PEGA Pegasystems Inc Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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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.
About PEGA Analyst Coverage
Buzzberg tracks PEGA (Pegasystems Inc) across 1 sources. 3 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 3 total trade ideas tracked.