PagerDuty (PD) Aandelenoverzicht
PagerDuty, Inc. houdt zich bezig met de exploitatie van een digitaal operations management platform in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
PD Community Fair Values
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Analyst Price Targets
PagerDuty, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$10.28 |
| 52 Week Hoogtepunt | US$18.00 |
| 52 Week Laag | US$5.70 |
| Bèta | 0.94 |
| 1 maand verandering | 11.14% |
| 3 maanden verandering | 64.74% |
| 1 Jaar Verandering | -36.03% |
| 3 jaar verandering | -57.29% |
| 5 jaar verandering | -74.82% |
| Verandering sinds IPO | -73.12% |
Recent nieuws en updates
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 Alpha
Narratiefupdate • 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
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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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 AlphaAnalyseartikel • 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...Analyseartikel • Feb 20
Should You Investigate PagerDuty, Inc. (NYSE:PD) At US$18.46?
PagerDuty, Inc. ( NYSE:PD ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Feb 13
PagerDuty Trades Growth For Profits And Gets Little In Return
Summary PagerDuty's stock price continues to decline as revenue growth slows, and the company continues to focus on reducing operating losses. The incident response market is growing, but PD's single-digit revenue growth and high stock-based compensation make it less attractive. Financial metrics show reduced negative operating income but negative net free cash flow due to excessive stock-based compensation. My outlook is to sell PD due to revenue growth challenges and its transformation into a slow-growing IT utility. Read the full article on Seeking AlphaAnalyseartikel • Jan 29
Investors Aren't Buying PagerDuty, Inc.'s (NYSE:PD) Revenues
PagerDuty, Inc.'s ( NYSE:PD ) price-to-sales (or "P/S") ratio of 3.9x might make it look like a buy right now compared...Analyseartikel • Jan 08
Is PagerDuty, Inc. (NYSE:PD) Trading At A 29% Discount?
Key Insights The projected fair value for PagerDuty is US$24.73 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Dec 11
PagerDuty Could Be A Winner In 2025 (Rating Upgrade)
Summary PagerDuty's stock has underperformed, losing 11% over five years, but recent trends suggest potential gains in 2025 if plans align. Q3 results showed 9.4% growth and a revenue beat, marking the best performance compared to street estimates in five fiscal periods. Key customer metrics are finally stabilizing, with the chance for growth in annual recurring revenues (ARR) to accelerate in fiscal 2026. The valuation here remains slightly depressed, offering room for upside as the company aims for GAAP profitability and revenue acceleration. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
PagerDuty: Huge Upside Potential For This Underrated Stock
Summary Cybersecurity is set to become a crucial industry, with PagerDuty playing a key role in digital operations management and incident response. PagerDuty's generative AI offering, partnerships with NVIDIA and Infosys, and market recognition highlight its competitive edge and growth potential. Despite GAAP losses, non-GAAP earnings are positive, supported by strong revenue growth and significant market penetration. PagerDuty is undervalued with a market cap of $1.9 billion, offering a significant buying opportunity due to its operational cash flow and industry leadership. Read the full article on Seeking AlphaRendement voor aandeelhouders
| PD | US Software | US Markt | |
|---|---|---|---|
| 7D | 6.5% | 3.3% | -0.7% |
| 1Y | -36.0% | -20.7% | 20.3% |
Rendement versus industrie: PD presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -20.7 % opleverde.
Rendement versus markt: PD presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.3 % opleverde.
Prijsvolatiliteit
| PD volatility | |
|---|---|
| PD Average Weekly Movement | 13.5% |
| Software Industry Average Movement | 10.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van PD is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 14% ) van PD is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2009 | 1,155 | John DiLullo | www.pagerduty.com |
PagerDuty, Inc. houdt zich bezig met de exploitatie van een digitaal operations management platform in de Verenigde Staten en internationaal. Het bedrijf verzamelt gegevens en digitale signalen van vrijwel elk softwarematig systeem of apparaat en maakt gebruik van kunstmatige intelligentie en krachtige machine learning om incidenten te correleren, te verwerken, te voorspellen en te herstellen. Het platform omvat PagerDuty Incident Management dat een real-time overzicht biedt van de status van een digitale dienst; AIOps dat machine learning toepast om incidenten te correleren en de identificatie van incidenten uit miljarden gebeurtenissen te automatiseren; automatisering biedt een gecentraliseerde design time en run time omgeving voor het orkestreren van geautomatiseerde workflows; customer service operations, dat wordt aangeboden om reacties op problemen van klanten te orkestreren, automatiseren en schalen; en kunstmatige intelligentie biedt generatieve AI-mogelijkheden voor het PagerDuty operations cloud platform.
PagerDuty, Inc. Samenvatting
| PD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$767.37m |
| Inkomsten(TTM) | US$190.60m |
| Inkomsten(TTM) | US$493.71m |
4.2x
Koers/Winstverhouding1.6x
P/S-verhoudingIs PD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| PD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$493.71m |
| Kosten van inkomsten | US$73.26m |
| Brutowinst | US$420.45m |
| Overige uitgaven | US$229.86m |
| Inkomsten | US$190.60m |
Laatst gerapporteerde inkomsten
Apr 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 2.47 |
| Brutomarge | 85.16% |
| Nettowinstmarge | 38.61% |
| Schuld/Eigen Vermogen Verhouding | 173.5% |
Hoe presteerde PD op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/07 08:37 |
| Aandelenkoers aan het einde van de dag | 2026/07/07 00:00 |
| Inkomsten | 2026/04/30 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
PagerDuty, Inc. wordt gevolgd door 16 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| William Kingsley Crane | Berenberg |
| Koji Ikeda | BofA Global Research |
| Joel Fishbein | BTIG |