Investors with an interest in Computer - Software stocks have likely encountered both Progress Software (PRGS) and Intuit (INTU). But which of these two companies is the best option for those looking for undervalued stocks?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Progress Software trades at a steep valuation discount but lacks organic growth and positive momentum, warranting a Hold rating. PRGS's FY25 revenue rose 30% year-over-year, entirely due to ShareFile M&A, with AI currently serving as retention rather than a monetization engine. Despite strong free cash flow and plans to deleverage, PRGS's forward EPS growth lags peers, limiting near-term re-rating catalysts.
Progress Software tops Q4 earnings estimates as revenue jumps 18% year over year, ARR grows, and upbeat fiscal 2026 guidance sends shares up nearly 9% in pre-market.
Progress Software Corporation (PRGS) Q4 2025 Earnings Call Transcript
PRGS expects Q4 revenues in the range of $250-$256 million and continued growth from AI tools and ShareFile momentum.
Progress Software offers compelling value after a >30% YTD decline, trading at a low multiple of earnings and free cash flow. PRGS's strategy centers on acquiring SaaS companies, driving recurring revenue, and supporting organic ARR growth. Deleveraging is a key 2026 theme, with net debt at ~$1.33 billion and FY25 FCF guidance raised to $232–242 million.
Explore how Progress Software's (PRGS) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Investors with an interest in Computer - Software stocks have likely encountered both Progress Software (PRGS) and Intuit (INTU). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Progress Software Corporation (NASDAQ:PRGS ) Q3 2025 Earnings Call September 29, 2025 5:00 PM EDT Company Participants Michael Micciche - Senior Vice President of Investor Relations Yogesh Gupta - CEO, President & Director Anthony Folger - Executive VP & CFO Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Lawrence Vensko - Guggenheim Securities, LLC, Research Division Nolan Bruce Jenevein - Oppenheimer & Co. Inc., Research Division Lucky Schreiner - D.A. Davidson & Co., Research Division Presentation Operator Hello, and thank you for standing by.
Evaluate the expected performance of Progress Software (PRGS) for the quarter ended August 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.