec 20252-771377730 Sep 20258-761447430 Jun 20260-751437231 Mar 20261-751437131 Dec 19250-691366830 Sep 19237-651306430 Jun 19222-631246131 Mar 19205-621185731 Dec 18197-641135630 Sep 18191-681125530 Jun 18184-741125531 Mar 18177-771105631 Dec 17169-781085630 Sep 17162-791085630 Jun 17159-741045531 Mar 17155-751025431 Dec 16153-751035330 Sep 16155-741035130 Jun 16158-771095031 Mar 16162-721114831 Dec 15168-661134730 Sep 15180-661144630 Jun 15186-511104531 Mar 15189-421064431 Dec 14186-3710043質の高い収益: PROは現在利益が出ていません。利益率の向上: PROは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: PROは利益を出していないが、過去 5 年間で年間26.2%の割合で損失を削減してきた。成長の加速: PROの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: PROは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.2% ) と比較することは困難です。株主資本利益率高いROE: PROの負債は資産を上回っているため、自己資本利益率を計算することは困難です。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2025/12/08 06:54終値2025/12/08 00:00収益2025/09/30年間収益2024/12/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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PROS Holdings, Inc. 7 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。13 アナリスト機関Victor ChengBofA Global ResearchJoseph GoodwinCitizens JMP Securities, LLCJeffrey Van RheeCraig-Hallum Capital Group LLC10 その他のアナリストを表示
Reported Earnings • Oct 28Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.088 loss per share (down from US$0.005 profit in 3Q 2024). Revenue: US$91.7m (up 11% from 3Q 2024). Net loss: US$4.25m (down US$4.48m from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jul 10PROS Holdings, Inc. to Report Q2, 2025 Results on Jul 31, 2025PROS Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
お知らせ • Apr 10PROS Holdings, Inc. to Report Q1, 2025 Results on May 01, 2025PROS Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
お知らせ • Jan 16PROS Holdings, Inc. to Report Q4, 2024 Results on Feb 06, 2025PROS Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2025
お知らせ • Oct 08PROS Holdings, Inc. to Report Q3, 2024 Results on Oct 29, 2024PROS Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
Reported Earnings • Jul 31Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.16 loss per share (improved from US$0.29 loss in 2Q 2023). Revenue: US$82.0m (up 8.2% from 2Q 2023). Net loss: US$7.39m (loss narrowed 44% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Dec 10+ 19 more updatesPROS Holdings, Inc.(NYSE:PRO) dropped from Russell 2000 Growth IndexPROS Holdings, Inc.(NYSE:PRO) dropped from Russell 2000 Growth Index
お知らせ • Dec 09+ 1 more updateThoma Bravo, L.P. completed the acquisition of PROS Holdings, Inc. (NYSE:PRO) from a group of shareholders.Thoma Bravo, L.P. entered into a definitive agreement to acquire PROS Holdings, Inc. (NYSE:PRO) from a group of shareholders for $1.3 billion on September 22, 2025. A cash consideration valued at $23.25 per share will be paid by Thoma Bravo, L.P. Upon closing of the transaction, PROS will be a private company, and its common stock will no longer be listed or traded on the New York Stock Exchange or any public exchange. In case of termination PROS Holdings will pay Thoma Bravo $39.6 million and is 3.25% of purchase price. The transaction has been financed through the equity commitment letter. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by shareholders of PROS Holdings, Inc and Thoma Bravo., and customary closing conditions, HSR act approval. The deal has been unanimously approved by the board of Thoma Bravo and PROS Holdings, Inc. The deal is expected to close in the fourth quarter of 2025. As of October 1, 2025, Thoma Bravo announces its strategic plans to run the travel business of PROS as a platform investment while existing portfolio company Conga, a leader for AI-powered innovation in configure, price, quote (CPQ), contract lifecycle management (CLM) and document automation, will combine with the B2B business of PROS. Effective as of 11:59 p.m. Eastern Time on November 24, 2025, the waiting period under the HSR Act expired with respect to the Merger, satisfying one of the conditions to Closing. Qatalyst Partners, L.P. acted as financial advisor and fairness opinion provider for PROS