Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$1.8B
41M shares
52-week range
$23.82 – $47.37
84% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
P/S (TTM)
1.8
EV / FCF (TTM)
10.1
Progress Software Corp provides software products that enable customers to develop, deploy, and manage AI-powered applications and digital experiences. The Company operates across North America, Latin America, Europe, the Middle East and Africa (EMEA), and Asia Pacific through subsidiaries and distributors, generating a majority of its revenue from the United States. Its product portfolio includes Progress Agentic RAG, Automate MFT, Chef, Corticon, DataDirect, Developer Tools, Flowmon, Kemp LoadMaster, MarkLogic, MOVEit, OpenEdge, Semaphore, ShareFile, Sitefinity, and WhatsUp Gold, offering solutions for application development, data connectivity, DevOps automation, managed file transfer, network security, and digital experience. It generates maximum revenue from the United States.
www.progress.comNo one on the platform currently holds PRGS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 56,965 | $2.5M |
| Bridgewater Associatesas of 2024-09-30 | 47,605 | $3.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2024-08-30 | $0.1750 | 2024-09-16 |
| 2024-06-03 | $0.1750 | 2024-06-17 |
| 2024-02-29 | $0.1750 | 2024-03-15 |
| 2023-11-30 | $0.1750 | 2023-12-15 |
| Execution date | Ratio |
|---|---|
| 2011-01-31 | 3-for-2 |
No one on the platform has traded PRGS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.1% | 10.0% | — | — | — | |
| Rev. Growth % | 29.8% | 17.2% | ||||
| Profit Margin % | 7.5% | 11.4% | 9.3% | |||
| Free Cash Flow Margin % | 23.5% | 27.7% | 27.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -3.3% on the P/E track.
At today's price, your expected annual return is +1.3% on the P/E track.
At today's price, your expected annual return is +5.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $996M | +1.9% | $6.16 | $6.15–$6.21 | 7.1× | 3 |
| 2027 | $1.0B | +0.7% | $6.27 | $6.24–$6.29 | 6.9× | 3 |
| 2028 | $1.0B | +2.4% | $6.31 | $6.25–$6.36 | 6.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.49 | $1.62 | +8.7% |
| 2026-03-30 | $1.57 | $1.60 | +1.9% |
| 2026-01-20 | $1.31 | $1.51 | +15.3% |
| 2025-09-29 | $1.30 | $1.50 | +15.4% |
| 2025-06-30 | $1.30 | $1.40 | +7.7% |
| 2025-03-31 | $1.06 | $1.31 | +23.6% |
| 2025-01-21 | $1.21 | $1.33 | +9.9% |
| 2024-09-24 | $1.14 | $1.26 | +10.5% |
| $1.8B |
| — |
| IEIvanhoe Electric Inc. | $9.38 | -2.85% | $1.5B | — |
| JAMFJamf Holding Corp. | $13.05 | +0.00% | $1.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Progress Software announced new agentic AI capabilities for its Sitefinity Generative CMS platform, introducing AI agents that operate directly within content workflows to handle optimization, review, analysis, and SEO tasks. The update is designed to help marketing teams streamline content operations, reduce manual work, and improve digital experience delivery. Key features include customizable AI agents for specific workflows, page-level intelligence that evaluates content and SEO performance, adaptive learning based on user feedback, and a DX Assistant that answers natural-language questions about content effectiveness and SEO gaps. Progress said the technology moves beyond AI-assisted tools by embedding AI directly into the publishing process. The platform also includes safeguards to prevent conflicting recommendations when multiple agents operate simultaneously. $PRGS
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$DOMO Sells Its Business, But Is the Market Leaving Money on the Table? Domo is selling almost all its operating business to Progress Software ($PRGS ) for $400 million in cash, yet the stock still trades below the company’s estimated post-closing value. Is the market leaving money on the table or correctly pricing the remaining risks in the financial engineering of the deal? Deal details: https://www.domo.com/news/press/domo-announces-agreement-to-sell-substantially-all-assets-and-certain-liabilities-to-progress-software-for-400-million 🤑 For more narratives about the financial markets see links in the bio or https://drduru.com/onetwentytwo/blog
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$DOMO: Domo (+32.7%) to sell substantially all assets to Progress Software $PRGS for $400 mln cash.
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$PRGS has agreed to acquire substantially all of $DOMO AI and data platform for $400 million in cash. Deal expected to close by November 2026. https://notreload.xyz/prgs-acquires-domo-for-400m-in-ai-infrastructure-deal/
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$DOMO what doesn't make sense is why didnt $PRGS pay up a bit for a full buyout including the NOL carry. They are leaving the NOL on the table?
View on StockTwits ↗$DOMO they still have a ridiculous NOL tax credit, which I don't know why $PRGS wouldn't want to do a full buyout to take the credits.
View on StockTwits ↗$DOMO Buyout! What kind of price is $4.84...... couldn't round it to a whole number. This is probably it and closing chances are good (not merger arb advice). Ummm chance there is slightly a higher bidder out there unlinkely, so I am sure $PRGS all cash is money in the bank until closing.
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$PRGS low volume, but it is a matter of time before this company gets noticed.
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$PRGS Hmm, 80% of Fortune 500 use this? Sounds like a little bit of $NOW and some $INOD and... 30 mentions of "AI" on their homepage. Hmmm, hmmmm.
View on StockTwits ↗$PRGS My system says buy this second only to $MU and $HPE. Now if PRGS goes bonkers in the next 6 months I'll start to trust my system. But for now no way, Jose! Looks like junk.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.