Pegasystems Gestione
Criteri Gestione verificati 4/4
Pegasystems Il CEO è Alan Trefler, nominato in Jan1983, e ha un mandato di 43.33 anni. la retribuzione annua totale è $ 8.33M, composta da 7.2% di stipendio e 92.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 45.99% delle azioni della società, per un valore di $ 2.63B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.7 anni e 11.9 anni.
Informazioni chiave
Alan Trefler
Amministratore delegato
US$8.3m
Compenso totale
| Percentuale dello stipendio del CEO | 7.20% |
| Mandato del CEO | 43.3yrs |
| Proprietà del CEO | 46.0% |
| Durata media del management | 7.7yrs |
| Durata media del Consiglio di amministrazione | 11.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 28
Is Pegasystems Inc. (NASDAQ:PEGA) Potentially Undervalued?
While Pegasystems Inc. ( NASDAQ:PEGA ) might not have the largest market cap around , it received a lot of attention...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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$90m |
Compensazione vs Mercato: La retribuzione totale di Alan ($USD 8.33M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Alan è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Alan Trefler (69 yo)
43.3yrs
Mandato
US$8,332,032
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 43.3yrs | US$8.33m | 45.99% $ 2.6b | |
| COO & CFO | 5.1yrs | US$6.36m | 0.066% $ 3.8m | |
| Chief of Clients & Markets | 11.8yrs | US$4.30m | 0.071% $ 4.1m | |
| Chief Product Officer | no data | US$4.04m | 0.067% $ 3.8m | |
| Chief of Client & Partner Success | 5.2yrs | US$4.24m | 0.032% $ 1.8m | |
| Chief Accounting Officer | 18yrs | Nessun dato | Nessun dato | |
| CTO and VP of Marketing & Technology Strategy | 10.2yrs | Nessun dato | Nessun dato | |
| Chief Information Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer | less than a year | Nessun dato | Nessun dato | |
| Vice President of Corporate Communications | 11.9yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 4.3yrs | Nessun dato | Nessun dato |
7.7yrs
Durata media
58.5yo
Età media
Gestione esperta: Il team dirigenziale di PEGA è esperto e expertise (durata media dell'incarico 7.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 43.3yrs | US$8.33m | 45.99% $ 2.6b | |
| Independent Director | 17.2yrs | US$315.03k | 0.016% $ 915.2k | |
| Independent Director | 25.5yrs | US$310.03k | 0.57% $ 32.9m | |
| Independent Director | 10.1yrs | US$320.03k | 0.041% $ 2.3m | |
| Independent Director | 13.8yrs | US$345.03k | 0.0064% $ 364.0k | |
| Independent Director | 7.1yrs | US$334.53k | 0.013% $ 742.4k | |
| Independent Director | 9.7yrs | US$310.03k | 0.022% $ 1.2m | |
| Independent Director | 1.3yrs | US$453.39k | 0.0020% $ 116.2k |
11.9yrs
Durata media
67.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di PEGA è composto da personale esperto e esperto (durata media dell'incarico 11.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 22:53 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Pegasystems Inc. è coperta da 26 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Raimo Lenschow | Barclays |
| Mark Schappel | Benchmark Company |
| Richard Davis | Canaccord Genuity |