Holdings, Inc. During the two-year period prior to the date hereof, no material relationship existed between Qatalyst Partners or any of its affiliates, on the one hand, and the Company or Parent or their respective affiliates, on the other hand, pursuant to which compensation was received by Qatalyst Partners or its affiliates, except that Qatalyst Partners has provided financial advisory services to Adenza Group, Inc., a then-majority-owned portfolio company of Thoma Bravo, L.P., an affiliate of Parent, and received approximately $55 million in connection with such services. Nicholas Klein, Jennifer M. Kashatus, Jamie Knox, Brian Hamano, Jeffrey D. Aronson, Ronald N. Brown III, Georgia Jolink, Paolo Morante, Michelle Lara, Brent L. Bernell, Jeffrey Scharfstein and John J. Gilluly III of DLA Piper LLP (US) acted as legal advisor for PROS Holdings, Inc. Evercore Inc. acted as financial advisor for Thoma Bravo, L.P. Corey D. Fox, Bradley C. Reed, Cole Parker, Brian Ford, Michael Falk and Lany L. Villalobos of Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Joele Frank, Wilkinson Brimmer Katcher acted as strategic communications advisor. Jennifer Yount, Jesse Kirsch, Seth Chandler and Sabine Houben of Paul Hastings LLP represented the financing sources related to the merger. Innisfree M&A Incorporated acted as information agent to PROS Holdings and will receive a fee $45,000. Broadridge Corporate Issuer Solutions, Inc. acted as transfer agent to PROS Holdings. Thoma Bravo, L.P. completed the acquisition of PROS Holdings, Inc. (NYSE:PRO) from a group of shareholders on December 9, 2025.
Recent Insider Transactions Derivative • Dec 07President exercised options to buy US$1.8m worth of stock.On the 2nd of December, Jeffrey Cotten exercised 126.83k options to receive shares at no cost, then sold around 49.91k of them at US$23.23 each and kept the remainder. Jeffrey currently holds less than 1% of total shares outstanding. Company insiders have collectively bought US$4.9m more than they sold, via options and on-market transactions, in the last 12 months.
ナラティブの更新 • Dec 05PRO: Pending Buyout And Stable Margins Will Shape Future OutlookAnalysts have modestly raised their price target on PROS Holdings to 25.60 dollars from 25.60 dollars, reflecting fine tuned assumptions around a slightly higher discount rate and marginally adjusted long term earnings multiples while keeping core growth and margin expectations broadly unchanged. What's in the News Thoma Bravo, L.P. agreed to acquire PROS Holdings, Inc.
ナラティブの更新 • Nov 21PRO: Acquisition Agreement And Margin Trends Will Shape Future PerformanceNarrative Update on PROS Holdings: Analyst Price Target Adjustment Analysts have maintained their price target for PROS Holdings at $25.60. They cite largely unchanged growth and profitability estimates as key factors for this decision.
ナラティブの更新 • Nov 06PRO: Recent Acquisition Agreement And Margin Risk Will Balance Future ProspectsAnalysts have maintained their price target for PROS Holdings at $25.60, citing a slight reduction in discount rate and marginally improved revenue growth projections. However, they express caution due to a dramatic decrease in expected profit margins and a sharp increase in future price-to-earnings ratios.
Major Estimate Revision • Nov 03Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.15 to -US$0.177 per share. Revenue forecast unchanged at US$361.6m. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$25.60 unchanged from last update. Share price was steady at US$23.05 over the past week.
Reported Earnings • Oct 28Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.088 loss per share (down from US$0.005 profit in 3Q 2024). Revenue: US$91.7m (up 11% from 3Q 2024). Net loss: US$4.25m (down US$4.48m from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Oct 22Analysts Maintain PROS Holdings Price Target as Acquisition and Strategic Initiatives Shape OutlookAnalysts have maintained their price target for PROS Holdings at $25.60, citing stable valuation assumptions and only minor adjustments to growth and profitability metrics. What's in the News PROS Holdings, Inc.
