Pegasystems Management
Management Kriterienprüfungen 4/4
Pegasystems CEO ist Alan Trefler , ernannt in Jan 1983, hat eine Amtszeit von 43.67 Jahren. Die jährliche Gesamtvergütung beträgt $8.33M , bestehend aus 7.2% Gehalt und 92.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 46.75% der Aktien des Unternehmens, im Wert von $2.75B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.5 Jahre bzw. 12.3 Jahre.
Wichtige Informationen
Alan Trefler
Geschäftsführender
US$8.3m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 7.20% |
| Amtszeit als Geschäftsführer | 43.7yrs |
| Eigentum des Geschäftsführers | 46.7% |
| Durchschnittliche Amtszeit des Managements | 5.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 12.3yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Sep 03
PEGA: AI Deal Delays Will Set Up Future Earnings Re Rating
The updated analyst price target for Pegasystems has moved from $70 to $60, reflecting analyst concerns about weaker Q2 annual contract value trends, execution issues in the go-to-market shift, and continued deal delays tied to AI-related buyer indecision. Analyst Commentary Recent research on Pegasystems points to a mixed picture, with several firms cutting price targets or ratings after the latest Q2 report.
Narrative-Update • Aug 20
PEGA: AI Adoption Headwinds Will Set Up Recurring Revenue Rebound
Analysts have reduced Pegasystems' consolidated fair value estimate from about $59.82 to $43.00 after a series of lower price targets and rating downgrades. These changes cite weaker Q2 Annual Contract Value trends, slower go-to-market execution, and AI-related deal delays.Seeking Alpha • Aug 13
Pegasystems: Slowing ACV Growth Means AI Isn't A Tailwind After All (Downgrade)
Summary Pegasystems is downgraded to "Sell" due to poor execution, slowing growth, and intensifying competition in core software categories. PEGA's ACV growth has slowed to single digits despite a claimed $183 billion 2030 TAM, raising concerns about execution and market positioning. Operating margins are compressing as opex rises faster than revenue, with no compensating cost discipline amid revenue headwinds. At 2.3x–2.5x EV/revenue and ~12x forward P/E, PEGA is not attractively valued relative to higher-quality, better-branded software peers. Read the full article on Seeking Alpha
Narrative-Update • Aug 06
PEGA: AI Buyer Paralysis And Q2 Execution Missteps Will Pressure Future Cash Generation
Analysts have cut their Pegasystems fair value estimate from $40.61 to $25.00 as reduced price targets and Q2 execution concerns feed through into lower assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research commentary on Pegasystems highlights a clear reset in expectations.Narrative-Update • Jul 22
PEGA: Agentic AI Modernization On AWS Will Support Future Cash Generation
The analyst price target for Pegasystems has been revised lower, reflecting a fair value move from about $48.00 to roughly $40.61, as analysts factor in recent downgrades, commentary on a more uncertain growth path, and reduced confidence in prior contract value growth expectations. Analyst Commentary Recent research on Pegasystems highlights a more cautious stance, with several bearish analysts pointing to softer contract trends, execution issues, and a less certain growth path.Narrative-Update • Jun 23
PEGA: Agentic AI Modernization On AWS Will Support Future Profitability
The Pegasystems analyst price target has shifted slightly to reflect a mixed set of recent Street revisions, including a $1 increase at one firm and several $4 to $5 reductions, as analysts balance modestly adjusted growth, margin and future P/E assumptions. Analyst Commentary Recent Street commentary on Pegasystems reflects a cautious tone, with several bearish analysts trimming price targets even as one firm adjusted its target slightly higher.Analyseartikel • Jun 20
Pegasystems (PEGA) Stock Could Be 49.7% Undervalued as AI Narrative Faces Market Doubts
