PAR Technology (PAR): High Expected Value, Uncertain Timing
In its second-quarter 2025 investor letter, Greenhaven Road Capital highlighted stocks such as PAR Technology Corporation (NYSE:PAR). PAR Technology Corporation (NYSE:PAR) offers omnichannel cloud-based hardware and software solutions to the restaurant and retail industries. The one-month return of PAR Technology Corporation (NYSE:PAR) was -25.90%, and its shares lost 1.82% of their value over the last 52 weeks. On August 18, 2025, PAR Technology Corporation (NYSE:PAR) stock closed at $52.25 per share, with a market capitalization of $2.12 billion.
Greenhaven Road Capital stated the following regarding PAR Technology Corporation (NYSE:PAR) in its second quarter 2025 investor letter:
"PAR Technology Corporation (NYSE:PAR) – PAR is another difficult company to forecast earnings precisely. The company primarily adds new customers through RFP processes, the duration and outcome of which are not known. Even after winning an RFP, the implementation timeline is dictated by the customer. This past quarter saw a rollout implementation slowdown from Burger King, their largest customer, which halted implementation because they are adopting an additional module. This is a very 'good' problem to have – your largest customer slowing down to buy more product. It is also worth noting that Burger King has several additional cross-sale opportunities including Popeye's, Tim Hortons, and Burger King International. Burger King buying more is an excellent data point even if it had a negative impact on last quarter's revenue.
An engineer working in a tech lab, surrounded by tools and components.
PAR Technology Corporation (NYSE:PAR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held PAR Technology Corporation (NYSE:PAR) at the end of the first quarter compared to 33 in the third quarter. PAR Technology Corporation's (NYSE:PAR) second quarter revenue increased nearly 44% to $112.4 million. While we acknowledge the potential of PAR Technology Corporation (NYSE:PAR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered PAR Technology Corporation (NYSE:PAR) and shared Laughing Water Capital's views on the company in the previous quarter. In its Q1 2025 investor letter, Greenhaven Road Capital highlighted PAR Technology Corporation (NYSE:PAR) as a resilient high growth company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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