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Published
28 Aug 24
Updated
20 Aug 26
Views
655
Not Invested
PegasystemsPEGA
PEGA logo
Fair Value
US$43
Share price20 Aug
US$37.3213.2% undervalued intrinsic discount
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1Y-30.72%
7D10.32%

PEGA: Cloud Migration Strength Will Drive Future Gains And AI Momentum

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
28 Aug 24
Updated
20 Aug 26
Views
655
Not Invested
Fair ValueUS$43
Share priceUS$37.32
13.2% undervalued intrinsic discount
Narrative
Updates19

Shared on 20 Aug 26

Fair value Decreased 28%

PEGA: AI Adoption Headwinds Will Set Up Recurring Revenue Rebound

Some customers are hesitating to sign AI-related deals, and that slowdown is starting to show up in how new business gets booked — but some analysts think the delays may clear as renewals pick up later. The company is also rolling out new AI features and a simpler pricing approach that could make it easier for buyers to move forward.
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9 viewsusers have viewed this narrative update

Shared on 02 Apr 26

Fair value Decreased 19%

PEGA: Defensive Back Office Demand Will Support Durable Recurring Revenue Ahead

The updated analyst price target for Pegasystems moves to $59.82 from $73.91, as analysts weigh a lower fair value and P/E assumption against expectations for higher revenue growth, stronger profit margins, and relatively resilient demand for back office software in defensive end markets. Analyst Commentary Recent Street research around Pegasystems reflects a mixed setup, with some firms lifting price targets and others cutting them, all while highlighting the same core themes of back office software demand, revenue growth potential, margin progress, and valuation reset.
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32 viewsusers have viewed this narrative update

Shared on 07 Jan 26

PEGA: Cloud And Blueprint Execution Will Support Durable Recurring Revenue Ahead

Analysts have raised their price targets on Pegasystems to a range of US$70 to US$85, citing solid Q3 results, accelerating cloud contract growth, and early Blueprint adoption as key supports for the higher valuations. Analyst Commentary Recent research updates around Pegasystems cluster around a more constructive view on execution in the cloud business and the early impact of Blueprint on growth, with price targets now anchored in the US$70 to US$85 range following the Q3 report.
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19 viewsusers have viewed this narrative update

Shared on 14 Dec 25

Fair value Increased 1.12%

PEGA: Cloud Migration Momentum Will Drive Durable Recurring Revenue Strength Ahead

Analysts have increased their fair value estimate for Pegasystems to approximately $73.91 from about $73.09 per share, citing stronger than expected Q3 cloud driven performance, accelerating revenue growth expectations, and a modestly higher long term valuation multiple. Analyst Commentary Bullish analysts largely view the Q3 report as a validation of Pegasystems' cloud centric strategy, pointing to the combination of stronger execution, accelerating cloud contract volume, and increasing customer adoption of Blueprint as key drivers of upside to prior expectations.
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11 viewsusers have viewed this narrative update

Shared on 29 Nov 25

PEGA: Accelerating Cloud Migration Will Drive Continued Upside Momentum Ahead

The analyst consensus price target for Pegasystems increased significantly, rising from $65 to $85. Analysts cite strong cloud transition momentum, solid Q3 results, and expanding opportunities in modernizing legacy applications as key drivers for their upward revisions.
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13 viewsusers have viewed this narrative update

Shared on 15 Nov 25

PEGA: Cloud Transition And Strong Q3 Results Will Drive Upward Momentum

The average analyst price target for Pegasystems has been raised. New targets now range from $70 to $85, as analysts cite strong Q3 results, ongoing cloud transformation, and increased long-term growth potential as key factors in their updated outlooks.
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17 viewsusers have viewed this narrative update

Shared on 31 Oct 25

Fair value Increased 12%
Pegasystems' analyst price target has been raised from $65.09 to $73.09 per share. Analysts cite strong Q3 results, momentum in cloud migration, and robust sales execution as key drivers supporting this upward revision.
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7 viewsusers have viewed this narrative update

Shared on 17 Oct 25

Fair value Increased 0.56%
Analysts have modestly raised their price target for Pegasystems, increasing it from approximately $64.73 to $65.09. They cite strong quarterly results, favorable risk/reward, and growing momentum in enterprise demand and innovative solutions as key drivers for the revision.
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1 viewusers have viewed this narrative update

Shared on 03 Oct 25

Fair value Increased 3.26%
Analysts have increased their price target for Pegasystems to $70 from $60, citing strong Q2 results, an improved revenue growth outlook, and robust demand for the company's digital transformation solutions. Analyst Commentary Recent research notes highlight both encouraging trends and areas for caution in Pegasystems' outlook, as reflected in the latest round of price target adjustments.
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5 viewsusers have viewed this narrative update

Shared on 29 Jul 25

Fair value Increased 25%
The notable increase in Pegasystems' consensus price target to $62.68 reflects higher future P/E expectations and improved revenue growth forecasts. What's in the News Pegasystems launched Pega Cloud on Google Cloud in Saudi Arabia, supporting data residency for local clients and aligning with Vision 2030, expanding its presence in a rapidly growing ICT market.
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3 viewsusers have viewed this narrative update

Shared on 07 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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6 viewsusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Decreased 4.57%
AnalystConsensusTarget has decreased revenue growth from 6.9% to 3.8%, increased profit margin from 13.0% to 15.6% and decreased future PE multiple from 43.3x to 37.4x.
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6 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 3.21%
AnalystConsensusTarget has decreased profit margin from 14.7% to 13.0% and decreased shares outstanding growth rate from 0.0% to 0.0%.
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4 viewsusers have viewed this narrative update

Shared on 17 Apr 25

Fair value Decreased 4.37%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Decreased 1.69%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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1 viewusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 11%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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2 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 10 Mar 25

Fair value Decreased 0.10%
AnalystConsensusTarget has increased revenue growth from 4.3% to 7.0% and increased shares outstanding growth rate from -0.0% to 0.0%.
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2 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$43
vs US$37.3213.2% undervalued intrinsic discount
PastFuture-417m2b2015201820212024202620272029Revenue US$2.2bEarnings US$345.7m
8.5%
Revenue growth
15.6%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Pegasystems

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  • Narrative and analyst updates
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Company analysis

Flawless balance sheet and undervalued.

Market capUS$6.0b
PB10.9x
Estimated Growth10.1%
Dividend Yield0.3%
Full analysis

CEO & management

Alan Trefler
CEO
5.5yrs
CEO Tenure

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

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