Pegasystems Inc.

NasdaqGS:PEGA 주식 리포트

시가총액: US$5.6b

Pegasystems 향후 성장

Future 기준 점검 2/6

Pegasystems (는) 각각 연간 8% 및 10.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 47.2% 로 예상됩니다.

핵심 정보

8.0%

이익 성장률

6.27%

EPS 성장률

Software 이익 성장20.0%
매출 성장률10.2%
향후 자기자본이익률47.22%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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

이익 및 매출 성장 예측

NasdaqGS:PEGA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,4424446275785
12/31/20272,21539663664611
12/31/20261,97631757158911
3/31/20261,700341495513N/A
12/31/20251,746393491505N/A
9/30/20251,732278431442N/A
6/30/20251,676220406416N/A
3/31/20251,643197361370N/A
12/31/20241,49799338346N/A
9/30/20241,481123323331N/A
6/30/20241,490130320324N/A
3/31/20241,43776324330N/A
12/31/20231,43368201218N/A
9/30/20231,355-40146174N/A
6/30/20231,291-126104141N/A
3/31/20231,267-3663575N/A
12/31/20221,318-346-1322N/A
9/30/20221,238-417531N/A
6/30/20221,223-380-415N/A
3/31/20221,274-571733N/A
12/31/20211,212-632939N/A
9/30/20211,194-221020N/A
6/30/20211,164153040N/A
3/31/20211,065-432539N/A
12/31/20201,018-61-26-1N/A
9/30/2020995-64-81-55N/A
6/30/2020986-76-96-71N/A
3/31/2020964-87-104-83N/A
12/31/2019911-90N/A-42N/A
9/30/2019891-75N/A24N/A
6/30/2019878-52N/A37N/A
3/31/2019869-30N/A71N/A
12/31/201889211N/A104N/A
9/30/201889035N/A111N/A
6/30/201887844N/A148N/A
3/31/201886758N/A181N/A
12/31/201788899N/A158N/A
9/30/201783367N/A133N/A
6/30/201782569N/A114N/A
3/31/201782870N/A62N/A
12/31/201676245N/A40N/A
9/30/201675539N/A33N/A
6/30/201673542N/A40N/A
3/31/201670841N/A50N/A
12/31/201568336N/A68N/A
9/30/201564735N/A57N/A
6/30/201562231N/A65N/A

애널리스트 향후 성장 전망

수입 대 저축률: PEGA 의 연간 예상 수익 증가율(8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: PEGA 의 연간 수익(8%)이 US 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: PEGA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: PEGA 의 수익(연간 10.2%)이 US 시장(연간 11.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: PEGA 의 수익(연간 10.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PEGA의 자본 수익률은 3년 후 47.2%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/28 23:37
종가2026/05/28 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Pegasystems 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.

분석가기관
Raimo LenschowBarclays
Mark SchappelBenchmark Company
Richard DavisCanaccord Genuity