PagerDuty: I Still Find It Hard To Turn Bullish On This Name
PagerDuty remains a Hold as near-term growth deceleration persists across ARR, billings, and retention, despite strong profitability. PD's Q3 2026 results show record 29% adj. EBIT margin and GAAP profitability, but revenue growth slowed to 5% y/y and ARR to 3% y/y. Customer additions are robust and the shift to usage-based pricing aligns with AI-driven workload trends, supporting long-term relevance.
All You Need to Know About PagerDuty (PD) Rating Upgrade to Strong Buy
PagerDuty (PD) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Down 26.6% in 4 Weeks, Here's Why PagerDuty (PD) Looks Ripe for a Turnaround
PagerDuty (PD) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
PagerDuty: Growth Is Gone (Rating Downgrade)
PagerDuty shares hit multi-year lows as revenue growth stagnates and Q3 results missed expectations, eroding the previous bull case. PD's Q4 revenue guidance signals just 1.3% growth, with management citing enterprise weakness and a shift to usage-based pricing. Despite weak top-line trends, PD improved profitability, and higher non-GAAP margins through cost-cutting.
PagerDuty, Inc. (PD) Q3 2026 Earnings Call Transcript
PagerDuty, Inc. ( PD ) Q3 2026 Earnings Call November 25, 2025 5:00 PM EST Company Participants Christine Cloonan - Investor Relations Manager Jennifer Tejada - Chair of the Board & CEO Howard Wilson - Chief Financial Officer Conference Call Participants Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division Michael Steven Richards - RBC Capital Markets, Research Division Andrew Sherman - TD Cowen, Research Division William Miller Jump - Truist Securities, Inc., Research Division Oscar Saavedra - Morgan Stanley, Research Division George McGreehan - BofA Securities, Research Division Jacob Zerbib - William Blair & Company L.L.C., Research Division Presentation Christine Cloonan Investor Relations Manager Good afternoon, and thank you for joining us to discuss PagerDuty's Third Quarter Fiscal Year 2026 Results.
PagerDuty (PD) Q3 Earnings Surpass Estimates
PagerDuty (PD) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.25 per share a year ago.
Is the Options Market Predicting a Spike in PagerDuty Stock?
Investors need to pay close attention to PagerDuty stock based on the movements in the options market lately.
PagerDuty: Great Value As Company Steps Up Sales Efforts
PagerDuty is rated a 'Buy,' offering value after a 15% YTD decline despite slowing growth and net revenue retention challenges. PD's core strengths include a robust recurring revenue base, high gross margins, and new AI-infused products with usage-based pricing potential. Recent sales leadership changes and strong bookings provide hope for a rebound, with usage and high-value customer metrics showing positive trends.
PagerDuty, Inc. (PD) Q2 2026 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q2 2026 Earnings Call September 3, 2025 5:00 PM EDT Company Participants Tony Righetti - Vice President of Investor Relations Jennifer Tejada - Chair of the Board & CEO Howard Wilson - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley, Research Division Koji Ikeda - BofA Securities, Research Division Jacob Roberge - William Blair & Company L.L.C., Research Division Andrew Sherman - TD Cowen, Research Division William Kingsley Crane - Canaccord Genuity Corp., Research Division Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division William Miller Jump - Truist Securities, Inc., Research Division Michael Steven Richards - RBC Capital Markets, Research Division Presentation Tony Righetti Vice President of Investor Relations Good afternoon, and thank you for joining us to discuss PagerDuty's Second Quarter Fiscal Year 2026 results.
PagerDuty (PD) Surpasses Q2 Earnings Estimates
PagerDuty (PD) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.21 per share a year ago.
PagerDuty (PD) Moves 6.9% Higher: Will This Strength Last?
PagerDuty (PD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
PagerDuty: Near-Term Growth Issues Are Not Resolved
I maintain a 'Hold' rating on PagerDuty due to persistent near-term growth challenges and unresolved go-to-market execution issues. While profitability metrics are strong and enterprise traction is improving, revenue growth remains stuck in single digits, with no signs of acceleration. AI investments and deepening partnerships support a more optimistic long-term outlook, but customer retention and sales execution remain headwinds.