お知らせ • Oct 22PROS Holdings, Inc. Announces Availability of PROS Smart Price Optimization and Management on SAP®? StorePROS Holdings, Inc. announced that PROS Smart Price Optimization and Management is now available on SAP®? Store, the online marketplace for SAP and partner offerings. PROS advanced, intelligent pricing solution integrates with SAP S/4HANA Cloud and SAP Business Technology Platform to deliver AI-powered pricing insights for real-time omnichannel commerce to customers. As B2B digital commerce accelerates, pricing has evolved from a back-office function to a strategic growth leverates. Yet many enterprises still grapple with fragmented pricing data, inconsistent strategies across channels and limited visibility into performance. To stay competitive, organizations need intelligent, scalable technology that unifies pricing and selling, adapts in real time and provides actionable insights. PROS Smart Price Optimisation and Management delivers on that need by helping companies transform pricing into a driver of agility, profitability and customer loyalty. Key features include: AI-powered price optimization adapts to market fluctuations and buying trends in real-time; Centralized pricing governance with unified price list views, automated workflows and approvals that connect pricing and selling processes for omnichannel performance; Dynamic price strategy management with simulation tools to refine pricing models; Advanced analytics dashboards that give a customer visibility into their margins, revenue and pricing trends; Global scalability with real-time currency and unit-of-measure conversions for enterprise-grade deployments; Seamless SAP S/4HANA interoperability to orchestrate pricing strategy and execution across all selling channels.
Recent Insider Transactions Derivative • Oct 15Executive VP & CFO exercised options to buy US$147k worth of stock.On the 13th of October, Stefan Schulz exercised 11.81k options to receive shares at no cost, then sold around 5.39k of them at US$22.96 each and kept the remainder. Since March 2025, Stefan's direct individual holding has increased from 284.45k shares to 297.67k. Company insiders have collectively bought US$3.1m more than they sold, via options and on-market transactions, in the last 12 months.
ナラティブの更新 • Oct 08AI Adoption And Cloud Solutions Will Expand Market ReachAnalysts 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.
Price Target Changed • Oct 02Price target decreased by 9.1% to US$25.60Down from US$28.15, the current price target is an average from 5 analysts. New target price is 11% above last closing price of US$22.99. The company is forecast to post a net loss per share of US$0.15 next year compared to a net loss per share of US$0.43 last year.
Price Target Changed • Sep 25Price target increased by 9.5% to US$28.15Up from US$25.71, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$22.91. The company is forecast to post a net loss per share of US$0.15 next year compared to a net loss per share of US$0.43 last year.
ナラティブの更新 • Sep 24AI Adoption And Cloud Solutions Will Expand Market ReachDespite a declining net profit margin, the notable increase in PROS Holdings’ future P/E ratio signals higher anticipated growth, driving the consensus analyst price target up from $25.71 to $28.15. What's in the News Thoma Bravo, L.P. agreed to acquire PROS Holdings, Inc.
Seeking Alpha • Sep 23PROS Holdings: Acquired For A Fair Price (Rating Upgrade)Summary PROS Holdings, Inc. is being acquired by Thoma Bravo at a $1.4 billion valuation. The deal follows the PRO board's strategic review process. PRO's financial performance has been consistent, and the company's financial position has remained stable, making the strategic review interesting. The $23.25 cash consideration per PRO share is fair in my opinion, crystallizing PRO's underlying shareholder value. Read the full article on Seeking Alpha
New Risk • Sep 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$85m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$880k net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Sep 22Thoma Bravo, L.P. entered into a definitive agreement to acquire PROS Holdings, Inc. (NYSE:PRO) for $1.2 billion.Thoma Bravo, L.P. entered into a definitive agreement to acquire PROS Holdings, Inc. (NYSE:PRO) for $1.2 billion on September 22, 2025. A cash consideration valued at $23.25 per share will be paid by Thoma Bravo, L.P. Upon closing of the transaction, PROS will be a private company, and its common stock will no longer be listed or traded on the New York Stock Exchange or any public exchange. In case of termination PROS Holdings will pay Thoma Bravo $39.6 million. The transaction has been financed through the equity commitment letter. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by shareholders of PROS Holdings, Inc and Thoma Bravo., and customary closing conditions, HSR act approval. The deal has been unanimously approved by the board of Thoma Bravo and PROS Holdings, Inc. The deal is expected to close in the fourth quarter of 2025. Qatalyst Partners, L.P. acted as financial advisor and fairness opinion provider for PROS Holdings, Inc. Nicholas Klein, Jennifer M. Kashatus, Jamie Knox, Brian Hamano, Jeffrey D. Aronson, Ronald N. Brown III, Georgia Jolink, Paolo Morante, Michelle Lara, Brent L. Bernell, Jeffrey Scharfstein and John J. Gilluly III of DLA Piper LLP (US) acted as legal advisor for PROS Holdings, Inc. Evercore Inc. acted as financial advisor for Thoma Bravo, L.P. Corey D. Fox, Bradley C. Reed, Cole Parker, Brian Ford, Michael Falk and Lany L. Villalobos of Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Joele Frank, Wilkinson Brimmer Katcher acted as strategic communications advisor.
