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Upturn AI SWOT - About
PEGA 
Pegasystems Inc (PEGA)
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Upturn Advisory Summary
08/14/2025: PEGA (5-star) is a SELL. SELL since 1 days. Profits (12.82%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $62.68
1 Year Target Price $62.68
| 7 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 54.73% | Avg. Invested days 53 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.88B USD | Price to earnings Ratio 42.91 | 1Y Target Price 62.68 |
Price to earnings Ratio 42.91 | 1Y Target Price 62.68 | ||
Volume (30-day avg) 14 | Beta 1.1 | 52 Weeks Range 29.82 - 60.96 | Updated Date 08/15/2025 |
52 Weeks Range 29.82 - 60.96 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 0.11% | Basic EPS (TTM) 1.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-22 | When Before Market | Estimate 0.245 | Actual 0.28 |
Profitability
Profit Margin 13.14% | Operating Margin (TTM) 4.48% |
Management Effectiveness
Return on Assets (TTM) 12.2% | Return on Equity (TTM) 41.55% |
Valuation
Trailing PE 42.91 | Forward PE 29.76 | Enterprise Value 8549957126 | Price to Sales(TTM) 5.3 |
Enterprise Value 8549957126 | Price to Sales(TTM) 5.3 | ||
Enterprise Value to Revenue 5.1 | Enterprise Value to EBITDA 25.95 | Shares Outstanding 171080992 | Shares Floating 91928485 |
Shares Outstanding 171080992 | Shares Floating 91928485 | ||
Percent Insiders 46.3 | Percent Institutions 55.68 |
Upturn AI SWOT
Pegasystems Inc
Company Overview
History and Background
Pegasystems Inc. was founded in 1983 by Alan Trefler. Initially focused on rules-based systems, it evolved into a provider of customer relationship management (CRM) and business process management (BPM) solutions. The company went public in 1996.
Core Business Areas
- Software: Provides software solutions for CRM, digital process automation (DPA), and decision management. Core products include Pega Platform and related applications.
- Cloud Services: Offers cloud-based deployment options for its software, providing managed services and infrastructure.
- Professional Services: Provides consulting, implementation, and training services to help clients deploy and utilize Pegasystems solutions.
Leadership and Structure
Alan Trefler is the founder and CEO. The organizational structure consists of various departments, including engineering, sales, marketing, and customer success, organized under senior leadership.
Top Products and Market Share
Key Offerings
- Pega Platform: A low-code platform for building and deploying business applications. Market share is estimated to be around 5-7% in the overall CRM and BPM market. Competitors include Salesforce, Microsoft, SAP, and Appian.
- Pega Customer Decision Hub: A real-time AI-powered decisioning engine for personalizing customer experiences. Competitors include Adobe, Salesforce, and SAS.
Market Dynamics
Industry Overview
The CRM and BPM software market is experiencing strong growth, driven by the increasing need for digital transformation and automation. Cloud-based solutions and AI integration are key trends.
Positioning
Pegasystems is positioned as a provider of enterprise-grade CRM and BPM solutions, focusing on complex business processes and customer engagement. It differentiates itself through its AI-powered decisioning and low-code capabilities.
Total Addressable Market (TAM)
The global CRM market is expected to reach $58 billion in 2024. Pegasystems' TAM is a portion of this, focused on enterprise CRM and BPM solutions. They are positioned to capture an increasing share of this market with their focus on automation and customer engagement.
Upturn SWOT Analysis
Strengths
- Strong AI capabilities
- Low-code platform
- Focus on complex business processes
- Experienced leadership
Weaknesses
- High implementation costs
- Complex product offerings
- Smaller market share compared to larger competitors
- Customer churn
Opportunities
- Growing demand for digital transformation
- Expanding cloud services
- Partnerships with other technology providers
- Increased adoption of AI in business processes
Threats
- Intense competition from larger players
- Rapid technological changes
- Economic downturns
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- CRM
- NOW
- MSFT
- ORCL
- SAP
Competitive Landscape
Pegasystems competes with larger companies like Salesforce, Microsoft, and SAP. Its strengths lie in its AI capabilities and focus on complex business processes. Its weaknesses include higher implementation costs and a smaller market share.
Major Acquisitions
Everflow
- Year: 2024
- Acquisition Price (USD millions): 0
- Strategic Rationale: Enhance Pega GenAI Blueprints with generative AI capabilities to automatically configure workflows and applications.
Qurious.io
- Year: 2019
- Acquisition Price (USD millions): 51.3
- Strategic Rationale: To help close the empathy gap between businesses and their customers.
Growth Trajectory and Initiatives
Historical Growth: Pegasystems has experienced fluctuating growth, with periods of rapid expansion followed by slower growth. Growth is dependent on product adoption and market demand.
Future Projections: Analyst projections vary. Growth is expected in line with the expansion of the CRM and BPM markets, with increased adoption of cloud and AI technologies.
Recent Initiatives: Recent initiatives include enhancing the Pega Platform with new AI capabilities, expanding cloud services, and forming strategic partnerships.
Summary
Pegasystems possesses strengths in AI-powered decisioning and a low-code platform, appealing to organizations needing complex business solutions. However, it faces stiff competition from industry giants, and needs to maintain its value proposition in comparison. The company should focus on expanding its cloud services and customer satisfaction to improve future growth, while also being vigilant about threats from faster-moving technology changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Market Research Reports
- Analyst Reports
- Public Financial Statements (where available)
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pegasystems Inc
Exchange NASDAQ | Headquaters Waltham, MA, United States | ||
IPO Launch date 1996-07-18 | Founder, CEO & Chairman of the Board Mr. Alan Trefler | ||
Sector Technology | Industry Software - Application | Full time employees 5443 | Website https://www.pega.com |
Full time employees 5443 | Website https://www.pega.com | ||
Pegasystems Inc. develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific. The company provides Pega Infinity, a software portfolio comprising of Pega Customer Decision Hub, a real-time AI-powered decision engine, which can predict a customer's behavior and recommend the next best action to take across channels in real-time; Pega Customer Service to anticipate customer needs, connect customers to people and systems, and automate customer interactions to evolve the customer service experience, as well as to allow enterprises to deliver interactions across channels and enhance employee productivity; and Pega Platform, a software for AI-powered workflow automation for increasing the efficiency of clients' processes and operational workflows. It also offers Situational Layer Cake that organizes logic into layers that map to the unique dimensions of a client's business, such as customer types, lines of business, geographies, etc.; Pega GenAI Blueprint to rapidly prototype and accelerate the development and deployment of applications; Pega Cloud that allows clients to develop, test, and deploy applications; Pega Catalyst, which helps clients to transform and prototype their customer journeys; Pega Academy, which offers enablement content for Pega product implementations, such as instructor-led and online training to its employees, clients, and partners; and global service assurance and client support services. It primarily markets its software and services to financial services, healthcare, communications and media, government, insurance, manufacturing and high tech, and consumer services markets through a direct sales force, as well as partnerships with technology providers and application developers. Pegasystems Inc. was incorporated in 1983 and is headquartered in Waltham, Massachusetts.
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