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PDPD

PagerDuty, Inc.

$PD·$942M·Software - Application·Technology
$10.69-0.6%YTD-17.6%1Y-26.5%
Mentions · last 7 days
2026-07-09: 14 posts2026-07-10: 17 posts2026-07-11: 11 posts2026-07-12: 25 posts2026-07-13: 60 posts2026-07-14: 32 posts2026-07-15: 51 posts210+77%
Price updated 6m ago·X counts updated 21h ago
PDPD
$PDPagerDuty, Inc.
$10.69-0.60%210 posts+77%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

PagerDuty just added Alex Shootman to the Board and struck an Ingram Micro Australia distribution deal ahead of September earnings.

PagerDuty runs a digital-operations management platform for incident response and observability, $942M market cap, with fiscal Q2 2027 earnings due 2026-09-02.

  • Q1 fiscal 2027 revenue was $121M, up 1.0% year-over-year and down 3.1% sequentially — the sixth consecutive quarter of near-flat single-digit growth, the compression that anchors the current valuation.
  • EPS $0.32 beat the $0.24 consensus by 33.3% — the fourth consecutive double-digit-or-larger EPS surprise as operating-margin expansion continues to run ahead of revenue.
  • Gross margin 84.3%, operating margin 7.6% (positive and stable), FCF yield 14.8% — operating economics are strong for a mid-cap software company.
  • On July 14, PagerDuty appointed Alex Shootman to the board of directors, serving on Audit and Compensation Committees — Shootman brings Workfront-to-Adobe SaaS growth-arc experience.
  • On July 15, an Ingram Micro exclusive distribution agreement for Australia was announced — regional enterprise expansion, small near-term revenue impact.
  • On July 15, Christopher Ferro filed a Form 3 showing 246,094 RSUs granted April 2 — a real incentive alignment.
  • Consensus models fiscal 2026 EPS $1.12 rising to $1.32 in fiscal 2027 and $1.41 in fiscal 2028 — the 3.9x trailing P/E and 1.7x P/S undervalue the operating economics if revenue reaccelerates modestly.

The setup is a compressed software operator with healthy margins, low expectations, and fresh leadership — the fiscal Q2 print tests reacceleration.

Agrees with X sentimentX posters note PagerDuty's Ingram Micro Australia distribution agreement strengthening regional enterprise reach. The mechanical read confirms the strategic expansion — the July 15 distribution agreement is a real go-to-market lever for the APAC region. Some chatter groups PD alongside oilfield-services names (ESI, CFW, LBRT, TCW, CEU), which is unrelated ticker-list positioning rather than sentiment on PagerDuty itself.

What to watch: September 2 fiscal Q2 earnings — revenue growth versus the +1% pace (any acceleration signals SaaS-buyer sentiment stabilization), operating-margin trajectory versus the 7.6% base, net-revenue retention (leading indicator for expansion), and fiscal 2027 EPS guide versus the $1.32 consensus. Board-composition impact from Shootman is a durable but slow signal.

On the calendar: 2026-09-02 fiscal Q2 2027 earnings; revenue reacceleration and net-revenue retention drive the print.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-11

PagerDuty expanded its Australia footprint through an exclusive distribution agreement with Ingram Micro, strengthening regional enterprise reach. Posters group PD into a North American oilfield-services comp set alongside ESI, CFW, LBRT, TCW, and CEU as a separate equity sleeve, while a community-led DeDust update around a pd lowercase token adds parallel crypto promotion. Both threads lean positive without engaging directly with each other.

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

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $PD

Neutral — Digital operations management platform using ML to detect, triage, and route IT incidents for DevOps teams; end markets and revenue mix have limited overlap with the AI agent bifurcation — contract expansion vs. user substitution.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%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
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%
Q2 2025Sep 3, 2025$0.30$0.20+50.0%
Next earningsWed, Sep 2·consensus EPS $0.30

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$500.4M – $500.4M$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.0.7×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.41%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.+24.7%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.+3.2%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 today1.9% 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.β0.945-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

SellMay 19Jennifer TejadaChair105.1K sh$727KSellMay 18Jennifer TejadaChair358.4K sh$2.5M
+ 22 other (14 awards · 6 inkinds · 2 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

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.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PagerDuty (PD) appointed John DiLullo as Chief Executive Officer effective May 11, 2026, succeeding Jennifer Tejada who led the company for over 10 years. DiLullo brings prior executive experience, including CEO roles at Lumen Technologies and Infoblox. Tejada stepped down and the transition was not attributed to a disagreement with the board. The leadership change signals a strategic pivot for the enterprise digital operations platform.

+ 18 other (7 13Gs · 3 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

PagerDuty Appoints Alex Shootman to Board of Directorsbusinesswire.com·2d agoPagerDuty Announces Arnaud Lagarde, Vice President of EMEAbusinesswire.com·3d agoPD or FFIV: Which Is the Better Value Stock Right Now?zacks.com·3d agoIs PagerDuty (PD) a Great Value Stock Right Now?zacks.com·3d agoLEQEMBI® Subcutaneous Autoinjector Clinical Data Supports Similar Efficacy and Safety to IV Formulation in Early Alzheimer's Disease Presented at the Alzheimer's Association International Conference®gurufocus.com·4d ago

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Voices on X · last 7 days

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

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