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PagerDuty, Inc.NYSE:PD Aktierapport

Marknadsvärde US$713.4m
Aktiekurs
US$9.04
US$8
13.0% övervärderad intrinsisk rabatt
1Y-42.4%
7D-13.5%
1D
Portföljens värde
Utsikt

PagerDuty, Inc.

NYSE:PD Aktierapport

Börsvärde: US$713.4m

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PagerDuty, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för PagerDuty
Historiska aktiekurser
Aktuell aktiekursUS$9.25
52 veckors högstaUS$18.00
52 veckors lägstaUS$5.70
Beta0.94
1 månads förändring26.89%
3 månaders förändring21.23%
1 års förändring-42.44%
3 års förändring-58.33%
5 års förändring-77.42%
Förändring sedan börsintroduktionen-75.82%

Senaste nyheter och uppdateringar

Seeking Alpha Jun 01

PagerDuty: Less Risk, Limited Growth, Neutral Rating

Summary PagerDuty, Inc. maintains a Hold rating as it transitions from seat-based to usage-based pricing amid flat revenue and slowing growth. PD’s Operations Cloud ARR nearly doubled sequentially, but only a small fraction of clients have adopted the new model, creating near-term disruption. Margins and free cash flow have improved, with four consecutive GAAP-profitable quarters and a strong balance sheet supporting ongoing investment. Competitive risks from hyperscalers and platform vendors persist, but PD’s platform strategy and customer growth, especially among AI-native firms, offer long-term promise. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.

Recent updates

Seeking Alpha Jun 01

PagerDuty: Less Risk, Limited Growth, Neutral Rating

Summary PagerDuty, Inc. maintains a Hold rating as it transitions from seat-based to usage-based pricing amid flat revenue and slowing growth. PD’s Operations Cloud ARR nearly doubled sequentially, but only a small fraction of clients have adopted the new model, creating near-term disruption. Margins and free cash flow have improved, with four consecutive GAAP-profitable quarters and a strong balance sheet supporting ongoing investment. Competitive risks from hyperscalers and platform vendors persist, but PD’s platform strategy and customer growth, especially among AI-native firms, offer long-term promise. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Analysartikel Nov 21

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

While PagerDuty, Inc. ( NYSE:PD ) might not have the largest market cap around , it saw significant share price...

Aktieägarnas avkastning

PDUS SoftwareUS Marknad
7D-13.5%-9.5%-2.5%
1Y-42.4%-9.7%22.7%

Avkastning vs industri: PD presterade sämre än US Software branschen som gav -9.7 % under det senaste året.

Avkastning vs Marknaden: PD presterade sämre än US marknaden som gav 22.7 % under det senaste året.

Prisvolatilitet

Is PD's price volatile compared to industry and market?
PD volatility
PD Average Weekly Movement13.6%
Software Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: PD s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: PD s veckovolatilitet ( 13% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20091,155John DiLullowww.pagerduty.com

PagerDuty, Inc. bedriver verksamhet i form av en plattform för digital verksamhetsstyrning i USA och internationellt. Företaget samlar in data och digitala signaler från praktiskt taget alla programvaruaktiverade system eller enheter och utnyttjar artificiell intelligens och kraftfull maskininlärning för att korrelera, bearbeta, förutsäga och åtgärda incidenter. Plattformen inkluderar PagerDuty Incident Management som ger en realtidsvy status för en digital tjänst; AIOps som tillämpar maskininlärning för att korrelera och automatisera identifieringen av incidenter från miljarder händelser; automatisering erbjuder centraliserad designtid och körtidsmiljö för orkestrering av automatiserade arbetsflöden; kundtjänstverksamhet, som erbjuds för att orkestrera, automatisera och skala svar på kundproblem; och artificiell intelligens erbjuder generativa AI-funktioner för PagerDuty Operations Cloud Platform .

PagerDuty, Inc. Sammanfattning av grunderna

Hur förhåller sig PagerDuty:s resultat och omsättning till dess börsvärde?
PD grundläggande statistik
BörsvärdeUS$713.38m
Vinst(TTM)US$190.60m
Intäkter(TTM)US$493.71m
3.7x
P/E-förhållande
1.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
PD resultaträkning (TTM)
IntäkterUS$493.71m
Kostnad för intäkterUS$73.26m
BruttovinstUS$420.45m
Övriga kostnaderUS$229.86m
IntäkterUS$190.60m

Senast redovisade vinst

Apr 30, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)2.47
Bruttomarginal85.16%
Nettovinstmarginal38.61%
Skuld/egenkapitalförhållande173.5%

Hur har PD utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/08 20:57
Aktiekurs vid dagens slut2026/06/05 00:00
Intäkter2026/04/30
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

PagerDuty, Inc. bevakas av 16 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
William Kingsley CraneBerenberg
Koji IkedaBofA Global Research
Joel FishbeinBTIG