← Pegasystems overview

Pegasystems vs LivePerson: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Pegasystems Inc (PEGA)

Q3 2026
▼2▲1

Pega's AI-Driven Sales Delays Hit Q2 Earnings, Cloud Growth Still Strong

  • Q2 Earnings Miss and Slowing Contract Growth Pegasystems reported Q2 adjusted EPS of $0.35, missing the $0.43 consensus, and revenue of $420.7 million also fell short. Management warned that AI market changes are causing clients to delay purchases, slowing annual contract value growth and potentially pressuring the rest of the year. This directly hurts investor confidence and the stock price.

    This is the main new event that caused the stock to drop over 13% and directly answers why PEGA is moving.

  • Cloud Business Continues Strong Growth Pega Cloud annual contract value rose 22% year over year, adding $165 million, and cloud now represents 57% of total ACV. Free cash flow reached $288 million in the first half, and the company repurchased 9 million shares for over $360 million. This shows the underlying business is still growing and generating cash.

    It provides a positive counterweight to the earnings miss and shows the long-term cloud transition is working.

  • Competition from UiPath in Workflow Automation UiPath launched Maestro Case, a new tool for complex enterprise workflows that directly competes with Pegasystems' case management software. UiPath's AI-led approach could attract customers and pressure Pega's market share, especially as clients delay decisions. This adds competitive risk on top of the earnings miss.

    It highlights a new competitive threat that could weigh on future growth and investor sentiment.

July 2026
▼2▲1

Pega's AI-Driven Sales Delays Hit Q2 Earnings, Cloud Growth Still Strong

  • Q2 Earnings Miss and Slowing Contract Growth Pegasystems reported Q2 adjusted EPS of $0.35, missing the $0.43 consensus, and revenue of $420.7 million also fell short. Management warned that AI market changes are causing clients to delay purchases, slowing annual contract value growth and potentially pressuring the rest of the year. This directly hurts investor confidence and the stock price.

    This is the main new event that caused the stock to drop over 13% and directly answers why PEGA is moving.

  • Cloud Business Continues Strong Growth Pega Cloud annual contract value rose 22% year over year, adding $165 million, and cloud now represents 57% of total ACV. Free cash flow reached $288 million in the first half, and the company repurchased 9 million shares for over $360 million. This shows the underlying business is still growing and generating cash.

    It provides a positive counterweight to the earnings miss and shows the long-term cloud transition is working.

  • Competition from UiPath in Workflow Automation UiPath launched Maestro Case, a new tool for complex enterprise workflows that directly competes with Pegasystems' case management software. UiPath's AI-led approach could attract customers and pressure Pega's market share, especially as clients delay decisions. This adds competitive risk on top of the earnings miss.

    It highlights a new competitive threat that could weigh on future growth and investor sentiment.

Latest
▼2▲1

Pega's AI-Driven Sales Delays Hit Q2 Earnings, Cloud Growth Still Strong

  • Q2 Earnings Miss and Slowing Contract Growth Pegasystems reported Q2 adjusted EPS of $0.35, missing the $0.43 consensus, and revenue of $420.7 million also fell short. Management warned that AI market changes are causing clients to delay purchases, slowing annual contract value growth and potentially pressuring the rest of the year. This directly hurts investor confidence and the stock price.

    This is the main new event that caused the stock to drop over 13% and directly answers why PEGA is moving.

  • Cloud Business Continues Strong Growth Pega Cloud annual contract value rose 22% year over year, adding $165 million, and cloud now represents 57% of total ACV. Free cash flow reached $288 million in the first half, and the company repurchased 9 million shares for over $360 million. This shows the underlying business is still growing and generating cash.

    It provides a positive counterweight to the earnings miss and shows the long-term cloud transition is working.

  • Competition from UiPath in Workflow Automation UiPath launched Maestro Case, a new tool for complex enterprise workflows that directly competes with Pegasystems' case management software. UiPath's AI-led approach could attract customers and pressure Pega's market share, especially as clients delay decisions. This adds competitive risk on top of the earnings miss.

    It highlights a new competitive threat that could weigh on future growth and investor sentiment.

LivePerson Inc (LPSN)

Q3 2026
▲4

SoundHound merger advances as vote nears, reshaping LivePerson's future

  • SoundHound merger vote scheduled SoundHound AI set a shareholder vote on its amended merger agreement with LivePerson for August 20, 2026. A successful vote moves the deal toward closing, giving LPSN holders a clearer path to a payout or SoundHound stock, which supports the share price.

