Company earns recognition among top digital experience platforms in the market BURLINGTON, Mass., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Progress Software (Nasdaq: PRGS) today announced its inclusion as one of nine vendors in The Forrester Wave™: Digital Experience Platforms, Q4 20251, marking its debut in this influential analyst report. Progress sees this recognition as a reflection of its growing influence in the digital experience platform (DXP) market and its commitment to delivering secure, scalable, perso ...

With the stock markets reeling somewhat as the AI trade shows signs of weakness, it's a great time for investors to focus on rotating our portfolios to value stocks. Tech and high multiples don't always have to coincide. InWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seek ...

Few investors have more notoriety than Bill Ackman and Michael Burry, the latter portrayed in "The Big Short."Few investors are more closely followed in the modern era of investing than Bill Ackman of Pershing Square Capital Management, the investment manager of Pershing Square Holdings, and Michael Burry, who famously made bets against the housing market before its collapse during the Great Recession. Burry, who previously ran Scion Asset Management, recently shut down his fund and launched a newsletter on ...

With new agentic capabilities, developers can build complete enterprise-grade screens from a prompt while leveraging AI-powered smarter debugging and faster delivery across .NET and JavaScript frameworks; early adopters reporting up to 50% faster development cycles BURLINGTON, Mass., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Progress Software (Nasdaq: PRGS), the trusted provider of AI-powered digital experience and infrastructure software, today announced the Q4 2025 release of its leading developer toolsets Progre ...

Core Viewpoint - Progress Software's stock has dropped 36% in 2025 despite consistently beating expectations and raising guidance, raising questions about whether the stock is undervalued [2] Company Overview - Progress Software, based in Burlington, Massachusetts, has a growth strategy focused on acquisitions, primarily targeting small database and business software companies [3] - The company employs 3,000 people and serves 86,000 customers, generating approximately $250 million in revenue in the third quarter, with an average revenue per customer of $3,000 [4] Legal Challenges - A significant uncertainty for Progress's future is a lawsuit stemming from a breach in its MOVEit file transfer app, potentially exposing the personal data of 95.8 million individuals across 2,773 organizations [5] - The financial liability from the legal proceedings could range from $30 million to over $500 million, depending on the outcome [6] Bull Case - The bullish perspective on Progress Software is supported by its high margins, low valuation (8x earnings), and strong recurring revenue growth (47%) [7] - Successful integration of the ShareFile acquisition and plans to reduce debt by $160 million this year could improve operations [8] - The company's AI capabilities are expected to enhance pricing power and customer acquisition, potentially leading to faster growth [8] Customer Value Proposition - Progress Software provides AI-driven solutions to help small businesses improve productivity and customer satisfaction, boasting a satisfaction rate of 93% to 94% [10] - The company enables clients to utilize generative AI for marketing and operational efficiencies, allowing faster response times and improved service delivery [12] Bear Case - Approximately 12% of Progress shares are sold short, indicating bearish sentiment among investors [15] - High debt levels, totaling over $1.9 billion, and risks associated with acquisitions could negatively impact earnings [16] - Weak organic growth and competitive challenges in various product categories raise concerns about the company's ability to sustain revenue growth [16] - Questions regarding the quality of earnings have emerged, particularly with a decline in GAAP operating margins from 25% in Q3 2024 to 18% in Q3 2025 [16]

Core Insights - Progress Software has launched its SaaS Retrieval-Augmented Generation (RAG) platform, Progress® Agentic RAG, on AWS Marketplace, facilitating easier access for organizations to utilize generative AI for unstructured data [1][2][3] Group 1: Product Features - Progress Agentic RAG is designed as a no-code platform that transforms unstructured data into actionable intelligence using trustworthy generative AI and AI agents [2][3] - The platform supports multilingual data processing, making it suitable for global organizations aiming to improve productivity and decision-making [3] Group 2: Market Positioning - The availability of Progress Agentic RAG on AWS Marketplace simplifies access to advanced AI solutions for customers, allowing for streamlined purchase and management [2][3] - Progress Software aims to remove barriers for organizations to adopt and scale transformative AI solutions confidently [3] Group 3: Company Overview - Progress Software empowers organizations to achieve transformational success through AI-powered applications and digital experiences, serving over 4 million developers and technologists globally [5]

