PagerDuty
About: PagerDuty Inc is a digital operations management platform that manages urgent and mission-critical work for a modern, digital business. Its PagerDuty Operations Cloud combines artificial intelligence (AI) operations (AIOps), automation, customer service operations, and incident management with a generative AI assistant to create a flexible, resilient, and scalable platform to protect revenue and improve customer experience, improve operational efficiency, and mitigate the risk of operational failures. The company generates revenue predominantly from cloud-hosted software subscription fees and term-license software subscription fees. Geographically, the firm derives a majority of its revenue from the United States and the rest from International markets.
Employees: 1,242
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
470% more call options, than puts
Call options by funds: $46.2M | Put options by funds: $8.09M
200% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 3 (+2) [Q1 2025]
50% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 26
17% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 71
5% more funds holding
Funds holding: 211 [Q4 2024] → 222 (+11) [Q1 2025]
1% more capital invested
Capital invested by funds: $1.56B [Q4 2024] → $1.59B (+$20.7M) [Q1 2025]
0.16% more ownership
Funds ownership: 95.03% [Q4 2024] → 95.2% (+0.16%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$17
18%
upside
Avg. target
$19.50
36%
upside
High target
$23
60%
upside
6 analyst ratings
3 positive
50%
2 neutral
33%
1 negative
17%
Canaccord Genuity Kingsley Crane | 46%upside $21 | Buy Maintained | 2 Jun 2025 |
Truist Securities Joel Fishbein | 60%upside $23 | Buy Maintained | 30 May 2025 |
RBC Capital Matthew Hedberg | 39%upside $20 | Outperform Maintained | 30 May 2025 |
JP Morgan Pinjalim Bora | 25%upside $18 | Underweight Maintained | 30 May 2025 |
TD Securities Andrew Sherman | 25%upside $18 | Hold Maintained | 21 May 2025 |
Financial journalist opinion
Based on 8 articles about PD published over the past 30 days
Positive
Seeking Alpha
1 week ago
PagerDuty: Near-Term Growth Issues Are Not Resolved
I maintain a 'Hold' rating on PagerDuty due to persistent near-term growth challenges and unresolved go-to-market execution issues. While profitability metrics are strong and enterprise traction is improving, revenue growth remains stuck in single digits, with no signs of acceleration. AI investments and deepening partnerships support a more optimistic long-term outlook, but customer retention and sales execution remain headwinds.
Positive
Seeking Alpha
1 week ago
PagerDuty: Revenues Need To Improve
PagerDuty continues to work towards achieving GAAP profitability. Customer metrics were soft, with net retention and large customer counts declining, but total paid customers increased sequentially. Guidance disappointed, with the revenue outlook trimmed for the full year, though margin and non-GAAP EPS targets were modestly raised.
Neutral
Business Wire
1 week ago
PagerDuty to Present at the Bank of America Securities 2025 Global Technology Conference
SAN FRANCISCO--(BUSINESS WIRE)--PagerDuty, Inc. (NYSE:PD), a global leader in digital operations management, today announced that members of its management team will present at the Bank of America Securities 2025 Global Technology Conference on Wednesday, June 4, at 8:40 ET. A live webcast and replay will be available for a limited time on PagerDuty's investor relations events page at investor.pagerduty.com. About PagerDuty, Inc. PagerDuty, Inc. (NYSE:PD) is a global leader in digital operation.
Neutral
Zacks Investment Research
2 weeks ago
PagerDuty (PD) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for PagerDuty (PD) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Seeking Alpha
2 weeks ago
PagerDuty: I See Operational Progress, But Growth Needs A Second Act
PagerDuty, Inc. is at a strategic turning point, showing strong operational improvements but facing slowing revenue growth and intensifying competition. Financial metrics are solid: margin expansion, elite free cash flow, and platform stickiness, yet growth is decelerating, and sales execution remains a risk. PD valuation appears modest on the surface, but structural overvaluation and underperformance versus peers raise concerns about long-term upside.
Neutral
Seeking Alpha
2 weeks ago
PagerDuty, Inc. (PD) Q1 2026 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q1 2026 Earnings Conference Call May 29, 2025 5:00 PM ET Company Participants Tony Righetti - Vice President of Investor Relations Jennifer Tejada - Chairperson and Chief Executive Officer Howard Wilson - Chief Financial Officer Conference Call Participants Robert Oliver - Baird Miller Jump - Truist Matt Bullock - BofA Andrew Sherman - TD Cowen Daniel Hibshman - Craig-Hallum Jaiden Patel - Pinjalim Bora, JPMorgan Jacob Zerbib - William Blair John Gomez - Scotiabank Tony Righetti Thank you for joining us to discuss PagerDuty's First Quarter Fiscal Year 2026 Results. With me on today's call are Jennifer Tejada, PagerDuty's Chairperson and Chief Executive Officer; and Howard Wilson, our Chief Financial Officer.
Positive
Zacks Investment Research
2 weeks ago
PagerDuty (PD) Beats Q1 Earnings and Revenue Estimates
PagerDuty (PD) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 per share a year ago.
Neutral
Business Wire
2 weeks ago
PagerDuty Announces First Quarter Fiscal 2026 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--PagerDuty, Inc. (NYSE:PD), a leader in digital operations management, today announced financial results for the first quarter of fiscal 2026, ended April 30, 2025. “While purposefully driving our enterprise transformation, PagerDuty delivered revenue at the top of our guidance range and a non-GAAP operating margin exceeding our guidance by 500 basis points,” said Jennifer Tejada, Chairperson and CEO, PagerDuty. "We are focused on driving value by scaling our ente.
Neutral
Business Wire
1 month ago
PagerDuty to Report First Quarter Fiscal Year 2026 Results on May 29, 2025
SAN FRANCISCO--(BUSINESS WIRE)--PagerDuty, Inc. (NYSE:PD), a leader in digital operations management, today announced it will release its financial results for the first quarter fiscal year 2026, ended April 30, 2025, after market close on May 29, 2025. PagerDuty will host a live Zoom video call (meeting ID 991 4397 7754) for analysts and investors at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on that day. For audio only, the dial-in number 1-312-626-6799 may be used. Both a news release w.
Neutral
Business Wire
1 month ago
PagerDuty Renews Strategic Collaboration Agreement (SCA) with AWS to Help Organizations Become More Automated, Operationally Resilient
SAN FRANCISCO--(BUSINESS WIRE)--PagerDuty, Inc. (NYSE:PD), a global leader in digital operations management, announced today that the company renewed its global strategic collaboration agreement (SCA) with Amazon Web Services (AWS), to leverage advanced generative AI services from AWS within the PagerDuty Operations Cloud to enhance the detection and remediation of operational IT issues. The agreement extends the decade-plus collaboration between PagerDuty and AWS. The PagerDuty Operations Clou.
Charts implemented using Lightweight Charts™