DA Davidson maintains Buy on Progress Software, target $75

Published 01/04/2025, 15:34
DA Davidson maintains Buy on Progress Software, target $75

On Tuesday, DA Davidson reiterated its Buy rating on Progress Software (NASDAQ:PRGS) shares, maintaining a $75.00 price target, well above the current trading price of $55.64. According to InvestingPro data, the company’s impressive gross profit margin of 86.56% and analyst targets ranging from $60 to $83 support this optimistic outlook. The firm’s analysts highlighted Progress Software’s strong start to fiscal year 2025, with performance exceeding expectations in all areas. The company’s successful integration of ShareFile is progressing faster than anticipated, which supports the analysts’ confidence in the management’s ability to achieve the targeted operating margins of 40%.

Progress Software’s recent financial results have demonstrated robust inorganic growth, complementing its modest organic growth, with InvestingPro data showing revenue growth of 8.49% in the last twelve months. DA Davidson’s analysts underscored the company’s ability to sustain best-in-class margins as a key factor in their positive outlook. The integration of ShareFile, an acquired asset, is seen as a strategic move that is already bearing fruit, positioning Progress Software for future success. InvestingPro analysis reveals several additional positive indicators, including strong free cash flow yield and expected net income growth this year.

The analysts at DA Davidson expressed their belief that Progress Software’s management is on track to meet its financial objectives, which includes driving the business towards their margin goals. This confidence is reflected in the affirmation of both the Buy rating and the $75.00 price target for the company’s stock.

Progress Software’s focus on both inorganic and organic growth strategies has been well-received in the market, with the company’s shares responding positively to the recent financial reports. The analysts’ reiterated Buy rating and price target signal continued support for Progress Software’s current trajectory and management strategy.

Investors and market watchers will likely keep a close eye on Progress Software’s progress towards achieving its stated operating margin target. The company’s ability to integrate acquisitions like ShareFile successfully and deliver on its financial promises remains a central theme in DA Davidson’s analysis.

In other recent news, Progress Software Corporation reported robust financial results for the first quarter of fiscal year 2025, significantly surpassing earnings expectations. The company’s earnings per share (EPS) reached $1.31, exceeding the forecast of $1.06, while revenue totaled $238 million, slightly above the projected $235.6 million. This strong performance was bolstered by a 48% increase in Annualized Recurring Revenue (ARR) and a successful integration of ShareFile, which contributed significantly to the company’s growth. Progress Software has also provided revenue guidance for FY2025 between $958 million and $970 million, with EPS expected to range from $5.25 to $5.37.

In terms of strategic initiatives, the company remains focused on debt repayment and exploring mergers and acquisitions (M&A) opportunities, particularly in the SaaS sector. The integration of ShareFile is progressing well, with the company anticipating reaching its operating margin target by the end of the fiscal year. Analysts have taken note of the company’s disciplined approach to acquisitions, with Citi and JPMorgan analysts inquiring about Progress Software’s increased focus on SaaS assets. These developments reflect the company’s ongoing strategy to maintain its competitive edge in the infrastructure software sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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