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    How AWS No‑Code AI Launch And ShareFile Synergies At Progress Software (PRGS) Have Changed Its Investment Story

    Simply Wall St·12/08/2025 21:12:41
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    • Progress Software recently expanded its AI footprint by listing its no-code Agentic RAG platform on AWS Marketplace, giving AWS customers a simpler way to deploy generative AI on their own data.
    • At the same time, the effective integration of ShareFile has lifted annual recurring revenue, overall revenue, and expense savings, underscoring the company’s push toward higher-margin, SaaS-based recurring income.
    • We’ll now examine how the AWS Marketplace rollout of its no-code Agentic RAG platform could reshape Progress Software’s broader investment narrative.

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    Progress Software Investment Narrative Recap

    To own Progress Software, you need to believe it can convert legacy tools and acquisitions into higher margin, recurring SaaS and AI revenue while keeping integration risks in check. The AWS Marketplace launch of its Agentic RAG platform reinforces the near term AI catalyst by widening distribution, but it does not remove the biggest current risk around execution and cost control as the business leans further into SaaS and cloud delivery.

    Among recent announcements, the early access launch of Agentic RAG for Sitefinity stands out alongside the AWS listing, because it ties Progress’s AI push directly into an existing digital experience product. Together, these moves make AI more central to its offering and help test whether the company can grow AI related recurring revenue fast enough to offset rising cloud and acquisition related costs, which remain a key watchpoint for shareholders.

    Yet investors should also weigh how increased reliance on SaaS acquisitions could expose them to overpaying for assets and weaker margins if...

    Read the full narrative on Progress Software (it's free!)

    Progress Software's narrative projects $1.0 billion revenue and $138.9 million earnings by 2028. This requires 5.5% yearly revenue growth and an $81.3 million earnings increase from $57.6 million today.

    Uncover how Progress Software's forecasts yield a $70.00 fair value, a 61% upside to its current price.

    Exploring Other Perspectives

    PRGS Community Fair Values as at Dec 2025
    PRGS Community Fair Values as at Dec 2025

    Simply Wall St Community users see Progress Software’s fair value between US$70 and US$94.03 across 2 independent views, showing how widely opinions can differ. Set that against the execution risk in its SaaS and cloud transition, and it becomes even more important to compare multiple viewpoints on how sustainable the current AI and recurring revenue push really is.

    Explore 2 other fair value estimates on Progress Software - why the stock might be worth over 2x more than the current price!

    Build Your Own Progress Software Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.