PAR Technology: The Reset Is Done, Now Execution Decides The Stock
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Emmanuel Onwusah367 FollowersFollow5ShareSavePlay(7min)CommentsSummaryPAR Technology now trades at a reset valuation near 4x revenue, presenting an attractive entry after operational noise earlier this year.Q3 results showed 22% ARR growth to $298M, 25% subscription revenue growth, and improving attach rates, reinforcing confidence in PAR’s platform adoption.Execution on large customer rollouts, especially with RBI brands, and maintaining mid-teens organic ARR growth are crucial for near-term rerating.Improved EBITDA, cash flow, and margin expansion signal operational progress, but concentration risk and hardware drag remain key monitoring points. Sunwoo Jung/DigitalVision via Getty Images PAR Technology Corporation's (PAR) valuation reset earlier this year is what pulled me back in. The stock now trades near 4x revenue, and Q3 showed enough progress for me to stay constructive. ARR reached about $298 million, up 22% YoY, and subscription revenue grew 25 percentThis article was written byEmmanuel Onwusah367 FollowersFollowI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets narrative. My background is in petroleum and gas engineering, but I moved into finance because I’ve always been drawn to how businesses grow, how markets react, and how data tells stories. I focus on tech, infrastructure, and internet services, with a bias for companies that pair strong fundamentals with real potential.I write here to think in public, share investment ideas, and connect with other investors who care about long-term returns, not just short-term noise. If you enjoy thoughtful breakdowns and real conversation around stocks, you’re in the right place. There’ll be charts, jokes, and hopefully, some profitable ideas.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You