Thryv Holdings, Inc.

Twilio (TWLO) came out with quarterly earnings of $1 per share, missing the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -1.96%. A quarter ago, it was expected that this company would post earnings of $0.87 per share when it actually produced earnings of $1.02, delivering a surprise of 17.24%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Twilio, which belongs to the Zacks Internet - Software industry, posted revenues of $1.19 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.11%. This compares to year-ago revenues of $1.08 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Twilio shares have added about 33.8% since the beginning of the year versus the S&P 500's gain of 2.9%.
What's Next for Twilio?
While Twilio has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Twilio: favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.95 on $1.13 billion in revenues for the coming quarter and $4.33 on $4.78 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Thryv Holdings, Inc. (THRY), another stock in the same industry, has yet to report results for the quarter ended December 2024. The results are expected to be released on February 27.
This company is expected to post quarterly loss of $0.07 per share in its upcoming report, which represents a year-over-year change of -121.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Thryv Holdings, Inc.'s revenues are expected to be $183.52 million, down 22.3% from the year-ago quarter.
Should You Invest in Twilio Inc. (TWLO)?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Twilio (TWLO) Misses Q4 Earnings Estimates

In trading on Monday, shares of Thryv Holdings Inc (Symbol: THRY) touched a new 52-week low of $15.82/share. That's a $10.60 share price drop, or -40.12% decline from the 52-week high of $26.42 set back on 05/02/2024. Large percentage drops always require that the stock post even larger percentage gains from the low in order to recover the old price point, and for THRY that means the stock would have to gain 67.00% to get back to the 52-week high. For a move like that, Thryv Holdings Inc would need fundamental strength at the business level.
Here's a rhetorical question: Who knows more about fundamentals at the business level than the company's own insiders? So let's take a look to see whether any company insiders were taking the other side of the trade as THRY shares were being sold down to this new 52-week low, focusing on the most recent trailing six month period. As summarized by the table below, THRY has seen 5 different instances of insiders buying over the past six months.
Purchased
Insider
Title
Shares
Price/Share
Value
02/28/2024
John Slater
Director
1,000
$20.31
$20,307.50
02/29/2024
Ryan Ohara
Director
1,000
$20.60
$20,600.00
03/01/2024
Grant Freeman
President
450
$21.00
$9,450.00
05/22/2024
Joe Walsh
Chairman and CEO
2,500
$21.11
$52,775.00
06/11/2024
James McCusker
Chief Revenue Officer and EVP
1,200
$19.69
$23,628.00
In the short run, while the new 52-week low suggests the stock is at the cheapest price and perhaps therefore the best bargain it has been over the last 52 weeks, the low print also means anyone who has purchased the stock over that timeframe is staring at an unrealized loss. Oftentimes, that factor drives a stock's technical analysis metrics by creating overhead resistance, with investors who bought higher now anxious to reverse their trade once they are back to breakeven. The chart below shows where THRY has traded over the past year, with the 50-day and 200-day moving averages included.
Time will tell whether the insider purchases foretell a future rebound for THRY shares, which are presently showing a last trade of $17.07/share, a 7.90% rebound off of the new 52-week low.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Insiders Now Seeing Red With THRY At New 52-Week Low

In trading on Thursday, shares of Thryv Holdings Inc (Symbol: THRY) touched a new 52-week high of $26.42/share. That's a 65.23% rise, or $10.43 per share from the 52-week low of $15.99 set back on 11/02/2023. That means at today's intraday high, any investor who purchased THRY stock any time over the past 52 weeks has an unrealized gain, including company insiders.
Over the past six months, insiders have been scooping up shares, and those bets are now paying off handsomely. As summarized by the table below, THRY has seen 3 different instances of insiders buying over the trailing six month period.
The chart below shows where THRY has traded over the past year, with the 50-day and 200-day moving averages included.
In afternoon trading on Thursday, THRY shares are changing hands at $25.00/share, slightly below the new 52-week high.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Insiders Were Right: THRY Makes New 52-Week High

