Pegasystems Inc.

Informe acción NasdaqGS:PEGA

Capitalización de mercado: US$6.0b

Pegasystems Resultados de beneficios anteriores

Pasado controles de criterios 6/6

Pegasystems ha aumentado sus beneficios a una tasa media anual de 58%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 27.2% anual. Los ingresos han ido creciendo a una tasa media de 9.2% al año. La rentabilidad financiera de Pegasystems es de 48.3%, y sus márgenes netos son de 20%.

Información clave

57.98%

Tasa de crecimiento de los beneficios

57.58%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos9.15%
Rentabilidad financiera48.27%
Margen neto20.04%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis 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...

Recent updates

Actualización de narrativa 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.
Actualización de narrativa 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.
Seeking Alpha Apr 14

Pegasystems: Pivoting To A 'Sell' Ahead Of Earnings (Downgrade)

Summary Pegasystems is downgraded to "Sell" due to vulnerability in its seat-based pricing amid widespread enterprise headcount reductions. PEGA's FY26 guidance of 15% ACV and revenue growth appears optimistic given macro pressures and likely seat compression from client layoffs. Valuation no longer stands out, with PEGA trading at 3.3x EV/revenue and 11.5x EV/FCF, while higher-growth SaaS peers now trade at similar or lower multiples. With Q1 earnings approaching, I recommend reducing exposure as negative catalysts—seat retention, churn, and guidance risk—loom for PEGA. Read the full article on Seeking Alpha
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis Jul 25

Pegasystems Inc. Just Beat EPS By 179%: Here's What Analysts Think Will Happen Next

As you might know, Pegasystems Inc. ( NASDAQ:PEGA ) just kicked off its latest second-quarter results with some very...
Artículo de análisis Jul 04

Does Pegasystems (NASDAQ:PEGA) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Jun 13

Subdued Growth No Barrier To Pegasystems Inc.'s (NASDAQ:PEGA) Price

Pegasystems Inc.'s ( NASDAQ:PEGA ) price-to-earnings (or "P/E") ratio of 44x might make it look like a strong sell...
Seeking Alpha Apr 24

Pegasystems: Reinventing Itself In The AI Age

Summary Pegasystems has rebranded as an AI-driven "decision platform," showing strong growth and a sharp rebound driven by very healthy Q1 results. ACV growth accelerated to 13% y/y in Q1, while backlog grew at an even healthier 21% y/y pace. The company's ability to sign multi-year deals to fill its backlog is evidence of management's belief that current macro headwinds aren't materially impacting its business. PEGA stock remains cheaply valued at ~4x forward revenue, below peers like Salesforce, prompting my buy rating. Read the full article on Seeking Alpha
Seeking Alpha Mar 25

Pegasystems: Gen AI Deployment Might Affect Gross Margins

Summary Pegasystems stock is fairly valued but faces low revenue growth and potential margin pressure from higher gen AI computing costs, leading to a hold rating. PEGA excels in customer case management using gen AI, machine learning, and automation, enhancing customer lifetime value and operating leverage. Despite strong FCF generation, PEGA's on-premises software licenses cause gross profit volatility, and its revenue growth lags behind Salesforce. PEGA's Blueprint tool offers significant process optimization, reducing consulting costs and increasing client attachment. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Pegasystems. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:PEGA Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 261,700341760320
31 Dec 251,746393727313
30 Sep 251,732278701308
30 Jun 251,676220682304
31 Mar 251,643197668300
31 Dec 241,49799648298
30 Sep 241,481123637293
30 Jun 241,490130632294
31 Mar 241,43776634292
31 Dec 231,43368656296
30 Sep 231,355-40674297
30 Jun 231,291-126695298
31 Mar 231,267-366717298
31 Dec 221,318-346743294
30 Sep 221,238-417762290
30 Jun 221,223-380755280
31 Mar 221,274-57740270
31 Dec 211,212-63709261
30 Sep 211,194-22684251
30 Jun 211,16415661246
31 Mar 211,065-43629241
31 Dec 201,018-61613237
30 Sep 20995-64593230
30 Jun 20986-76573222
31 Mar 20964-87561213
31 Dec 19911-90531205
30 Sep 19891-75499199
30 Jun 19878-52469193
31 Mar 19869-30442186
31 Dec 1889211425182
30 Sep 1889035409177
30 Jun 1887844392172
31 Mar 1886758376169
31 Dec 1788899353163
30 Sep 1783367341158
30 Jun 1782569337155
31 Mar 1782870335151
31 Dec 1676245324146
30 Sep 1675539318141
30 Jun 1673542303136
31 Mar 1670841288131
31 Dec 1568336278126
30 Sep 1564735261122
30 Jun 1562231255118

Ingresos de calidad: PEGA tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (20%) de PEGA son superiores a los del año pasado (12%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: PEGA ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 58% al año.

Acelerando crecimiento: El crecimiento de los beneficios de PEGA en el último año (73.2%) supera su media de 5 años (58% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de PEGA en el último año (73.2%) superó al de la industria Software 11.8%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (48.3%) de PEGA se considera excepcional.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/30 02:32
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Pegasystems Inc. está cubierta por 26 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Raimo LenschowBarclays
Mark SchappelBenchmark Company
Richard DavisCanaccord Genuity