PagerDuty (PD)
Orchestrates incident response, automation, and AIOps for digital operations teams.
Something off on this page? Send us feedback.
Sells cloud-hosted software subscriptions for its Operations Cloud, which ingests digital signals and coordinates response across teams, machines, and software. One reportable segment spans incident management, AIOps, automation, customer service operations, status pages, and AI tools.
Runs PagerDuty Operations Cloud, a digital operations platform that ingests signals from monitoring, observability, security, customer service, and development tools. The current product set centers on Incident Management, AIOps, Automation, Customer Service Ops, Status Pages, PagerDuty Advance, and AI Agents.
Revenue comes mainly from cloud-hosted software subscriptions, with professional services historically immaterial. Operations are reported as a single segment, and sales are mostly US-based while employees are split across US and international locations.
The platform's job is orchestration: route urgent work to the right responders, trigger automated remediation, connect support with engineering, and turn incidents into learning. The business depends on enterprise software renewals and expansion, broad integrations, and product pace as ITSM, observability, incident-management, and in-house tools compete for the same workflows.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 28, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $19 | Target: $15 |
| Aug 26, 2026 | UBS | Target | Target: — | Target: $13.50 |
| Jul 21, 2026 | Morgan Stanley | Downgrade | ||
| May 29, 2026 | RBC Capital | Reiterate | Rating: —Target: $15 | Target: $9 |
| Mar 13, 2026 | William Blair | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $470.0M · Total debt $412.8M · Total assets $958.3M · Shareholders' equity $232.0M
- Revenue
- $124.4M
- Operating income
- $10.2M
- Net income
- $4.7M
No dividends on record.
| Institutions | 80.85% | 73.75M shares | |
|---|---|---|---|
| 271 holders · as of Jun 30, 2026 | |||
| Insiders | 10.35% | 9.44M shares | |
| 20 holders · as of Aug 28, 2026 | |||
| Strategic holders | 2.84% | 2.59M shares | |
| 1 holder · as of May 10, 2021 | |||
| Other | 5.96% | 5.43M shares | |
| remainder | |||
91.21M company shares as of Sep 14, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (78.65M in the company's Sep 22, 2026 report, 91.21M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
ARK Investment Management LLCInstitution | 11.64% | 10.62M | filed Oct 9, 2020 |
BlackRock, Inc.Institution | 10.14% | 9.25M | as of Jun 30, 2026 |
Nikko Asset Management Americas, Inc.Institution | 6.77% | 6.18M | filed Feb 14, 2022 |
Vanguard Portfolio Management LLCInstitution | 6.22% | 5.67M | as of Jun 30, 2026 |
William Blair Investment Management, LLCInstitution | 5.36% | 4.89M | filed Feb 9, 2023 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 17, 2026 | Jennifer Tejada | director, officer: Executive Chair | −96,847 | $10.41 |
| Jul 16, 2026 | Jennifer Tejada | director, officer: Executive Chair | −302,100 | $10.70 |
| May 19, 2026 | Jennifer Tejada | director, officer: Executive Chair | −105,101 | $6.92 |
| May 18, 2026 | Jennifer Tejada | director, officer: Executive Chair | −358,400 | $6.98 |
| Dec 30, 2025 | Dan Alexandru Solomon | director | −266,667 | $13.35 |
- ServiceNow
Enterprise ITSM/ITOM suite spanning incidents, AIOps, and workflows
- Atlassian
Jira-centered incident, AIOps, on-call, and status-page suite
- Datadog
Observability-native incident response, AIOps, and automation
- Dynatrace
AI observability and AIOps alternative for IT operations teams
- Cisco Systems
Splunk-backed on-call, observability, and IT operations overlap
- Freshworks
Freshservice ITSM and ITOM for alerting, on-call, and service ops
- Elastic
Elastic observability, alerting, cases, and AIOps overlap
- IBM
Enterprise AIOps, observability, and automation suite overlap
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PagerDuty | $14.40 | −0.64% | $1.32B | 7.2 | 10.3 | 2.7 | +0.8% |
| ServiceNow | $137.03 | +0.01% | $142.34B | 86.0 | 30.2 | 9.7 | +24.0% |
| Atlassian | $188.50 | −0.08% | $51.40B | — | 34.5 | 7.8 | +27.6% |
| Datadog | $249.00 | +0.66% | $87.23B | 496.5 | 93.0 | 22.0 | +35.6% |
| Dynatrace | $57.20 | +0.05% | $16.44B | 113.2 | 28.0 | 7.8 | +16.2% |
| Cisco Systems | $106.27 | −0.16% | $439.31B | 33.5 | 20.8 | 6.9 | +17.6% |
| Freshworks | $12.60 | +1.49% | $3.44B | 19.3 | 16.1 | 3.8 | +16.0% |
| Elastic | $89.22 | −0.08% | $9.33B | 25.1 | 25.3 | 5.2 | +15.1% |
| IBM | $231.97 | +0.29% | $218.51B | 20.5 | 18.1 | 3.2 | +1.1% |
| Median | 33.5 | 26.6 | 7.4 | +16.9% |