Pegasystems (PEGA) has drawn investor attention after a period of weak share performance, with the stock down 12% over the past month and 31% over the past 3 months. See our latest analysis for Pegasystems. The recent weakness fits into a broader trend, with Pegasystems’ share price down 46.33% year to date and the 1 year total shareholder return declining 39.20%. However, the 3 year total shareholder return remains positive at 23.32%, suggesting momentum has been fading. If Pegasystems’...Narrative-Update • Jun 04
PEGA: Cloud Shift And AI Workflow Modernization Will Support Future Profitability
Analysts have modestly adjusted their outlook on Pegasystems, with the consensus price target now reflecting mixed recent Street revisions, including a $1 increase at one firm and several $4 to $5 cuts. These changes are supported by updated views on growth, margins, and the stock's future P/E profile.Narrative-Update • May 01
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.Narrative-Update • Apr 17
PEGA: Defensive End Markets And Buybacks Will Support Future Earnings Re Rating
Analysts have trimmed their average price target on Pegasystems to $70, reflecting updated views on discount rates, long term revenue growth and profit margins after a series of recent target changes across Citi, RBC Capital, Wedbush and Citizens. Analyst Commentary Bullish analysts see Pegasystems as a back office software name with stable fundamentals and exposure to what they view as more defensive end markets.Narrative-Update • Apr 02
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.Narrative-Update • Mar 19
PEGA: Defensive End Markets And Buybacks Will Support Higher Earnings Multiple
The analyst price target for Pegasystems has increased by just under $1, with analysts citing stable back-office software earnings, steady outlooks, and the company's exposure to more defensive end markets as key supports for the updated view. Analyst Commentary Recent Street research around Pegasystems centers on how the company fits into the current back-office software theme, where earnings have been described as muted but generally stable.Narrative-Update • Mar 05
PEGA: Expanded Buybacks And Execution Will Support Higher Future Earnings Multiple
Analysts have trimmed their average price targets on Pegasystems by between $15 and $20, even as underlying assumptions such as revenue growth, discount rate and future P/E remain broadly consistent. This reflects a more cautious stance while still indicating that they see value in the stock.Narrative-Update • Feb 19
PEGA: Buyback Expansion Will Reset Expectations And Support Rerated Earnings Multiple
Analysts have trimmed their average price target on Pegasystems by about $6 to reflect a lower fair value estimate of $72.09, while factoring in updated assumptions around growth, profitability, and a more moderate future P/E. Analyst Commentary Recent research has converged around a reset in expectations for Pegasystems, with several firms lowering their price targets and one major bank moving to a more constructive view.Analyseartikel • Feb 17
We Think Pegasystems' (NASDAQ:PEGA) Robust Earnings Are Conservative
When companies post strong earnings, the stock generally performs well, just like Pegasystems Inc.'s ( NASDAQ:PEGA...Narrative-Update • Feb 05
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.Analyseartikel • Feb 04
Pegasystems Inc.'s (NASDAQ:PEGA) Popularity With Investors Under Threat As Stock Sinks 29%
The Pegasystems Inc. ( NASDAQ:PEGA ) share price has fared very poorly over the last month, falling by a substantial...Narrative-Update • Jan 22
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).Narrative-Update • Jan 07
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.Analyseartikel • Jan 05
An Intrinsic Calculation For Pegasystems Inc. (NASDAQ:PEGA) Suggests It's 36% Undervalued
Key Insights The projected fair value for Pegasystems is US$87.23 based on 2 Stage Free Cash Flow to Equity Pegasystems...Narrative-Update • Dec 14
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.Narrative-Update • Nov 29
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.Narrative-Update • Nov 15
