View ValuationPegasystems 향후 성장Future 기준 점검 3/6Pegasystems (는) 각각 연간 4.8% 및 7.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 39.2% 로 예상됩니다.핵심 정보4.8%이익 성장률4.94%EPS 성장률Software 이익 성장12.2%매출 성장률7.4%향후 자기자본이익률39.20%애널리스트 커버리지Good마지막 업데이트23 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Aug 05Pegasystems Expands FedRAMP Class D Certified Capabilities In Pega Cloud For GovernmentPegasystems Inc. has expanded the FedRAMP Class D Certified capabilities available within Pega Cloud for Government. This latest certification (formerly known as FedRAMP High Authorized) adds a broad set of Pega’s AI-powered workflow automation, decisioning, and process optimization capabilities to Pega Cloud for Government, enabling federal agencies to streamline operations, improve service delivery, and make more effective use of AI while maintaining compliance with federal requirements. Pega Cloud for Government helps agencies address this challenge by bringing together AI, decisioning, workflow automation, and case management capabilities on a single enterprise platform. With these FedRAMP Class D Certified capabilities now available in Pega Cloud for Government, agencies can expand how they use them for mission-critical work. Key newly authorized capabilities include: Build, automate, and optimize: Pega Platform brings together AI, case management, workflow automation, and application development capabilities on a single platform to help agencies design, run, and continuously improve mission-critical processes and constituent engagements. Deploy AI-driven decisioning: Pega Customer Decision Hub enables agencies to apply real-time decisioning and AI-powered next-best-action intelligence to citizen engagement, benefits administration, and service delivery initiatives. Automate complex workflows: Pega Process AI applies AI to help identify inefficiencies, automate routine work, and improve execution of complex processes, enabling agencies to operate more effectively. Intelligently manage collections: Pega Collections helps agencies manage financial obligations and recovery programs through intelligent prioritization, decisioning, and engagement strategies. Connect hybrid environments: Pega PremBridge enables secure connectivity between Pega Cloud-hosted capabilities and agency-managed AI environments, helping organizations extend the value of existing AI investments while supporting hybrid operating models. The FedRAMP standardization program assessed these capabilities in Pega Cloud for Government across hundreds of security controls for security and risk management vulnerabilities. FedRAMP Class D Certified status validates that Pega Cloud for Government can help mitigate the unique risks associated with cloud computing environments and the sensitive nature of high-impact federal data. Pega Cloud for Government provides workflow automation tools, environments, and operational support for some of the largest government agencies worldwide. The solution connects data and systems across operational silos, helping streamline organizational complexity while improving service delivery. It also offers agencies the flexibility to scale to meet changing mission requirements while maintaining compliance with critical government standards. Powered by AWS GovCloud, Pega Cloud for Government can run highly sensitive government workloads with the production-grade capabilities government agencies require. The newly authorized capabilities are available now within Pega Cloud for Government.공고 • Aug 02Pegasystems Inc. Announces Special Cash Dividend, Payable on September 16, 2026Pegasystems Inc. announced that it will pay a previously declared special cash dividend of $7 million on September 16, 2026, to shareholders of record as of August 17, 2026, excluding certain shareholders.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €23.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €26.26 per share.Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: US$0.081 (vs US$0.18 in 2Q 2025)Second quarter 2026 results: EPS: US$0.081 (down from US$0.18 in 2Q 2025). Revenue: US$420.7m (up 9.4% from 2Q 2025). Net income: US$13.3m (down 56% from 2Q 2025). Profit margin: 3.2% (down from 7.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.공고 • Jul 16Pegasystems Inc. Announces General Availability of Pega Infinity 26 Ai SuitePegasystems Inc. announced the general availability of Pega Infinity 26, Pega’s AI suite of products designed to help enterprises scale AI with confidence. By combining advanced agentic AI with built-in governance and a pricing model that eliminates consumption-based AI charges, Pega Infinity 26 enables organizations to achieve both predictable AI outcomes and predictable costs. With Pega Infinity 26, enterprises can design, orchestrate, and govern AI agents across operations, customer service, and customer engagement workflows. Every AI-driven interaction adheres to business rules and regulatory standards while eliminating the unpredictability of expensive token-based pricing, allowing enterprises to scale AI while maintaining control, compliance, and cost transparency. Pega Infinity 26 enables organizations to accelerate innovation with AI-powered development tools, while integrated design and execution capabilities speed time-to-value within an open MCP-compatible ecosystem, allowing enterprises to leverage other AI models or agents without sacrificing control. Key features announced include: Predictable outcomes, predictable costs: The Pega Predictable AI architecture maximizes AI at design-time to ensure runtime operates with extreme token efficiency, enabling Pega Infinity 26 clients to use as much AI as they need under a flat fee per resolved case – not per token. This eliminates the ‘AI token tax’ while governed AI agents deliver compliant, consistent, and auditable outcomes. Pega also introduced the AI Token Cost Calculator to help enterprises estimate savings versus token-based models. Pega Infinity Studio: An AI-native development environment that combines clients’ coding agents of choice with built-in best practices from Pega Blueprint AI to accelerate delivery of mission-critical applications with greater reliability, governance, and reduced risk. Predictable AI agents and orchestration: New agentic capabilities allow developers to connect and orchestrate Pega and third-party AI agents within governed workflows, enabling enterprises to add agents to mission-critical processes with full control, compliance, and predictable outcomes. Pega Customer Engagement Studio: An agent-powered workspace that unifies AI agents to help marketers move from brief to live, personalized 1:1 campaigns in minutes at scale with built-in governance. Design and runtime MCP: Clients can now leverage MCP to connect to Pega Blueprint, Pega Infinity Studio, and Pega Platform to build new applications using their preferred agentic coding harnesses like Claude Code, Github Copilot, and OpenAI Codex, and to invoke agents and workflows from AI assistants like Claude Cowork, ChatGPT, and Office 365 Copilot. These new capabilities in Pega Infinity 26 help organizations move beyond AI experimentation to fully integrated, end-to-end transformation.