William Blair Reaffirms Market Perform Rating for PagerDuty (NYSE:PD)

PagerDuty (NYSE:PD)‘s stock had its “market perform” rating reissued by investment analysts at William Blair in a research report issued on Friday, MarketBeat reports.

Other analysts have also issued research reports about the stock. Canaccord Genuity Group reiterated a “buy” rating and set a $19.00 price objective on shares of PagerDuty in a research note on Wednesday, November 26th. Zacks Research lowered shares of PagerDuty from a “strong-buy” rating to a “hold” rating in a report on Monday, January 26th. Weiss Ratings reiterated a “sell (d+)” rating on shares of PagerDuty in a report on Monday, December 29th. TD Cowen reissued a “buy” rating on shares of PagerDuty in a research report on Wednesday, November 26th. Finally, Royal Bank Of Canada restated a “sector perform” rating on shares of PagerDuty in a research note on Wednesday, February 11th. Three investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $14.45.

PagerDuty Stock Down 3.8%

Shares of NYSE PD traded down $0.28 on Friday, hitting $7.00. The company had a trading volume of 2,651,740 shares, compared to its average volume of 3,290,337. PagerDuty has a 12-month low of $6.15 and a 12-month high of $19.70. The business has a 50 day moving average of $9.19 and a two-hundred day moving average of $13.00. The company has a quick ratio of 2.37, a current ratio of 2.37 and a debt-to-equity ratio of 1.23. The firm has a market capitalization of $642.00 million, a P/E ratio of 4.39, a PEG ratio of 1.84 and a beta of 0.73.

PagerDuty (NYSE:PD) last announced its earnings results on Thursday, March 12th. The company reported $0.29 EPS for the quarter, beating the consensus estimate of $0.24 by $0.05. The business had revenue of $124.79 million for the quarter, compared to the consensus estimate of $122.96 million. PagerDuty had a return on equity of 10.27% and a net margin of 31.12%.The company’s revenue was up 2.7% on a year-over-year basis. During the same period last year, the business posted $0.22 EPS. PagerDuty has set its Q1 2027 guidance at 0.230-0.250 EPS and its FY 2027 guidance at 1.230-1.280 EPS. As a group, equities research analysts forecast that PagerDuty will post -0.27 earnings per share for the current fiscal year.

Insider Transactions at PagerDuty

In related news, Director Dan Alexandru Solomon sold 266,667 shares of the company’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $13.35, for a total value of $3,560,004.45. Following the sale, the director directly owned 2,389,665 shares of the company’s stock, valued at $31,902,027.75. This represents a 10.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 8.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in PD. Arizona State Retirement System increased its position in shares of PagerDuty by 2.6% in the 3rd quarter. Arizona State Retirement System now owns 25,911 shares of the company’s stock worth $428,000 after purchasing an additional 658 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in PagerDuty by 1.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 51,601 shares of the company’s stock worth $943,000 after purchasing an additional 671 shares in the last quarter. California State Teachers Retirement System increased its holdings in PagerDuty by 1.4% in the second quarter. California State Teachers Retirement System now owns 81,474 shares of the company’s stock valued at $1,245,000 after buying an additional 1,129 shares during the last quarter. EverSource Wealth Advisors LLC increased its holdings in PagerDuty by 252.0% in the third quarter. EverSource Wealth Advisors LLC now owns 1,605 shares of the company’s stock valued at $27,000 after buying an additional 1,149 shares during the last quarter. Finally, ProShare Advisors LLC raised its stake in PagerDuty by 11.8% during the fourth quarter. ProShare Advisors LLC now owns 16,324 shares of the company’s stock valued at $214,000 after buying an additional 1,720 shares in the last quarter. 97.26% of the stock is owned by institutional investors and hedge funds.

More PagerDuty News

Here are the key news stories impacting PagerDuty this week:

• Positive Sentiment: Q4 EPS beat analyst estimates, delivering $0.29 per share vs. consensus ~$0.24, and revenue modestly beat/roughly met expectations — a near‑term proof point for profitability momentum. Read More.
• Positive Sentiment: Management raised EPS guidance materially for FY‑2027 (EPS $1.230–1.280 vs. consensus ~0.85), and Q1 EPS guide also topped estimates — indicating confidence in margin expansion and continued path to GAAP profitability. Read More.
• Neutral Sentiment: Analyst support remains: TD Cowen reiterated a Buy, highlighting early signs of growth reacceleration from a usage‑based transition and potential AI‑driven upside — a positive tail‑risk if execution accelerates. Read More.
• Neutral Sentiment: Product/market development: PagerDuty expanded its AI integration ecosystem and rolled out the Spring 2026 Operations Cloud updates, strengthening its positioning in AI‑first operations — longer‑term strategic positive if adoption follows. Read More.
• Negative Sentiment: Revenue guidance disappointed — FY revenue guide ($488.5M–$496.5M) and Q1 revenue guide ($118M–$120M) came in below consensus, creating uncertainty about near‑term top‑line growth and triggering the biggest negative reaction. Read More.
• Negative Sentiment: Operational and cash‑flow signals were mixed: reports flagged narrower operating profit, weaker operating cash flow and lower cash balances vs. a year ago — factors that amplify investor sensitivity to the revenue miss. Read More.

About PagerDuty

PagerDuty, Inc engages in the operation of a digital operations management platform in the United States and internationally. The company’s digital operations management platform collects data and digital signals from virtually any software-enabled system or device and leverage machine learning to correlate, process, and predict opportunities and issues. Its platform includes PagerDuty Incident Management that provides a real-time view across the status of a digital service while incorporating noise reduction to remove false positives; AIOps that applies machine learning to correlate and automate the identification of incidents from billions of events; Process Automation offers centralized design time and run time environment for orchestrating automated workflows that span across departments, technologies, and networks; Customer Service Operations, which is offered to orchestrate, automate, and scale responses to customer impacting issues.