PagerDuty, Inc.

Informe acción NYSE:PD

Capitalización de mercado: US$621.9m

PagerDuty Resultados de beneficios anteriores

Pasado controles de criterios 2/6

PagerDuty ha aumentado sus beneficios a una tasa media anual de 35.8%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 21.2% anual. Los ingresos han ido creciendo a una tasa media de 15.5% al año. La rentabilidad financiera de PagerDuty es de 63.8%, y sus márgenes netos son de 35.3%.

Información clave

35.85%

Tasa de crecimiento de los beneficios

37.31%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos15.53%
Rentabilidad financiera63.81%
Margen neto35.30%
Última actualización de beneficios31 Jan 2026

Actualizaciones de resultados anteriores recientes

Recent updates

PD: AI Progress And Buybacks Will Still Face Margin Headwinds

Analysts have revised their fair value estimate for PagerDuty from $12.00 to $6.00. This change reflects updated views on required discount rates, revenue growth, profit margins, and future P/E assumptions.

PD: Aggressive Share Repurchases Will Support Future Upside Potential

Analysts have cut their price target on PagerDuty to $8.00 from $16.14, citing updated assumptions around growth, profitability, discount rate, and future P/E that support a more cautious valuation framework. What's in the News PagerDuty updated its share repurchase activity, completing the buyback of 10,073,731 shares, or 10.96% of its stock, for a total of US$136.85 million under the program announced on March 13, 2025 (Key Developments).

PD: Expanded AI And Operations Cloud Adoption Will Support Future Upside

Analysts have made modest adjustments to their fair value view on PagerDuty, maintaining the headline valuation at $10.00, but using slightly different assumptions around discount rate, revenue growth, profit margin, and future P/E that refine how that $10.00 target is supported. What's in the News PagerDuty completed a share repurchase program, buying back 10,073,731 shares, representing 10.96% of shares, for a total of US$136.85 million.

PD: Expanded AI Partnerships And Operations Platform Will Drive Future Upside

Analysts have cut their PagerDuty fair value estimate from $20.00 to $10.00 as they now apply slightly higher discount rates, more cautious revenue growth, slimmer profit margins, and a lower future P/E assumption. What's in the News PagerDuty issued earnings guidance for the first quarter, targeting total revenue in a range of $118.0m to $120.0m.

PagerDuty's Weak Growth And Customer Churn Undermine Consumption Model Shift (Downgrade)

Mar 16

PD: Stable Leadership Transition And Higher Margins Will Support Future Upside

Analysts have maintained their $20.00 price target for PagerDuty, citing only minor adjustments to assumptions about discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News PagerDuty entered into a Transition Agreement with Chief Financial Officer and principal financial officer Owen Howard Wilson on February 1, 2026, in connection with his previously disclosed retirement plan.

PD: Buyback And Higher Margins Will Support Future Upside Potential

Analysts have lowered their price target on PagerDuty from $23.00 to $20.00, citing updated assumptions for the discount rate, revenue growth, profit margins, and a significantly higher future P/E multiple in their models. What's in the News PagerDuty outlined a CFO transition, with current CFO Owen Howard Wilson planning to retire after a successor is appointed, while remaining in the role until that date is set (Executive Changes).

Why Investors Shouldn't Be Surprised By PagerDuty, Inc.'s (NYSE:PD) 28% Share Price Plunge

Feb 04
Why Investors Shouldn't Be Surprised By PagerDuty, Inc.'s (NYSE:PD) 28% Share Price Plunge

PD: AWS Resilience Milestone And Margin Progress Will Support Future Upside

Analysts maintained their overall fair value estimate for PagerDuty at approximately $16.14, making only slight adjustments to inputs such as the discount rate and future P/E. These changes reflect model fine tuning rather than a change in conviction.

PD: AWS Resilience Competency And Margin Outlook Will Support Future Upside

Analysts have trimmed their fair value estimate for PagerDuty from US$16.75 to about US$16.14, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News PagerDuty achieved the Amazon Web Services Resilience Services Competency in the software category, becoming one of the first AWS Software Partners with this designation.

PD: AI And Efficiency Gains Will Support Returns Despite Modest Margin Outlook

Analysts have held their fair value estimate for PagerDuty steady at US$12.00, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin, and a higher future P/E expectation as the key drivers behind the unchanged target. What's in the News PagerDuty reported earnings guidance for the fourth quarter of fiscal 2026, with expected revenue between US$122 million and US$124 million, and projected net income per diluted share between US$0.24 and US$0.25.

PD: AI And Efficiency Gains Will Offset Slower Profit Outlook

Analysts have cut their price target on PagerDuty from approximately 16 dollars to 12 dollars. This reflects more cautious assumptions for revenue growth, profitability and valuation multiples.

PD: AI Agent Suite And AWS Resilience Win Will Drive Future Upside

Analysts reduced their price target on PagerDuty from approximately $18.50 to $16.75, reflecting more conservative assumptions around revenue growth, profit margins, and a higher future price-to-earnings multiple. What's in the News PagerDuty achieved the Amazon Web Services Resilience Services Competency in the software category, becoming one of the first AWS Software Partners to earn this designation and validating its ability to support mission-critical, always-on workloads (Key Developments).

