Citi reiterates Buy rating on Pegasystems stock, maintains $66 price target

Published 22/07/2025, 22:34
Citi reiterates Buy rating on Pegasystems stock, maintains $66 price target

Investing.com - Citi has reiterated its Buy rating on Pegasystems (NASDAQ:PEGA) stock, maintaining a price target of $66.00. The company, which maintains a "GREAT" financial health score according to InvestingPro data, has shown robust revenue growth of 14.29% in the last twelve months.

The reaffirmation comes despite a negative after-hours stock reaction following the company’s recent earnings report, which showed solid acceleration and beats on core metrics, including impressive gross profit margins of 75.74%.

Citi analyst Steven Enders noted surprise at the negative market response, suggesting investors might be concerned about the slight constant currency Annual Contract Value (ACV) growth acceleration of just 0.1%.

The research firm also pointed to Pega Cloud revenue coming in more in-line with expectations as another potential factor behind the stock’s after-hours movement.

Citi believes the market reaction might be "more reflective of consensus mismodelling" rather than fundamental issues, noting that the Pega Cloud revenue was ahead of Citi’s own estimate of $158 million.

In other recent news, Pegasystems Inc . reported its second-quarter financial results, which exceeded expectations. The company posted adjusted earnings of $0.28 per share, surpassing analyst estimates of $0.24. Revenue for the quarter reached $384.5 million, beating the consensus forecast of $362.5 million and marking a 9% increase from the previous year. Despite these positive earnings and revenue figures, a decline in subscription license revenue drew attention, leading to a significant market reaction. Analysts had anticipated the earnings figures, but the drop in subscription revenue was a point of concern. The recent developments have caught the attention of investors and analysts alike. These results and the market response underscore the importance of subscription revenue in Pegasystems’ business model.

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