PagerDuty (NYSE:PD) Issues Q1 2027 Earnings Guidance

PagerDuty (NYSE:PD) updated its first quarter 2027 earnings guidance on Thursday. The company provided earnings per share guidance of 0.230-0.250 for the period, compared to the consensus earnings per share estimate of 0.200. The company issued revenue guidance of $118.0 million-$120.0 million, compared to the consensus revenue estimate of $123.7 million. PagerDuty also updated its FY 2027 guidance to 1.230-1.280 EPS.

Analyst Upgrades and Downgrades

PD has been the subject of a number of recent research reports. Royal Bank Of Canada decreased their price objective on shares of PagerDuty from $9.00 to $8.00 and set a “sector perform” rating for the company in a report on Friday. Zacks Research cut PagerDuty from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 26th. Wall Street Zen downgraded PagerDuty from a “buy” rating to a “hold” rating in a research note on Saturday. Bank of America started coverage on PagerDuty in a report on Tuesday, December 2nd. They set an “underperform” rating and a $12.00 price objective on the stock. Finally, TD Cowen cut their price objective on PagerDuty from $20.00 to $10.00 and set a “buy” rating on the stock in a research note on Friday. Three investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $12.40.

PagerDuty Stock Down 3.0%

NYSE:PD opened at $7.05 on Friday. The stock’s fifty day moving average price is $9.08 and its two-hundred day moving average price is $12.94. PagerDuty has a 52-week low of $6.15 and a 52-week high of $19.70. The company has a debt-to-equity ratio of 1.23, a quick ratio of 2.37 and a current ratio of 2.37. The company has a market cap of $646.96 million, a price-to-earnings ratio of 3.83, a P/E/G ratio of 1.82 and a beta of 0.73.

PagerDuty (NYSE:PD) last issued its quarterly 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. The business had revenue of $124.79 million for the quarter, compared to analyst estimates of $122.96 million. PagerDuty had a return on equity of 17.01% and a net margin of 35.30%.The firm’s revenue for the quarter was up 2.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.22 earnings per share. PagerDuty has set its Q1 2027 guidance at 0.230-0.250 EPS and its FY 2027 guidance at 1.230-1.280 EPS. On average, analysts anticipate that PagerDuty will post -0.27 EPS for the current year.

Insider Buying and Selling at PagerDuty

In related news, Director Dan Alexandru Solomon sold 266,667 shares of the 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 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 sale was disclosed in a filing with the SEC, which is available at the SEC website. 8.00% of the stock is currently owned by company insiders.

Key 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)

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Man Group plc acquired a new stake in PagerDuty in the fourth quarter valued at $229,000. Sei Investments Co. acquired a new position in shares of PagerDuty during the 3rd quarter worth about $218,000. Mercer Global Advisors Inc. ADV acquired a new position in shares of PagerDuty during the 3rd quarter worth about $210,000. AXA S.A. bought a new stake in shares of PagerDuty in the 2nd quarter valued at about $205,000. Finally, EP Wealth Advisors LLC bought a new stake in shares of PagerDuty in the 4th quarter valued at about $191,000. 97.26% of the stock is currently owned by 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.