공고 • Jul 08Pegasystems Inc. to Report Q2, 2026 Results on Jul 21, 2026Pegasystems Inc. announced that they will report Q2, 2026 results After-Market on Jul 21, 2026Upcoming Dividend • Jun 25Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 01 July 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 5.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.9%).Board Change • Jun 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Director Rohit Ghai was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측XTRA:PEA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,224344515462512/31/20272,0622955755791112/31/20261,875245525523106/30/20261,736324493513N/A3/31/20261,700341495513N/A12/31/20251,746393491505N/A9/30/20251,732278431442N/A6/30/20251,676220406416N/A3/31/20251,643197361370N/A12/31/20241,49799338346N/A9/30/20241,481123323331N/A6/30/20241,490130320324N/A3/31/20241,43776324330N/A12/31/20231,43368201218N/A9/30/20231,355-40146174N/A6/30/20231,291-126104141N/A3/31/20231,267-3663575N/A12/31/20221,318-346-1322N/A9/30/20221,238-417531N/A6/30/20221,223-380-415N/A3/31/20221,274-571733N/A12/31/20211,212-632939N/A9/30/20211,194-221020N/A6/30/20211,164153040N/A3/31/20211,065-432539N/A12/31/20201,018-61-26-1N/A9/30/2020995-64-81-55N/A6/30/2020986-76-96-71N/A3/31/2020964-87N/A-83N/A12/31/2019911-90N/A-42N/A9/30/2019891-75N/A24N/A6/30/2019878-52N/A37N/A3/31/2019869-30N/A71N/A12/31/201889211N/A104N/A9/30/201889035N/A111N/A6/30/201887844N/A148N/A3/31/201886758N/A181N/A12/31/201788899N/A158N/A9/30/201783367N/A133N/A6/30/201782569N/A114N/A3/31/201782870N/A62N/A12/31/201676245N/A40N/A9/30/201675539N/A33N/A6/30/201673542N/A40N/A3/31/201670841N/A50N/A12/31/201568336N/A68N/A9/30/201564735N/A57N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: PEA 의 연간 예상 수익 증가율(4.8%)이 saving rate(2.1%)보다 높습니다.수익 vs 시장: PEA 의 연간 수익(4.8%)이 German 시장(15.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: PEA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: PEA 의 수익(연간 7.4%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: PEA 의 수익(연간 7.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: PEA의 자본 수익률은 3년 후 39.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/13 08:05종가2026/08/11 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Pegasystems Inc.는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Raimo LenschowBarclaysMark SchappelBenchmark CompanyRichard DavisCanaccord Genuity23명의 분석가 더 보기
공고 • Aug 05Pegasystems Expands FedRAMP Class D Certified Capabilities In Pega Cloud For GovernmentPegasystems Inc. has expanded the FedRAMP Class D Certified capabilities available within Pega Cloud for Government. This latest certification (formerly known as FedRAMP High Authorized) adds a broad set of Pega’s AI-powered workflow automation, decisioning, and process optimization capabilities to Pega Cloud for Government, enabling federal agencies to streamline operations, improve service delivery, and make more effective use of AI while maintaining compliance with federal requirements. Pega Cloud for Government helps agencies address this challenge by bringing together AI, decisioning, workflow automation, and case management capabilities on a single enterprise platform. With these FedRAMP Class D Certified capabilities now available in Pega Cloud for Government, agencies can expand how they use them for mission-critical work. Key newly authorized capabilities include: Build, automate, and optimize: Pega Platform brings together AI, case management, workflow automation, and application development capabilities on a single platform to help agencies design, run, and continuously improve mission-critical processes and constituent engagements. Deploy AI-driven decisioning: Pega Customer Decision Hub enables agencies to apply real-time decisioning and AI-powered next-best-action intelligence to citizen engagement, benefits administration, and service delivery initiatives. Automate complex workflows: Pega Process AI applies AI to help identify inefficiencies, automate routine work, and improve execution of complex processes, enabling agencies to operate more effectively. Intelligently manage collections: Pega Collections helps agencies manage financial obligations and recovery programs through intelligent prioritization, decisioning, and engagement strategies. Connect hybrid environments: Pega PremBridge enables secure connectivity between Pega Cloud-hosted capabilities and agency-managed AI environments, helping organizations extend the value of existing AI investments while supporting hybrid operating models. The FedRAMP standardization program assessed these capabilities in Pega Cloud for Government across hundreds of security controls for security and risk management vulnerabilities. FedRAMP Class D Certified status validates that Pega Cloud for Government can help mitigate the unique risks associated with cloud computing environments and the sensitive nature of high-impact federal data. Pega Cloud for Government provides workflow automation tools, environments, and operational support for some of the largest government agencies worldwide. The solution connects data and systems across operational silos, helping streamline organizational complexity while improving service delivery. It also offers agencies the flexibility to scale to meet changing mission requirements while maintaining compliance with critical government standards. Powered by AWS GovCloud, Pega Cloud for Government can run highly sensitive government workloads with the production-grade capabilities government agencies require. The newly authorized capabilities are available now within Pega Cloud for Government.