分析記事 • Aug 23PROS Holdings, Inc.'s (NYSE:PRO) Low P/S No Reason For ExcitementPROS Holdings, Inc.'s ( NYSE:PRO ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy right...
Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$0.16 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.227 to -US$0.162 per share. Revenue forecast steady at US$360.8m. Software industry in the US expected to see average net income growth of 26% next year. Consensus price target down from US$26.71 to US$25.71. Share price fell 7.1% to US$14.58 over the past week.
Breakeven Date Change • Aug 01Forecast to breakeven in 2027The 8 analysts covering PROS Holdings expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 57% per year to 2026. The company is expected to make a profit of US$1.10m in 2027. Average annual earnings growth of 59% is required to achieve expected profit on schedule.
お知らせ • Aug 01Pros Holdings, Inc. Announces Earnings Guidance for the Third Quarter and Full Year 2025PROS Holdings, Inc. announced earnings guidance for the third quarter and full year 2025. For the third quarter, the company expects total revenue between $90.5 million to $91.5 million, Subscription revenue of $74.8 million to $75.3 million and GAAP Loss from Operations between $4,800,000 to $3,800,000. For the year, the company expects total revenue of $360.0 million to $362.0 million, Subscription revenue of $295.5 million to $297.5 million, Subscription ARR of $310 million to $313 million and GAAP Loss from Operations of $16,447,000 to $14,447,000.
お知らせ • Jul 10PROS Holdings, Inc. to Report Q2, 2025 Results on Jul 31, 2025PROS Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
分析記事 • Jul 01Should You Think About Buying PROS Holdings, Inc. (NYSE:PRO) Now?PROS Holdings, Inc. ( NYSE:PRO ), is not the largest company out there, but it saw a decent share price growth of 12...
お知らせ • Jun 12Pros Holdings, Inc. Announces Cessation of Todd McNabb as Chief Revenue Officer, Effective July 2025PROS Holdings, Inc. and Todd McNabb, the Company’s Chief Revenue Officer, mutually agreed that Mr. McNabb would cease serving as the Company’s Chief Revenue Officer, effective July 1, 2025, and that Mr. McNabb would remain with the Company through July 19, 2025. Mr. McNabb’s duties will be distributed amongst the senior leadership team.
分析記事 • May 16Insufficient Growth At PROS Holdings, Inc. (NYSE:PRO) Hampers Share PriceYou may think that with a price-to-sales (or "P/S") ratio of 2.7x PROS Holdings, Inc. ( NYSE:PRO ) is a stock worth...
お知らせ • May 15PROS Holdings, Inc. Unveils Revolutionary AI Agents to Transform Business Efficiency and User EngagementPROS Holdings, Inc. announced the launch of PROS AI Agents. Showcased at the company's Outperform with PROS 2025 conference, these innovative agents leverage advanced natural language processing and generative AI to enhance PROS Platform solutions, enabling customers to make faster, data-driven decisions and drive business agility. Seamlessly integrated into the PROS Platform, PROS AI Agents are designed to enhance the customer experience and drive goal-oriented execution by combining thoughtful reasoning with decisive action, helping businesses navigate today's dynamic and volatile markets. A sample of PROS AI Agents launching at Outperform include: Sales Agent: Assists sales reps and buyers in efficiently locating products across a catalogue and adding them to quotes, improving accuracy and speeding the quote process. Price Quality Agent: Proactively monitors pricing data to identify anomalies and notify pricing analysts of potential issues. Rebate Agent: Helps rebate managers determine the products and/or end customers that could benefit from a rebate and then creates the rebate on the manager's behalf. Revenue Management Agent: Informs analysts of changes in shopping data that could inform decisions and impact forecast influences and decision-making. Fare Strategy Agent: Supports the Revenue Management Agent in monitoring market dynamics and helps create and simplify fare strategies to address problem markets. Bundling Agent: Analyzes booking data to suggest ancillary bundles aimed at increasing conversion and revenue through more tailored offers that enhance the customer experience, working independently or in support of the Revenue Management Agent. Fare Finder Agent: Intended to be embedded into shopping flows, this agent enables travelers to search for fares using natural language, returning real-time fares aligned with intent, reducing friction in the shopping experience and increasing the likelihood of conversion. Insights Agent: Provides on-demand insights and analytics through natural language interaction and enables interactive analysis, helping across all roles and also collaboratively supporting other agents impart trust to recommendations.
