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Pegasystems (CH:PEA)
:PEA

Pegasystems (PEA) Price & Analysis

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PEA Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Recurring Cloud TransitionThe completed subscription shift and rising Pega Cloud mix increase recurring revenue visibility, deepen customer integration and support more durable cash generation. Continued cloud adoption should also create opportunities for expansion across the installed enterprise base.
Strong Cash GenerationRobust free cash flow closely tracking net income indicates strong earnings quality and a cash-generative operating model. This provides flexibility to fund product investment, reduce financial risk and return capital while supporting longer-term strategic execution.
Improved Profitability And LeverageThe combination of high software margins, positive profitability and sharply lower leverage materially strengthens Pegasystems' financial foundation. A healthier balance sheet should improve resilience and allow the company to pursue growth without relying heavily on external financing.
Bears Say
Slowing Revenue GrowthCurrent earnings strength is increasingly margin-driven rather than supported by accelerating demand. Flat TTM revenue and lower operating profitability could limit future operating leverage, especially if cloud growth does not translate into broader total revenue expansion.
Go-to-market Execution RiskExecution shortcomings can slow new-logo wins and expansion within existing accounts, directly affecting recurring contract growth. Corrective actions may take several quarters to produce results, making the company more dependent on improved sales productivity and disciplined execution.
Back-loaded Growth OutlookA shortfall in the first half leaves an unusually large share of annual growth dependent on H2 bookings and renewals. This concentration raises execution risk for full-year ACV and cash-flow objectives, while elongated deal cycles could make the required recovery harder.

Pegasystems News

PEA FAQ

What was Pegasystems’s price range in the past 12 months?
Currently, no data Available
What is Pegasystems’s market cap?
Pegasystems’s market cap is CHF4.52B.
    When is Pegasystems’s upcoming earnings report date?
    Pegasystems’s upcoming earnings report date is Oct 28, 2026 which is in 63 days.
      How were Pegasystems’s earnings last quarter?
      Pegasystems released its earnings results on Jul 21, 2026. The company reported $0.286 earnings per share for the quarter, missing the consensus estimate of $0.354 by -$0.068.
        Is Pegasystems overvalued?
        According to Wall Street analysts Pegasystems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Pegasystems pay dividends?
          Pegasystems does not currently pay dividends.
          What is Pegasystems’s EPS estimate?
          Pegasystems’s EPS estimate is 0.41.
            How many shares outstanding does Pegasystems have?
            Currently, no data Available
            What happened to Pegasystems’s price movement after its last earnings report?
            Pegasystems reported an EPS of $0.286 in its last earnings report, missing expectations of $0.354. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Pegasystems?
              Currently, no hedge funds are holding shares in CH:PEA
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Pegasystems

                Pegasystems Inc., founded in 1983 and headquartered in Cambridge, Massachusetts, is a global provider of enterprise software solutions. The company's operations span the United States, the wider Americas, the United Kingdom, other European nations, the Middle East, Africa, and the Asia-Pacific region, encompassing development, marketing, licensing, hosting, and support services. Their product portfolio includes the Pega Platform, designed for application development, and Pega Infinity, an integrated software suite that merges customer engagement capabilities with digital process automation. Pegasystems also offers specialized customer engagement applications such as the Pega Customer Decision Hub, which helps businesses enhance customer acquisition and overall experience across various digital and traditional channels. Other key applications include Pega Sales Automation, which streamlines sales workflows, and Pega Customer Service, engineered to anticipate client needs, facilitate connections between customers and company resources, automate service interactions, and ultimately improve both the customer experience and employee productivity. Further expanding its offerings, Pegasystems provides intelligent automation software and Pega Cloud, an internet-based infrastructure enabling clients to develop, test, and deploy applications, including the Pega Platform itself. Complementing its software, the company offers Pega Academy for comprehensive training (both in-person and online) to its staff, customers, and partners, alongside extensive guidance, implementation, and technical support services. Pegasystems primarily serves a broad spectrum of industries, including financial services, life sciences, healthcare, communications, media, government, insurance, manufacturing, high-tech, and consumer services, leveraging both a direct sales force and strategic partnerships with technology providers and application developers.

                Pegasystems (PEA) Earnings & Revenues

                PEA Company Deck

                PEA Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Neutral
                The call balanced meaningful operational and product strengths against near-term demand and execution challenges. Positives include strong Pega Cloud ACV growth (22% YoY), record H1 free cash flow ($288M), substantial share repurchases (~$360M), and major product releases (Infinity 26, Infinity Studio, Blueprint AI) that reinforce a differentiated, no-per-token value proposition. Negatives center on slower-than-expected ACV performance in H1 driven by buyer confusion around AI/token economics, elongated deals, and acknowledged go-to-market execution shortcomings. Management expects the back half of 2026 to be pivotal and reiterated long-term cashflow objectives (>$700M by 2028) while planning disciplined spending and efficiency moves. Overall, the company presents strong long-term positioning and cash durability but faces meaningful near-term execution and demand risks that need to be addressed in H2.View all CH:PEA earnings summaries

                PEA Revenue Breakdown

                54.80%54.80%16.91%11.32%11.03%5.94%
                54.80% U.S.
                16.91% EMEA excluding U.K.
                11.32% APAC
                11.03% U.K.
                5.94% Other Americas
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                PEA Stock 12 Month Forecast

                Average Price Target

                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