PagerDuty Resultados de beneficios anteriores
Pasado controles de criterios 2/6
PagerDuty ha aumentado sus beneficios a una tasa media anual de 54.5%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 30.7% anual. Los ingresos han ido creciendo a una tasa media de 12.6% al año. La rentabilidad financiera de PagerDuty es de 74.3%, y sus márgenes netos son de 37.5%.
Información clave
54.51%
Tasa de crecimiento de los beneficios
55.81%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 12.62% |
| Rentabilidad financiera | 74.33% |
| Margen neto | 37.50% |
| Última actualización de beneficios | 31 Jul 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Sep 19
PagerDuty: Restructuring Is A Great Step, But Zero Growth Is Unconvincing (Rating Upgrade)
Summary PagerDuty has rebounded over 100% from April lows, driven by management changes and a 15% workforce restructuring. PD now delivers >20% pro forma operating margins and is profitable on a GAAP basis, with mid-80s gross margins supporting strong economies of scale. Revenue growth remains stagnant at 0-1%, and backlog is flat, raising concerns about PD's ability to capture AI-driven infrastructure spend. At 2.1x EV/FY27 revenue and 10.5x FY27 P/E, PD is cheap but lacking catalysts for multiple expansion; I move to a neutral rating. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 17
PD: Raised Guidance And Cost Cuts Will Not Offset Weak Margins
Analysts have lifted their fair value estimate for PagerDuty from $8.00 to $9.50, citing updated assumptions on revenue growth, discount rate, profit margin profile and a much higher future P/E multiple. What’s in the News for PagerDuty PagerDuty reported second quarter 2026 results with annual recurring revenue above $500m for the first time, alongside essentially flat revenue growth and signs of stabilizing customer retention.
Actualización de narrativa • Sep 03
PD: Workforce Reset And Buybacks Will Shape Cautious Upside Case
Analysts recently raised their price target on PagerDuty to $12.64 from $9.14, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. What’s in the News for PagerDuty PagerDuty reported second quarter 2026 results with annual recurring revenue passing the $500 million mark and essentially flat revenue growth, while customer retention showed signs of stabilizing.
Actualización de narrativa • Aug 15
PD: Index Additions And Buybacks Will Support Measured Long Term Upside
Analysts have raised their fair value estimate for PagerDuty from $11.00 to $12.00, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and the future P/E multiple in their models. What’s in the News for PagerDuty PagerDuty was added as a constituent to multiple Russell value benchmarks, including the Russell 3000E Value, Russell Small Cap Comp Value, Russell 2500 Value, Russell 2000 Value, and Russell 3000 Value indices, according to index provider updates.Actualización de narrativa • Jul 26
PD: Leadership Turnover And Thin Margins Will Pressure Future Returns
Analysts have raised their fair value estimate for PagerDuty from $7.00 to $8.00, citing updated assumptions for growth and profitability, as well as a higher future P/E multiple as the key drivers of the new price target. What’s in the News for PagerDuty PagerDuty appointed John DiLullo as Chief Executive Officer, effective May 11, 2026, with former CEO Jennifer Tejada transitioning to Executive Chair of the Board.Actualización de narrativa • Jul 12
PD: Leadership Changes And Buybacks Will Support Balanced Long Term Upside
Analysts have lifted their fair value estimate for PagerDuty from $10.00 to $11.00, citing updated assumptions around growth, profitability and future P/E expectations. What’s in the News for PagerDuty PagerDuty appointed John DiLullo as Chief Executive Officer, effective May 11, 2026.Actualización de narrativa • 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.Actualización de narrativa • Jun 01
PD: Share Buybacks And Leadership Shift Will Still Face Margin Pressure
Analysts have raised their price target on PagerDuty to $7.00, up from $6.00, citing updated assumptions for fair value, a lower discount rate, higher projected profit margins, and a reduced future P/E multiple. What's in the News The Board authorized a new share repurchase plan on May 27, 2026, with PagerDuty approved to buy back up to US$100 million of its stock.Actualización de narrativa • May 17
PD: AI Expansion And Buybacks Will Still Face Margin Pressure
Analysts have modestly raised their price target on PagerDuty, tying the change to updated assumptions that keep fair value at $6, with slightly higher expected revenue growth, a lower profit margin, and a higher future P/E multiple. What's in the News Leadership transition announced, with John DiLullo appointed Chief Executive Officer effective May 11, 2026.Actualización de narrativa • Apr 28
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.Actualización de narrativa • Apr 14
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).Actualización de narrativa • Mar 31
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.Actualización de narrativa • Mar 17
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.Actualización de narrativa • Mar 03
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.Actualización de narrativa • Feb 16
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).Artículo de análisis • Feb 04
Why Investors Shouldn't Be Surprised By PagerDuty, Inc.'s (NYSE:PD) 28% Share Price Plunge
Unfortunately for some shareholders, the PagerDuty, Inc. ( NYSE:PD ) share price has dived 28% in the last thirty days...Actualización de narrativa • Feb 02
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.Actualización de narrativa • Jan 19
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.Actualización de narrativa • Jan 05
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.Actualización de narrativa • Dec 18
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.Actualización de narrativa • Dec 04
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).Artículo de análisis • Nov 30
PagerDuty, Inc. (NYSE:PD) Not Doing Enough For Some Investors As Its Shares Slump 25%
The PagerDuty, Inc. ( NYSE:PD ) share price has fared very poorly over the last month, falling by a substantial 25...Actualización de narrativa • Nov 20
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.Artículo de análisis • Jul 26
PagerDuty, Inc.'s (NYSE:PD) Intrinsic Value Is Potentially 76% Above Its Share Price
Key Insights PagerDuty's estimated fair value is US$27.61 based on 2 Stage Free Cash Flow to Equity PagerDuty is...Artículo de análisis • Jun 29
Is PagerDuty (NYSE:PD) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • May 06
PagerDuty, Inc.'s (NYSE:PD) Shares Lagging The Industry But So Is The Business
With a price-to-sales (or "P/S") ratio of 2.9x PagerDuty, Inc. ( NYSE:PD ) may be sending bullish signals at the...Artículo de análisis • Apr 10
Is There An Opportunity With PagerDuty, Inc.'s (NYSE:PD) 40% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, PagerDuty fair value estimate is US$27.57 Current share price...