Recent Insider Transactions Derivative • May 13Independent Director exercised options to buy US$133k worth of stock.On the 8th of May, Jennifer Biry exercised options to buy 7k shares at a strike price of around US$16.87, costing a total of US$120k. As of today, Jennifer currently holds no shares directly. Company insiders have collectively bought US$3.5m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • May 08Consensus EPS estimates upgraded to US$0.23 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.345 to -US$0.225 per share. Revenue forecast steady at US$360.6m. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$31.71 to US$28.86. Share price was steady at US$16.87 over the past week.
Price Target Changed • May 02Price target decreased by 11% to US$28.86Down from US$32.29, the current price target is an average from 7 analysts. New target price is 76% above last closing price of US$16.43. Stock is down 50% over the past year. The company is forecast to post a net loss per share of US$0.18 next year compared to a net loss per share of US$0.43 last year.
お知らせ • May 02+ 2 more updatesPROS Holdings, Inc. Provides Earnings Guidance for the Second Quarter of 2025; Provides Earnings Guidance for the Year 2025PROS Holdings, Inc. provided earnings guidance for the second quarter of 2025. For the second quarter, the company expects total revenue of $87.0 million to $88.0 million. GAAP loss from operations of $9,900,000 to $8,900,000. For the year 2025, the company expects total revenue of $360.0 million to $362.0 million. GAAP loss from operations of $13,100,000 to $11,100,000.
Recent Insider Transactions Derivative • Apr 24Chief Revenue Officer exercised options to buy US$244k worth of stock.On the 21st of April, Todd McNabb exercised 25.39k options to receive shares at no cost, then sold around 11.36k of them at US$15.78 each and kept the remainder. As of today, Todd currently holds no shares directly. Company insiders have collectively bought US$4.4m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Apr 20CEO, President & Director exercised options to buy US$164k worth of stock.On the 14th of April, Andres Reiner exercised 16.82k options to receive shares at no cost, then sold around 6.62k of them at US$16.20 each and kept the remainder. Since September 2024, Andres' direct individual holding has increased from 1.02m shares to 1.07m. Company insiders have collectively bought US$4.1m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Apr 10Consensus EPS estimates upgraded to US$0.30 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.345 to -US$0.296 per share. Revenue forecast steady at US$360.2m. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at US$31.71. Share price fell 8.8% to US$16.53 over the past week.
お知らせ • Apr 10PROS Holdings, Inc. to Report Q1, 2025 Results on May 01, 2025PROS Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
お知らせ • Mar 31PROS Holdings, Inc., Annual General Meeting, May 08, 2025PROS Holdings, Inc., Annual General Meeting, May 08, 2025.
新しいナラティブ • Mar 25AI And Fare Finder Genie Will Expand Global Presence AI-driven solutions and innovations like Dynamic Ancillary Pricing and Smart Rebate Management improve pricing strategies, enhancing revenue and margins.
お知らせ • Mar 18PROS Holdings, Inc. Appoints Katie May to Board of DirectorsPROS Holdings, Inc. announced the appointment of Katie May to its Board of Directors, effective immediately. May, an established entrepreneur and board veteran, joins PROS as an independent director, bringing deep expertise in eCommerce, digital transformation and high-growth SaaS strategies. May is an experienced leader with more than 20 years in C-suite roles, including 14 years as an operating CEO. She has successfully scaled multiple high-growth companies to successful exits, including one IPO and two strategic acquisitions. Her expertise spans SaaS, software, marketplaces, SMB, eCommerce, shipping and digital transformation. She also brings extensive board leadership experience across public and private companies, having served on nine boards, including Pitney Bowes, Rokt Inc. and Stamps.com. Russell Reynolds advised the company in the Board search process.