Generally speaking, “small-cap stocks” are companies with a market capitalization between $300 million and $2 billion. Investing in these small-cap firms comes with its own set of drawbacks and benefits.
While small-cap companies typically have much more upside for growth than some of their longer-established, larger-cap counterparts, small-caps also tend to have narrower customer bases, and can be more volatile and less predictable than blue chips on a day to day basis. For investors with a healthy risk appetite, though, the potential reward of investing in small-caps can be worth it.
Heading into 2024, here's a closer look at three members of the S&P SmallCap 600 Index ($IQY) that analysts expect to rally.
Xperi Stock
American multinational technological company Xperi Inc. (XPER) invents, develops, and markets its software solutions for cars and consumer electronics. Its services can be divided into 4 categories: Connected Car, Consumer Electronics, Pay-TV, and Platform Solutions. Its existing portfolio of partners includes luxury brands such as Rolls-Royce, Ferrari (RACE), Lamborghini, Samsung, and Microsoft (MSFT), among others.
Xperi’s stock is up more than 25% over the past year, outperforming its parent S&P 600 index.
Xperi’s recent earnings result reflects the solid year they are having, with revenue increasing 7% YoY from $121.6 million to $130.4 million, while the net loss narrowed by 90% to $31.1 million. Its PAY TV posted double-digit subscriber growth for the 17th consecutive quarter, and Xperi signed long-term renewals illustrating its appeal and demand.
XPER has a consensus “Strong Buy” rating from analysts, with a mean price target of $19.00 - reflecting a 65% potential upside. Out of the 4 analysts covering this stock, 3 have a “Strong Buy” rating and 1 has a “Hold” rating.
Thryv Holdings Stock
Thryv Holdings Inc. (THRY) is a software service company providing SaaS management and print marketing tools. Their services can be separated into 4 categories: U.S. SaaS, International SaaS, U.S. Marketing, and International Marketing.
Thryv’s stock is off about 5% over the past 52 weeks, lagging the broader equities market.
Thryv’s reported Q3 revenue of $67.4 million, representing a 19% increase YoY. SaaS adjusted EBITDA exceeded the consensus outlook by $3 million, bolstered by a rise in revenue. Operational cash flow came in at a solid $45.9 million, and free cash flow allowed them to reduce their debt by a substantial $42.5 million.
Overall, analysts have a bullish outlook on Thryv, with a consensus “Strong Buy” rating and a mean price target of $36.67. That implies expected upside of 100.3% from here. Of the 4 analysts covering the stock, 3 have a “Strong Buy” rating and 1 has a “Moderate Buy” rating.
Green Plains Stock
Green Plains Inc. (GPRE) is a biorefining company processing renewable crops into ethanol (FLG24) products. It produces cleaner carbon biofuel, and high purity alcohol to be used in disinfectants and cleaners while also innovating high-protein and novel ingredients for animal diets to satisfy the growing global appetite.
Green Plains stock has tumbled 24% over the past 52 weeks.
Green Plains posted its Q3 results on Oct. 31, reporting record sales and beating profit estimates. Revenue came in at $892.8 million in comparison to $995.0 million last year, with record sales of high-protein products. The Nebraska-based company reported a profit of $0.35 per share, exceeding analysts’ expectations for a loss of $0.05 per share.
Despite the underwhelming price action, analysts are overwhelmingly bullish on GPRE. The consensus rating is “Strong Buy” with a mean price target of $41.78, indicating nearly 77% upside potential to the current level. Of the 8 analysts currently watching this stock, 6 have a “Strong Buy” rating and 2 have a “Hold” rating.
On the date of publication, Ruchi Gupta did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	0.00 15.04
Price/Sales	0.61 0.99
P/B	5.57 1.44
P/FCF	5.98 11.54

Indicator	TTM Median
Net Worth	0.55 0.77
Quick Ratio	0.00 0.94
Current Ratio	1.04 1.25

Indicator	TTM Median
Net Profit Margin	-30.87 9.66
Operating Margin	-30.78 14.22
Gross Margin	64.58 54.08

Indicator	TTM Median
EPS	2.65 0.25
EPS Forecast	2.53 0.22
Revenue	180.00M 89.00M
Gross Profit	149.00M —
EBITDA	51.00M —

Thryv Holdings, Inc.

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