Nueva narrativa • Mar 23
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.Seeking Alpha • Mar 17
PagerDuty: Focusing On Multi-Year And Multi-Product Deals; Initiating With 'Buy'
Summary Initiating a 'Buy' rating for PagerDuty with a one-year target price of $28 per share, due to strategic multi-year and multi-product deals. The company is partnering with Amazon AWS to integrate PagerDuty Advance with Amazon Q Business and Bedrock, enhancing AI capabilities and customer base expansion. Recent results show 9.3% revenue growth and 102% adjusted operating income growth, with a stabilized net dollar retention rate at 106%. Despite competition and high stock-based compensation, PagerDuty's focus on multi-product adoption and strategic partnerships positions it for future growth. Read the full article on Seeking AlphaArtículo de análisis • Mar 13
Health Check: How Prudently Does PagerDuty (NYSE:PD) Use Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Desglose de ingresos y gastos
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
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Jul 26 | 495 | 186 | 265 | 122 |
| 30 Apr 26 | 494 | 191 | 272 | 122 |
| 31 Jan 26 | 493 | 174 | 286 | 126 |
| 31 Oct 25 | 489 | 152 | 294 | 128 |
| 31 Jul 25 | 484 | -14 | 300 | 134 |
| 30 Apr 25 | 476 | -37 | 307 | 138 |
| 31 Jan 25 | 467 | -54 | 306 | 141 |
| 31 Oct 24 | 457 | -74 | 309 | 142 |
| 31 Jul 24 | 447 | -83 | 309 | 142 |
| 30 Apr 24 | 439 | -94 | 309 | 144 |
| 31 Jan 24 | 431 | -82 | 301 | 140 |
| 31 Oct 23 | 421 | -76 | 294 | 139 |
| 31 Jul 23 | 406 | -93 | 293 | 140 |
| 30 Apr 23 | 389 | -108 | 292 | 137 |
| 31 Jan 23 | 371 | -128 | 295 | 135 |
| 31 Oct 22 | 348 | -133 | 284 | 127 |
| 31 Jul 22 | 326 | -127 | 271 | 117 |
| 30 Apr 22 | 303 | -118 | 256 | 106 |
| 31 Jan 22 | 281 | -107 | 239 | 96 |
| 31 Oct 21 | 262 | -101 | 225 | 85 |
| 31 Jul 21 | 244 | -95 | 212 | 77 |
| 30 Apr 21 | 227 | -80 | 193 | 70 |
| 31 Jan 21 | 214 | -69 | 181 | 65 |
| 31 Oct 20 | 200 | -57 | 167 | 61 |
| 31 Jul 20 | 189 | -52 | 160 | 57 |
| 30 Apr 20 | 179 | -50 | 155 | 53 |
| 31 Jan 20 | 166 | -50 | 148 | 49 |
| 31 Oct 19 | 154 | -46 | 139 | 48 |
| 31 Jul 19 | 143 | -46 | 125 | 46 |
| 30 Apr 19 | 130 | -46 | 117 | 42 |
| 31 Jan 19 | 118 | -41 | 104 | 39 |
| 31 Oct 18 | 107 | -43 | 97 | 33 |
| 31 Jan 18 | 80 | -38 | 72 | 34 |
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 54.5% 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 (27.2%).
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (74.33%) 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
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/21 10:35 |
| Precio de las acciones al final del día | 2026/09/21 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/01/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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.
| Analista | Institución |
|---|---|
| William Kingsley Crane | Berenberg |
| Koji Ikeda | BofA Global Research |
| Joel Fishbein | BTIG |