PagerDuty 경영진
경영진 기준 점검 0/4
PagerDuty CEO는 John DiLullo, May2026 에 임명되었습니다 의 임기는 1년 미만입니다. 는 $608.00K 가치에 해당하는 회사 주식의 0.058% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1 년과 2.5 년입니다.
핵심 정보
John DiLullo
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | less than a year |
| CEO 지분 보유율 | 0.06% |
| 경영진 평균 재임 기간 | 1yrs |
| 이사회 평균 재임 기간 | 2.5yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Jun 30
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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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...CEO
John DiLullo (60 yo)
less than a year
재임 기간
Mr. John D. DiLullo, Ph D., has been Chief Executive Officer of PagerDuty, Inc. since May 11, 2026 and serves as Director From May,2026. He has been a Director of D-Wave Quantum Inc. since October 28, 2024...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Executive Chair of the Board | 10.2yrs | US$15.27m | 1.34% $ 14.2m | |
| Strategic Advisor | less than a year | US$5.31m | 0.71% $ 7.5m | |
| CEO & Director | less than a year | 데이터 없음 | 0.058% $ 608.0k | |
| Chief Financial Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Accounting Officer & Principal Accounting Officer | 1.4yrs | 데이터 없음 | 0.030% $ 314.3k | |
| Chief Technology Officer | 4.1yrs | 데이터 없음 | 데이터 없음 | |
| Chief Information Officer | 3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Legal Officer & Secretary | less than a year | 데이터 없음 | 0.015% $ 158.4k | |
| Chief Communication Officer & VP of Global Impact | 2.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing & Growth Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP of People and Workplaces | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Information Security Officer | 1.9yrs | 데이터 없음 | 데이터 없음 |
1.0yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: PD의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Executive Chair of the Board | 10.2yrs | US$15.27m | 1.34% $ 14.2m | |
| CEO & Director | less than a year | 데이터 없음 | 0.058% $ 608.0k | |
| Independent Director | 1.4yrs | US$484.39k | 0.012% $ 129.7k | |
| Independent Presiding Director | 8.3yrs | US$240.00k | 0.44% $ 4.7m | |
| Independent Director | 4.1yrs | US$240.00k | 0.058% $ 617.3k | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 2.5yrs | US$235.00k | 0.041% $ 429.9k | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.7yrs | US$237.50k | 0.061% $ 642.4k | |
| Independent Director | 7.5yrs | US$227.50k | 0.057% $ 605.8k | |
| Independent Director | 1.8yrs | US$230.00k | 0.025% $ 263.0k |
2.5yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 이사회: PD의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.5 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 23:26 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/07/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
PagerDuty, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Kingsley Crane | Berenberg |
| Koji Ikeda | BofA Global Research |
| Joel Fishbein | BTIG |