PagerDuty, Inc.

NYSE:PD Rapport sur les actions

Capitalisation boursière : US$621.9m

PagerDuty Gestion

Gestion contrôle des critères 3/4

Le PDG PagerDuty est Jennifer Tejada, nommé en Jul2016, a un mandat de 9.83 ans. La rémunération annuelle totale est $ 19.79M, composée du salaire de 3% et des bonus 97%, y compris les actions et options de la société. détient directement 1.07% des actions de la société, d'une valeur de $ 6.66M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 4.5 ans.

Informations clés

Jennifer Tejada

Directeur général

US$19.8m

Rémunération totale

Pourcentage du salaire du PDG3.03%
Durée du mandat du directeur général9.8yrs
Propriété du PDG1.1%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration4.5yrs

Mises à jour récentes de la gestion

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?
User avatar

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

Analyse de la rémunération des PDG

Comment la rémunération de Jennifer Tejada a-t-elle évolué par rapport aux bénéfices de PagerDuty?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jan 31 2026n/an/a

US$174m

Oct 31 2025n/an/a

US$152m

Jul 31 2025n/an/a

-US$14m

Apr 30 2025n/an/a

-US$37m

Jan 31 2025US$20mUS$600k

-US$54m

Oct 31 2024n/an/a

-US$74m

Jul 31 2024n/an/a

-US$83m

Apr 30 2024n/an/a

-US$94m

Jan 31 2024US$20mUS$600k

-US$82m

Oct 31 2023n/an/a

-US$76m

Jul 31 2023n/an/a

-US$93m

Apr 30 2023n/an/a

-US$108m

Jan 31 2023US$23mUS$587k

-US$128m

Oct 31 2022n/an/a

-US$133m

Jul 31 2022n/an/a

-US$127m

Apr 30 2022n/an/a

-US$118m

Jan 31 2022US$13mUS$508k

-US$107m

Oct 31 2021n/an/a

-US$101m

Jul 31 2021n/an/a

-US$95m

Apr 30 2021n/an/a

-US$80m

Jan 31 2021US$7mUS$450k

-US$69m

Oct 31 2020n/an/a

-US$57m

Jul 31 2020n/an/a

-US$52m

Apr 30 2020n/an/a

-US$50m

Jan 31 2020US$9mUS$414k

-US$50m

Rémunération vs marché: La rémunération totale de Jennifer ($USD 19.79M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.61M ).

Rémunération et revenus: La rémunération de Jennifer a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Jennifer Tejada (54 yo)

9.8yrs
Titularisation
US$19,791,007
Compensation

Ms. Jennifer G. Tejada served as an Independent Director at UiPath Inc. from September 2020 until April 13, 2023. She is a Co-Owner of Langford Island Trust. She has been Chief Executive Officer and Direct...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Jennifer Tejada
Chair of the Board & CEO9.8yrsUS$19.79m1.07%
$ 6.7m
Owen Wilson
CFO & Principal Financial Officer8.4yrsUS$4.94m0.60%
$ 3.7m
Paul Underwood
Chief Accounting Officer & Principal Accounting Officer1.1yrspas de données0.0096%
$ 59.9k
Tim Armandpour
Chief Technology Officer3.8yrspas de donnéespas de données
Eric Johnson
Chief Information Officer2.7yrspas de donnéespas de données
Tony Righetti
Vice President of Investor Relationsno datapas de donnéespas de données
Christopher Ferro
Chief Legal Officerless than a yearpas de donnéespas de données
Debbie O'Brien
Chief Communication Officer & VP of Global Impact2.3yrspas de donnéespas de données
Katherine Calvert
Chief Marketing Officer4yrspas de donnéespas de données
Tracie Giles
Senior VP of People and Workplacesless than a yearpas de donnéespas de données
Pritesh Parekh
Chief Information Security Officer1.6yrspas de donnéespas de données
Rukmini Reddy
Senior Vice President of Engineering1.6yrspas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de PD est considérée comme expérimentée (ancienneté moyenne 2.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Jennifer Tejada
Chair of the Board & CEO9.8yrsUS$19.79m1.07%
$ 6.7m
Donald Carty
Independent Director1.1yrspas de donnéespas de données
Zachary Nelson
Independent Presiding Director7.9yrsUS$125.69k0.39%
$ 2.4m
William Losch
Independent Director3.8yrsUS$227.60k0.039%
$ 242.9k
Teresa Carlson
Independent Director2.2yrsUS$488.96k0.0076%
$ 47.1k
Scott Aronson
Directorless than a yearpas de donnéespas de données
Bonita Stewart
Independent Director5.3yrsUS$238.02k0.041%
$ 256.4k
Elena Gomez
Independent Director7.6yrsUS$239.28k0.038%
$ 236.6k
Rathi Murthy
Independent Director7.2yrsUS$240.02k0.038%
$ 236.6k
Sarah Franklin
Independent Director1.4yrsUS$457.25kpas de données
4.5yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de PD sont considérés comme expérimentés (ancienneté moyenne 4.5 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/03 22:50
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/01/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

PagerDuty, Inc. est couverte par 16 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
William Kingsley CraneBerenberg
Koji IkedaBofA Global Research
Joel FishbeinBTIG