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PDPD

PagerDuty, Inc.

$PD·$965M·Software - Application·Technology
$14.14+2.2%YTD-13.5%1Y-12.3%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 3 posts22+11%
Price updated 2h ago·X counts updated 9d ago
PDPD
$PDPagerDuty, Inc.
$14.14+2.24%22 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-08-21

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Incident-response SaaS with beat cadence but 1% growth — the Aug 27 print decides whether the 4x TTM P/E is a value trap or a coiled spring.

PagerDuty runs the on-call incident-response platform that most large software companies use to route production alerts to the right engineer. It's an old SaaS name that used to grow 20%+ and now grows ~1%, but with high gross margins and real free cash flow.

  • Q1 fiscal 2027 revenue grew just 1% year-on-year to $121M — the growth curve has essentially flattened, so the entire investment case now depends on operating-leverage margin expansion and capital returns rather than top-line acceleration.
  • The last four EPS prints beat consensus by 20-50% — guidance has been set well below where the operating leverage is landing, which is why the trailing P/E can be 3.9x on a name with 15% FCF yield.
  • Trades at ~1.7x TTM sales — a genuinely cheap SaaS multiple, but the market keeps it there because 1% top-line growth doesn't rerate multiples in software.
  • Sits at the 55th percentile of its 52-week range and is 24% above the 200-day trend — the tape has quietly firmed into the Aug 27 print, which sits right on top of the whole story.

The Aug 27 Q2 FY27 print is the immediate arbiter — a re-acceleration to mid-single-digit growth plus a raised FY guide is what re-rates the multiple from value-trap toward compounder; a mere in-line print with 1% growth confirms the market's read that the multiple is cheap for a reason. What invalidates the coiled-spring case is any customer-count or NRR (net retention) number showing further compression, at which point the FCF yield alone won't hold the tape.

What to watch: Aug 27 Q2 FY27 earnings — revenue growth acceleration and NRR/customer commentary are the specific data points. FY guide raise vs reaffirm decides direction.

On the calendar: 2026-08-27 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-30

The mood on PagerDuty is decisively bullish after Q2 — revenue of $124.4M beat consensus, adjusted EPS of $0.32 vs $0.27 expected, free cash flow of $32.8M vs $17M estimate, and a 5th consecutive GAAP-profitable quarter with a $501M ARR. Shares rose over 11% intraday, and one long who first called PD a "major sleeper AI play" 6 weeks ago now marks it up over 100%. A 15% headcount cut with $5.5-7.5M restructuring charges and a fresh CEO/CFO both frame the operational reset.

Read the AI verdict + X sentiment for $PD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital operations management platform using ML to detect, triage, and route IT incidents for DevOps teams.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $PD.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $PD

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Digital operations management platform using ML to detect, triage, and route IT incidents for DevOps teams.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
3.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
77.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
85.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$0.32$0.31+4.3%
Q1 2026May 28, 2026$0.32$0.24+33.3%
Q4 2025Mar 12, 2026$0.29$0.24+20.8%
Q3 2025Nov 25, 2025$0.33$0.25+32.5%
Next earningsTue, Nov 24·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$121.0M+1.0%84.3%7.6%$0.13$43.3M
Q4 FY26$124.8M+2.7%85.9%3.6%$0.13$24.5M
Q3 FY26$124.5M+4.7%85.3%6.5%$1.72$24.1M
Q2 FY26$123.4M+6.4%84.6%2.9%$0.11$33.1M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$490.9M$490.5M – $491.2M$1.12$1.11 – $1.135
FY27$494.2M$493.0M – $495.9M$1.32$1.30 – $1.336
FY28$508.2M$507.4M – $509.1M$1.41$1.38 – $1.456
FY29$500.4M$496.9M – $505.4M$1.36$1.35 – $1.381

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+29.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+43.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 77.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 17Jennifer TejadaChair96.8K sh$1.0MSellJul 16Jennifer TejadaChair302.1K sh$3.2MSellMay 19Jennifer TejadaChair105.1K sh$727KSellMay 18Jennifer TejadaChair358.4K sh$2.5M
+ 25 other (14 awards · 7 inkinds · 4 exempts) in window

See when $PD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KRestructuring / exit costsAug 278-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
3New insider — initial holdingsJul 153
AI summary

Christopher G. Ferro filed an initial Form 3 on July 15, 2026, disclosing beneficial ownership of 246,094 restricted stock units (RSUs) of PagerDuty (PD) granted on April 2, 2026. The RSUs vest quarterly through April 2, 2030. This filing establishes Ferro's initial reporting position as a new officer or director of PagerDuty under Section 16(a) of the Securities Exchange Act.

3New insider — initial holdingsJul 153
AI summary

Alex Shootman filed an initial Form 3 on July 15, 2026, disclosing no beneficially owned securities of PagerDuty (PD). This filing initiates Shootman's reporting obligations as a newly appointed director or officer under Section 16(a) of the Securities Exchange Act.

8-KOfficer or director changeJul 148-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PagerDuty (PD) disclosed on July 14, 2026, the appointment of Alex Shootman to its board of directors, effective July 14, 2026. Shootman will serve on the Audit Committee and the Compensation Committee, and will be compensated in accordance with PagerDuty's Non-Employee Director Compensation Policy. No related-party transactions involving Shootman were disclosed. A Regulation FD disclosure was furnished alongside the director appointment.

3New insider — initial holdingsJul 63
AI summary

PagerDuty, Inc. received an initial beneficial ownership statement (Form 3) from Eric Theodore Prengel, the company's Chief Financial Officer, as of June 22, 2026. The filing discloses no direct common stock holdings in Table I; Prengel's ownership consists of derivative securities (Table II) whose details are not visible in the excerpt. This is a routine Section 16(a) officer filing with no market impact.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

_________________________ Delaware 001-38856 27-2793871 disclosed voting results from its annual or special meeting. y new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨ Item 5.07 Submission of Matters to a Vote of Security Holders On June 18, 2026, PagerDuty, Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Meeting”). The Company’s stockholders voted on three proposals at the Meeting, each of which is described in more detail in the Com...

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

_________________________ Delaware 001-38856 27-2793871 reported an officer/director change: ng with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 22, 2026, PagerDuty, Inc. (the “Company”) announced the appointment of Eric Prengel as the Company’s Chief Financial Of. _________________________ Delaware 001-38856 27-2793871 furnished a Reg FD disclosure covering: ng with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 22, 2026, PagerDuty, Inc. (the “Company”) announced the appointment of Eric Prengel as the Company’s Chief Financial Of.

3New insider — initial holdingsMay 133
AI summary

John D. DiLullo filed an initial Form 3 for PagerDuty, Inc. (PD) as of May 11, 2026, reporting his initial beneficial ownership as a new Section 16 insider (officer or director) at the IT operations management company. Routine compliance filing.

+ 19 other (9 13Gs · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PagerDuty CEO Sells 28,847 Shares as the Stock Edges Upfool.com·2d agoPagerDuty, Inc. (PD) Q2 2027 Earnings Call Transcriptseekingalpha.com·4d agoPagerDuty Q2 Earnings Call Highlightsmarketbeat.com·4d agoPagerDuty (PD) Surpasses Q2 Earnings and Revenue Estimateszacks.com·4d agoPagerDuty Announces Second Quarter Fiscal 2027 Financial Resultsbusinesswire.com·4d ago

In themes

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