    This is the key new event that directly determines LivePerson's ownership and value.

  • SoundHound's strong Q2 and raised outlook SoundHound reported record Q2 revenue of $61.9 million, up 45%, and raised its 2026 revenue floor to $230 million. Its guidance excludes any LivePerson contribution, so the deal is pure upside. A healthier acquirer makes the pending merger more likely to close and more valuable to LPSN holders.

    The acquirer's financial strength directly affects the deal's certainty and value for LPSN.

  • Deal expected to close by end of 2026 Multiple reports confirm SoundHound still expects to close the LivePerson acquisition before the end of 2026, with 2027 revenue guidance of $350–$400 million including LPSN. This timeline gives investors a concrete horizon, reducing uncertainty and supporting LPSN's price.

    A firm closing timeline is new information that reduces deal risk for LPSN.

  • SoundHound seen as acquisition target itself Analysts named SoundHound a takeover candidate, with General Motors considered a clean fit. If SoundHound is acquired, its pending deal for LivePerson would likely still close or be assumed by the buyer, adding another layer of potential value for LPSN shareholders.

    This new speculation adds a second possible path to value for LPSN beyond the current merger.

August 2026
▲4

SoundHound merger advances as vote nears, reshaping LivePerson's future

  • SoundHound merger vote scheduled SoundHound AI set a shareholder vote on its amended merger agreement with LivePerson for August 20, 2026. A successful vote moves the deal toward closing, giving LPSN holders a clearer path to a payout or SoundHound stock, which supports the share price.

    This is the key new event that directly determines LivePerson's ownership and value.

  • SoundHound's strong Q2 and raised outlook SoundHound reported record Q2 revenue of $61.9 million, up 45%, and raised its 2026 revenue floor to $230 million. Its guidance excludes any LivePerson contribution, so the deal is pure upside. A healthier acquirer makes the pending merger more likely to close and more valuable to LPSN holders.

    The acquirer's financial strength directly affects the deal's certainty and value for LPSN.

  • Deal expected to close by end of 2026 Multiple reports confirm SoundHound still expects to close the LivePerson acquisition before the end of 2026, with 2027 revenue guidance of $350–$400 million including LPSN. This timeline gives investors a concrete horizon, reducing uncertainty and supporting LPSN's price.

    A firm closing timeline is new information that reduces deal risk for LPSN.

  • SoundHound seen as acquisition target itself Analysts named SoundHound a takeover candidate, with General Motors considered a clean fit. If SoundHound is acquired, its pending deal for LivePerson would likely still close or be assumed by the buyer, adding another layer of potential value for LPSN shareholders.

    This new speculation adds a second possible path to value for LPSN beyond the current merger.

Latest
▲4

SoundHound merger advances as vote nears, reshaping LivePerson's future

  • SoundHound merger vote scheduled SoundHound AI set a shareholder vote on its amended merger agreement with LivePerson for August 20, 2026. A successful vote moves the deal toward closing, giving LPSN holders a clearer path to a payout or SoundHound stock, which supports the share price.

    This is the key new event that directly determines LivePerson's ownership and value.

  • SoundHound's strong Q2 and raised outlook SoundHound reported record Q2 revenue of $61.9 million, up 45%, and raised its 2026 revenue floor to $230 million. Its guidance excludes any LivePerson contribution, so the deal is pure upside. A healthier acquirer makes the pending merger more likely to close and more valuable to LPSN holders.

    The acquirer's financial strength directly affects the deal's certainty and value for LPSN.

  • Deal expected to close by end of 2026 Multiple reports confirm SoundHound still expects to close the LivePerson acquisition before the end of 2026, with 2027 revenue guidance of $350–$400 million including LPSN. This timeline gives investors a concrete horizon, reducing uncertainty and supporting LPSN's price.

    A firm closing timeline is new information that reduces deal risk for LPSN.

  • SoundHound seen as acquisition target itself Analysts named SoundHound a takeover candidate, with General Motors considered a clean fit. If SoundHound is acquired, its pending deal for LivePerson would likely still close or be assumed by the buyer, adding another layer of potential value for LPSN shareholders.

    This new speculation adds a second possible path to value for LPSN beyond the current merger.

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