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Everyone's shorting or avoiding SaaS because of AI BUT I think PEGA could print
Some technical signals flashing on my dashboard today
3 Penny Stocks with Big Potential: BINP, KING, and PEGA
RPA case: long Celonis $PATH -- short $SSNC $PEGA
Pegasus Resources Inc. (TSX-V: PEGA), A Significant Proxy in the Uranium Market $PEGA
Pegasus Resources Inc. : A North-American Uranium Gem 💎 (DD)
Junior Canadian Pegasus Resources (TSX-V: PEGA) Brief Analysis $PEGA
Pegasus Resources owns Properties with Great Potential $PEGA
Why you should invest in uranium stocks $PEGA Stock DD
Pegasus Announces Results of the RadonEx survey on its Pine Channel Uranium Project, Athabasca Basin, Saskatchewan $PEGA
Junior Canadian Pegasus Resources (TSX-V: PEGA) Brief Analysis
Junior Canadian Pegasus Resources (TSX-V: PEGA) Brief Analysis Stock DD
Encore Energy Confirms U.S. Court Of Appeal Decision Affirming The Dewey Burdock License To Extract Uranium $PEGA $DNN $UEC $CCJ
Pegasus Resources owns Properties with Great Potential $PEGA #repost
Breaking-Uranium Stocks taking off -Long Term Contracting (Big News) $PEGA $CCJ $DNN $UEC
Pegasus Resources owns Properties with Great Potential
Mentions
I mean IGV is like usually the ETF that refers to the software sector, that is barely green. At least some of the software names I follow are having a great day, stuff like: WAY, NOW, NET, DOCS, EVER, EXLS, TOST, PEGA, MANH are a few names that are all in the green today
Exactly, and that's why I think the whole "AI kills all SaaS" narrative is way too simplistic. The vibe coding cost structure doesn't make sense for most enterprises, especially for mission-critical workflows where you need governance, compliance, and auditability. You can't just have some engineer maintaining a homegrown AI solution for your claims processing or customer service workflows when regulatory requirements change every quarter. The usage-based pricing point is interesting though. PEGA is actually already moving in that direction with their consumption-based cloud model, which is part of why their ACV growth is so strong even while seat-based revenue looks messy. Enterprises are spending more on workflow orchestration as they add AI agents because they need something to prevent those agents from going rogue or conflicting with each other. That's exactly the moat I'm betting on with PEGA - they're not selling seats that AI replaces, they're selling the infrastructure layer that makes AI agents actually usable in production environments. The cloud cost parallel is perfect. Once you're locked into a platform that's orchestrating your critical workflows, you're not ripping it out to save a few basis points. You're probably expanding usage as you add more automation. That's a way better position than selling per-seat CRM licenses or survey tools.
Fair points on the SI dependency, that's definitely a real issue with their sales motion. But I'm not looking for hyper growth here, I'm looking for mispriced cash flow. They're already printing $575M in annual FCF and buying back stock at 6x FCF multiples. The SI dependency actually might be a feature not a bug for enterprise adoption because it means customers are locked into multi-year implementation cycles with governance and compliance built in, which is exactly what you need for mission-critical AI workflows. On the Google point, they're trading at like 20x FCF vs PEGA at 6x. I don't see a lot of future growth with GOOG maybe that GOOG doubles best best best case in 5 years but I think there is a lot of risk they pull back. I'm not betting on PEGA becoming the next hyper growth story, I'm betting the market is overreacting to the transition mess and mispricing a stable enterprise infrastructure play that happens to be positioned for AI orchestration. Any other players you see in this space that you think are better positioned? Genuinely curious because I've looked at a bunch and they all have issues but there has to be a play here.
They are bolting on an AI solution. PEGA’s issue is system integrator dependency along with services dependency in their sales motion. They aren’t going to ever go to hyper growth SaaS motion until they change this. They are one of many many players now positioning for this including google. Just port your money into goog.