分析記事 • Mar 08Is It Too Late To Consider Buying PROS Holdings, Inc. (NYSE:PRO)?PROS Holdings, Inc. ( NYSE:PRO ), is not the largest company out there, but it received a lot of attention from a...
Buy Or Sell Opportunity • Mar 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to US$22.79. The fair value is estimated to be US$29.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
お知らせ • Mar 06PROS Holdings, Inc. Set to Unveil New Agentic AI Offerings at Outperform 2025PROS Holdings, Inc. announced its plan to unveil and launch multiple AI agents across PROS Platform solutions at Outperform with PROS 2025. The launch is part of the company’s continued commitment to drive AI innovation in the marketplace and is a significant step toward revolutionizing how businesses optimize revenue and profitability through AI-powered decision intelligence. Beyond simply improving efficiency and creating new content, PROS AI capabilities focus on high-impact business decisions that directly affect revenue and profitability. By incorporating advanced Agentic AI capabilities across the PROS Platform, PROS will further empower businesses to make proactive, sophisticated and data-driven decisions, and pair that with autonomous execution mechanisms that unlock new revenue opportunities. Two examples of the many AI agents launching at Outperform include: Sales Assist Agent: The Sales Assist Agent helps ensure sales keep moving by identifying and providing real-time actions to overcome stalled moments in a sale. Rebate Assist: The Rebate Assist agent uses insights to help rebate managers determine the products and/or customers that could benefit from a rebate and then creates the Rebate on their behalf. Additional PROS AI Agents will be unveiled at the upcoming Outperform with PROS 2025 conference, scheduled for May 12-14, 2025, at The Cosmopolitan Las Vegas.
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.295 to -US$0.345 per share. Revenue forecast unchanged at US$360.7m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$30.43 to US$32.43. Share price rose 9.4% to US$27.26 over the past week.
Breakeven Date Change • Feb 07No longer forecast to breakevenThe 8 analysts covering PROS Holdings no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$45.0k in 2026. New consensus forecast suggests the company will make a loss of US$3.17m in 2026.
お知らせ • Feb 07PROS Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025PROS Holdings, Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expected total revenue of $85.0 million to $86.0 million and GAAP Loss from Operations of $5,400,000 to $4,400,000. For the year, the company expected total revenue of $360.0 million to $362.0 million and GAAP Loss from Operations of $13,300,000 to $11,300,000.
分析記事 • Feb 07Lacklustre Performance Is Driving PROS Holdings, Inc.'s (NYSE:PRO) Low P/SPROS Holdings, Inc.'s ( NYSE:PRO ) price-to-sales (or "P/S") ratio of 3.7x might make it look like a buy right now...
お知らせ • Jan 16PROS Holdings, Inc. to Report Q4, 2024 Results on Feb 06, 2025PROS Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2025
Recent Insider Transactions Derivative • Jan 15CEO, President & Director exercised options to buy US$810k worth of stock.On the 12th of January, Andres Reiner exercised 61.09k options to receive shares at no cost, then sold around 24.69k of them at US$21.91 each and kept the remainder. Since March 2024, Andres' direct individual holding has increased from 983.69k shares to 1.02m. Company insiders have collectively bought US$4.9m more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Jan 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.2% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
分析記事 • Jan 03Are Investors Undervaluing PROS Holdings, Inc. (NYSE:PRO) By 45%?Key Insights PROS Holdings' estimated fair value is US$39.19 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Dec 02PROS Holdings, Inc. Announces Appointment of John Strosahl to Board of DirectorsPROS Holdings, Inc. announced the appointment of John Strosahl to its Board of Directors effective December 2, 2024. Strosahl joins the Board as an independent director. An accomplished executive, Strosahl brings to the Board more than 20 years of executive management and business development experience. He is highly skilled in driving expansion and revenue growth globally for B2B and B2C organizations spanning SaaS, eCommerce, Cloud and Web Services. Strosahl currently serves as CEO of Jamf, the market leader in Apple device management and security. He has held numerous executive positions within the company since joining in 2015. Prior to his time at Jamf, Strosahl led eBay’s B2C business in North America. He also spent 10 years at Digital River where he served as EVP and General Manager of the Commerce Business Unit, and SVP and GM of Europe.
