PEGASYSTEMS INC(PEGA)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
PEGASYSTEMS INC (PEGA) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores PEGA at 70.4/100 on a 32-signal composite quality model, placing it at rank #219 of 2,960 stocks — the top 10% of the AI-ranked universe. PEGA scores in the top quartile across balance sheet strength (97.4), profitability (82.6), free cash flow (82.2). Shareholder dilution risk is elevated at 17.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), PEGASYSTEMS INC reports quarterly revenue of $420.7M, net income of $13.3M, free cash flow of $81.7M. Top institutional holders of PEGA by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. PEGA trades on the Nasdaq exchange and files with the SEC under CIK 1013857. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PEGA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PEGASYSTEMS INC directly from SEC EDGAR.
AI Quality Score
70.4/100
AI Rank
#219
Revenue
$420.7M
Net Income
$13.3M
Free Cash Flow
$81.7M
PEGA key financials by period
PEGASYSTEMS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.7B
$393.4M
15.1%
FY 2024
10-K
$1.5B
$99.2M
8.3%
FY 2023
10-K
$1.4B
$67.8M
5.7%
FY 2022
10-K
$1.3B
$-345.6M
-8.3%
FY 2021
10-K
$1.2B
$-63.0M
-7.8%
FY 2020
10-K
$1.0B
$-61.4M
-14.1%
Institutions holding PEGA
Institutional investors reporting a position in PEGASYSTEMS INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-21 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue grew 9% to $420.7M as Pega Cloud rose 28% to $213.9M, but net income fell to $13.3M on higher selling, legal, and restructuring costs.
Biggest Revenue Drivers
Subscription services$288.5M+17% YoY
Pega Cloud growth offset a decline in maintenance revenue
Subscription license$82.0M+2% YoY
Primarily due to the timing of client contract renewals
Biggest Revenue Drivers
Total revenue: $420.7M+9% YoY
Subscription services$288.5M+17% YoY
Pega Cloud growth offset a decline in maintenance revenue
Within Subscription services
Pega Cloud$213.9M+28% YoY
Primarily due to expanded adoption of Pega Cloud by our clients
Maintenance$74.5M-6% YoY
Primarily due to clients' shift to Pega Cloud-based offerings, which do not result in maintenance revenue
Subscription license$82.0M+2% YoY
Primarily due to the timing of client contract renewals
Consulting$50.2M-13% YoY
Primarily due to a decrease in consultant billable hours in our Americas region
Largest Expense Items
Selling and marketing$165.4M+12% YoY
Compensation and benefits up $12.6M on higher headcount to expand client engagement
Cost of revenue$108.0M-1% YoY
Subscription services cost rose on personnel investments supporting cloud operations expansion
Research and development$84.2M+7% YoY
Outside professional services up $2.1M and cloud hosting up $1.5M
General and administrative$43.7M+38% YoY
Legal fees and related expenses from proceedings outside the ordinary course of business up $11.5M
Margins: Gross margin improved to 74% from 72%, aided by a smaller consulting loss on lower compensation. Pega Cloud gross margin slipped to 78% from 79% on personnel costs supporting cloud expansion.
Watch Items from the Filing
ACV growth slowed to 7% ($1.62B); the filing says AI-market changes caused clients to delay purchases and may keep hurting ACV and cash flow this year.
Appian trade secrets retrial set for January 11, 2027 after the $2.06B judgment was reversed; the Company cannot reasonably estimate possible damages.
In Appian defamation litigation, Appian seeks $31.8M lost profits, $109.5M disgorgement, and alternatively the Company's entire $2.33B of 2022-2025 profits.
Subscription license backlog fell to $52.6M from $74.5M a year ago, while total backlog rose 10% to $2.02B.
U.S. revenue fell to 47% of total from 54%; U.K. rose to 16% from 11%, and a 10% dollar strengthening would cut net income 14%.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
