Pegasystems Inc. (PEGA)

Over the past six months, Pegasystems Inc. (PEGA) stock has experienced a 5.04% increase, but more recently, the stock has seen fluctuations with a decrease of 16.35% in the past month. Following its earnings release on October 21, 2025, PEGA stock drifted 17.2% lower. Despite this, the company reported Q3 earnings of $0.30 per share, beating analysts' consensus estimates of $0.18, with revenue of $381.35 million, exceeding the consensus of $351.95 million and representing a 17.3% year-over-year increase. Pegasystems also declared a quarterly dividend of $0.03 per share, which was paid on October 15, 2025.

The demand seasonality for Pegasystems' products and services can be difficult to predict and may vary considerably. Pegasystems' offerings are concentrated in sectors that require robust and adaptable business process management (BPM) and customer relationship management (CRM) solutions. There is a growing demand for enterprise predictive analytics, data processing, and CRM automation, with a significant increase in organizations adopting AI-focused systems. While North America and Europe are strong markets, the Asia-Pacific region is also poised for significant growth in demand for Pegasystems' consulting services and solutions. Demand is particularly concentrated in financial services, insurance, healthcare, and telecommunications.

Pegasystems, Inc. (PEGA) is a global software company specializing in customer engagement and operational excellence, headquartered in Waltham, Massachusetts. Founded in 1983, the company is a pioneer in business process management (BPM) and customer relationship management (CRM) solutions, operating within the software sector, with its industry focus encompassing low-code platforms, artificial intelligence (AI), customer relationship management, business process management, and workflow management systems. The company's core offering is Pega Infinity, a software portfolio designed to connect enterprises with their customers in real-time across various channels and automate digital processes.

Pegasystems operates globally, serving clients across numerous industries worldwide. The company's corporate headquarters are located in Waltham, Massachusetts, USA. Pegasystems maintains a significant international presence with offices in over 30 locations across North America, Europe, the Middle East, Asia Pacific, and South America. In terms of revenue, the United States consistently contributes the largest share, followed by Europe, the Asia-Pacific region, and the United Kingdom.

In the past year, Pegasystems has maintained a strong brand reputation, evidenced by numerous awards and recognitions for its technology and organizational excellence. Pega was named a Leader in the Gartner Magic Quadrant for Business Orchestration and Automation Technology and recognized in its Critical Capabilities Report for the same. They were also identified as a Leader in The Forrester Wave™ for AI Decisioning Platforms and Digital Process Automation Platforms. Additionally, Pega was recognized by Gartner in the 2025 Critical Capabilities for Sales Force Automation Platforms. Pega Infinity '23 received a Gold Stevie Award in the Business Technology Solutions category for integrating AI capabilities. Pega GenAI Blueprint™ was named an AI Innovation of the Year and recognized in the AI and Machine Learning product category at the 22nd Annual International Business Awards. Pega was also named the Best Overall CRM Company in the 2025 MarTech Breakthrough Awards for its customer engagement solutions. The company was recognized by USA Today's Top Workplaces Program in 2024 and as a Best Place to Work for Disability Inclusion in 2025. A study conducted by Pegasystems and YouGov in February 2025 highlighted that frustrated consumers are demanding businesses modernize to improve deteriorating customer experiences caused by slow, siloed, and outdated technology.

Pegasystems Inc. has a diverse ownership structure, with significant holdings by both institutional and individual investors. Key institutional shareholders include Vanguard Group Inc, BlackRock, Inc., Massachusetts Financial Services Co, SMCWX - SMALLCAP WORLD FUND INC Class A, Aqr Capital Management Llc, Bares Capital Management, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IJH - iShares Core S&P Mid-Cap ETF, State Street Corp, and Invesco Ltd. Alan Trefler, the founder, CEO, and Chairman of Pegasystems, is the largest individual shareholder, owning approximately 45.69% of the company's shares.