I have partially exited cash gang just now but am holding more than half back. Probably will cash out again in a few weeks. $6k on PATH. Shares not options. 3k each on ADP, CXM, FRSH, G, PATH, PAYC, PCTY, PEGA, TEAM, CHTR, CMCSA. Mostly modestly-sized SaaS companies with a couple oversold telecom companies thrown in.
I went full cash on April 7th. I like to stay away from the mega-caps and typical SPY stuff. Bought the dip today on some beaten down software (mostly RPA, payroll, and IT ticketing stuff): 8k on each: FRSH, G, NICE, PATH, PAYC, PCTY, PEGA, TEAM. Not using any margin though. I'll consider it if dips much further. TEAM has ass fundamentals, but I see Jira used everywhere. Maybe now that they laid off a bunch of people they can coast easier. Who the hell knows.
I actually don't even have a subscription lol. But everyone around me does. I use YouTube premium for all my music. I've been thinking about IBEX too. I liked the report and have been wondering if now's the time to get in. I used to own PEGA, CSU, and topicus as well. Might be time to re-enter?
I want to snag some software names like PEGA. Still resisting for now
Robinhood Strategies sold all of the PEGA / NTAP it held this morning (at least in my portfolio).
I probably should have waited until after earnings to dip my toes into NOW. I'm surprised at the drop, but all these companies are getting beat down right now anyway. PEGA is diving
PEGA, i owned this stock in the mid 2000s for quite awhile and during that time it didn't do much. Eventually i sold it for a loss at a split adjust price of $2. I know this has nothing to do with your pitch, but anytime i see this ticker it reminds me of just how unpredictable the future can be.
One thing that has worked for me, is not worrying too much about how much something has run, as long as the fundamentals support the valuation. I think so interesting names to look into: TOITF, spin off from CSU. Software is getting killed since there is fears around AI. Since it spun off, some of the TTM numbers look larger, but should be a great long term compounder. THR - it's up 30% YoY so a bit over. They are a niche industrial play. Valuation isn't too bad and it's a play around onshoring/data centers. SYF - Also 30% YoY, however fundamentals are pretty cheap. Pays a little dividend. They do a ton of store credit cards, like the ones for Sam's Club and Gap. They also do the financing for some brands. PEGA - Enterprise software company that is seeing explosive growth in the cloud. Valuation isn't the worst, but seeing a lot of FCF growth because of the cloud growth. It's also reoccurring revenue. Like they saw around 35% YoY growth in FCF. For full year, they are forecasting 30%.
Yeah, I did some basic research a while on VEEV, so i'm by no means an expert. They actually popped really big after earnings like 2 quarters ago, since they are growing more than the market was expecting. I don't think it's a bad long term name by any means, just not sure how much of a homerun it's going to be, since software in general has been kind of meh, in terms of investor sentiment. Plus the competition and then the RKF stuff. At least rates going down should be helpful. If you are looking at software, I still like IBEX, PEGA, EXLS, I owned EXLS in the past, but no position now, but thinking of going back, since I do wonder if money will go back into software at some point. The company not bad for the fundamentals, just the market doesn't seem to like it very much. PEGA is seeing a lot of ton of cloud growth, which is higher margin and more reoccurring revenue. IBEX is just one of those obscure names I've owned for a bit, that you'll probably hear no one talk about, but is an awesome company. Company is starting to high revenue growth again and been buying back a ton of shares, on an already low float. All three of those names are seeing wins because of AI.
BWXT, PEGA and IESC are all better and safer stocks in my opinion.
Totally. I mean before LLM's came along, a lot of companies where just using machine learning, but this where I think the money is going to be made with AI, helping companies being more efficient in general. IBEX, EXLS, PEGA are all seeing wins with helping companies onboard and use AI and making actual money from it.
SEZL and PEGA are having a nice little run.
If you missed the boat on BYND and PEGA, check out [these](https://i.imgur.com/lYGP3Cw.jpeg).
Tesla is completely detached from reality as is PLTR. NVDA is optimistic but they are still in a strong growth phase. Some other stocks like GOOG are arguably cheap. MSFT recently grew revenues 18%. I just saw that PEGA grew earnings by 27% and COF had a blowout quarter and is buying back 12% of its stock. The top tech companies are investing $100B's in cap ex this year. There are definitely areas of froth and meme but the market keeps going up because corporate earnings keep going up.