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.Narrative-Update • Oct 31
PEGA: Cloud Migration Strength Will Drive Future Gains And AI Momentum
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.Narrative-Update • Oct 17
AI Cloud And Gen AI Blueprint Will Elevate Client Engagement
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.Narrative-Update • Oct 03
AI Cloud And Gen AI Blueprint Will Elevate Client Engagement
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.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$324m |
| Mar 31 2026 | n/a | n/a | US$341m |
| Dec 31 2025 | US$8m | US$600k | US$393m |
| Sep 30 2025 | n/a | n/a | US$278m |
| Jun 30 2025 | n/a | n/a | US$220m |
| Mar 31 2025 | n/a | n/a | US$197m |
| Dec 31 2024 | US$8m | US$572k | US$99m |
| Sep 30 2024 | n/a | n/a | US$123m |
| Jun 30 2024 | n/a | n/a | US$130m |
| Mar 31 2024 | n/a | n/a | US$76m |
| Dec 31 2023 | US$6m | US$495k | US$68m |
| Sep 30 2023 | n/a | n/a | -US$40m |
| Jun 30 2023 | n/a | n/a | -US$126m |
| Mar 31 2023 | n/a | n/a | -US$366m |
| Dec 31 2022 | US$7m | US$495k | -US$346m |
| Sep 30 2022 | n/a | n/a | -US$417m |
| Jun 30 2022 | n/a | n/a | -US$380m |
| Mar 31 2022 | n/a | n/a | -US$57m |
| Dec 31 2021 | US$8m | US$495k | -US$63m |
| Sep 30 2021 | n/a | n/a | -US$22m |
| Jun 30 2021 | n/a | n/a | US$15m |
| Mar 31 2021 | n/a | n/a | -US$43m |
| Dec 31 2020 | US$6m | US$495k | -US$61m |
| Sep 30 2020 | n/a | n/a | -US$64m |
| Jun 30 2020 | n/a | n/a | -US$76m |
| Mar 31 2020 | n/a | n/a | -US$87m |
| Dec 31 2019 | US$6m | US$485k | -US$90m |
Vergütung im Vergleich zum Markt: AlanDie Gesamtvergütung ($USD8.33M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.45M).
Entschädigung vs. Einkommen: AlanDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Alan Trefler (70 yo)
43.7yrs
Amtszeit
US$8,332,032
Vergütung
Mr. Alan Trefler founded Pegasystems Inc. in 1983 and has been its Chairman of the Board and Chief Executive Officer since 1983. Mr. Trefler has been a Director of Pegasystems, Inc. since 1983. Mr. Trefler...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 43.7yrs | US$8.33m | 46.75% $ 2.7b | |
| COO & CFO | 5.4yrs | US$6.36m | 0.078% $ 4.6m | |
| Chief of Clients & Markets | 12.2yrs | US$4.30m | 0.078% $ 4.6m | |
| Chief Product Officer | no data | US$4.04m | 0.066% $ 3.9m | |
| Chief of Client & Partner Success | 5.5yrs | US$4.24m | 0.035% $ 2.1m | |
| Chief Accounting Officer | 18.3yrs | keine Daten | keine Daten | |
| CTO and VP of Marketing & Technology Strategy | 10.5yrs | keine Daten | keine Daten | |
| Chief Information Officer | 2.7yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Chief Legal Officer | 1.1yrs | keine Daten | keine Daten | |
| Chief People Officer | 4.7yrs | keine Daten | keine Daten | |
| Senior Vice President of Consulting | 1yr | keine Daten | keine Daten |
5.5yrs
Durchschnittliche Betriebszugehörigkeit
59.5yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von PEGA ist erfahren und erfahren (durchschnittliche Amtszeit von 5.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 43.7yrs | US$8.33m | 46.75% $ 2.7b | |
| Independent Director | 17.5yrs | US$315.03k | 0.019% $ 1.1m | |
| Independent Director | 25.8yrs | US$310.03k | 0.59% $ 34.4m | |
| Independent Director | 10.4yrs | US$320.03k | 0.044% $ 2.6m | |
| Independent Director | 14.1yrs | US$345.03k | 0.0088% $ 518.0k | |
| Independent Director | 7.4yrs | US$334.53k | 0.016% $ 912.6k | |
| Independent Director | 10yrs | US$310.03k | 0.025% $ 1.4m | |
| Independent Director | 1.7yrs | US$453.39k | 0.0044% $ 259.6k |
12.3yrs
Durchschnittliche Betriebszugehörigkeit
68.5yo
Durchschnittliches Alter
Erfahrener Vorstand: PEGADie Vorstandsmitglieder sind sehr erfahren ( 12.3 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/11 03:03 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Pegasystems Inc. wird von 26 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Raimo Lenschow | Barclays |
| Richard Davis | Canaccord Genuity |
| Steven Enders | Citigroup Inc |