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
AI scenario view
RankAlpha Sentiment CodexMost 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
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-02
Recent news sentiment (30D)
+0.5
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+83.2
Score
AI commentary
Headline activity is elevated following Q2 results, the Growth Platform launch, restructuring announcement, and Ooma/Wix partnership news. Social coverage, options skew, short interest, employee sentiment, verified market reaction, and post-print analyst revisions are unavailable; missing data is not treated as positive evidence. This remains a low-coverage monitoring case.
RankAlpha Sentiment Codex - 2026-09-02
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-11-23eventAI-native Growth Platform and partner-channel rolloutHigh impact
Thryv launched its AI-native Growth Platform, partnered with Ooma, and announced plans for a strategic Wix partnership. SaaS represented 76% of Q2 revenue and ARPU increased 12% year over year, but conversion into sustained growth remains unproven. [#SEC-8K-2026-08-04]
2026-11-23catalystExecution against revised SaaS outlookHigh impact
Stored earnings context reports Q3 SaaS revenue guidance of $111-$112 million and full-year SaaS revenue guidance of $453-$457 million, with full-year SaaS adjusted EBITDA guidance of $42-$44 million. Delivery against this reset outlook is the next practical checkpoint. [#PR-EARNINGS-2026-08-09]
2027-08-25catalystRestructuring savings and SaaS operating-model transitionHigh impact
Management expects approximately $20-$25 million of restructuring and related charges and $55-$60 million of gross annualized savings upon completion, with savings beginning in 2027. Execution could improve margins and cash generation, while near-term charges add financial strain. [#SEC-8K-2026-08-04]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-02 • Updated nightlySource: Internal modelMethodology