
PROG Holdings (PRG) Stock Forecast & Price Target
PROG Holdings (PRG) Analyst Ratings
Bulls say
PROG Holdings Inc. has demonstrated impressive growth, with its subsidiary Four showing an average year-over-year increase in gross merchandise value (GMV) of 198% and revenue growth at 382% since the first quarter of 2024. The company's strategic focus on enhancing its platform and expanding the buy-now-pay-later (BNPL) segment, which achieved a significant 163% GMV growth in the third quarter of 2025, positions it favorably for future expansion. Additionally, the shift towards operational efficiency and enhanced customer retention is expected to drive improved margins and revenue growth, which could lead to a reassessment of PROG shares.
Bears say
PROG Holdings Inc faces significant challenges primarily due to the loss of a key retail partner, which has negatively impacted its Gross Merchandise Volume (GMV), revenue, and overall profitability. The bankruptcy of Big Lots, Inc. resulted in a substantial loss of approximately $160 million in annual GMV, representing 8.5% of leasing volume, and has led to a 19% decline in the active customer count. Additionally, the company's tightening of underwriting standards to counteract rising credit risks indicates an expectation of continued headwinds for its core lease-to-own business amid a weakening consumer credit environment.
This aggregate rating is based on analysts' research of PROG Holdings and is not a guaranteed prediction by Public.com or investment advice.
PROG Holdings (PRG) Analyst Forecast & Price Prediction
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