PagerDuty, Inc. (PD)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
$14.84+5.32%
Close 2026-09-14 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
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 66% in its worst 12-month stretch.
View RiskPagerDuty's growth relies on its ability to expand revenue and margins. The company reported Q2 FY27 revenue of $124.4 million, beating expectations. However, Q3 guidance of $124 million is slightly below consensus. It trades at 16× P/E, below the peer median of 27×. This suggests the price reflects modest growth expectations compared to our view. A risk is the potential credibility hit if guidance is cut. This read is provisional.
Trailing returns as of 2026-09-14. 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 Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for PD in the last 4 months.
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| 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 10 valuation methods, at three horizons. As of 2026-09-14. 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.
Threatens: Leadership transition to new CEO and Executive Chair
Headcount reduction may impact leadership transition effectiveness.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $14.84
The last 12 months of price, then the range of analyst 12-month targets from today’s $14.84.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. 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.
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.
Advances: Revenue growth guidance for fiscal 2027
Earnings beat supports revenue growth guidance.
Earnings call confirms guidance for fiscal 2027.