Let’s gooo, PEGA to Valhalla or bust!
I track his tweets and pick and choose tbh. I only picked PEGA bc vols normally insanely low on it. That and it’s apparently software season so I said fuck it
Derisked some of my PEGA calls before close and only held 16k worth, shits cooking AH😭
$PEGA Q3 Adjusted EPS 30c, consensus 20c Revenue $381.35M, consensus $350.85M. Q3 ACV up 14% year-over-year.
Because it invests mainly in actual robotics companies, that haven't increased significantly in value as of recently, not actual AI companies. Its main positions are the following: > NVIDIA (NVDA) — 11,88% > > ABB Ltd (ABBN SW) — 9,04% > > FANUC (6954 JP) — 7,67% > > Keyence (6861 JP) — 7,05% > > Intuitive Surgical (ISRG) — 6,68% > > Daifuku (6383 JP) — 4,77% > > Dynatrace (DT) — 3,82% > > Pegasystems (PEGA) — 3,57% > > SMC (6273 JP) — 3,51% > > Cognex (CGNX) — 2,91%
Thank you! I'll see what I can find tomorrow. With the change in their business model combined with equal (or higher?) valuation than their historical average....I guess I can see that uncertainty dragging them down. I've been starting to accumulate more cash in expectation of a pullback where I can add to my preferred names. I'll try to be careful dipping in. I've been eyeing re-entering TSSI as well. And adding to LMB with its recent dip. And maybe PEGA
Oh somehow I thought you were still in DRS. I sold out on like January/February and then just did some short term calls afterwards. Entered a tiny position today with the intention of adding more. Thanks for the info on PEGA. Going to watch it closely but hold off for now.
I had a position in PEGA, but ended up just being a swing trade. Great company, just a bit too rich in term of valuation. Wish I would have never sold my DRS position. Another I’ve posted about here like a year or so ago. I’m just loaded up on defense and aerospace plays.
DRS down on earnings? Might finally be time for me to re-enter! Also is anyone in PEGA? Good earnings. I'm going to consider a starting position
Forgot PEGA posted their ER this morning. Market seems happy. Forgot what user it is, but someone posts about where are the companies making money via AI, well PEGA is one of them. * ***Annual Contract Value (ACV) grows 16% year over year as reported and 14% in constant currency*** * ***Pega Cloud ACV increases 28% year over year as reported and 25% in constant currency*** * ***Pega Cloud backlog increases 30% year over year as reported and 26% in constant currency*** * ***Cash flow from operations and free cash flow grow over 30% year over year*** >“Our unique approach to AI was a key driver of our strong first half results,” said Alan Trefler, Pega founder and CEO. “Pega harnesses AI's creative potential where it can best drive transformation—during workflow design with Pega Blueprint. This drives consistent execution through our state-of-the-art Pega Infinity workflow engine, rather than through inherently unpredictable prompts. Pega’s Predictable AI approach gives enterprises both the innovation they crave and the operational consistency they require.” >“Our first half of 2025 results show what happens when strategy, innovation, and execution come together,” said Pega COO & CFO Ken Stillwell. “Pega Blueprint is a game-changer for AI-driven enterprise transformation. Our disciplined focus on Rule of 40 principles is fueling both accelerated growth and margin expansion. We are more aligned, more energized, and more effective than ever.”
Oof. Hopefully people were not holding PEGA calls through earnings. But might be good to get some cheap calls tomorrow lol
You have the wrong company dude. It's PEGA not SEGA.
