Pegasystems Inc. (NASDAQ:PEGA) is one of the best agentic AI stocks to buy now. On December 5, 2025, JPMorgan’s Alexei Gogolev reiterated an Overweight on Pegasystems and lifted the price target to $74 from $65. The note frames a straightforward driver: enterprises are accelerating legacy-to-cloud modernization, and Pegasystems’ platform sits in the slipstream of that spend as organizations replace aging, fragmented workflows with cloud-native, AI-ready architectures. Why JPMorgan Sees Pegasystems Benefi ...

In the current market session, Pegasystems Inc. (NASDAQ:PEGA) stock price is at $59.94, after a 2.43% drop. However, over the past month, the company's stock spiked by 5.43%, and in the past year, by 23.31%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Evaluating Pegasystems P/E in Comparison to Its PeersThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors ...

PresentationHey, welcome to our next session. Really happy to have Don Schuerman on. I think you were here last year as well, Don.Yes. For those of you that were not here last year, maybe Don introduce yourself a little bit and your role at Pega, and we can take it from there.Don SchuermanCTO and VP of Marketing & Technology Strategy Yes. So I'm Pega's Chief Technology Officer. I've been in that role for about 10 years. I've been at Pega for over 25, come through our -- both our engineering organization and ...

Summary of Pegasystems FY Conference Call (December 11, 2025) Company Overview - **Company**: Pegasystems (NasdaqGS: PEGA) - **Industry**: Software and Technology, focusing on AI and business process automation Key Points and Arguments Technological Landscape - The current era of Generative AI (Gen AI) is compared to previous technological disruptions, highlighting excitement and confusion in the marketplace [3][4] - Enterprises are seeking clarity on how Gen AI impacts profitability and customer connections [3] Competitive Landscape - The emergence of new competitors is acknowledged, but the focus is on the unique capabilities of Pegasystems, particularly in deterministic workflows [4][6] - Pegasystems integrates large language models into its platform, reducing barriers to entry and accelerating sales conversations [6] Blueprint Offering - The Blueprint offering was developed to streamline the sales process by allowing clients to visualize their future technology state quickly [9][39] - Continuous updates to Blueprint enhance its capabilities, including the ability to design business rules and integrate agentic capabilities for app modernization [10][28] Application Modernization - There is a growing urgency for enterprises to modernize applications, especially those built on legacy systems like COBOL [27][30] - Pegasystems collaborates with AWS to utilize tools like AWS Transform for documenting legacy code, facilitating modernization [28][30] Customer Service Transformation - Customer service is viewed as a collection of workflows, and Blueprint is used to create these workflows efficiently [50] - There is a trend towards self-service channels, with Blueprint enabling rapid deployment of self-service workflows [51][52] Business Value and Efficiency - The focus is on delivering business value through technology, emphasizing the importance of deterministic processes alongside agentic capabilities [13][14] - Pegasystems aims to improve the efficiency of business processes while ensuring compliance with regulatory obligations [14][17] Market Position and Future Outlook - Pegasystems is positioned as a partner in business transformation, not just IT modernization, unlocking value for clients and consulting opportunities for partners [32] - The company is experiencing increased momentum and enthusiasm internally, attributed to the success of Blueprint and its impact on client engagements [57] Additional Important Insights - The integration of agents into workflows is seen as a way to enhance efficiency and customer experience [12][56] - The company is adapting its go-to-market strategy to focus on business outcomes rather than technical complexities [39][43] - Pegasystems supports both Pega Cloud and client cloud environments, ensuring flexibility for clients [47] This summary encapsulates the key discussions and insights from the Pegasystems FY Conference Call, highlighting the company's strategic direction, technological advancements, and market positioning.

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Pegasystems (NasdaqGS:PEGA) 2025 Conference December 02, 2025 12:55 PM ET Company ParticipantsKen Stillwell - COO and CFORadi Sultan - Software Equity ResearchRadi SultanAwesome. Thank you, everyone, for being here today at the UBS Global Technology and AI Conference. My name is Radi Sultan. I cover the mid-cap infrastructure software stocks here at UBS. Next up, we have Pegasystems, Ken Stillwell, COO and CFO, and Peter VP of Corp Dev, and runs IR as well. So, first of all, thank you very much for being he ...

