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PDPD

PagerDuty, Inc.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$PD·$1.3B·Software - Application·Technology
$16.16-6.3%YTD+27.8%1Y+2.7%
Price updated 8h ago·X counts updated 5d ago
PDPD
$PDPagerDuty, Inc.
$16.16-6.32%64 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

64X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 83% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-04

$PD (PagerDuty) chatter is loudly bullish. PD now above $14/share +11%, first mention was right before last quarterly earnings at low $7's — 'stock now up over 100% inside of just a few months.' Software:IncidentMgmt +9.5% on 2.3x avg vol. Called 'major sleeper AI play' 6 weeks ago. Bullish.

Read what X is saying about $PD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

PagerDuty up 100%+ in 3 months — 88% of 52-week range, 'major sleeper AI play' framing is working.

PagerDuty operates a digital operations-management platform — incident response, automation, event intelligence. The stock is up 19% YTD and 89% of its 52-week range on specific AI-opportunity narrative traction.

  • The P&L is modestly growing: revenue grew 1% YoY to $121M last quarter at a 5.1% operating margin and 85% gross margin — slow growth but strong gross margin; the FY27 EPS estimate at $0.35 reflects the operating-leverage trajectory.
  • The specific AI-opportunity framing is tangible: PD is being pitched as 'dirt cheap and AI is creating a great new opportunity' plus the +100% in-a-few-months framing from the low $7's.
  • Insider CEO Tejada's $120K sale at $15 is modest; the setup is a specific sleeper-AI-infrastructure trade.

Accelerating holds while AI-driven incident-management workload grows and PD monetizes AI-integration features. A soft Nov 24 earnings print on ARR, or any specific commentary on competitive-pressure from Dynatrace/Datadog, is what cools the move; a FY27 ARR guide above $600M plus specific AI-feature revenue is what extends the breakout.

Agrees with X sentimentX bulls on PD +100% in a few months from low $7's, software:IncidentMgmt +9.5% on 2.3x avg vol, and the 'major sleeper AI play' framing have the specific setup right — this is a legitimate operating-leverage story being re-rated on AI-opportunity narrative.

What to watch: Nov 24 earnings — ARR growth, operating margin trajectory, AI-feature revenue contribution, FY27 ARR guide. A soft ARR print or Dynatrace-competitive-pressure commentary is what cools the breakout.

On the calendar: 2026-11-24 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $PD

Partial — Digital operations management platform using ML to detect, triage, and route IT incidents for DevOps teams.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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 $0.35

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$1.12 – $1.135
FY27$494.6M$493.6M – $495.7M$1.36$1.35 – $1.376
FY28$508.3M$507.7M – $508.8M$1.47$1.42 – $1.556
FY29$500.9M$498.0M – $505.7M$1.38$1.37 – $1.401

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.1.0×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.88%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.+15.3%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.+63.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 71.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β0.975-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

SellSep 30Jennifer TejadaChair107.0K sh$1.6MSellSep 24Jennifer TejadaChair8.0K sh$120KSellJul 17Jennifer TejadaChair96.8K sh$1.0MSellJul 16Jennifer TejadaChair302.1K sh$3.2MSellMay 19Jennifer TejadaChair105.1K sh$727KSellMay 18Jennifer TejadaChair358.4K sh$2.5M
+ 26 other (13 awards · 9 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
AI summary

PagerDuty, Inc. simultaneously reported Q2 FY2027 results (quarter ended July 31, 2026) and announced a global restructuring reducing headcount by approximately 15%. The Company estimates non-recurring charges of $5.5M–$7.5M (primarily severance), with the majority to be incurred in Q3 FY2027 and implementation expected to complete that same quarter. The combination of earnings and a material workforce reduction signals a pivot toward operational efficiency; potentially material to near-term opex and longer-term margin structure.

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.

+ 14 other (7 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.

Precision Drilling (TSE:PD) Shares Cross Above 50 Day Moving Average – What’s Next?defenseworld.net·3d agoPagerDuty (NYSE:PD) Reaches New 12-Month High – Still a Buy?defenseworld.net·5d agoLundbeck presents Phase Ib data for Lu AF28996 in advanced Parkinson's disease, as Phase II trial beginsgurufocus.com·11d agoPrecision Drilling Co. (TSE:PD) Stock Rated “Moderate Buy” by Wall Street Analystsdefenseworld.net·12d agoPagerDuty’s Tejada trims stake under trading plan (NYSE: PD)defenseworld.net·13d ago

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Voices on X · last 7 days

No standout posts about $PD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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