PEGA Pegasystems Inc Loading... : Bullish and Bearish Analyst Opinions
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11:55
Jul 22
Jul 22
IT spending shift hurts legacy providers
Companies are shifting spending from traditional IT towards AI and chips, causing deferrals in IT spending. Pegasystems missed earnings estimates echoing IBM's warning, reflecting a sector in trouble.
MED
10:48
Jul 22
Jul 22
Premarket movers report shows mixed Mag 7 performance.
Premarket movers report shows mixed Mag 7 performance, nuclear reactor stocks gain on AI data center program, Otis and Pegasystems fall on guidance misses, Super Micro jumps on raised outlook, and Vornado slips on Morgan Stanley downgrade.
20:11
Jul 21
Jul 21
Pegasystems reports quarterly revenue of 420 million dollars and EPS of 35 cents with cloud ACV.
Pegasystems reports quarterly revenue of 420 million dollars and EPS of 35 cents with cloud ACV growing 22 percent year over year.
12:41
May 22
May 22
PEGA in software basket.
Pegasystems is part of a basket of software companies with strong moats (CRM, NOW, SAP, PEGA). It has similar characteristics and should benefit from the same secular trends. Position size should be small.
LOW
20:05
May 08
May 08
Pega cup-with-handle, long breakout.
Pega is forming a large cup-with-handle pattern and could break out to $300 from current $35, offering a multi-bagger opportunity. The company is a strong player in CRM software, and buying at current levels or on breakout is attractive for long-term investors.
MED
20:00
Feb 13
Feb 13
CRM (Salesforce) is down ~50% and PEGA (Pegasystems) is trading at attractive valuations despite 300% EPS growth (for PEGA). Solodin notes these are top-tier "System of Record" companies. The market fears AI will replace these tools, but large enterprises (e.g., GM, AIG) cannot easily switch away from Salesforce due to decades of data integration, staff training, and embedded workflows. These companies possess the proprietary data required to train effective enterprise AI models, giving them a "Data Moat" startups cannot match. LONG. These are "sticky" businesses with growing cash flows trading at discount valuations. Continued compression of valuation multiples if AI fears persist longer than expected.
18:07
Jan 07
Jan 07
PEGA long on business process automation
Buy PEGA as a long-term structural bet on business process automation scaling with AI, which author argues represents a multi-decade underpriced growth trajectory.
MED
About PEGA Analyst Coverage
Buzzberg tracks PEGA (Pegasystems Inc) across 5 sources. 4 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (57%). 7 total trade ideas tracked. Latest voices: Chloe Meley, zerohedge, AlphaSense.