KeyBanc downgraded Pros Holdings (NYSE: PRO) from an Overweight rating to a Sector Weight rating following the announcement of its acquisition by Thoma Bravo.The deal, valued at approximately $1.4 billion, highlights the strategic importance of PROS in the software industry, with shareholders set to receive $23.25 per share in cash.Despite the downgrade, PROS Holdings' stock price reflects a slight decrease, indicating the market's reaction to the acquisition and the company's volatility over the past year. ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

Accessibility StatementSkip Navigation NEW YORK, Sept. 22, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to: PROS Holdings, Inc. (NYSE: PRO)'s sale to Thoma Bravo for $23.25 per share in cash. If you are a PROS shareholder, click here to learn more about your rights and options. Semler Scientific, Inc. (NASDAQ: SMLR)'s sale to ...

SOURCE Ademi LLP Accessibility StatementSkip Navigation MILWAUKEE, Sept. 22, 2025 /PRNewswire/ -- The Ademi Firm is investigating PROS (NYSE: PRO) for possible breaches of fiduciary duty and other violations of law in its transaction with Thoma Bravo. Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. Shareholders of PROS will receive $23.25 per share in a transaction value ...

U.S. stocks were mixed, with the Dow Jones index falling more than 100 points on Monday.Shares of PROS Holdings, Inc. PRO rose sharply during Monday's session after the company announced it will be acquired by Thoma Bravo.PROS Holdings shares jumped 40% to $22.97 on Monday.Here are some other big stocks recording gains in today’s session.MBX Biosciences, Inc. MBX shares jumped 144% to $24.40 after the company announced once-weekly Canvuparatide achieved the primary endpoint in a Phase 2 trial.Metsera, Inc. ...

PROS Holdings agreed to be acquired by private-equity firm Thoma Bravo in a deal that values the software company at about $1.4 billion. ...

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of PROS Holdings, Inc. (NYSE: PRO) to Thoma Bravo for $23.25 per share in cash is fair to PROS shareholders. Halper Sadeh encourages PROS shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether PROS and its board of direc. ...

PROS Holdings (NYSE:PRO) a provider of AI-powered SaaS pricing and selling solutions, will be acquired by private equity firm Thoma Bravo for $1.4 billion in cash, both companies said on Monday. Under the terms of the agreement, PROS shareholders will ...

HOUSTON & SAN FRANCISCO--(BUSINESS WIRE)-- #artificialintelligence--PROS Holdings, Inc. (NYSE: PRO) ("PROS†), a leading provider of AI-powered SaaS pricing and selling solutions, and Thoma Bravo, a leading software investment firm, today announced that they have entered into a definitive agreement under which PROS will be acquired by Thoma Bravo in an all-cash transaction valuing PROS at approximately $1.4 billion. Under the terms of the agreement, PROS shareholders will receive $23.25 per share in cash, ...

**公司概况** - **公司名称**：PROS Holding（PRO）[1] - **业务领域**：SaaS公司，专注于收入管理和定价优化，涵盖B2B和航空旅行两大板块[2] - **收入规模**：年收入约3.6亿美元[2] - **历史背景**：成立于1985年，早期在航空业动态定价领域应用AI技术，后扩展至B2B领域的智能CPQ（配置-定价-报价）和价格优化管理[2] **核心业务与竞争优势** 1. **AI与定价算法** - 核心优势为基于机器学习的定价算法，具备确定性（非生成式AI），可快速响应原材料成本波动并生成精准报价（分钟级）[4][40] - 在复杂B2B场景（如制造业）中表现突出，支持单次报价处理数万SKU，远超竞品能力[14] - 航空业领域：从传统收入管理扩展至动态定价、数字报价营销（如“FareFinder”代理），帮助航司打包销售旅行全流程服务（机票+酒店+地面交通）[16][26][28] 2. **行业差异化** - **B2B领域**：与CRM/ERP厂商（如Salesforce、ServiceNow）相比，提供更复杂的定价智能和优化功能[15] - **航空领域**：与Amadeus、Sabre等GDS（全球分销系统）厂商竞争，但规避其因乘客预订量波动带来的业务风险[23] 3. **竞争格局** - 主要竞争对手： - B2B：Excel（DIY解决方案）、Pricefx（与SAP合作）、ServiceNow CPQ（近期输给PROS一单）[20][21] - 航空：Amadeus、Sabre（提供全平台服务但依赖GDS业务）[23] **财务与运营表现** - **2025年上半年业绩**： - 订阅ARR（年度经常性收入）和收入超预期，B2B与航空业务均增长（去年航空业务疲软）[10][11] - 销售周期缩短10%，竞标胜率提升[11] - 盈利改善：EBITDA和自由现金流利润率扩大[12] - **2027年目标**： - 收入增速16%-21%，自由现金流利润率19%-24%，预计通过AI提效实现增长与利润双升[49][50] **增长战略与关键举措** 1. **渠道拓展** - **新合作伙伴**：与Commerce（原BigCommerce）达成首个转售合作，探索电商市场机会[6][53][55] - **SI（系统集成商）合作**：聚焦订单到现金（Order-to-Cash）领域，与全球性SI共建服务生态[56][57] 2. **产品创新** - **AI代理（AgentTik）**：探索基于结果的定价模式（如按回答次数收费），优化B2B场景的CPQ交互体验[32] - **航空业数字化**：通过“报价管理”能力帮助航司打包销售旅行服务，提升 ancillary收入[26][28] 3. **市场推广** - 行业垂直化营销：针对制造业等细分领域推出案例（如某客户报价周期从45天缩短至2小时）[44] - 提升B2B品牌认知：当前航空业知名度高，但B2B领域需加强[5] **风险与挑战** - **AI技术争议**：生成式AI的不可确定性可能引发定价风险（如错误折扣），公司强调其算法的确定性优势[39][40] - **执行压力**：2027年收入目标可能处于区间低端（16%），需依赖渠道合作和SI关系突破[49] **其他要点** - **管理层变动**：CEO Jeff Cotton上任2.5个月，此前在CCaaS（联络中心即服务）领域经验丰富[3] - **文化重视**：公司以文化为竞争优势，新任CEO计划在保持文化基础上推动变革[8] - **团队建设**：新增合作伙伴负责人（Chris Nepper）和平台联盟负责人，强化渠道能力[61][62] --- **注**：以上分析基于电话会议记录原文，数据与观点引用自对应文档ID。