Citi raises Pegasystems stock price target to $70 on strong GenAI demand

Published 23/07/2025, 21:54
Citi raises Pegasystems stock price target to $70 on strong GenAI demand

Investing.com - Citi raised its price target on Pegasystems (NASDAQ:PEGA) to $70.00 from $66.00 on Wednesday, maintaining a Buy rating following the company’s strong second-quarter performance. The stock, currently trading at $58.03, has shown impressive momentum with a 62% return over the past year and is trading near its 52-week high.

Pegasystems reported record second-quarter net new annual contract value (ACV) with growth accelerating to 16% year-over-year (14% constant currency) despite facing tougher comparisons. The company’s ACV and revenue exceeded consensus estimates by $53.5 million and $22.6 million respectively. According to InvestingPro data, the company’s revenue growth reached 12.5% with a robust gross profit margin of 75.5%.

The strong performance was driven by continued Pegacloud strength, which saw a 2-point constant currency acceleration powered by the company’s GenAI Blueprint offering. Demand for GenAI and legacy replacement solutions remains robust, with over 1,000 organizations now building on Blueprint.

Pegasystems reported no negative impact from DOGE/tariffs and experienced a slightly improved macroeconomic environment compared to the first quarter. The company is also benefiting from legacy replacement and transformation opportunities through a new AWS partnership that is gaining momentum.

Citi expressed encouragement regarding Pegasystems’ solid execution and the positive impact of its GenAI offerings, leading to the upward revision in estimates and price target while reiterating its Buy rating.

In other recent news, Pegasystems reported its second-quarter 2025 results, surpassing both earnings and revenue expectations. The company achieved an earnings per share of $0.28, exceeding the anticipated $0.24, and reported revenue of $384.52 million, which was higher than the forecasted $362.5 million. This marks the second consecutive quarter where Pegasystems has outperformed consensus growth expectations. Revenue growth was notably driven by a 24% year-over-year increase in cloud revenue, which totaled $166.7 million and accounted for 43% of the company’s total revenue. Following these results, Rosenblatt raised its price target for Pegasystems to $61 from $59, maintaining a Buy rating. Barclays (LON:BARC) also adjusted its price target to $58 from $50, while keeping an Equalweight rating. Both firms highlighted the company’s strong performance as a factor in their revised targets. These developments reflect a positive trend for Pegasystems in the current financial landscape.

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