Thryv Holdings, Inc. (THRY)

In the past six months, William Blair downgraded Thryv's outlook to Market Perform, but analysts maintain a consensus "Hold" recommendation with a one-year average price target between $4.00 and $6.00 as of May 2026. The stock price was $3.83 per share as of May 1, 2026, a 72.31% decline over the past year but a 15.36% increase from the prior week. Thryv's Q1 2026 earnings beat expectations, with an EPS of $0.10 and revenue of $167.68 million, leading to an increased SaaS revenue outlook for 2026. Insider buying activity has been observed, with CEO Joe Walsh and CFO Paul Rouse purchasing shares.

While Thryv's clients often experience seasonal demand fluctuations, Thryv's products and services are designed to help them manage these patterns. Thryv's software enables businesses to analyze past trends to forecast busy and slow periods, adjust marketing, and prepare staffing. The company's tools help identify slow seasons, allowing businesses to plan strategic promotions to maintain consistent revenue.

Thryv Holdings, Inc. is a publicly traded SaaS company providing digital marketing solutions and cloud-based tools for SMBs. Its core offering is the Thryv SaaS platform, which includes features like CRM, marketing automation, scheduling, and payment processing. Thryv is transitioning from legacy marketing services to its high-growth SaaS platform, aiming to exit marketing services by 2028.

Thryv Holdings, Inc. primarily operates in North America, with its headquarters in Dallas, Texas, and operations in 48 U.S. states. It has expanded internationally to Australia and New Zealand after acquiring Sensis in 2021. Thryv also has a regional headquarters in Toronto, Canada, serving Canadian small businesses, with the U.S. accounting for approximately 80% of its sales.

Thryv's brand reputation is tied to its focus on empowering small businesses through its software, helping them manage their online presence and customer interactions. The company emphasizes automated review requests, response workflows, and sentiment analysis features. Thryv's AI-powered tools help businesses maintain consistent brand messaging and manage their reputation effectively, positioning the company as a valuable partner for SMBs.

Thryv Holdings, Inc. is owned by a mix of institutional, insider, and retail investors. Major institutional owners include Fmr Llc, Paulson & Co. Inc., BlackRock, Inc., and Vanguard Group Inc. Insider ownership stands at approximately 27.02%. Paulson & Co. Inc. is the largest individual shareholder, owning 13.54% of the company. CEO Joe Walsh and CFO Paul Rouse have recently purchased shares.