PagerDuty
Orchestrates incident response, automation, and AIOps for digital operations teams.
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Profile
Sells cloud-hosted software subscriptions for its Operations Cloud, which ingests digital signals and coordinates response across teams, machines, and software. One reportable segment spans incident management, AIOps, automation, customer service operations, status pages, and AI tools.
Runs PagerDuty Operations Cloud, a digital operations platform that ingests signals from monitoring, observability, security, customer service, and development tools. The current product set centers on Incident Management, AIOps, Automation, Customer Service Ops, Status Pages, PagerDuty Advance, and AI Agents.
Revenue comes mainly from cloud-hosted software subscriptions, with professional services historically immaterial. Operations are reported as a single segment, and sales are mostly US-based while employees are split across US and international locations.
The platform's job is orchestration: route urgent work to the right responders, trigger automated remediation, connect support with engineering, and turn incidents into learning. The business depends on enterprise software renewals and expansion, broad integrations, and product pace as ITSM, observability, incident-management, and in-house tools compete for the same workflows.
Company facts
Categories
Key statistics
Year to date +11.5% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Canaccord Genuity | Target | $19 | $15 | ||
| Aug 26, 2026 | UBS | Target | $13.50 | |||
| Jul 21, 2026 | Morgan Stanley | Downgrade | Overweight | Underweight | ||
| May 29, 2026 | RBC Capital | Reiterate | Sector Perform | $15 | $9 | |
| Mar 13, 2026 | William Blair | Downgrade | Outperform | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026Q2 FY27 | $0.31 | $0.32 | +4.3% | $123.3M | $124.4M | +1.0% | +9.50% |
| May 28, 2026Q1 FY27 | $0.24 | $0.32 | +33.3% | $119.5M | $121.0M | +1.2% | +33.74% |
| Mar 12, 2026Q4 FY26 | $0.24 | $0.29 | +20.8% | $123.2M | $124.8M | +1.3% | −2.75% |
| Nov 25, 2025Q3 FY26 | $0.25 | $0.33 | +32.5% | $125.0M | $124.5M | −0.4% | −23.32% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $119.8M | $123.4M | $124.5M | $124.8M | $121.0M | $124.4M | |
| Gross profit | $100.6M | $104.4M | $106.2M | $107.2M | $101.9M | $104.4M | |
| Operating income | −$10.3M | $3.6M | $8.1M | $4.5M | $9.2M | $10.2M | |
| Net income | −$7.2M | $9.6M | $161.6M | $9.4M | $5.3M | $4.7M | |
| Diluted EPS | −$0.07 | $0.10 | $1.69 | $0.12 | $0.13 | $0.06 | |
| Gross margin | 84.0% | 84.6% | 85.3% | 85.9% | 84.3% | 83.9% | |
| Operating margin | -8.6% | 2.9% | 6.5% | 3.6% | 7.6% | 8.2% |
Fiscal years (4-quarter sums)FY22 $281.4M · FY23 $370.8M · FY24 $430.7M · FY25 $467.5M · FY26 $492.5M
Revenue by geography · Q2 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $233.7M · Total debt $412.8M · Total assets $958.3M · Shareholders' equity $232.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 91.21M · Float 77.95M · 85.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.25M | 10.14% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.67M | 6.22% | 13F | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | 4.22M | 4.63% | 13F | Aug 14, 2026 |
| Lynrock Lake LP | 3.70M | 4.06% | 13F | Aug 14, 2026 |
| AQR Capital Management LLC | 3.23M | 3.54% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 17, 2026 | Jennifer Tejada | director, officer: Executive Chair | −96,847 | $10.41 |
| Jul 16, 2026 | Jennifer Tejada | director, officer: Executive Chair | −302,100 | $10.70 |
| May 19, 2026 | Jennifer Tejada | director, officer: Executive Chair | −105,101 | $6.92 |
| May 18, 2026 | Jennifer Tejada | director, officer: Executive Chair | −358,400 | $6.98 |
| Dec 30, 2025 | Dan Alexandru Solomon | director | −266,667 | $13.35 |
Peers
- ServiceNow
Enterprise ITSM/ITOM suite spanning incidents, AIOps, and workflows
- Atlassian
Jira-centered incident, AIOps, on-call, and status-page suite
- Datadog
Observability-native incident response, AIOps, and automation
- Dynatrace
AI observability and AIOps alternative for IT operations teams
- Cisco Systems
Splunk-backed on-call, observability, and IT operations overlap
- Freshworks
Freshservice ITSM and ITOM for alerting, on-call, and service ops
- Elastic
Elastic observability, alerting, cases, and AIOps overlap
- IBM
Enterprise AIOps, observability, and automation suite overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PagerDuty | $13.81 | −0.08% | $1.26B | 6.9 | 10.0 | 2.5 | +0.8% |
| ServiceNow | $143.28 | −0.97% | $149.61B | 90.4 | 31.9 | 10.2 | +24.0% |
| Atlassian | $189.61 | −0.47% | $50.02B | — | 34.8 | 7.6 | +27.6% |
| Datadog | $237.00 | +0.02% | $84.36B | 480.1 | 89.2 | 21.3 | +35.6% |
| Dynatrace | $53.28 | −0.71% | $15.64B | 107.7 | 26.3 | 7.5 | +16.2% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Freshworks | $13.86 | −0.04% | $3.83B | 21.4 | 18.0 | 4.2 | +16.0% |
| Elastic | $99.56 | −0.33% | $10.39B | 28.0 | 28.5 | 5.8 | +15.1% |
| IBM | $235.80 | +0.10% | $221.96B | 20.8 | 18.4 | 3.2 | +1.1% |
| Median | 33.0 | 27.4 | 7.2 | +16.9% |