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Summary of Pegasystems Conference Call Company Overview - **Company**: Pegasystems (NasdaqGS:PEGA) - **Industry**: Software, specifically focusing on enterprise automation and AI-driven solutions - **Recent Developments**: Significant transformation in business model and technology adoption over the past 24 months, particularly with the introduction of Pega Blueprint [9][10][11] Core Business Insights - **Business Model**: Pegasystems helps enterprise clients automate work using AI and decision-making capabilities, enhancing processes like client onboarding, customer service, and ERP [9] - **Pega Blueprint**: A new design agent that accelerates digital transformation by reducing the time and cost associated with application design and implementation [19][20] - **Financial Performance**: Transitioned from 3% of business on Pega Cloud a decade ago to over 50% now; free cash flow increased from $20 million three years ago to nearly $500 million [10] Pega Blueprint Details - **Functionality**: Blueprint allows clients to quickly design applications, significantly reducing the time from ideation to production, with some clients completing this in an afternoon compared to several months previously [21][22] - **Client Adoption**: Hundreds of thousands of Blueprints created in the last 18 months, with notable clients like Vodafone using it as a primary tool for digital transformation [28] - **Monetization Strategy**: Shifted to a case-based licensing model, allowing clients to pay based on activity rather than user licenses, which aligns better with AI-driven efficiencies [26][27] AI and Security Concerns - **Client Hesitance**: Enterprises are cautious about fully adopting AI due to security, privacy, and governance concerns, leading to the establishment of GenAI gateways to control data usage [32][33] - **Pega's Advantage**: Pega Blueprint operates in the design phase, using test data rather than production data, which alleviates some security concerns [34][35] Competitive Landscape - **Market Position**: The competitive landscape has remained relatively stable over the past decade, with key players including Oracle, IBM, and newer entrants like UiPath [63][64] - **Differentiation**: Pega's approach focuses on structured, deterministic workflows, which are essential for regulatory compliance, contrasting with more flexible, best-effort workflows that GenAI can enhance [65][66] Financial Outlook - **Gross Margins**: Improved from the 30-40% range five years ago to above 80% currently, with expectations for continued growth as the company scales [48] - **Free Cash Flow Projections**: Targeting $700 million in free cash flow within three years, with current projections nearing $500 million [51][52] Cultural and Operational Changes - **Rule of 40**: Pega has embedded the Rule of 40 into its culture, focusing on balancing growth and profitability, which has led to improved operational discipline [56][58] - **Sales Strategy**: The introduction of Blueprint has streamlined the sales process, allowing for quicker engagement with potential clients and reducing the time required to close new business [42][46] Conclusion - **Future Growth**: Pega is positioned to leverage its innovative Blueprint technology and strong financial performance to capture new market opportunities and enhance its competitive edge in the enterprise automation space [42][51]

Core Insights - Pegasystems Inc. has been recognized as a Leader in The Forrester Wave™: Real-Time Interaction Management Software (RTIMS), Q4 2025 report by Forrester Research [1] - The company achieved top scores in both the 'Current Offering' and 'Strategy' categories, indicating strong performance and strategic positioning in the market [1] - Pegasystems received the highest scores possible in 25 out of 28 evaluation criteria, showcasing its comprehensive capabilities in real-time interaction management [1] Company Overview - Pegasystems is referred to as The Enterprise Transformation Company™, highlighting its focus on enabling significant business transformations through its software solutions [1] - The Customer Decision Hub (CDH) is identified as a centralized real-time interaction management tool, emphasizing its role in enhancing customer engagement and decision-making processes [1]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores provide a unique rating system for stocks based on value, growth, and momentum, aiding investors in selecting securities likely to outperform the market [2][3] Zacks Style Scores Overview - Stocks are rated from A to F based on their value, growth, and momentum characteristics, with A being the highest score indicating a better chance of outperforming [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score emphasizes a company's financial health and future potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score is designed for traders who capitalize on price trends, utilizing factors like short-term price changes and earnings estimate shifts [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors who value a mix of growth, value, and momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to refine their selections [8] Investment Strategy - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the earnings outlook [9][10] Company Spotlight: Pegasystems (PEGA) - Pegasystems is an enterprise software provider focused on AI-driven decision-making and workflow automation [11] - Currently rated 3 (Hold) with a VGM Score of B, PEGA has a Growth Style Score of A, forecasting a year-over-year earnings growth of 37.8% for the current fiscal year [11] - Recent upward revisions in earnings estimates by four analysts have increased the Zacks Consensus Estimate to $2.08 per share, with an average earnings surprise of +80.5% [12]