Seeking Alpha • Nov 19PROS Holdings: Strengthening Profitability Amid Slower GrowthSummary PROS Holdings' shares have risen 20% after the company exceeded its Q3 earnings guidance for both revenue and profitability. Overall revenue grew 7% year-over-year, while high-margin subscription revenue saw a stronger 12% increase. I expect FCF margins to expand from 7% this year to 15% by 2026, driven by improved gross margins and operating leverage as the business continues to scale. Given the attractive valuation, I am reaffirming my Buy rating on PRO. Read the full article on Seeking Alpha
Board Change • Nov 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Jennifer Biry was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 08PROS Holdings, Inc. Appoints Colleen Langevin as Chief Marketing OfficerPROS Holdings, Inc. announced the appointment of Colleen Langevin as Chief Marketing Officer (CMO). Langevin brings more than 20 years of experience in driving go-to-market success for B2B and B2C companies, building strong brands and helping to accelerate revenue growth for private and public technology brands. As CMO, Langevin will lead PROS global marketing organization and strategy, with a focus on scaling the demand generation engine as well as driving the next phase of digital marketing transformation. These efforts will enhance brand awareness and further propel the company’s strategic objectives by strengthening customer relationships and attracting new logos to drive impactful revenue growth. Before joining PROS, Langevin was the CMO of Quest Software where she led the marketing organization and strategy that drove significant revenue growth while more than doubling enterprise valuation in 18 months. Prior to Quest, she held executive leadership positions with Vista Equity Partners, Dell, CLEAResult and Iron Mountain.
分析記事 • Nov 07PROS Holdings, Inc. (NYSE:PRO) Shares Fly 30% But Investors Aren't Buying For GrowthPROS Holdings, Inc. ( NYSE:PRO ) shares have had a really impressive month, gaining 30% after a shaky period...
Major Estimate Revision • Nov 05Consensus EPS estimates upgraded to US$0.51 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.724 to -US$0.51 per share. Revenue forecast steady at US$330.1m. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$35.50 to US$30.38. Share price rose 8.7% to US$20.73 over the past week.
Price Target Changed • Oct 30Price target decreased by 13% to US$30.88Down from US$35.50, the current price target is an average from 8 analysts. New target price is 48% above last closing price of US$20.85. Stock is down 38% over the past year. The company is forecast to post a net loss per share of US$0.51 next year compared to a net loss per share of US$1.22 last year.
お知らせ • Oct 30+ 2 more updatesPROS Holdings, Inc. Announces Andres Reiner Intends to Retire from Chief Executive OfficerPROS Holdings, Inc. announced that its Chief Executive Officer, Andres Reiner, intends to retire from the Company. Mr. Reiner will remain in his role through the completion of the search for his successor and serve as an advisor for a 12-month period thereafter to ensure a seamless succession. The Company’s Board of Directors is executing its succession plan and searching for the next CEO with the assistance of a nationally recognized executive search firm.
お知らせ • Oct 25PROS Holdings, Inc. Announces Release of PROS Smart Rebate ManagementPROS Holdings, Inc. announced PROS Smart Rebate Management as part of its latest Platform release. This innovation automates and streamlines the management of rebates and rebate processes. By automating and unifying rebates, pricing, and selling capabilities, this native solution enables smarter commercial decision-making to deliver optimized and comprehensive offers—at the time of quote—across all sales channels, maximizing conversion and profitability. Rebates can be a critical tool to increase sales by spurring behavioral demand and incentivizing timely orders. Yet according to industry analysts, rebates remain an underutilized sales tactic, as they can be difficult to manage from offer through claim and settlement. Without an automated solution, sellers must calculate rebates and expected margin through spreadsheets or other manual means, making it challenging to deliver winning, profitable offers that incorporate agreement terms and off-invoice rebate incentives at the time of quote. PROS Smart Rebate Management is an end-to-end rebate lifecycle management solution, offering capabilities to define, manage and optimize rebate programs within the context of a complete platform—spanning existing omnichannel pricing and selling workflows. Capabilities include: · Rebate Programs Management: Create, review, and approve rebate programs and their underlying incentives within a native platform experience. Includes multiple, out-of-the box incentives along with the flexibility to extend with user-defined incentives tailored to business needs. · Rebate Attainment: Support for rebate attainment criteria including minimum purchase, growth targets, and qualitative attainments such as training, end-cap displays, and more. · Accruals and Settlements: Automatically track accruals to ensure visibility, efficiency, and accuracy of payouts. · Claims Management: Automatically create claims based on pre-defined payout schedules and manual claim creation for qualitative rebates. · Approval Workflows: Easily approve rebate programs and incentives with simple and straightforward workflows, making it easier for pricing, finance, and sales teams to manage and approve rebate-related activities, understand how programs are performing and make more informed commercial decisions. PROS Smart Rebate Management is part of the PROS Platform. Built on industry leading AI, the PROS Platform delivers connected selling workflows to sales, pricing and eCommerce teams – driving collaboration and coordination – in order to consistently deliver fast and tailored offers for every buyer through all commerce channels, every time. PROS makes every buying experience more personalized and every transaction more profitable.
