Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Pegasystems' third-quarter financial results from 2025 highlight both strengths and challenges for the company.</li><li>The reported results underline Pegasystems' ability to execute its cloud strategy and leverage artificial intelligence innovations, which have been key growth drivers.</li><li>The company's focus on AI-driven process automation and orchestration platforms remains a cornerstone of its strategy, which is increasingly appealing to financial services and other regulated industries due to its approach of ensuring predictable workflows.</li></ul>

Pegasystems' third-quarter financial results from 2025 highlight both strengths and challenges for the company.The reported results underline Pegasystems' ability to execute its cloud strategy and leverage artificial intelligence innovations, which have been key growth drivers.The company's focus on AI-driven process automation and orchestration platforms remains a cornerstone of its strategy, which is increasingly appealing to financial services and other regulated industries due to its approach of ensuring predictable workflows.

Pegasystems: Application Modernization with AI & Cloud Services Are Upping The Ante!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Pegasystems has improved performance with over 95% gross-dollar retention and a strong customer base, including major banks and federal agencies.</li><li>The transition to cloud services is successful, now accounting for over 50% of annual contract value, and a significant legal verdict has been vacated.</li><li>In Q1 2025, Pegasystems reported $202 million in free cash flow and announced a $500 million buyback, with a solid financial position of $372 million in net cash and no debt.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Pegasystems has improved performance with over 95% gross-dollar retention and a strong customer base, including major banks and federal agencies.The transition to cloud services is successful, now accounting for over 50% of annual contract value, and a significant legal verdict has been vacated.In Q1 2025, Pegasystems reported $202 million in free cash flow and announced a $500 million buyback, with a solid financial position of $372 million in net cash and no debt.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Pegasystems Inc (PEGA) - Monday, Jul 21, 2025

<ul><li>Pegasystems reported its second-quarter 2025 financial performance, showing several positives and some challenges.</li><li>The company has illustrated a promising trajectory with the implementation of its AI strategy and its effects on both revenue and customer engagement.</li><li>A key highlight is the company's annual contract value (ACV) growth, which increased by 16% year-over-year as reported and 14% in constant currency.</li></ul>

Pegasystems reported its second-quarter 2025 financial performance, showing several positives and some challenges.The company has illustrated a promising trajectory with the implementation of its AI strategy and its effects on both revenue and customer engagement.A key highlight is the company's annual contract value (ACV) growth, which increased by 16% year-over-year as reported and 14% in constant currency.

Pegasystems Partners with AWS & Bets Big on GenAI—Is This the Next Tech Breakout?

<ul><li>Pegasystems Inc. delivered a strong performance in the first quarter of 2025, highlighted by significant growth in annual contract value (ACV) and impressive cash flow results.</li><li>ACV increased by $74 million, marking over 13% year-over-year growth.</li><li>This was largely driven by robust adoption of the Pega GenAI Blueprint, which has revolutionized how the company engages with clients and partners by allowing rapid demonstration of Pega's platform capabilities.</li></ul>

Pegasystems Inc. delivered a strong performance in the first quarter of 2025, highlighted by significant growth in annual contract value (ACV) and impressive cash flow results.ACV increased by $74 million, marking over 13% year-over-year growth.This was largely driven by robust adoption of the Pega GenAI Blueprint, which has revolutionized how the company engages with clients and partners by allowing rapid demonstration of Pega's platform capabilities.

Pegasystems Incorporated: Is The Pega Cloud ACV Growth Here To Stay?

<ul><li>Pegasystems, a leader in software solutions for customer engagement and operational efficiency, demonstrated a robust performance in its fiscal year 2024.</li><li>The company reached its strategic milestone of becoming a "Rule of 40" company, reflecting balanced growth and profitability.</li><li>This achievement highlights the successful execution of its transition strategy from a traditional sales model to a subscription-based cloud business.</li></ul>

Pegasystems, a leader in software solutions for customer engagement and operational efficiency, demonstrated a robust performance in its fiscal year 2024.The company reached its strategic milestone of becoming a "Rule of 40" company, reflecting balanced growth and profitability.This achievement highlights the successful execution of its transition strategy from a traditional sales model to a subscription-based cloud business.

Pegasystems Inc.: Can its Focus On Cloud Migration Position It As A Leader In Driving Digital Evolution?

United States

Pegasystems Inc. develops customer relationship management software.  The software automates customer interactions across transaction-intensive enterprises. The Company provides its products to customers in the banking, mutual funds and securities, mortgage services, card services, insurance, healthcare management, and telecommunications industries.

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Pegasystems Inc (PEGA US)

Pegasystems: Application Modernization with AI & Cloud Services Are Upping The Ante!

Pegasystems' third-quarter financial results from 2025 highlight both strengths and challenges for the company. The reported results underline...

Baptista Research

Pegasystems Inc (PEGA) - Monday, Jul 21, 2025

Pegasystems has improved performance with over 95% gross-dollar retention and a strong customer base, including major banks and federal agencies.

Value Investors Club (VIC)

Pegasystems Partners with AWS & Bets Big on GenAI—Is This the Next Tech Breakout?

Pegasystems reported its second-quarter 2025 financial performance, showing several positives and some challenges. The company has illustrated a...

Baptista Research

Pegasystems Incorporated: Is The Pega Cloud ACV Growth Here To Stay?

Pegasystems Inc. delivered a strong performance in the first quarter of 2025, highlighted by significant growth in annual contract value (ACV) and...

Baptista Research

Pegasystems Inc.: Can its Focus On Cloud Migration Position It As A Leader In Driving Digital Evolution?

Pegasystems, a leader in software solutions for customer engagement and operational efficiency, demonstrated a robust performance in its fiscal...

Baptista Research

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