Micro
Emerging
Active
Bares Capital likes PEGA
New narrative with limited coverage — still forming.
Score
0.2
Velocity
▲ 0.0
Articles
4
Sources
1
Sentiment Timeline
Event Timeline
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AI Overview
What happened: Bares Capital has consistently favored Pegasystems Inc. (PEGA), ranking it 1st among small-cap value stocks. They've held this position since Q3 2019. Post Q1 2026 earnings, RBC Capital reduced its price target on PEGA to $60 from $65, while maintaining an 'Outperform' rating.
Market impact: The software sector, particularly small-cap value stocks, is influenced. PEGA's strong backing by Bares Capital signals confidence in the company's growth potential, potentially driving investment in similar firms like Veeva Systems Inc. (VEEV), which also appears in Bares' portfolio.
What to watch next: PEGA's Q2 2026 earnings, scheduled for August 19, will provide insights into its growth trajectory. Additionally, any changes in Bares Capital's 13F portfolio could indicate shifts in their investment thesis, affecting the broader small-cap value space.
Market impact: The software sector, particularly small-cap value stocks, is influenced. PEGA's strong backing by Bares Capital signals confidence in the company's growth potential, potentially driving investment in similar firms like Veeva Systems Inc. (VEEV), which also appears in Bares' portfolio.
What to watch next: PEGA's Q2 2026 earnings, scheduled for August 19, will provide insights into its growth trajectory. Additionally, any changes in Bares Capital's 13F portfolio could indicate shifts in their investment thesis, affecting the broader small-cap value space.
AI Overview as of May 08, 2026
Timeline
First SeenJun 24, 2026
Last UpdatedAug 28, 2026