お知らせ • Oct 08PROS Holdings, Inc. to Report Q3, 2024 Results on Oct 29, 2024PROS Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
Recent Insider Transactions • Sep 13CEO, President & Director recently bought US$129k worth of stockOn the 12th of September, Andres Reiner bought around 8k shares on-market at roughly US$17.20 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andres' only on-market trade for the last 12 months.
分析記事 • Aug 26Benign Growth For PROS Holdings, Inc. (NYSE:PRO) Underpins Stock's 25% PlummetTo the annoyance of some shareholders, PROS Holdings, Inc. ( NYSE:PRO ) shares are down a considerable 25% in the last...
お知らせ • Aug 26PROS Holdings, Inc. Announces Appointment of Jennifer Biry to Board of DirectorsPROS Holdings, Inc. announced the appointment of Jennifer Biry to its Board of Directors effective August 26, 2024. Biry joins the Board as an independent director. A seasoned leader with over 25 years of accounting, finance and operational experience, Biry serves as Chief Financial and Operating Officer for McAfee, a global leader in online protection for consumers. Biry joined McAfee in 2022 and leads the global finance, strategy, M&A, IT, security, sales, customer service and procurement operations, responsible for overseeing over $2Bin annual revenue. Prior to McAfee, Biry served as Chief Financial Officer for WarnerMedia from 2020-2022, and previously in various leadership roles with AT&T Communications, including Sr. Vice President and Chief Financial Officer of AT&T Communications Consumer segment.
Major Estimate Revision • Aug 06Consensus EPS estimates upgraded to US$0.70 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$333.7m to US$330.0m. 2024 losses expected to reduce from -US$0.859 to -US$0.70 per share. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$40.63 to US$36.00. Share price fell 17% to US$20.95 over the past week.
お知らせ • Aug 01PROS Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024PROS Holdings, Inc. provided earnings guidance for the third quarter and full year of 2024. For the quarter, the company expects Total Revenue of $81.5 million to $82.5 million. For the Full Year 2024, the company expects Total revenue of $329.0 million to $331.0 million.
Reported Earnings • Jul 31Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.16 loss per share (improved from US$0.29 loss in 2Q 2023). Revenue: US$82.0m (up 8.2% from 2Q 2023). Net loss: US$7.39m (loss narrowed 44% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 31Price target decreased by 15% to US$36.00Down from US$42.49, the current price target is an average from 8 analysts. New target price is 41% above last closing price of US$25.47. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.72 next year compared to a net loss per share of US$1.22 last year.
お知らせ • Jul 12Pros Holdings, Inc. Announces Resignation of Carlos Dominguez from the BoardCarlos Dominguez resigned from the Board of Directors (the “Board”) of PROS Holdings, Inc. (the “Company”) effective July 12, 2024 due to personal health reasons.
お知らせ • Jul 10PROS Holdings, Inc. to Report Q2, 2024 Results on Jul 30, 2024PROS Holdings, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024
Buy Or Sell Opportunity • Jul 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$27.05. The fair value is estimated to be US$34.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 20% in the next year.
分析記事 • Jul 02Is Now The Time To Look At Buying PROS Holdings, Inc. (NYSE:PRO)?While PROS Holdings, Inc. ( NYSE:PRO ) might not have the largest market cap around , it received a lot of attention...
Buy Or Sell Opportunity • Jul 01Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$26.52. The fair value is estimated to be US$34.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 20% in the next year.
