PagerDuty (NYSE:PD) Earns Market Perform Rating from William Blair

PagerDuty (NYSE:PD)‘s stock had its “market perform” rating restated by stock analysts at William Blair in a research report issued on Friday, MarketBeat reports.

PD has been the subject of a number of other research reports. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of PagerDuty in a research report on Wednesday, February 11th. TD Cowen reissued a “buy” rating on shares of PagerDuty in a report on Wednesday, November 26th. Weiss Ratings reissued a “sell (d+)” rating on shares of PagerDuty in a research note on Monday, December 29th. Bank of America began coverage on PagerDuty in a report on Tuesday, December 2nd. They set an “underperform” rating and a $12.00 price target for the company. Finally, Truist Financial lowered their price target on PagerDuty from $20.00 to $16.00 and set a “buy” rating for the company in a research report on Wednesday, January 7th. Three equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $12.40.

PagerDuty Price Performance

Shares of PD opened at $7.05 on Friday. PagerDuty has a fifty-two week low of $6.15 and a fifty-two week high of $19.70. The firm’s 50-day simple moving average is $9.08 and its two-hundred day simple moving average is $12.92. The stock has a market cap of $646.94 million, a PE ratio of 3.83, a price-to-earnings-growth ratio of 1.77 and a beta of 0.73. The company has a debt-to-equity ratio of 1.23, a quick ratio of 2.37 and a current ratio of 2.37.

PagerDuty (NYSE:PD) last released its earnings results on Thursday, March 12th. The company reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.05. PagerDuty had a net margin of 35.30% and a return on equity of 17.01%. The firm had revenue of $124.79 million during the quarter, compared to analyst estimates of $122.96 million. During the same period last year, the business earned $0.22 earnings per share. The business’s revenue was up 2.7% on a year-over-year basis. PagerDuty has set its Q1 2027 guidance at 0.230-0.250 EPS and its FY 2027 guidance at 1.230-1.280 EPS. Analysts anticipate that PagerDuty will post -0.27 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Dan Alexandru Solomon sold 266,667 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $13.35, for a total value of $3,560,004.45. Following the completion of the transaction, the director directly owned 2,389,665 shares in the company, valued at $31,902,027.75. The trade was a 10.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 8.00% of the stock is currently owned by insiders.

Institutional Trading of PagerDuty

A number of institutional investors and hedge funds have recently modified their holdings of the business. EverSource Wealth Advisors LLC raised its stake in shares of PagerDuty by 252.0% in the third quarter. EverSource Wealth Advisors LLC now owns 1,605 shares of the company’s stock worth $27,000 after purchasing an additional 1,149 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new position in shares of PagerDuty during the third quarter valued at $59,000. State of Alaska Department of Revenue purchased a new stake in shares of PagerDuty during the third quarter valued at $67,000. KBC Group NV boosted its position in shares of PagerDuty by 89.5% during the fourth quarter. KBC Group NV now owns 4,402 shares of the company’s stock valued at $58,000 after buying an additional 2,079 shares during the last quarter. Finally, Kestra Advisory Services LLC bought a new stake in PagerDuty in the 4th quarter worth about $68,000. Institutional investors own 97.26% of the company’s stock.

More PagerDuty News

Here are the key news stories impacting PagerDuty this week:

• Positive Sentiment: Q4 EPS beat and margin progress — PagerDuty reported EPS above consensus and highlighted improved profitability and a full-year EPS guide that tops street estimates, supporting the company’s path to sustained GAAP profitability. PagerDuty Announces Fourth-Quarter and Full-Year Fiscal 2026 Financial Results
• Positive Sentiment: AI/product push — PagerDuty announced expansions to its AI ecosystem and a Spring 2026 platform release, which could drive product-led growth and higher enterprise stickiness if adoption accelerates. PagerDuty Expands AI Ecosystem
• Neutral Sentiment: Analyst support remains mixed — some shops (e.g., TD Cowen, Truist, Canaccord) have kept buy/positive stances even after lowering targets, indicating belief in longer-term upside despite near-term headwinds. TD Cowen/TipRanks Coverage
• Negative Sentiment: Revenue guidance and churn concerns — management guided Q1 and FY revenue below consensus ranges and discussed churn/usage headwinds, which directly hit growth expectations and investor confidence. PagerDuty’s Q4 Sales Beat But Stock Drops
• Negative Sentiment: Multiple price-target cuts and a downgrade — several firms trimmed targets (RBC to $8, TD Cowen to $10, Canaccord/Truist to $9) and William Blair downgraded the name after the quarter, amplifying selling pressure. William Blair Downgrade (Seeking Alpha) TD Cowen PT Cut (StreetInsider) RBC PT Cut (TickerReport)
• Negative Sentiment: Market reaction — shares fell sharply after the print as investors punished the revenue guide and margin/cash-flow signs, reinforcing near-term downside risk. Stock Tumbles on Weak Outlook (Investing.com)

About PagerDuty

PagerDuty, Inc engages in the operation of a digital operations management platform in the United States and internationally. The company’s digital operations management platform collects data and digital signals from virtually any software-enabled system or device and leverage machine learning to correlate, process, and predict opportunities and issues. Its platform includes PagerDuty Incident Management that provides a real-time view across the status of a digital service while incorporating noise reduction to remove false positives; AIOps that applies machine learning to correlate and automate the identification of incidents from billions of events; Process Automation offers centralized design time and run time environment for orchestrating automated workflows that span across departments, technologies, and networks; Customer Service Operations, which is offered to orchestrate, automate, and scale responses to customer impacting issues.