공고 • Aug 02Pegasystems Inc. Announces Special Cash Dividend, Payable on September 16, 2026Pegasystems Inc. announced that it will pay a previously declared special cash dividend of $7 million on September 16, 2026, to shareholders of record as of August 17, 2026, excluding certain shareholders.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €23.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €26.26 per share.
Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: US$0.081 (vs US$0.18 in 2Q 2025)Second quarter 2026 results: EPS: US$0.081 (down from US$0.18 in 2Q 2025). Revenue: US$420.7m (up 9.4% from 2Q 2025). Net income: US$13.3m (down 56% from 2Q 2025). Profit margin: 3.2% (down from 7.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
공고 • Jul 16Pegasystems Inc. Announces General Availability of Pega Infinity 26 Ai SuitePegasystems Inc. announced the general availability of Pega Infinity 26, Pega’s AI suite of products designed to help enterprises scale AI with confidence. By combining advanced agentic AI with built-in governance and a pricing model that eliminates consumption-based AI charges, Pega Infinity 26 enables organizations to achieve both predictable AI outcomes and predictable costs. With Pega Infinity 26, enterprises can design, orchestrate, and govern AI agents across operations, customer service, and customer engagement workflows. Every AI-driven interaction adheres to business rules and regulatory standards while eliminating the unpredictability of expensive token-based pricing, allowing enterprises to scale AI while maintaining control, compliance, and cost transparency. Pega Infinity 26 enables organizations to accelerate innovation with AI-powered development tools, while integrated design and execution capabilities speed time-to-value within an open MCP-compatible ecosystem, allowing enterprises to leverage other AI models or agents without sacrificing control. Key features announced include: Predictable outcomes, predictable costs: The Pega Predictable AI architecture maximizes AI at design-time to ensure runtime operates with extreme token efficiency, enabling Pega Infinity 26 clients to use as much AI as they need under a flat fee per resolved case – not per token. This eliminates the ‘AI token tax’ while governed AI agents deliver compliant, consistent, and auditable outcomes. Pega also introduced the AI Token Cost Calculator to help enterprises estimate savings versus token-based models. Pega Infinity Studio: An AI-native development environment that combines clients’ coding agents of choice with built-in best practices from Pega Blueprint AI to accelerate delivery of mission-critical applications with greater reliability, governance, and reduced risk. Predictable AI agents and orchestration: New agentic capabilities allow developers to connect and orchestrate Pega and third-party AI agents within governed workflows, enabling enterprises to add agents to mission-critical processes with full control, compliance, and predictable outcomes. Pega Customer Engagement Studio: An agent-powered workspace that unifies AI agents to help marketers move from brief to live, personalized 1:1 campaigns in minutes at scale with built-in governance. Design and runtime MCP: Clients can now leverage MCP to connect to Pega Blueprint, Pega Infinity Studio, and Pega Platform to build new applications using their preferred agentic coding harnesses like Claude Code, Github Copilot, and OpenAI Codex, and to invoke agents and workflows from AI assistants like Claude Cowork, ChatGPT, and Office 365 Copilot. These new capabilities in Pega Infinity 26 help organizations move beyond AI experimentation to fully integrated, end-to-end transformation.
공고 • Jul 08Pegasystems Inc. to Report Q2, 2026 Results on Jul 21, 2026Pegasystems Inc. announced that they will report Q2, 2026 results After-Market on Jul 21, 2026
Upcoming Dividend • Jun 25Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 01 July 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 5.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.9%).
Board Change • Jun 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Director Rohit Ghai was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.