Pegasystems Bets on GenAI Momentum: Will AWS Partnership Pay Off?
Microsoft MSFT challenges Pegasystems with its Power Platform and Azure, offering low-code tools and deep ecosystem integration. Microsoft's dominance in cloud services, AI innovation and diverse revenue streams ensures strong cash flow. While PEGA targets complex legacy transformations with GenAI Blueprint, Microsoft stands out for its accessibility, scalability and seamless enterprise cohesion, making it a broader and more user-friendly automation solution for modern digital workflows.ServiceNow NOW competes directly with Pegasystems in workflow and process automation, particularly within ITSM enterprise-wide operations. ServiceNow's AI-powered Core Business Suite, launched in May 2025, streamlines workflows across HR, finance and legal. A strong partner ecosystem, including Amazon, Microsoft and NVIDIA, further enhances scalability and integration. ServiceNow's growing GenAI tools and client base are boosting its revenues through smart automation and efficient enterprise solutions.
Pegasystems' shares have gained 8.2% year to date, while the broader Zacks Computer and Technology sector has returned 7.4% and the Computer-Software industry has risen 16.8%.
Image Source: Zacks Investment Research
PEGA has a Value Score of F. It is currently trading at a forward 12-month price-to-earnings ratio of 25.93X compared to the industry's 34.25X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PEGA's earnings is pegged at $1.88 per share for 2025, indicating year-over-year growth of 24.5%. The 2025 earnings estimate has been revised upward by 13.9% over the past 60 days.
Image Source: Zacks Investment Research
PEGA stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.
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