PagerDuty, Inc. (PD)

PagerDuty's stock experienced fluctuations over the past six months. In April 2025, PagerDuty announced its "On Tour 2024" event series. In May 2025, shares declined after the company's forecast fell short of expectations, despite beating earnings and revenue estimates. In June 2025, the company faced go-to-market challenges and appointed a new CRO. In September 2025, PagerDuty reported Q2 CY2025 results, meeting revenue expectations, and released research on AI trust, also appointing Todd McNabb as CRO. In October 2025, shares continued to be under pressure, though some analysts maintained a "Buy" rating, and Callum Eade was appointed as VP of Asia Pacific Sales.

PagerDuty has noted that some multi-year, multi-product deals can result in less linearity and increased seasonality, which can cause delays in revenue recognition and affect guidance. The underlying demand for PagerDuty's platform, however, continues to expand significantly, with usage growing over 25% year-over-year.

PagerDuty, Inc. is a cloud computing company specializing in a SaaS incident management platform for IT operations. Its digital operations management platform collects data from software-enabled systems, using machine learning to process and predict opportunities and incidents. The company offers solutions like PagerDuty Incident Management, AIOps, automation, and customer service operations, serving industries such as financial services, healthcare, retail, and technology.

PagerDuty is headquartered in San Francisco, California, and has a global presence with offices in Toronto, Atlanta, London, Lisbon, Tokyo, and Sydney. The company operates its digital operations management platform in the United States and internationally.

PagerDuty's brand reputation has been positively influenced by its advancements in AI and its role in digital operations management. In February 2025, PagerDuty released agentic artificial intelligence enhancements for its Operations Cloud platform. In April 2025, the company expanded its platform with enhancements for incident management and security. In September 2025, PagerDuty released new research indicating growing executive trust in AI agents and launched an industry-first end-to-end AI Agent Suite.

PagerDuty, Inc. is primarily owned by institutional shareholders, who hold approximately 90.62% of the company's stock. Individual insiders own about 4.91% to 42.94%, and retail investors hold a smaller percentage. Major institutional owners include Vanguard Group Inc., ARK Investment Management LLC and BlackRock, Inc.. Significant individual and insider owners include Bessemer Venture Partners VIII LP, Andreessen Horowitz Fund III LP and Accel Growth Fund Investors 2011 LLC.