Thryv Holdings, Inc. (THRY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$1.19-8.46%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · THRY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 17.3% |
| Our one-year growth estimate | diamond | -19.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 36.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 61 industry peers
THRY — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, Thryv Holdings, Inc. (the “Company”) issued a press release announcing its earnings f or the six months ended June 30, 2026 . This press release is attached as Exhibit 99.1 and is incorporated herein by reference.
Why it matters: Thryv plans $55 million to $60 million in yearly cost savings once the plan is complete. The savings are not due to start until 2027.
Supportive ifIn 2027 results, Thryv reports lower costs tied to the plan and progress toward $55 million in yearly savings.
Worry ifThryv reports no savings in 2027 or cuts its stated $55 million to $60 million savings goal.
Why it matters: Seasoned customer revenue retention fell from 93% in Q1 to 90% in Q2. A lower Q3 figure would show that existing customers spend less.
Worry ifQ3 seasoned net revenue retention is below 90%.
Less concerning ifQ3 seasoned net revenue retention is over 90%. This reverses the Q2 decline.
Why it matters: Thryv's Q2 SaaS revenue fell 0.5% year over year. A result below its Q3 range would deepen that decline.
Worry ifQ3 SaaS revenue is below $111 million, the bottom of the company's $111 million to $112 million range.
Less concerning ifQ3 SaaS revenue is at least $112 million, above the top of its range.
Why it matters: Thryv plans to use the $142 million sale proceeds to repay debt and other bills. A delay or failed sale would postpone that step.
Supportive ifThryv reports that the sale to Carolwood closed in Q4 2026 and says net proceeds went to debt and other bills.
Worry ifThryv reports that the sale did not close by December 31, 2026, or that the agreement ended.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$211 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $841 loss on $10,000 · 8.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,421 loss on $10,000 · 84.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.