Recent Insider Transactions Derivative • Dec 07
President 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. Major Estimate Revision • Nov 03
Consensus 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 28
Third quarter 2025 earnings: EPS misses analyst expectations Third 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. Announcement • Oct 22
PROS Holdings, Inc. Announces Availability of PROS Smart Price Optimization and Management on SAP®? Store PROS 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 15
Executive 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. Price Target Changed • Oct 02
Price target decreased by 9.1% to US$25.60 Down 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 25
Price target increased by 9.5% to US$28.15 Up 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. New Risk • Sep 22
New minor risk - Share price stability The 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). Announcement • Sep 22
Thoma 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. Major Estimate Revision • Aug 07
Consensus EPS estimates upgraded to US$0.16 loss The 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 01
Forecast to breakeven in 2027 The 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. Announcement • Aug 01
Pros Holdings, Inc. Announces Earnings Guidance for the Third Quarter and Full Year 2025 PROS 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. Announcement • Jul 10
PROS Holdings, Inc. to Report Q2, 2025 Results on Jul 31, 2025 PROS Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025 Announcement • Jun 12
Pros Holdings, Inc. Announces Cessation of Todd McNabb as Chief Revenue Officer, Effective July 2025 PROS 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. Announcement • May 15
PROS Holdings, Inc. Unveils Revolutionary AI Agents to Transform Business Efficiency and User Engagement PROS 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 13
Independent 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 08
Consensus EPS estimates upgraded to US$0.23 loss The 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 02
Price target decreased by 11% to US$28.86 Down 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. Recent Insider Transactions Derivative • Apr 24
Chief 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 20
CEO, 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 10
Consensus EPS estimates upgraded to US$0.30 loss The 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. Announcement • Apr 10
PROS Holdings, Inc. to Report Q1, 2025 Results on May 01, 2025 PROS Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025 Announcement • Mar 31
PROS Holdings, Inc., Annual General Meeting, May 08, 2025 PROS Holdings, Inc., Annual General Meeting, May 08, 2025. Announcement • Mar 18
PROS Holdings, Inc. Appoints Katie May to Board of Directors PROS 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. Buy Or Sell Opportunity • Mar 07
Now 22% undervalued after recent price drop Over 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. Announcement • Mar 06
PROS Holdings, Inc. Set to Unveil New Agentic AI Offerings at Outperform 2025 PROS 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 13
Consensus 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 07
No longer forecast to breakeven The 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. Announcement • Feb 07
PROS Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025 PROS 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. Announcement • Jan 16
PROS Holdings, Inc. to Report Q4, 2024 Results on Feb 06, 2025 PROS 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 15
CEO, 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 12
New major risk - Revenue and earnings growth Earnings 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). Announcement • Dec 02
PROS Holdings, Inc. Announces Appointment of John Strosahl to Board of Directors PROS 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. Board Change • Nov 13
Insufficient new directors There 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. Announcement • Nov 08
PROS Holdings, Inc. Appoints Colleen Langevin as Chief Marketing Officer PROS 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. Major Estimate Revision • Nov 05
Consensus EPS estimates upgraded to US$0.51 loss The 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 30
Price target decreased by 13% to US$30.88 Down 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. Announcement • Oct 25
PROS Holdings, Inc. Announces Release of PROS Smart Rebate Management PROS 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. Announcement • Oct 08
PROS Holdings, Inc. to Report Q3, 2024 Results on Oct 29, 2024 PROS Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024 Recent Insider Transactions • Sep 13
CEO, President & Director recently bought US$129k worth of stock On 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. Announcement • Aug 26
PROS Holdings, Inc. Announces Appointment of Jennifer Biry to Board of Directors PROS 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 06
Consensus EPS estimates upgraded to US$0.70 loss, revenue downgraded The 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. Announcement • Aug 01
PROS Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024 PROS 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 31
Second quarter 2024 earnings: EPS exceeds analyst expectations Second 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 31
Price target decreased by 15% to US$36.00 Down 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. Announcement • Jul 12
Pros Holdings, Inc. Announces Resignation of Carlos Dominguez from the Board Carlos Dominguez resigned from the Board of Directors (the “Board”) of PROS Holdings, Inc. (the “Company”) effective July 12, 2024 due to personal health reasons. Announcement • Jul 10
PROS Holdings, Inc. to Report Q2, 2024 Results on Jul 30, 2024 PROS Holdings, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024 Buy Or Sell Opportunity • Jul 03
Now 21% undervalued after recent price drop Over 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. Buy Or Sell Opportunity • Jul 01
Now 24% undervalued after recent price drop Over 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. 
