Porch Group
PRCH
About: Porch Group Inc is a vertical software company reinventing the home services and insurance industries. It has two reportable segments: The vertical Software segment provides software and services to home services companies. The Vertical Software segment software and services provide inspection, mortgage, and title companies on a subscription and transactional basis, several key businesses, including inspection software and services, title insurance software, mortgage software, moving services, mover and homeowner marketing, and measurement software for roofers. The insurance segment provides consumers with insurance and warranty products to protect their homes, earning revenue through premiums collected on policies, policy fees, and commissions. Majority revenue is from Insurance segment.
Employees: 733
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 4 (+3) [Q2]
77% more capital invested
Capital invested by funds: $478M [Q1] → $845M (+$367M) [Q2]
60% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $10.7M
41% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 27
35% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 43
6.66% more ownership
Funds ownership: 63.69% [Q1] → 70.35% (+6.66%) [Q2]
5% more funds holding
Funds holding: 146 [Q1] → 154 (+8) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Benchmark
Daniel L. Kurnos
|
$21
|
Buy
Maintained
|
10 Sep 2025 |
Cantor Fitzgerald
Matthew Vanvliet
|
$20
|
Overweight
Assumed
|
2 Sep 2025 |
Goldman Sachs
Adam Hotchkiss
|
$21
|
Buy
Initiated
|
2 Sep 2025 |
Keefe, Bruyette & Woods
Ryan Tomasello
|
$16
|
Market Perform
Maintained
|
13 Aug 2025 |
Oppenheimer
Jason Helfstein
|
$17
|
Outperform
Maintained
|
6 Aug 2025 |
Benchmark
Daniel Kurnos
|
$17
|
Buy
Maintained
|
30 Jul 2025 |
B. Riley Securities
Randy Binner
|
$15
|
Buy
Initiated
|
1 Jul 2025 |
Financial journalist opinion
Based on 3 articles about PRCH published over the past 30 days