Get the Weekly Intelligence Brief — top committee picks every Sunday.
PEGA · NASDAQ · STOCK

Pegasystems (PEGA) Stock Analysis

Technology Updated August 17, 2026
$31.87
52W $25.10 – $68.10
63/100
$5.31B
17.0
0.86
AI Committee Verdict
Buy
63/100
Conviction: Moderate · 67% agreement · 6 analysts
+7.1%
-0.5%
14.45:1
Moderate

Is PEGA Bullish or Bearish?

Bullish. Innellis AI committee rates Pegasystems (PEGA) Buy with a composite score of 63/100 , based on 6 analysts with 67% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.96 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.04 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • ROE of 48.9% shows genuine earnings power backing the valuation — Value
  • EPS growing 59.6% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • Price-to-book of 12.9x prices in significant intangible value — Value
  • 2 consecutive earnings misses -- execution concerns — Growth
  • Bollinger bandwidth of 29.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 17, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 29%
of 284 Technology peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 48.9% shows genuine earnings power backing the valuation
− Price-to-book of 12.9x prices in significant intangible value
Growth Analyst neutral
58 / 100 · High confidence
Moderate growth -- present but not remarkable
+ EPS growing 59.6% YoY
− 2 consecutive earnings misses -- execution concerns
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 29.3% signals elevated volatility
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 16 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 63.4 to 63.0.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
54.1
Neutral
MACD Histogram
0.310
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$32.17
Resistance
$34.62
Bollinger %B
0.68
Inside Bands
Price vs Moving Averages
EMA 9
$32.17 Below
EMA 21
$31.53 Above
EMA 50
$32.12 Below
EMA 200
$39.80 Below

Fundamental Analysis

Valuation
64
Growth
61
Profitability
98
Financial Health
61
Cash Flow
70
Valuation
P/E Ratio 17.0×
P/B Ratio 9.64×
PEG Ratio 0.36
Dividend Yield 0.37%
52W High $68.10
52W Low $25.10
Quality & Growth
ROE 4996.8%
ROA 2411.0%
Gross Margin 7557.3%
Operating Margin 994.1%
Revenue Growth YoY
Debt / Equity 0.13
AI Fundamental Assessment
P/E ratio of 17.0 (inexpensive relative to a 15-40x range); Price-to-book of 9.6x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 50.0%; Return on assets of 24.1%; Net margin of 18.7%; Gross margin of 75.6%; Current ratio of 1.06 (tight short-term liquidity); Debt-to-equity of 0.13; Free cash flow per share is positive (3.01); Most recent quarter missed estimates by 21.0%; 2 consecutive earnings misses; EPS growth accelerating (-39.5% -> -23.9% QoQ); Average YoY EPS growth of 25.0%; Analyst estimates falling over recent quarters
Get the Full PEGA Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore PEGA Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime