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PEGA · Pegasystems Inc. · Tenji

Software - Application

PEGA

Pegasystems Inc.

Date

Sep 29

News

A gap in AI revenue could shift budgets from new hardware to ServiceNow, Pegasystems and UiPath

A consulting firm sees a $4.2 trillion yearly gap between AI revenue and build-out costs. Two-thirds of the costs are not covered. When AI hardware returns are in doubt, companies tend to shift spending to software that gets more from existing systems, like ServiceNow, Pegasystems and UiPath.

Good for ↑NOWPEGA

May 29

News

Enterprise Software Re-Rating Unlocks Hidden Multiplier Effect on Mid-Cap SaaS Infrastructure Plays

ServiceNow's 40% monthly surge marks a sentiment regime shift: enterprise software is now seen as AI's monetization layer, not its casualty. Mid-cap SaaS platforms with workflow automation and IT infrastructure exposure haven't fully re-rated yet. Long mid-cap enterprise software with AI integration narratives into the multiple expansion wave.

Good for ↑DDOGPATH

PATH

MarketWatch·Sep 29

PEGA

MarketWatch·May 29

Technology