PagerDuty, Inc. (NYSE:PD) Not Doing Enough For Some Investors As Its Shares Slump 25%

Nov 30
PagerDuty, Inc. (NYSE:PD) Not Doing Enough For Some Investors As Its Shares Slump 25%

PD: Accelerated AI Suite Rollout Will Drive Faster Incident Resolution Outcomes

Narrative Update on PagerDuty: Analyst Price Target Change Analysts have lowered their price target for PagerDuty from $19.14 to $18.50. This change reflects a more cautious outlook on margins and future growth expectations.

PagerDuty, Inc.'s (NYSE:PD) Intrinsic Value Is Potentially 76% Above Its Share Price

Jul 26
PagerDuty, Inc.'s (NYSE:PD) Intrinsic Value Is Potentially 76% Above Its Share Price

Is PagerDuty (NYSE:PD) A Risky Investment?

Jun 29
Is PagerDuty (NYSE:PD) A Risky Investment?

PagerDuty, Inc.'s (NYSE:PD) Shares Lagging The Industry But So Is The Business

May 06
PagerDuty, Inc.'s (NYSE:PD) Shares Lagging The Industry But So Is The Business

Is There An Opportunity With PagerDuty, Inc.'s (NYSE:PD) 40% Undervaluation?

Apr 10
Is There An Opportunity With PagerDuty, Inc.'s (NYSE:PD) 40% Undervaluation?
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AI And Automation Expansion Will Drive Future Adoption And Efficiency

Strategic shifts towards multiyear platform partnerships and enhanced sales models are expected to drive revenue growth and improve margins.

PagerDuty: Focusing On Multi-Year And Multi-Product Deals; Initiating With 'Buy'

Mar 17

Health Check: How Prudently Does PagerDuty (NYSE:PD) Use Debt?

Mar 13
Health Check: How Prudently Does PagerDuty (NYSE:PD) Use Debt?

Should You Investigate PagerDuty, Inc. (NYSE:PD) At US$18.46?

Feb 20
Should You Investigate PagerDuty, Inc. (NYSE:PD) At US$18.46?

PagerDuty Trades Growth For Profits And Gets Little In Return

Feb 13

Investors Aren't Buying PagerDuty, Inc.'s (NYSE:PD) Revenues

Jan 29
Investors Aren't Buying PagerDuty, Inc.'s (NYSE:PD) Revenues

Is PagerDuty, Inc. (NYSE:PD) Trading At A 29% Discount?

Jan 08
Is PagerDuty, Inc. (NYSE:PD) Trading At A 29% Discount?

PagerDuty Could Be A Winner In 2025 (Rating Upgrade)

Dec 11

PagerDuty: Huge Upside Potential For This Underrated Stock

Nov 29

Is PagerDuty, Inc. (NYSE:PD) Potentially Undervalued?

Nov 21
Is PagerDuty, Inc. (NYSE:PD) Potentially Undervalued?

Is PagerDuty (NYSE:PD) A Risky Investment?

Oct 31
Is PagerDuty (NYSE:PD) A Risky Investment?

Estimating The Intrinsic Value Of PagerDuty, Inc. (NYSE:PD)

Oct 08
Estimating The Intrinsic Value Of PagerDuty, Inc. (NYSE:PD)

PagerDuty: Current Share Price Is An Attractive Entry Point

Oct 01

PagerDuty Q2: Encouraging Signs Of An Inflection (Rating Upgrade)

Sep 04

PagerDuty: The Pressure Is On

Aug 28

Desglose de ingresos y gastos

Cómo gana y gasta dinero PagerDuty. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:PD Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Jan 26493174286126
31 Oct 25489152294128
31 Jul 25484-14300134
30 Apr 25476-37307138
31 Jan 25467-54306141
31 Oct 24457-74309142
31 Jul 24447-83309142
30 Apr 24439-94309144
31 Jan 24431-82301140
31 Oct 23421-76294139
31 Jul 23406-93293140
30 Apr 23389-108292137
31 Jan 23371-128295135
31 Oct 22348-133284127
31 Jul 22326-127271117
30 Apr 22303-118256106
31 Jan 22281-10723996
31 Oct 21262-10122585
31 Jul 21244-9521277
30 Apr 21227-8019370
31 Jan 21214-6918165
31 Oct 20200-5716761
31 Jul 20189-5216057
30 Apr 20179-5015553
31 Jan 20166-5014849
31 Oct 19154-4613948
31 Jul 19143-4612546
30 Apr 19130-4611742
31 Jan 19118-4110439
31 Oct 18107-439733
31 Jan 1880-387234

Ingresos de calidad: PD tiene un alto nivel de ganancias no monetarias.

Margen de beneficios creciente: PD pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: PD ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 35.8% al año.

Acelerando crecimiento: PD ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: PD ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Software (14.3%).


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (63.81%) de PD es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 10:37
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2026/01/31
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PagerDuty, Inc. está cubierta por 16 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William Kingsley CraneBerenberg
Koji IkedaBofA Global Research
Joel FishbeinBTIG