PagerDuty, Inc. (PD)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$16.94-2.53%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put PD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthManagement screens strong on capital allocation, earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 64% in its worst 12-month stretch.
View RiskPD’s AI-first Operations Cloud expansion has to sustain growth despite recent revenue growth slowing to 1%. The latest Q2 FY2027 result beat non-GAAP EPS consensus, supporting the growth case. PD trades at 20× P/E versus a 31× peer median; expectations look modest versus our view. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 43% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. PD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering PD (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare PD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put PD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand AI-first Operations Cloud platform and ecosystem
New AI opportunities align with product expansion goals.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Revenue growth guidance for fiscal 2027
Operational discipline supports revenue growth guidance for fiscal 2027.
Threatens: Leadership transition to new CEO and Executive Chair
Headcount reduction may impact leadership transition effectiveness.
Threatens: Leadership transition to new CEO and Executive Chair
CEO selling shares raises concerns about leadership confidence.
Threatens: Leadership transition to new CEO and Executive Chair
Layoffs may impact talent and operational execution.
Advances: Revenue growth guidance for fiscal 2027
Surpassing $500M ARR supports revenue growth guidance.
Advances: Revenue growth guidance for fiscal 2027
Operating margin forecast supports revenue growth guidance.
Advances: Expand AI-first Operations Cloud platform and ecosystem
Profitability rise aligns with AI platform expansion.
