PagerDuty (NYSE:PD) Receives Average Recommendation of “Hold” from Analysts

PagerDuty (NYSE:PD) has earned a consensus recommendation of “Hold” from the thirteen ratings firms that are covering the firm, MarketBeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, seven have given a hold recommendation and three have given a buy recommendation to the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $12.40.

PD has been the topic of a number of recent analyst reports. Weiss Ratings restated a “sell (d+)” rating on shares of PagerDuty in a report on Monday, December 29th. Truist Financial lowered their price target on PagerDuty from $12.00 to $9.00 and set a “buy” rating for the company in a research note on Friday. William Blair reiterated a “market perform” rating on shares of PagerDuty in a research report on Friday. Craig Hallum lowered shares of PagerDuty from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $20.00 to $15.00 in a research note on Wednesday, November 26th. Finally, Wall Street Zen cut shares of PagerDuty from a “buy” rating to a “hold” rating in a report on Saturday.

PagerDuty Price Performance

PD opened at $7.05 on Tuesday. The company has a fifty day moving average price of $9.08 and a two-hundred day moving average price of $12.92. The company has a debt-to-equity ratio of 1.23, a quick ratio of 2.37 and a current ratio of 2.37. PagerDuty has a 52 week low of $6.15 and a 52 week high of $19.70. The firm has a market capitalization of $646.94 million, a PE ratio of 3.83, a P/E/G ratio of 1.77 and a beta of 0.73.

PagerDuty (NYSE:PD) last posted its quarterly earnings results on Thursday, March 12th. The company reported $0.29 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.05. PagerDuty had a return on equity of 17.01% and a net margin of 35.30%.The company had revenue of $124.79 million for the quarter, compared to the consensus estimate of $122.96 million. During the same quarter in the prior year, the business posted $0.22 EPS. The firm’s quarterly revenue was up 2.7% on a year-over-year basis. 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, analysts anticipate that PagerDuty will post -0.27 earnings per share for the current year.

Insider Buying and Selling at PagerDuty

In other news, Director Dan Alexandru Solomon sold 266,667 shares of the business’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 completion of the transaction, the director owned 2,389,665 shares of the company’s stock, valued at $31,902,027.75. The trade was a 10.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 8.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Arizona State Retirement System raised its position in shares of PagerDuty by 2.6% during the third 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 period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of PagerDuty by 1.3% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 51,601 shares of the company’s stock valued at $943,000 after purchasing an additional 671 shares during the period. California State Teachers Retirement System increased its stake in PagerDuty by 1.4% during the 2nd quarter. California State Teachers Retirement System now owns 81,474 shares of the company’s stock worth $1,245,000 after purchasing an additional 1,129 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in PagerDuty by 252.0% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 1,605 shares of the company’s stock worth $27,000 after purchasing an additional 1,149 shares in the last quarter. Finally, ProShare Advisors LLC raised its holdings in PagerDuty by 11.8% during the 4th quarter. ProShare Advisors LLC now owns 16,324 shares of the company’s stock worth $214,000 after buying an additional 1,720 shares during the period. 97.26% of the stock is owned by institutional investors and hedge funds.

Key PagerDuty News

Here are the key news stories impacting PagerDuty this week:

• Positive Sentiment: Q4 EPS beat and margin progress — PagerDuty reported EPS above consensus and highlighted improved profitability and a full-year EPS guide that tops street estimates, supporting the company’s path to sustained GAAP profitability. PagerDuty Announces Fourth-Quarter and Full-Year Fiscal 2026 Financial Results
• Positive Sentiment: AI/product push — PagerDuty announced expansions to its AI ecosystem and a Spring 2026 platform release, which could drive product-led growth and higher enterprise stickiness if adoption accelerates. PagerDuty Expands AI Ecosystem
• Neutral Sentiment: Analyst support remains mixed — some shops (e.g., TD Cowen, Truist, Canaccord) have kept buy/positive stances even after lowering targets, indicating belief in longer-term upside despite near-term headwinds. TD Cowen/TipRanks Coverage
• Negative Sentiment: Revenue guidance and churn concerns — management guided Q1 and FY revenue below consensus ranges and discussed churn/usage headwinds, which directly hit growth expectations and investor confidence. PagerDuty’s Q4 Sales Beat But Stock Drops
• Negative Sentiment: Multiple price-target cuts and a downgrade — several firms trimmed targets (RBC to $8, TD Cowen to $10, Canaccord/Truist to $9) and William Blair downgraded the name after the quarter, amplifying selling pressure. William Blair Downgrade (Seeking Alpha) TD Cowen PT Cut (StreetInsider) RBC PT Cut (TickerReport)
• Negative Sentiment: Market reaction — shares fell sharply after the print as investors punished the revenue guide and margin/cash-flow signs, reinforcing near-term downside risk. Stock Tumbles on Weak Outlook (Investing.com)

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.