Low-Code Automation And Hyperscaler Alliances Will Erode Margins

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

28 Apr 25

Updated

01 May 26

Views

48

01 May

US$34.35

AnalystLowTarget's Fair Value

US$48.00

28.4% undervalued

1Y

-28.5%

7D

1.9%

Loading

1Y

-28.5%

7D

1.9%

You can edit this narrative until May 2 1:20 PM. Then, changes will post as Updates.

Author's Valuation

US$4828.4% undervalued

AnalystLowTarget Fair Value

Shared on 01 May 26

Fair value Decreased 20%

PEGA: AI Workflow Modernization And Buybacks Will Support Stronger Profitability Ahead

Analysts have trimmed their consolidated price target on Pegasystems to $48. This reflects updated views on fair value, growth assumptions, and earnings multiples after a recent mix of target increases and cuts across the Street.

5 views

Shared on 05 Feb 26

PEGA: Agentic AI And Workflow Modernization Will Support Stronger Profitability Ahead

Analysts have adjusted their price target framework for Pegasystems to reflect a fair value of about US$59.63, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this update. What's in the News Pegasystems launched Notes to Blueprint, a tool designed to help organizations transform legacy Lotus Notes applications into automated, cloud-based workflows, using assets acquired from Sweden based Adopteq, including InvestigatorPlus and MigratorPlus.

4 views

Shared on 22 Jan 26

Fair value Increased 37%

PEGA: Agentic AI Rollout Will Support Stronger Profitability Ahead

Analysts now see Pegasystems' fair value at about US$59.63 per share, up from roughly US$43.64, citing updated assumptions for profit margins and future P/E, along with slight tweaks to the discount rate and revenue growth outlook. What's in the News Pegasystems launched Notes to Blueprint to help enterprises move aging Lotus Notes applications into automated, cloud-based workflows using Pega Blueprint and assets acquired from Adopteq, available via Pega Marketplace and through partner Capgemini on AWS Marketplace (Key Developments).

2 views

Shared on 07 May 25

Fair value Increased 24%

4 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$48

28.4% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

10.20%

Historical revenue growth rate

9.15%

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.51%

Calculation

US$381.29m

Earnings '29

x

25.72x

PE Ratio '29

=

US$9.81b

Market Cap '29

US$9.81b

Market Cap '29

/

160.15m

No. shares '29

=

US$61.23

Share Price '29

US$61.23 Share Price '29

Discounted to 2026 @ 8.49% p.a.

=

US$47.95

Fair Value '26