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PagerDuty, Inc. Stock Price

NYSE:PD Community·US$723.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 38 Fair Values set on narratives written by author

PD Share Price Performance

US$9.65
-5.95 (-38.14%)
US$9.14
Fair Value
US$9.65
-5.95 (-38.14%)
5.5% overvalued intrinsic discount
US$9.14
Fair Value
Price US$9.65
AnalystConsensusTarget US$9.14
AnalystLowTarget US$7.00
AnalystHighTarget US$10.00

PD Community Narratives

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Fair Value US$9.14 5.5% overvalued intrinsic discount

Digital Transformation And AI Trends Will Unlock Value

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18users have followed this narrative
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Fair Value US$7 37.9% overvalued intrinsic discount

AI Automation Will Undermine Premium Pricing Amid Rising Competition

1users have liked this narrative
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1users have followed this narrative
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Fair Value US$10 3.5% undervalued intrinsic discount

Cloud, AI, And Automation Will Power Digital Evolution

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US$9.14
5.5% overvalued intrinsic discount
Revenue
0.92% p.a.
Profit Margin
0.69%
Future PE
216.51x
Price in 2029
US$12.24

Trending Discussion

Updated Narratives

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PD: Share Repurchases And Leadership Transition Will Shape Measured Upside Potential

Fair Value: US$9.14 5.5% overvalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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PD: Share Buybacks And Leadership Shift Will Still Face Margin Pressure

Fair Value: US$7 37.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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PD: Expanded AI And Operations Cloud Adoption Will Support Future Upside

Fair Value: US$10 3.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

3 Risks
3 Rewards

PagerDuty, Inc. Key Details

US$493.7m

Revenue

US$73.3m

Cost of Revenue

US$420.5m

Gross Profit

US$229.9m

Other Expenses

US$190.6m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
2.47
85.16%
38.61%
173.5%
View Full Analysis

About PD

Founded
2009
Employees
1155
CEO
John DiLullo
WebsiteView website
www.pagerduty.com

PagerDuty, Inc. engages in the operation of a digital operations management platform in the United States and internationally. The company collects data and digital signals from virtually any software-enabled system or device and leverages artificial intelligence and powerful machine learning to correlate, process, predict, and remediate incident. Its platform includes PagerDuty Incident Management that provides a real-time view status of a digital service; AIOps that applies machine learning to correlate and automate the identification of incidents from billions of events; automation offers centralized design time and run time environment for orchestrating automated workflows; customer service operations, which is offered to orchestrate, automate, and scale responses to customer issues; and artificial intelligence offers generative AI capabilities for the PagerDuty operations cloud platform . The company serves various industries, including software and technology, telecommunications, retail, travel and hospitality, media and entertainment, and financial services. PagerDuty, Inc. was founded in 2009 and is headquartered in San Francisco, California.

Recent PD News & Updates

Seeking Alpha 3h

PagerDuty: Fairly Valued After The Rally

Summary PagerDuty is re-rated to neutral, with my FY-end price target of $9.6 implying just 2.7% upside after a recent 14% rally. PD’s fundamentals are mixed: profitability and cash flow have improved, but revenue growth is stagnant and DBNR has declined to 97%. AI-driven platform expansion and a shift to usage-based pricing are moderate catalysts, but ARR growth remains muted and competitive risks are rising. PD appears fully valued after the recent rally, with existential risk from AI-native competitors potentially threatening its TAM and growth narrative. Read the full article on Seeking Alpha
Narrative Update Jun 15

PD: Share Repurchases And Leadership Transition Will Shape Measured Upside Potential

Analysts have modestly lifted their price target on PagerDuty to reflect an updated fair value of about $9.14 per share, supported by adjustments to revenue growth expectations, profit margin assumptions, and a higher future P/E multiple. What's in the News PagerDuty appointed John DiLullo as Chief Executive Officer, effective May 11, 2026.

Recent updates

No updates