B+
Bull case
25%
Probability
Target price
$2.80
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
THRY
ThryvANasdaq / Software & Services
Last Price
Quote time unavailable
Current thesis
The SaaS transition is advancing: SaaS reached 76% of revenue, Market/Sell/Grow initiatives grew 21% year over year, ARPU rose 12%, and the new platform plus Ooma/Wix distribution could improve growth efficiency. Restructuring savings provide a longer-term margin lever.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -5.4.
What can break
Full-year SaaS revenue and adjusted EBITDA guidance were revised lower.
Momentum
41
Value
71
Sentiment
79
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $2.15 · Bull $2.80 · Bear $1.20Analysis 2026-09-02; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-09-02 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $4.00
Why
Momentum41 · Δ7d +0.8
Value71 · Δ7d +0.0
Sentiment79 · Δ7d -5.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta -5.4.
Contradictions & invalidation
- • Full-year SaaS revenue and adjusted EBITDA guidance were revised lower.
- • Marketing Services billings declined 36% year over year, highlighting continued contraction in the legacy directory business.
- • SaaS revenue declined 0.5% year over year, legacy CRM products remain a headwind, Marketing Services billings fell 36% year over year, and full-year SaaS revenue and adjusted EBITDA guidance were reduced.
Catalyst clock
2026-11-23
AI-native Growth Platform and partner-channel rollout
Lead driver: Sentiment · See AI snapshot
Momentum
41
9% active weight
Current posture
7d trendImproving
Δ7d
+0.8
Δ21d
-1.9
Value
71
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.2
Sentiment
79
62% active weight
Current posture
7d trendSoftening
Δ7d
-5.4
Δ21d
-3.4
Why this grade
Composite grade A. Momentum 41.2 / Value 71.3 / Sentiment 78.6
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-09-02. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$2.15
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$1.20
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$88.21M
Beta
0.87
Shares Out
44.44M
P/E (TTM)
14.0
P/S (TTM)
0.32
P/FCF (TTM)
7.00
Rev YoY
-28.4%
EPS YoY
-219.5%
Gross Margin
+66.1%
Op Margin
+9.2%
Net Debt
$245.61M
Current Ratio
0.94
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data