PEGA Earnings

PEGA reported its FY2025Q3 earnings on 2025-10-21, showcasing a revenue of 381.35M against an estimate of 351.95M, resulting in a 8.35% surprise. The EPS was 0.3, surpassing the expected 0.2 by 50%. The stock experienced a 14.97% price change on the earnings day and a 16.81% change over the next five days, reflecting market reactions to the results.

Following PEGA's FY2025Q3 earnings announcement on 2025-10-21, the stock price moved by 14.97% on the day of the release. Over the subsequent five days, it saw a 16.81% change. Historically, PEGA's stock price tends to shift by an average of 1.89% in the 10 days leading up to earnings and 5.91% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate PEGA's annual revenue to reach 477.00M, while the EPS is projected at 0.61. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PEGA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PEGA's stock price typically moves by 1.89% in the 10 days before its earnings and 5.91% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.61 and revenue of 477.00M.

The earnings call and Q&A reveal strong financial performance, significant growth in Pega Cloud ACV, and a robust AI strategy, all contributing positively. The Blueprint approach is reducing sales cycle times and increasing client engagement. Despite some unclear responses, the overall sentiment is positive, especially with the emphasis on expanding partnerships, AI-driven growth, and a substantial shareholder return plan. These factors suggest a positive stock price movement, likely between 2% to 8%.