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PROS Holdings’ Short Thesis Isn’t Playing Out

May 11th, 2019 · No Comments

  • A short thesis on the company was published on SA in 2017 containing an impressive amount of knowledge and research.
  • For quite some time since, it looked like that short thesis could indeed play out.
  • However, it seems that the company is turning around its fortunes, increasing growth, margins and greatly reducing its cash burn.
  • Unless the Q1 surprise was a fluke, for which we see little evidence, the short thesis looks like not playing out.
  • We don’t see the shares as an instant buy here as we consider them fairly valued.

Source: PROS Holdings’ Short Thesis Isn’t Playing Out – PROS Holdings, Inc. (NYSE:PRO) | Seeking Alpha

Tags: PRO