You got the wrong company my dude. It's PEGA, not SEGA. From their last earnings: [https://www.stocktitan.net/news/PEGA/pega-gen-ai-powers-accelerated-q1-2025-9g00z57htqdj.html](https://www.stocktitan.net/news/PEGA/pega-gen-ai-powers-accelerated-q1-2025-9g00z57htqdj.html) * ***Operating cash flow grows to*** **$204** ***million and free cash flow grows to $202 million in Q1 2025*** * ***Annual Contract Value (ACV) growth exceeds*** **13%** ***year over year*** * ***Pega Cloud ACV grows 23% year over year*** * ***Backlog grows 21% year over year*** >Pega GenAI has dramatically transformed how we engage with our clients,” said Alan Trefler, Pega founder and CEO. “Pega solutions and our approach to AI enables clients to accelerate progress in reaching their digital and legacy transformation goals.”
I think it depends. There is some nuance there. I do agree with you and I think the concern is with the VC's and the junk they are investing in. Stuff like Windsurf/Cursor. There's a ton of just bad junk out there. However, there are real companies making real money off some of the LLM's and just general demand for ML/AI in companies. For example with $PEGA: [https://www.pega.com/about/news/press-releases/pega-genai-powers-accelerated-q1-2025-results](https://www.pega.com/about/news/press-releases/pega-genai-powers-accelerated-q1-2025-results) >“Pega GenAI has dramatically transformed how we engage with our clients,” said Alan Trefler, Pega founder and CEO. “Pega solutions and our approach to AI enables clients to accelerate progress in reaching their digital and legacy transformation goals.” >“We accelerated ACV growth and delivered record free cash flow in Q1 2025, reflecting the benefits of the subscription model,” said Pega COO & CFO Ken Stillwell. “Operating as a Rule of 40 company allows us to focus on accelerating profitable growth while thoughtfully returning capital to shareholders.” $IBEX [https://investors.ibex.co/static-files/061b9eab-065a-439e-9e1e-5475aa956ed3](https://investors.ibex.co/static-files/061b9eab-065a-439e-9e1e-5475aa956ed3) >“Ibex returned to double-digit top-line revenue growth with 11%, our highest rate in ten quarters. Our growth continues to be driven by outstanding performance within our embedded base clients, new client wins, and our ability to drive innovative AI solutions across our clients. I am excited to report that our new logo team performed extremely well with four signature wins in the quarter for a total of 12 year to date. Importantly, we achieved a major strategic milestone in the quarter with the seamless launch for a leading Healthcare company in our newest location, India. Operating in this key location has been a strategic priority for our company and further enhances our client delivery options.” That's why I don't think the LLM's will be winners or the wrappers. Even with the Capex spending, there is just a ton of demand for cloud computing. That's why I think there is some nuance around this. If anything, I think quantum computing with the public companies are better example of something being a bubble than just AI.
I think yes and no. Part of why I lean no, is that there are some real companies right now seeing wins because of AI. Stuff like EXLS, IBEX, PEGA are a few names that are seeing wins because of AI. Also, the companies spending on Capex have the FCF in order to support it. The thing is, data centers are integral to the internet and almost every company is going to the cloud, with most taking a hybrid approach. I don't think the data center or those providing will be real winners in the end, but rather, companies that use AI will see some gains in productivity as well as EPS with better magins. On the flipside, I think there is still a lot of junk that hasn't gone public yet that the VCs are backing, which are basically LLM wrappers. To me, that is where the biggest bubble is going to be with AI. We see VC's backing companies that are basically wrappers of LLMs. Like a good example is stuff like Cursor: They just go a valuation of like 9.9B, while it's a fork of VScode [https://techcrunch.com/2025/06/05/cursors-anysphere-nabs-9-9b-valuation-soars-past-500m-arr/](https://techcrunch.com/2025/06/05/cursors-anysphere-nabs-9-9b-valuation-soars-past-500m-arr/) That to me is where the biggest part of the AI Bubble is, the VC investing.
