PagerDuty: Dirt Cheap And AI Is Creating A Great New Opportunity
PagerDuty leverages AI to deliver industry-leading rapid IT incident response, overcoming past growth concerns. PD has transitioned to profitability, no longer burning cash, and is enhancing its platform with AI capabilities. Despite recent share price appreciation, PD remains undervalued as the market underestimates its growth potential.
PagerDuty, Inc. (PD) Q2 2027 Earnings Call Transcript
PagerDuty, Inc. (PD) Q2 2027 Earnings Call Transcript
PagerDuty Q2 Earnings Call Highlights
PagerDuty NYSE: PD reported second-quarter fiscal 2027 revenue of $124.4 million, up 1% from a year earlier and above the high end of its guidance range, while annual recurring revenue surpassed $500 million for the first time. The company also raised its full-year operating-margin outlook after completing a workforce restructuring affecting about 15% of employees.
PagerDuty (PD) Surpasses Q2 Earnings and Revenue Estimates
PagerDuty (PD) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.3 per share a year ago.
Is PagerDuty (PD) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is PagerDuty (PD) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Should Value Investors Buy PagerDuty (PD) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Are Investors Undervaluing PagerDuty (PD) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PagerDuty, Inc. (PD) Presents at Bank of America 2026 Global Technology Conference Transcript
PagerDuty, Inc. (PD) Presents at Bank of America 2026 Global Technology Conference Transcript
PagerDuty: Less Risk, Limited Growth, Neutral Rating
PagerDuty, Inc. maintains a Hold rating as it transitions from seat-based to usage-based pricing amid flat revenue and slowing growth. PD's Operations Cloud ARR nearly doubled sequentially, but only a small fraction of clients have adopted the new model, creating near-term disruption. Margins and free cash flow have improved, with four consecutive GAAP-profitable quarters and a strong balance sheet supporting ongoing investment.
PagerDuty, Inc. (PD) Q1 2027 Earnings Call Transcript
PagerDuty, Inc. (PD) Q1 2027 Earnings Call Transcript
PagerDuty Q1 Earnings: Still Struggling
PagerDuty delivered Q1 revenue of $121 million, narrowly beating estimates but showing less than 1% year-over-year growth. Key business metrics are deteriorating: ARR was flat, large-customer counts declined, and DBNRR fell below 100%, signaling that churn is outpacing expansion. Despite weak growth, PD announced a $100 million buyback, which could reduce the share count meaningfully, but it raises a debate over capital allocation versus growth investments.
