PagerDuty (NYSE:PD) Updates FY 2027 Earnings Guidance

PagerDuty (NYSE:PD) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.230-1.280 for the period, compared to the consensus estimate of 0.850. The company issued revenue guidance of $488.5 million-$496.5 million, compared to the consensus revenue estimate of $506.8 million. PagerDuty also updated its Q1 2027 guidance to 0.230-0.250 EPS.

PagerDuty Price Performance

PD traded down $0.12 on Thursday, reaching $7.25. 4,683,931 shares of the company’s stock were exchanged, compared to its average volume of 3,308,410. The stock has a market cap of $665.38 million, a PE ratio of 4.53, a P/E/G ratio of 1.91 and a beta of 0.73. The stock’s fifty day moving average price is $9.30 and its 200-day moving average price is $13.04. PagerDuty has a twelve month low of $6.18 and a twelve month high of $19.70. The company has a debt-to-equity ratio of 1.23, a current ratio of 2.37 and a quick ratio of 2.37.

PagerDuty (NYSE:PD) last posted its quarterly earnings results on Thursday, March 12th. The company reported $0.29 EPS for the quarter, beating the consensus estimate of $0.24 by $0.05. The firm had revenue of $124.79 million during the quarter, compared to analysts’ expectations of $122.96 million. PagerDuty had a return on equity of 10.27% and a net margin of 31.12%.PagerDuty has set its Q1 2027 guidance at 0.230-0.250 EPS and its FY 2027 guidance at 1.230-1.280 EPS. Sell-side analysts expect that PagerDuty will post -0.27 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. TD Cowen restated a “buy” rating on shares of PagerDuty in a research report on Wednesday, November 26th. Morgan Stanley set a $9.00 price target on shares of PagerDuty in a report on Thursday, February 19th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of PagerDuty in a report on Wednesday, February 11th. Bank of America began coverage on PagerDuty in a research report on Tuesday, December 2nd. They issued an “underperform” rating and a $12.00 price objective for the company. Finally, Canaccord Genuity Group restated a “buy” rating and issued a $19.00 target price on shares of PagerDuty in a research report on Wednesday, November 26th. Three investment 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $16.00.

Insider Transactions at PagerDuty

In other PagerDuty news, Director Dan Alexandru Solomon sold 266,667 shares of the company’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $13.35, for a total transaction of $3,560,004.45. Following the transaction, the director directly owned 2,389,665 shares in the company, valued at $31,902,027.75. This represents a 10.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 8.00% of the stock is currently owned by insiders.

PagerDuty News Summary

Here are the key news stories impacting PagerDuty this week:

• Positive Sentiment: FY‑2027 EPS guidance raised to $1.23–$1.28, well above the $0.85 consensus — suggests management sees stronger profitability and margin expansion than the Street currently models. FY‑2027 EPS Guidance
• Positive Sentiment: Q1‑2027 EPS guidance of $0.23–$0.25 also beats the $0.20 consensus, giving near‑term earnings upside if execution holds. Q1‑2027 EPS Guidance
• Positive Sentiment: Product/strategy boost — PagerDuty expanded its AI integration ecosystem and released its Spring 2026 Operations Cloud updates, reinforcing its positioning in AI‑first operations (potential tailwind for adoption and retention). PagerDuty Expands AI Ecosystem
• Neutral Sentiment: Company press release reported Q4 results (revenue ~$124.8M; EPS reported $0.29 in company release), with management citing stabilized retention and margin improvement — mixed signals depending on GAAP vs. adjusted metrics. Q4 & Full‑Year Fiscal 2026 Results
• Negative Sentiment: Revenue guidance misses: FY‑2027 revenue guide of $488.5M–$496.5M and Q1 guide of $118M–$120M both fall short of consensus, signaling slower top‑line growth and giving investors concern despite EPS beats. Revenue Guidance vs. Consensus
• Negative Sentiment: Third‑party report flagged material cash‑flow deterioration (operating cash flow down ~78% YoY; cash on hand down ~31%) and noted an immediate negative market reaction (shares reportedly fell sharply after the release), raising questions about liquidity and near‑term investor confidence. Also noted recent insider selling. PagerDuty Stock Falls on Q4 Earnings (Quiver)

Institutional Trading of PagerDuty

A number of institutional investors and hedge funds have recently bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in PagerDuty by 1.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 51,601 shares of the company’s stock worth $943,000 after purchasing an additional 671 shares during the period. California State Teachers Retirement System grew its holdings in shares of PagerDuty by 1.4% in the second quarter. California State Teachers Retirement System now owns 81,474 shares of the company’s stock valued at $1,245,000 after purchasing an additional 1,129 shares in the last quarter. Loomis Sayles & Co. L P increased its stake in PagerDuty by 0.3% during the 4th quarter. Loomis Sayles & Co. L P now owns 1,092,963 shares of the company’s stock worth $14,329,000 after buying an additional 3,276 shares during the period. Alliancebernstein L.P. increased its stake in PagerDuty by 4.1% during the 3rd quarter. Alliancebernstein L.P. now owns 95,302 shares of the company’s stock worth $1,574,000 after buying an additional 3,784 shares during the period. Finally, Swiss National Bank lifted its holdings in PagerDuty by 2.3% during the 3rd quarter. Swiss National Bank now owns 169,700 shares of the company’s stock worth $2,803,000 after buying an additional 3,800 shares in the last quarter. 97.26% of the stock is currently owned by hedge funds and other institutional investors.

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.