Progress Software Corporation (PRGS)
Should Value Investors Buy Progress Software (PRGS) Stock?
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 (PRGS) Q3 2025 Earnings Call Transcript
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.
What Analyst Projections for Key Metrics Reveal About Progress Software (PRGS) Q3 Earnings
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.
Progress Software: Compelling Buy After The Crash
Progress Software offers a compelling value opportunity after a 30% share price decline, contrasting with expensive momentum tech stocks. Progress has stabilized annual recurring revenue and maintains near 100% net revenue retention, supporting its reliable, high-margin recurring revenue model. The company's growth-by-acquisition strategy and strong free cash flow growth (22% y/y projected in FY 2025) position it as a steady cash generator.
Is the Options Market Predicting a Spike in Progress Software Stock?
Investors need to pay close attention to PRGS stock based on the movements in the options market lately.
Progress Software Q2: Overall Performance Is Lacking
Progress Software's Q2 results were driven by the ShareFile acquisition, masking lackluster organic growth and highlighting the early stage of its SaaS pivot. The company's financial position is stable, with manageable debt and improved operating margins, but organic growth remains weak outside of SaaS. Management raised 2025 guidance and is pursuing further M&A, including the Nuclia acquisition, to accelerate its SaaS and AI-driven transition.
Progress Software (PRGS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Progress Software (PRGS) give a sense of how the business performed in the quarter ended May 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Progress Software Corporation (PRGS) Q2 2025 Earnings Call Transcript
Progress Software Corporation (NASDAQ:PRGS ) Q2 2025 Earnings Conference Call June 30, 2025 5:00 PM ET Company Participants Anthony Folger - Executive VP & CFO Michael Micciche - Senior Vice President of Investor Relations Yogesh K. Gupta - CEO, President & Director Conference Call Participants John Stephen DiFucci - Guggenheim Securities, LLC, Research Division Nolan Bruce Jenevein - Oppenheimer & Co. Inc., Research Division Operator Hello, everyone, and welcome to Progress Software's Second Quarter 2025 Earnings Call.
Progress Software (PRGS) Q2 Earnings Beat Estimates
Progress Software (PRGS) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.09 per share a year ago.
Stay Ahead of the Game With Progress Software (PRGS) Q2 Earnings: Wall Street's Insights on Key Metrics
Evaluate the expected performance of Progress Software (PRGS) for the quarter ended May 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Progress Software (PRGS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Progress Software (PRGS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Progress Software: A Proven Acquirer At A Reasonable Price
Progress Software excels as a disciplined, serial acquirer of stable, cash-flowing software assets, prioritizing financial discipline over high-risk growth strategies. Its leveraged capital structure, while atypical for software companies, aligns with private equity principles and enforces management discipline, supporting sustainable shareholder returns. PRGS's valuation is reasonable vs. peers, with stronger growth than OpenText and room for multiple expansion toward Constellation Software's levels, supporting a long-term buy thesis.
