Rosenblatt Securities Reaffirms “Buy” Rating for Pegasystems (NASDAQ:PEGA)

Pegasystems (NASDAQ:PEGA)‘s stock had its “buy” rating reiterated by investment analysts at Rosenblatt Securities in a note issued to investors on Thursday,Benzinga reports. They presently have a $62.00 price target on the technology company’s stock. Rosenblatt Securities’ price target would indicate a potential upside of 63.46% from the company’s current price.

PEGA has been the topic of a number of other research reports. DA Davidson raised shares of Pegasystems from a “neutral” rating to a “buy” rating and lifted their price target for the company from $60.00 to $85.00 in a research note on Wednesday, October 22nd. JPMorgan Chase & Co. raised their price objective on shares of Pegasystems from $65.00 to $74.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Wall Street Zen raised shares of Pegasystems from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 31st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Pegasystems in a report on Monday, December 29th. Finally, KeyCorp set a $60.00 price target on Pegasystems in a report on Thursday, February 5th. Nine research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $70.55.

Pegasystems Price Performance

Shares of Pegasystems stock opened at $37.93 on Thursday. The company has a market capitalization of $6.44 billion, a P/E ratio of 17.77 and a beta of 1.07. The business has a 50-day moving average of $54.29 and a two-hundred day moving average of $55.92. Pegasystems has a 1 year low of $29.84 and a 1 year high of $68.10.

Pegasystems (NASDAQ:PEGA) last released its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.76 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.02. Pegasystems had a return on equity of 41.66% and a net margin of 22.54%.The business had revenue of $504.32 million for the quarter, compared to analysts’ expectations of $494.60 million. During the same quarter in the previous year, the business posted $0.80 EPS. Pegasystems’s revenue for the quarter was up 2.8% on a year-over-year basis. Pegasystems has set its FY 2026 guidance at 2.750-2.750 EPS. On average, equities analysts anticipate that Pegasystems will post 1.89 EPS for the current fiscal year.

Insider Buying and Selling at Pegasystems

In other news, insider Rifat Kerim Akgonul sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $60.19, for a total value of $240,760.00. Following the completion of the sale, the insider directly owned 112,845 shares of the company’s stock, valued at $6,792,140.55. This trade represents a 3.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CFO Kenneth Stillwell sold 14,405 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $57.87, for a total value of $833,617.35. Following the sale, the chief financial officer directly owned 131,621 shares of the company’s stock, valued at $7,616,907.27. This represents a 9.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 108,405 shares of company stock worth $5,896,127 over the last 90 days. Company insiders own 49.70% of the company’s stock.

Institutional Trading of Pegasystems

Several hedge funds and other institutional investors have recently modified their holdings of PEGA. NewEdge Advisors LLC increased its position in Pegasystems by 1.4% during the third quarter. NewEdge Advisors LLC now owns 13,652 shares of the technology company’s stock worth $785,000 after acquiring an additional 189 shares during the period. UMB Bank n.a. grew its position in shares of Pegasystems by 27.3% during the 3rd quarter. UMB Bank n.a. now owns 929 shares of the technology company’s stock worth $53,000 after purchasing an additional 199 shares in the last quarter. Paralel Advisors LLC grew its position in shares of Pegasystems by 0.3% during the 3rd quarter. Paralel Advisors LLC now owns 76,960 shares of the technology company’s stock worth $4,425,000 after purchasing an additional 224 shares in the last quarter. Global Retirement Partners LLC increased its holdings in shares of Pegasystems by 20.5% during the third quarter. Global Retirement Partners LLC now owns 1,331 shares of the technology company’s stock worth $77,000 after purchasing an additional 226 shares during the period. Finally, EverSource Wealth Advisors LLC raised its position in shares of Pegasystems by 5.0% in the third quarter. EverSource Wealth Advisors LLC now owns 4,798 shares of the technology company’s stock valued at $276,000 after buying an additional 228 shares in the last quarter. Institutional investors own 46.89% of the company’s stock.

More Pegasystems News

Here are the key news stories impacting Pegasystems this week:

• Positive Sentiment: Q4 results beat consensus on the top and bottom lines, with revenue roughly in line and EPS topping estimates; management highlighted rising cloud ACV and backlog that support demand momentum. Innovation Accelerates Pega’s Q4 2025 Growth
• Positive Sentiment: Pega raised FY‑2026 guidance (EPS lifted to $2.75 and company targets roughly $2.0B revenue) and expanded its share buyback — both signals of management confidence and capital return. Pega raises 2026 outlook and boosts buyback plan
• Positive Sentiment: Management is pushing for a $2B revenue milestone and faster cloud adoption, and CEO Alan Trefler emphasized a “predictable AI” strategy (vs. multi‑agent approaches) — a product/strategy narrative that can support longer‑term growth expectations. Pega targets $2bn revenue milestone
• Positive Sentiment: Some sell‑side coverage remains constructive — William Blair reiterated a Buy and analysts cite accelerating ACV/cloud growth as a reason to be bullish. That supports upside from current levels if execution continues. Analyst Buy Recommendation
• Neutral Sentiment: Market commentary is reassessing PEGA’s valuation after recent share weakness; some analysts note upside in price targets but also highlight elevated expectations embedded in the stock. Assessing Pegasystems Valuation
• Neutral Sentiment: Full earnings call materials and the transcript show management guidance and product commentary in detail — useful for investors deciding whether the beat + guide justify a re‑rating. Q4 Results Presentation
• Negative Sentiment: Pega agreed to pay $7M to resolve investors’ trade‑secret claims — modest in dollar terms but a headline legal expense that can add uncertainty. Pega to pay $7M settlement
• Negative Sentiment: Heavy insider selling reported and some headlines note a YoY net‑income decline despite the beat — combined with profit‑taking after a prior run‑up, these factors likely triggered today’s pullback and put near‑term pressure on the shares. QuiverQuant PEGA coverage

About Pegasystems

Pegasystems Inc is a software company specializing in customer engagement and digital process automation solutions. Headquartered in Cambridge, Massachusetts, Pegasystems develops enterprise applications designed to help organizations streamline operations, manage customer interactions and automate complex workflows. Its platform supports a wide range of use cases, from sales and marketing optimization to case management and robotic process automation.

The core of Pegasystems’ offering is the Pega Platform, a low-code development environment that enables businesses to build and deploy applications with minimal hand-coding.