PagerDuty, Inc.

PD · NYSE

Company research

PagerDuty, Inc. (NYSE: PD) is a San Francisco-based global leader in AI-first digital operations management, offering a cloud-based platform that collects and processes data signals from virtually any software-enabled system or device, leveraging machine learning and generative AI to correlate, predict, and remediate incidents in real time. The company's Operations Cloud integrates AIOps, automation, incident management, and customer service operations into a unified platform, serving as the central nervous system for enterprises seeking to detect, respond to, and learn from digital disruptions. Founded in 2009, PagerDuty operates on a subscription-based SaaS model and serves a broad range of industries — including technology, financial services, telecommunications, retail, and media — with approximately two-thirds of the Fortune 100 and nearly half of the Fortune 500 trusting its platform. Under the leadership of CEO Jennifer G. Tejada, the company employs approximately 1,242 people and generated around $430 million in revenue in fiscal year 2024, with a continued strategic focus on enterprise expansion, multi-product adoption, and profitable growth.

Research reports

StockSentinel.ai – Flash · July 3, 2026PagerDuty, Inc. (PD) Stock Research Report

The report frames PagerDuty as a stagnant-growth but highly cash-generative SaaS “operations nervous system” where a shift to usage-based pricing and AI agents (PagerDuty Advance) could unlock asymmetric upside, supported by detailed financials, scenario analysis, and a five-year probability-weighted price target well above the current share price. It highlights key risks including execution challenges in transitioning from seat-based licensing, competitive pressure and potential commoditization from platforms like ServiceNow and Datadog, and balance-sheet considerations such as 2028 convertible notes and the need to manage buybacks and net cash prudently.