PagerDuty's Weak Growth And Customer Churn Undermine Consumption Model Shift (Downgrade) [Seeking Alpha]
PagerDuty, Inc. (PD)
Last pagerduty, inc. earnings: 3/18 04:05 pm
Check Earnings Report
Company Research
Source: Seeking Alpha
PD's transition to a consumption-based model and focus on large enterprise accounts face longer sales cycles and weak near-term demand. Net dollar retention rate of 98% and flat fiscal 2027 guidance underscore subpar customer expansion and limited growth visibility. Despite significant investment in AI and stock buybacks, PD trades at a justified discount to SaaS peers given its low growth and high SBC intensity. Looking for more investing ideas like this one? Get them exclusively at IPO Edge. Learn More » chiewr/iStock via Getty Images Investment Outlook PagerDuty ( PD recently reported its FQ4 2026 financial results , beating revenue and earnings per share estimates. I previously analyzed PD in August 2025 with a neutral Hold outlook due to improving operating results. More on my IG service Consider becoming a member of IPO Edge, a community of investors seeking superior returns from U.S. IPOs. Gain insights and actionable information on quality U.S. IPOs with p
Show less
Read more
Impact Snapshot
Event Time:
PD
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
PD alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
PD alerts
High impacting PagerDuty, Inc. news events
Weekly update
A roundup of the hottest topics
PD
News
- PagerDuty price target lowered to $6 from $12 at BofA [Yahoo! Finance]Yahoo! Finance
- Is PagerDuty's (PD) AI Operations Cloud Push Quietly Redefining Its Competitive Moat? [Yahoo! Finance]Yahoo! Finance
- PagerDuty (PD) had its price target lowered by Canaccord Genuity Group Inc. from $19.00 to $9.00. They now have a "buy" rating on the stock.MarketBeat
- PagerDuty (PD) had its price target lowered by Truist Financial Corporation from $12.00 to $9.00. They now have a "buy" rating on the stock.MarketBeat
- PagerDuty Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
PD
Earnings
- 3/12/26 - Beat
PD
Sec Filings
- 3/12/26 - Form S-8
- 3/12/26 - Form 10-K
- 3/12/26 - Form 8-K
- PD's page on the SEC website