PagerDuty shows strong returns and a perfect earnings beat streak, but heavy insider selling that failed the engine's own gate, a target already reached, and a still-confirmed downtrend argue for caution despite the quality metrics.
Thesis pillars
- Excellent Roe Quality Despite Warnings→Stable
- Heavy Insider Selling Gate Failure→Stable
- Perfect Earnings Beat Streak↑Improving
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Jul 5, 2026, based on the 10-K filed Mar 12, 2026
PagerDuty, Inc. (PD) Stock Analysis
Catalyst-Driven edge
Technology · Software - Application
Sell if holding. Analyst target reached at $17.95 — A.R:R is negative (-2.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.6% away).
PagerDuty operates a digital operations cloud platform that ingests signals from more than 700 integrations to orchestrate incident detection, response, and resolution across enterprise technology stacks, powered increasingly by agentic AI and automation. The company reported... Read more
Sell if holding. Analyst target reached at $17.95 — A.R:R is negative (-2.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.6% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 4.9/10, high confidence.
Passes 6/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 26d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About PagerDuty, Inc.
About PagerDuty, Inc.
PagerDuty generated $492.5 million in revenue for the fiscal year ended January 31, 2026, up from $467.5 million in fiscal 2025 and $430.7 million in fiscal 2024, though revenue growth has decelerated from the company's historical pace. PagerDuty's Operations Cloud Platform, used by nearly half of the Fortune 500 and roughly two-thirds of the Fortune 100, ingests signals from over 700 integrations to orchestrate incident response, with international operations contributing 29% of fiscal 2026 revenue.
PagerDuty earns revenue primarily from cloud-hosted subscriptions sold on a per-user and, increasingly, usage-based credit model, using a land-and-expand motion that combines self-service product-led growth for small and mid-market customers with a white-glove enterprise sales team for Fortune 2000 accounts. The platform's core Incident Management product is supplemented by AIOps, Automation, Customer Service Operations, and PagerDuty Advance, a generative AI suite featuring domain-specific agents such as the SRE Agent, Insights Agent, Shift Agent, and Scribe Agent. In March 2025, PagerDuty achieved FedRAMP Low Authorization, positioning the company to expand further into the U.S. public sector and federal market.
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PagerDuty's own risk factors state that the company derives a majority of its revenue from a single product, its incident management offering, and expects that concentration to persist for the foreseeable future; any decline in demand for that core product, or failure of newer AI-focused and agentic offerings to gain traction, would disproportionately affect results. That product concentration arrives alongside a leadership transition: PagerDuty named John DiLullo as CEO in May 2026, succeeding Jennifer Tejada after a decade in the role, and named Eric Prengel as CFO in June 2026, succeeding Howard Wilson, with both departing executives retaining advisory or board roles during the transition.
See also: Technology · Software - Application
From PagerDuty, Inc.'s most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-10-29Recent Developments — PagerDuty, Inc.
Latest news
- NEWS FDA greenlights ViiV’s Tivicay PD for HIV-positive newborns in first month of life - drugdiscoverytrends.com — drugdiscoverytrends.com positive
- NEWS FDA Approves Tivicay PD to Treat HIV Infection in Newborns - Drug Topics — Drug Topics positive
- NEWS TD Cowen raises PagerDuty stock price target to $13.50 on usage model By Investing.com - Investing.com South Africa — Investing.com South Africa positive
- NEWS TD Cowen raises PagerDuty stock price target to $13.50 on usage model - Investing.com — Investing.com positive
- NEWS PagerDuty (PD) Q2 Earnings: What To Expect - Yahoo Finance — Yahoo Finance neutral
Generated 2026-10-29T11:08:51Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $17.95 — A.R:R is negative (-2.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.6% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $16.75. Score 4.9/10, high confidence.
Analyst target $11.19 reached (−37.7% from $17.95); no take-profit level is published. Prior stop was $16.75. Stop-loss: $16.75.
Analyst target reached - limited upside remaining; Near 52-week high (0.6% away); Sector modifier (Technology): -0.8.
PagerDuty, Inc. trades at a P/E of 8.9 (forward 12.2). TrendMatrix value score: 5.9/10. Verdict: Sell.
17 analysts cover PD with a consensus score of 3.6/5. Average price target: $13.
What does PagerDuty, Inc. do?PagerDuty operates a digital operations cloud platform that ingests signals from more than 700 integrations to...
PagerDuty operates a digital operations cloud platform that ingests signals from more than 700 integrations to orchestrate incident detection, response, and resolution across enterprise technology stacks, powered increasingly by agentic AI and automation. The company reported revenue of $492.5 million for the fiscal year ended January 31, 2026, up from $467.5 million in fiscal 2025, with international operations contributing 29% of revenue. PagerDuty derives a majority of its revenue from a single product, its incident management offering, though it is expanding into AIOps, Automation, Custome