PagerDuty Inc. ($PD) reported Q4 2026 results. Revenue for the quarter was $124.8 million, up 2.75% year‑over‑year but below the consensus estimate of $126.8 million.
Profitability showed mixed signals. Operating profit narrowed to $4.5 million, a decline of 138.6% year‑over‑year, while net income attributable to common shareholders was $11.0 million, down 203.9% YoY. Diluted EPS came in at $0.12, below the estimate of $0.25.
Cash flow and the balance sheet weakened compared with a year earlier. Cash generated from operations fell sharply, while cash on hand declined and liabilities ticked down modestly.
Markets reacted negatively: shares fell 17.33% after the close following the quarterly release and the EPS and revenue misses for Q4 2026.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
PagerDuty Inc. Insider Trading Activity
PagerDuty Inc. insiders have traded $PD stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PD stock by insiders over the last 6 months:
- DAN ALEXANDRU SOLOMON sold 266,667 shares for an estimated $3,560,004
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PagerDuty Inc. Hedge Fund Activity
We have seen 102 institutional investors add shares of PagerDuty Inc. stock to their portfolio, and 166 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RGM CAPITAL, LLC removed 4,194,782 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $54,993,592
- JANUS HENDERSON GROUP PLC removed 1,779,767 shares (-97.9%) from their portfolio in Q4 2025, for an estimated $23,332,745
- BLACKROCK, INC. added 1,066,743 shares (+12.9%) to their portfolio in Q4 2025, for an estimated $13,985,000
- CLEARBRIDGE INVESTMENTS, LLC removed 1,044,159 shares (-68.8%) from their portfolio in Q4 2025, for an estimated $13,688,924
- ALYESKA INVESTMENT GROUP, L.P. removed 829,914 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $10,880,172
- JACOBS LEVY EQUITY MANAGEMENT, INC added 755,913 shares (+inf%) to their portfolio in Q4 2025, for an estimated $9,910,019
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 696,007 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $9,124,651
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PagerDuty Inc. Analyst Ratings
Wall Street analysts have issued reports on $PD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 11/26/2025
- Truist Securities issued a "Buy" rating on 11/19/2025
- RBC Capital issued a "Outperform" rating on 10/24/2025
To track analyst ratings and price targets for PagerDuty Inc., check out Quiver Quantitative's $PD forecast page.
PagerDuty Inc. Price Targets
Multiple analysts have issued price targets for $PD recently. We have seen 6 analysts offer price targets for $PD in the last 6 months, with a median target of $16.0.
Here are some recent targets:
- Joel Fishbein from Truist Securities set a target price of $16.0 on 01/07/2026
- Matthew Hedberg from RBC Capital set a target price of $15.0 on 01/05/2026
- Sanjit Singh from Morgan Stanley set a target price of $16.0 on 11/26/2025
- Chad Bennett from Craig-Hallum set a target price of $15.0 on 11/26/2025
- Andrew Sherman from TD Cowen set a target price of $20.0 on 11/26/2025
