PD
PagerDuty, Inc.

PagerDuty, Inc.PD

Technology · Software - Application
14.95USD
+0.81%
Sep 25, 2026
PD overview ready
PagerDuty is a direct, relatively focused provider of incident-management and operations-automation software within the broader AIOps and observability stack.
Narrative not measured
Autonomous Enterprise OperationsAIOps, Observability and Incident AutomationPure play
Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily advance.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Slowing revenue growth.
Market Sep 24Filing Jul 31Price action Sep 24Research Sep 22

Conviction Level

NarrativeHeat—ThemeHeat6.8PriceAction9.1Valuation9.2CompanyPosition7.3
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily advance.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$1.2B
Avg Volume (60D)
1.5M
60 sessions
Revenue Growth YoY
+5.4%
FY2026 vs FY2025
Gross Margin
+84.8%
Trailing twelve months
Operating Margin
+6.5%
Trailing twelve months
Free Cash Flow Yield
+10.8%
Distance from 200DMA
+54.7%
Next Earnings
2026-11-24
P/E
6.4x
EV / EBITDA
25.1x
EV / Sales
2.2x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
PagerDuty, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
PagerDuty is a direct, relatively focused provider of incident-management and operations-automation software within the broader AIOps and observability stack.
Opportunity
Moderate opportunity
Enterprise spending to monitor increasingly complex cloud and AI-enabled applications, correlate operational signals, and automate incident triage, response and remediation to improve digital-service reliability.
Key risk
Slowing revenue growth.

Narrative & Theme

Autonomous Enterprise Operations
Part of AIOps, Observability and Incident Automation, with moderate fit.
PagerDuty's real business is AI-first operations management: it ingests operational events from enterprise software environments, coordinates on-call and incident workflows, and is expanding AI-agent capabilities for triage, diagnosis and automated remediation.
Narrative HeatUnavailable
Theme HeatNeutral6.8 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

PagerDuty operates a digital operations management platform that collects data and digital signals from software-enabled systems and devices, using AI and machine learning to correlate, process, predict, and remediate incidents in real time.

How it earns

The company primarily generates revenue through subscription-based licensing of its software platform.

Products & services
PagerDuty Incident Management
AIOps platform
Customers & end markets
Enterprise IT and software operations teams
Technology-driven businesses requiring real-time incident response
Market position

PagerDuty is a leader in digital operations management and incident response software.

Demand drivers
Low cyclicality

Demand for digital operations management is relatively stable and driven by ongoing IT infrastructure needs rather than economic cycles.