Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

PEGASYSTEMS INC
Next earnings Jul 20, 2026 (after close) · consensus $0.44 EPS, $435M rev
Last earnings -10.3% on 2026-04-21
Enterprise software hitting a profitability inflection — 16% growth, 50% ROE, surging cash flow — at a cheap 14x.
Sources: SEC EDGAR (CIK 0001013857, latest 10-Q filed 2026-04-21) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:41 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~169% below fair value) — the rarer case where both the business and the entry look good.
Pegasystems makes enterprise low-code automation, decisioning and CRM software, and FY2025 marks a clear profitability inflection as its subscription/cloud transition matures. Revenue grew 16.6% to $1.75B, but the real story is the margin leverage: net income jumped 296.7% to $393M, operating income more than doubled (+112.4%) to $263M, and diluted EPS rose 287.3% to $2.13. This caps a multi-year turnaround from net losses in FY2021-FY2022 to robust profitability, with gross margin at 75.9%, net margin at 22.5%, and an exceptional 50.0% return on equity.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.21B | $1.32B | $1.43B | $1.50B | $1.75B |
| Gross profit | $875M | $949M | $1.05B | $1.11B | $1.32B |
| Operating income | -$94.7M | -$109M | $81.0M | $124M | $263M |
| Net income | -$63.0M | -$346M | $67.8M | $99.2M | $393M |
| Diluted EPS | -$0.77 | -$4.22 | $0.37 | $0.55 | $2.13 |
| Net margin | -5.2% | -26.2% | 4.7% | 6.6% | 22.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-16 | KOUNINIS EFSTATHIOS A SVP, Chief Accounting Officer | Sell | 650.00 @ $32.31 | $21.0K |
| 2026-06-16 | KOUNINIS EFSTATHIOS A SVP, Chief Accounting Officer | Sell | 100.00 @ $32.32 | $3.23K |
| 2026-06-07 | Trefler Leon Chief of Clients and Markets | Exercise | 2.66K | |
| 2026-06-07 | Trefler Leon Chief of Clients and Markets | Tax | 1.05K @ $34.71 | $36.3K |
| 2026-06-07 | STILLWELL KENNETH COO, CFO | Exercise | 5.22K | |
| 2026-06-07 | STILLWELL KENNETH COO, CFO | Tax | 2.06K @ $34.71 | $71.3K |
| 2026-06-07 | KOUNINIS EFSTATHIOS A SVP, Chief Accounting Officer | Exercise | 332.00 | |
| 2026-06-07 | KOUNINIS EFSTATHIOS A SVP, Chief Accounting Officer | Tax | 81.00 @ $34.71 | $2.81K |
| 2026-06-07 | Higgins John Gerard Chief, Client &Partner Success | Exercise | 2.28K | |
| 2026-06-07 | Higgins John Gerard Chief, Client &Partner Success | Tax | 1.27K @ $34.71 | $44.2K |
| 2026-06-07 | Akgonul Rifat Kerim Chief Product Officer | Exercise | 2.28K | |
| 2026-06-07 | Akgonul Rifat Kerim Chief Product Officer | Tax | 1.10K @ $34.71 | $38.3K |