Assessing Pegasystems (PEGA) Valuation After The Notes To Blueprint AI Launch

Simply Wall St.02-03 01:13

AdvertisementWhy Pegasystems’ new Notes to Blueprint launch matters for shareholders Pegasystems (PEGA) has rolled out Notes to Blueprint, an AI driven offering that helps enterprises move entrenched ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2608894598?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959","is_english":true,"pubTime":"2026-02-03 01:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608894598","market":"nz","top_or_hot":-1,"title":"Assessing Pegasystems (PEGA) Valuation After The Notes To Blueprint AI Launch","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy Pegasystems’ new Notes to Blueprint launch matters for shareholders Pegasystems (PEGA) has rolled out Notes to Blueprint, an AI driven offering that helps enterprises move entrenched ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-pega/pegasystems/news/assessing-pegasystems-pega-valuation-after-the-notes-to-blue\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Pegasystems (PEGA) Valuation After The Notes To Blueprint AI Launch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Pegasystems (PEGA) Valuation After The Notes To Blueprint AI Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 01:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-pega/pegasystems/news/assessing-pegasystems-pega-valuation-after-the-notes-to-blue><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Pegasystems’ new Notes to Blueprint launch matters for shareholders Pegasystems (PEGA) has rolled out Notes to Blueprint, an AI driven offering that helps enterprises move entrenched ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-pega/pegasystems/news/assessing-pegasystems-pega-valuation-after-the-notes-to-blue\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-pega/pegasystems/news/assessing-pegasystems-pega-valuation-after-the-notes-to-blue","article_id":"2608894598","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-pega/pegasystems/news/assessing-pegasystems-pega-valuation-after-the-notes-to-blue","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608894598","pubTimestamp":1770052410,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why Pegasystems’ new Notes to Blueprint launch matters for shareholders\nPegasystems (PEGA) has rolled out Notes to Blueprint, an AI driven offering that helps enterprises move entrenched Lotus Notes workflows into automated, cloud based processes, following its recent asset acquisition from Adopteq.\nSee our latest analysis for Pegasystems.\nDespite the attention around Notes to Blueprint, Pegasystems’ 7 day share price return of a 13.91% decline and 30 day share price return of a 22.07%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4543":"AI","PEGA":"Pegasystems Inc","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4528":"SaaS概念","BK4588":"碎股","BK4023":"应用软件","BK4585":"ETF&股票定投概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD"},"translate_title":"Blueprint AI发布说明后评估Pegasystems(PEGA)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PEGA":1.5},"content_text":"AdvertisementWhy Pegasystems’ new Notes to Blueprint launch matters for shareholders Pegasystems (PEGA) has rolled out Notes to Blueprint, an AI driven offering that helps enterprises move entrenched Lotus Notes workflows into automated, cloud based processes, following its recent asset acquisition from Adopteq. See our latest analysis for Pegasystems. Despite the attention around Notes to Blueprint, Pegasystems’ 7 day share price return of a 13.91% decline and 30 day share price return of a 22.07% decline suggest recent momentum has cooled. However, the 3 year total shareholder return of 119.99% still points to a materially stronger longer term record than its 1 year total shareholder return of an 18.88% decline. If this kind of AI driven enterprise software story interests you, it could be a good time to look across other high growth tech and AI stocks that might fit your watchlist. With Pegasystems trading at US$43.69, a 52% intrinsic discount and a 69% discount to analyst targets stand out against its recent share price declines. Is this a mispriced AI automation player, or is the market already discounting future growth? Most Popular Narrative: 40.9% Undervalued Against Pegasystems’ last close of $43.69, the most followed narrative applies a fair value of $73.91 per share, leaving a sizeable valuation gap for investors to assess.  The adoption of agentic workflows and integration with AI models in Pega Blueprint, enabling predictable and streamlined processes, could enhance client satisfaction and retention, thereby improving net margins. Strong ACV growth, reflecting client shifts to Pega Cloud services, could lead to increased recurring revenue streams and greater financial stability.  Read the complete narrative. Want to see what is driving that higher fair value number? The narrative leans on steady revenue progress, firmer margins, and a richer earnings multiple. Curious how those ingredients combine into $73.91 per share? Result: Fair Value of $73.91 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as uneven term license revenue and potential delays in cloud or Blueprint adoption, which could challenge this upbeat case. Find out about the key risks to this Pegasystems narrative.  Build Your Own Pegasystems Narrative If you are not fully on board with this view, or simply prefer to weigh the numbers yourself, you can test your own assumptions and build a fresh thesis in just a few minutes, starting with Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Pegasystems. Looking for more investment ideas? If Pegasystems has your attention, do not stop here. Use the Simply Wall St Screener to compare fresh ideas, stress test your thinking, and avoid missing opportunities.  Target potential bargains by reviewing these 889 undervalued stocks based on cash flows that might trade below their estimated cash flow value. Ride major tech shifts by scanning these 24 AI penny stocks that are tied to artificial intelligence themes. Boost your income focus by checking out these 12 dividend stocks with yields > 3% that offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608894598","isCrawlerRequest":true}