PagerDuty: Growth Outlook Has Gotten Murkier (Rating Downgrade)
Downgraded PagerDuty to hold due to uncertain growth outlook, sales team adjustments, macro weakness, and a soft Q1-26 guide. PD's revenue grew 9% y/y, with strong profitability, but ARR growth slowed to 9% y/y, the lowest ever recorded. Concerns over sales execution and macroeconomic headwinds, including longer enterprise sales cycles and delayed deals, impact near-term growth.
PagerDuty: Focusing On Multi-Year And Multi-Product Deals; Initiating With 'Buy'
Initiating a 'Buy' rating for PagerDuty with a one-year target price of $28 per share, due to strategic multi-year and multi-product deals. The company is partnering with Amazon AWS to integrate PagerDuty Advance with Amazon Q Business and Bedrock, enhancing AI capabilities and customer base expansion. Recent results show 9.3% revenue growth and 102% adjusted operating income growth, with a stabilized net dollar retention rate at 106%.
Overlooked Stock: PD
PagerDuty (PD) is a digital operations platform that peaked back in 2021 until finding a resurgence Friday due to its earnings-led rally. Analysts retained generally bullish sentiment surrounding its stock.
PagerDuty Surpasses Q4 EPS Expectations
Digital operations management and incident response specialist PagerDuty (PD -3.94%) reported fiscal 2025 fourth-quarter earnings on Thursday, March 13, that exceeded analysts' consensus expectations. Adjusted EPS of $0.22 easily best predictions of $0.16 while Q4 revenue reached $121.4 million against an estimated $119 million.
PagerDuty, Inc. (PD) Q4 2025 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q4 2025 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Tony Righetti - Vice President of Investor Relations Jennifer Tejada - Chief Executive Officer Howard Wilson - Chief Financial Officer Conference Call Participants Andrew Sherman - TD Cowen Koji Ikeda - Bank of America Securities Sanjit Singh - Morgan Stanley Kingsley Crane - CGF Pinjalim Bora - JPMorgan Nick Altmann - Scotiabank Jeff Van Rhee - Craig-Hallum Tony Righetti Good afternoon and thank you for joining us to discuss PagerDuty's Fourth Quarter and Full Fiscal Year 2025 Results. With me on today's call are Jennifer Tejada, PagerDuty's Chairperson and Chief Executive Officer; and Howard Wilson, our Chief Financial Officer.
PagerDuty (PD) Q4 Earnings and Revenues Surpass Estimates
PagerDuty (PD) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.17 per share a year ago.
PagerDuty (PD) Upgraded to Strong Buy: What Does It Mean for the Stock?
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.
PagerDuty Declines 16% YTD: Should You Buy the Stock on the Dip?
PD benefits from an expanding clientele and strong demand for AI-driven automation solutions.
PagerDuty Could Be A Winner In 2025 (Rating Upgrade)
PagerDuty's stock has underperformed, losing 11% over five years, but recent trends suggest potential gains in 2025 if plans align. Q3 results showed 9.4% growth and a revenue beat, marking the best performance compared to street estimates in five fiscal periods. Key customer metrics are finally stabilizing, with the chance for growth in annual recurring revenues (ARR) to accelerate in fiscal 2026.
Undercovered Dozen: PagerDuty, SUSS MicroTek, High Tide, 8x8 +
The 'Undercovered Dozen' series highlights 12 lesser-known stocks, offering unique investment opportunities and encouraging community discussion on their potential. Kraken Robotics is rated HOLD by Dragon Rock Capital due to potential growth from a submarine battery deal, despite being currently overvalued by 20%. Uttam Dey sees Celestica Inc. as a BUY, driven by strong demand for its HPS networking switches and continued growth in the data center market.
PagerDuty: Huge Upside Potential For This Underrated Stock
Cybersecurity is set to become a crucial industry, with PagerDuty playing a key role in digital operations management and incident response. PagerDuty's generative AI offering, partnerships with NVIDIA and Infosys, and market recognition highlight its competitive edge and growth potential. Despite GAAP losses, non-GAAP earnings are positive, supported by strong revenue growth and significant market penetration.
Compared to Estimates, PagerDuty (PD) Q3 Earnings: A Look at Key Metrics
Although the revenue and EPS for PagerDuty (PD) give a sense of how its business performed in the quarter ended October 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