Yeah, it's kind of a vague thing. However, I've pointed out that that there are a handful of SaaS companies that are talking about wins with AI and seeing increasing margins like IBEX, EXLS, and PEGA. PEGA had a solid last quarter, this is called out in their press release: >“Pega GenAI has dramatically transformed how we engage with our clients,” said Alan Trefler, Pega founder and CEO. “Pega solutions and our approach to AI enables clients to accelerate progress in reaching their digital and legacy transformation goals.” [https://www.pega.com/about/news/press-releases/pega-genai-powers-accelerated-q1-2025-results](https://www.pega.com/about/news/press-releases/pega-genai-powers-accelerated-q1-2025-results)
PEGA stock split Shares now calls after
UPS exactly zero So many stocks pinned to .8 this manipulation is hilarious it’s so god damn obvious How are half of my stocks exactly zero on the day without manipulating the market!? UPS PEGA GOOGL HON ROST ASHR These are not tiny stocks with low volume ASHR has been exactly at 26.8 for an entire month they only pump a couple stocks at a time then sell them off and pump more the next day options are in the worst state they have even been for buyers you are better off betting on micro caps and biotech lottery tickets Truly the most corrupt time in history
Getting Theta-pegged by PEGA, wyd?
PEGA has historic high grade drill holes, only a few feet from surface. KING has consolidated 15 past producing mines that were small scale. Both can have good upside if drills hit. I hear your frustrations though, exploration plays can be hit and miss as you allude too. I will take a look at these OTC tickers you mention, they sound interesting.
These three picks are absolute trash - the same junior mining pump and dumps and AI penny stock bullshit that's been flooded this sub for months. Let's break down this garbage: BINP - "AI Maverick Platform" is classic vaporware. They don't have real revenue, real clients or real technology. Just buzzwords and promises. Every failing penny stock is suddenly an "AI company" now. KING - Another junior copper explorer with "pending assays" that will inevitably show trace amounts of minerals not worth mining. Same story for 100+ other mining pennies. PEGA - "4km from a real uranium project" means absolutely nothing in geological terms. That's like saying your house is valuable because it's in the same state as a mansion. If you want actual decent OTC plays: KIDZ - Actually has real revenues from mobile gaming and esports, plus their new platform launches next month with multiple game studio partnerships already announced. AITX - Just announced $1.2M in annual cost reductions while still growing revenue 300% year-over-year. They're cutting spending on production while maintaining staff count, which is exactly what a maturing tech company should do. Both have actual products, actual revenue, and aren't relying on "maybe we'll find minerals someday" or "we added AI to our company name" to pump their stocks. But hey, enjoy watching those mining stocks crater after their next disappointing "assay" results.
I read a lot of analysis, and hes just one I read. Hes been right anout PEGA (Pegasystems) and MDB (Mongob) so far
Never heard of PEGA, but wish I had, yesterday at close.
Pegasystems Inc. (Pega) is a global software company based in Cambridge, Massachusetts, USA, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a platform for workflow automation and generative AI-powered decisioning that helps businesses move towards becoming autonomous enterprises.
PEGA (Pegasystems) Crushed earnings, lets goooo
Spent 20 mins researching $PEGA, decided to sit out Stock +26% AH I stg every "analyst" (myself included) is retarded
Just checked my phone and shit my pants. Awesome!!!! I’m sad I didn’t get more PEGA calls and instead wasted it on SPY that will expire worthless tomorrow 😓 still a big W!
Never heard of this company, but what a great quarter: $PEGA Pegasystems Q1 EPS $1.53, consensus 50c Q1 revenue $475.6M, consensus $357.0M. "Pega GenAI has dramatically transformed how we engage with our clients," said Alan Trefler, Pega founder and CEO. "Pega solutions and our approach to AI enables clients to accelerate progress in reaching their digital and legacy transformation goals." "We accelerated ACV growth and delivered record free cash flow in Q1 2025, reflecting the benefits of the subscription model," said Pega COO & CFO Ken Stillwell. "Operating as a Rule of 40 company allows us to focus on accelerating profitable growth while thoughtfully returning capital to shareholders." It is interesting to see some smaller software companies actually getting wins with AI.
I know this one’s not on here, but Pegasystems (PEGA) is Tuesday AH and I’m gonna get some calls on that. Last month they finished FedRAMP authorization to create secure “high impact” cloud systems for DoD, IRS, and three other government agencies. Suddenly, they have multiple job posting in the Northern VA area, for cloud engineers & vulnerability testers (which mentioned the ability to hold a security clearance). Even if their earnings aren’t outstanding, I think their guidance has a really good chance at being promising. It’s currently sitting at $68 with a 52-week high of $113, and if it gets a fat ass defense contract or boost, might make some good tendies!
