PagerDuty, Inc. (PD)

In July 2025, PagerDuty explored selling the company. On September 3, 2025, the company met revenue expectations, but its stock dropped by 6.5% due to headwinds in ARR and subdued billings growth. On November 25, 2025, PagerDuty reported revenue and non-GAAP operating income exceeding guidance, but the DBNR rate decreased, leading to a 5.3% drop in stock price. On December 30, 2025, Alex Solomon, a founder, retired. On January 5, 2026, RBC Capital Markets downgraded PagerDuty, lowering its price target due to seat-based pressures and market consolidation, resulting in a 1.74% stock decline. On January 12, 2026, Chris Ferro was appointed as the new Chief Legal Officer.

PagerDuty's products and services exhibit seasonal strength from October 9 to February 15, correlating with the broader Technology sector. Over the past five years, PagerDuty has shown positive results compared to the S&P 500 during this timeframe, but the limited data may not establish a fully reliable seasonal profile.

PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations. The company operates in the Information Technology sector, focusing on Software - Application, Incident Management, and Information Technology Operations. PagerDuty's platform collects data from software-enabled systems, using machine learning to correlate, process, and predict opportunities and incidents. Its major products include PagerDuty Incident Management, AIOps, Automation, Customer Service Operations, Stakeholders' Communications, and Generative AI capabilities. PagerDuty serves diverse industries, including software and technology, telecommunications, retail, travel and hospitality, media and entertainment, financial services, healthcare, non-profit, and the public sector.

PagerDuty, Inc. is headquartered in San Francisco, California, and maintains a global presence with offices in Toronto, Atlanta, London, Lisbon, Tokyo, and Sydney. The company operates internationally, with data centers in the United States and Europe. In 2025, international operations contributed 28% of the company's total revenue.

In the past year, there were no widely reported events that significantly negatively impacted PagerDuty's brand reputation. However, financial performance and analyst sentiment suggest underlying concerns that could indirectly affect reputation. Analyst reports noted a deceleration in PagerDuty's products, and customer seat optimization leading to increased churn could imply a shift in customer perception.

PagerDuty's stock ownership includes institutional, insider, and individual investors. Major institutional shareholders include Vanguard Group Inc., ARK Investment Management LLC, and BlackRock, Inc., holding approximately 91.9% of shares. Notable individual and insider owners include Bessemer Venture Partners VIII LP, Andreessen Horowitz Fund III LP, and Accel Growth Fund Investors 2011 LLC. Insider activity has shown a trend of selling, with 266,667 shares sold in the past three months.