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Thryv Holdings’ latest update keeps the fair value estimate anchored at US$13.00 per share, even as the discount rate moves to about 8.69% and revenue growth assumptions hold at roughly a 12.43% decline. Analysts are effectively saying the cash flow story still supports that US$13.00 mark, while acknowledging a slightly higher required return and a similar top line trajectory through a choppy SaaS transition. Stay tuned to see how you can track these kinds of model shifts and keep up with the evolving narrative around Thryv from here.

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🐂 Bullish Takeaways

• The recent research activity from William Blair underscores that Thryv Holdings is still on institutional radar, with analysts closely tracking the software as a service transition and updating views as new information comes through.

• Even with a more cautious rating, William Blair highlights the buildout of a self serve customer acquisition motion. Some investors may view this as a potential building block for future software growth if execution improves over time.

🐻 Bearish Takeaways

• William Blair analyst Arjun Bhatia downgraded Thryv Holdings to Market Perform from Outperform, citing what the firm describes as challenging growth dynamics in the software as a service business that emerged last quarter.

• The research note points to a transition period over the next several quarters as Thryv works on its self serve acquisition model. William Blair now describes visibility into growth trends as limited, which feeds into a more cautious stance on execution and near term growth prospects.

• No specific price target or revision was provided in the William Blair update. The key signal from this call is the rating change itself and the emphasis on uncertainty around growth rather than a fresh valuation marker.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Fair value estimate held steady at US$13.00 per share, with no change in the model output.

• Discount rate is now about 8.69% compared with 8.19% in the prior inputs, signalling a modestly higher required return in the latest run.

• Revenue growth assumptions remain at roughly a 12.43% decline, so the model is still working with a similar top line path as before.

• Net profit margin stays around 8.44%, with only a minimal tweak in the updated model. The earnings profile built into the forecast is largely unchanged.

• Future P/E moves from about 16.38x to around 16.61x, meaning the latest model applies a slightly higher multiple to expected earnings while still landing on the same US$13.00 fair value output.