I see a resurgence of pegging enthusiasm on the thread! May I suggest you look into Pegasystems? Ticker PEGA! Will probably make you rich, but of course you will ignore this comment and continue gooning
I did PEGA still waiting for it
Today PEGA looks like milli maker!
PEGA = free tendies
Any uranium plays with penny stocks? I'm mostly in URA, CCO, UUUU, and DNN. lost some money with PEGA on the tsxv. Thanks
Might be this? Pegasystems Inc. (NASDAQ:PEGA), the leading enterprise AI decisioning and workflow automation platform provider, today announced it is expanding its relationship with Amazon Web Services (AWS). Pega is among the initial companies to reveal it will leverage the recently announced AWS European Sovereign Cloud
PEGA getting ready to flyyyy
Earnings pumps: PEGA FROG SLVM APP BPMC INFA
Not that sure on any of these, but PEGA gonna run hard tomorrow!
I thought SF was bad until I tried PEGA.
Pegasystems (PEGA). Check out the Appian lawsuit and appeal now underway. This stock will print once the original jury decision is overturned.
AMZN, SSL, PEGA, JBLU. I recently sold F. Also bought ME entirely on a belief that they will make a medical breakthrough but it’s not supported by fundamentals.
> hey're both kinda weird with weird hairstyles and they speak in a circular way that sounds smart but when you really think about what they say, it doesn't makes a lot of concrete sense. SBF = some rando Harvard undergrad who stumbled upon crypto currencies Karp = PhD CEO running a company 2 decades old backed by the guy who founded Paypal and was an early investor in Facebook PLTR may never live up the hype and will just wind up becoming a PEGA but its in no way comparable to FTX.
>I remember when everyone was posting shit like "they caught Bin Laden and now they're going to control all the world's data one day, this is going to be top 10 company in the world!" > >The euphoria was insane. I still think they will be a top 10 company one day, or at the least have a higher "betting" chance of it then most companies out there. Even for Enterprise level software their TCV's are insane. Big question will be can they come up with a MM/SMB solution that takes hold. If not we'd be lucky for this stock to one day PEGA if so it could be closer to MSFT.
FCU.TO - short-term. PEGA.V - Long-term.
Uranium baby. $PEGA.V undervalued. Best upside in uranium sector.
>$PEGA pretty sure coals not to good for the health either buddy
About to buy heavy OTM puts on ZM, SNOW and PEGA. ZM and SNOW because they are shit and PEGA because they got to pay a fine of over 2.4b with only having 1.2b in revenue
Yeah, but could be waiting for years if the stock market is overpriced and keeps trending up. There was a screen that I used during the mid-2010s and there was like nothing that fully met the criteria while the bull market was going. Also did not help that Investools which he was affiliated with got taken down by TD Ameritrade. I think DECK and PEGA were 2 stocks I found but entry and exit points were also tough.
Had you look in to RPA sector? It is booming right now. Some of the public traded companies are: PATH, NICE, PEGA, and I think Automation Anywhere is about to IPO. If I were you I would look in to this sector and not buy anything yet. The companies had high multiple so with the increase in interest rate. I expect some discount coming for this sector. Maybe a good start for your position is around December
PLTR commercial revenue growth is greater than PEGA's overall growth. PEGA also does not release government vs commercial revenue info so hard to compare, but PEGA does say in their financials that government contracts are significant to them. So basically, sounds like you are just making things up without actually having done any research.
Someone said PEGA is a competitor, but without even looking at the products, PEGA is barely growing and PLTR is growing very quick and is already a larger company revenue-wise.
Compare all you want, in 2018 PEGA had 892M revenue vs PLTR having 595M revenue... In 2019 it was PEGA with 911M revenue vs PLTR with 743M revenue... and then in 2020 PLTR had 1.09B vs PEGA with 1.02B. Numbers say that PLTR is winning over customers.