Core Insights - Progress Software has announced early access to Progress® Agentic RAG for Sitefinity, a new capability that integrates retrieval-augmented generation (RAG) with real-time content assembly, enabling hyper-personalized digital experiences [1][2] - This innovation positions Progress as the first provider to offer a generative content management system (CMS) with built-in enterprise-grade RAG capabilities, enhancing how organizations deliver intelligent content [1][2] Group 1: Product Features - Progress Agentic RAG for Sitefinity transforms static information into dynamic, AI-driven contextual experiences tailored to individual user needs and goals [2][4] - The solution combines advanced retrieval and real-time experience assembly, allowing organizations to create brand-governed, hyper-personalized interactions [2][3] - It provides source traceability, brand governance, and compliance controls, replacing static pages with intelligent, trustworthy experiences [3][4] Group 2: Market Context - As AI adoption accelerates, organizations face challenges in accessing valuable knowledge trapped in various systems, while users demand direct and verified answers [2][5] - Traditional websites with pre-structured content are becoming obsolete, necessitating a shift towards modern, prompt-driven, dynamic information experiences [5] Group 3: Strategic Advantage - The new capabilities allow organizations to deepen engagement and personalize at scale, providing a competitive edge in a crowded digital landscape [3][4] - Progress Software aims to empower organizations to achieve transformational success by enabling the development of responsible AI-powered applications and digital experiences [6]

Core Insights - Progress Federal Solutions has achieved "Awardable" status in the DoD's Tradewinds Solutions Marketplace, enabling rapid procurement of its Data Platform by U.S. Department of Defense customers [1][3] - The Progress Data Platform integrates database, search, and semantic AI capabilities, aimed at enhancing decision-making and operational efficiency for defense and civilian agencies [1][4] Company Overview - Progress Federal Solutions is a subsidiary of Progress Software, focusing on delivering AI-powered solutions tailored for U.S. federal, defense, and public sector organizations [3][7] - The company emphasizes its commitment to scalable, secure, and innovative AI solutions that support government agencies in achieving their objectives [3] Product Features - The Progress Data Platform allows agencies to integrate, manage, and operationalize complex data, providing a unified environment for structured and unstructured data [4][9] - Key functionalities include real-time information access, government-grade security, and the application of semantic AI for enhanced intelligence and situational awareness [9] Marketplace Context - The Tradewinds Solutions Marketplace is designed to facilitate the procurement and adoption of AI/ML, data, and analytics capabilities within the DoD [2][6] - Solutions in the marketplace are assessed through competitive procedures, ensuring they meet significant challenges faced by the DoD [6]

Core Insights - Paradice Investment Management LLC has completely exited its position in Progress Software Corporation, selling all 238,145 shares for an estimated value of $15.20 million, which previously represented 3.1% of its reportable assets as of September 30, 2025 [1][2][7] - Following this sale, Progress Software now accounts for 0% of Paradice's 13F assets under management [2] Company Overview - Progress Software Corporation specializes in enterprise application development, automation, and infrastructure management solutions, leveraging a diversified software portfolio to meet complex business needs across various industries and geographies [6] - The company reported a market capitalization of $1.97 billion, with a revenue of $940.13 million and a net income of $48.53 million for the trailing twelve months [3] Financial Performance - Progress Software experienced a significant growth in annualized recurring revenue, which increased by 47% year over year during its fiscal third quarter ending August 31, 2025 [9] - The management raised its full-year revenue guidance to a range of $975 million to $981 million following a better-than-expected fiscal third quarter [9] Product and Service Offerings - The company offers a range of software solutions, including OpenEdge for application development, Sitefinity for web content management, DataDirect Connect for data connectivity, MOVEit for secure file transfer, and Chef for infrastructure automation [4][6] - Progress Software serves a diverse customer base, including end users, independent software vendors, original equipment manufacturers, and system integrators across multiple regions, including North America, EMEA, Asia Pacific, and Latin America [4][5]

Core Insights - Progress Software has launched Progress® Automate MFT, a new SaaS solution aimed at redefining secure file transfer automation for modern enterprises [1][3]. Industry Challenges - Businesses are increasingly pressured to manage sensitive data efficiently while dealing with aging infrastructure and strict compliance requirements, leading to inefficiencies and security vulnerabilities [2]. - Legacy file transfer systems are costly to maintain and difficult to scale, posing compliance and security risks [4]. Product Features - Automate MFT offers a scalable, cloud-native platform that reduces reliance on scripting and administrative burdens, potentially lowering total cost of ownership by up to 50% compared to traditional systems [3]. - Key features include a microservices-based architecture, no-code automation builder, shared credential libraries, organizational tools for task management, task versioning, and enterprise-grade security compliance [7]. Market Position - Automate MFT is positioned as a modern solution to meet the automation needs of organizations, allowing them to modernize operations and focus on innovation while ensuring data security [6]. - Progress Software emphasizes its commitment to delivering secure and scalable solutions for data movement, reinforcing its position in the managed file transfer market [6].