THRY

ThryvB

Nasdaq / Media & Entertainment

At close

2026-06-02

Current thesis

The bull case is that April 30 confirmed a cleaner SaaS-led transition: SaaS reached 70% of revenue, ARPU rose 12.8%, Marketing Center grew 29%, and profitability improved to positive net income [#IR-2026-04-30].

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.2.

What can break

AI product launches and the Keap-enabled unified platform still need to prove durable retention and monetization, not just ARPU expansion or launch publicity.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $4.25 · Bull $5.25 · Bear $2.75

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-05 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $4.75

Why

Momentum52 · Δ7d +4.6

Value68 · Δ7d -0.2

Sentiment55 · Δ7d -1.1

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

34% active weight

Current posture

7d trendImproving

Δ7d

+4.6

Δ21d

+13.8

Value

32% active weight

Current posture

7d trendFlat

Δ7d

-0.2

Δ21d

-0.6

Sentiment

33% active weight

Current posture

7d trendSoftening

Δ7d

-1.1

Δ21d

-9.9

Why this grade

Composite grade B. Momentum 51.6 / Value 68.0 / Sentiment 54.7

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$183.17M

Beta

0.87

Shares Out

43.58M

P/E (TTM)

14.0

P/S (TTM)

0.32

P/FCF (TTM)

7.00

Rev YoY

+12.1%

EPS YoY

+104.8%

Gross Margin

+67.4%

Op Margin

+5.0%

Net Debt

$268.03M

Current Ratio

1.15

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology