The company serves various industries, including software and technology, telecommunications, retail, travel and hospitality, media and entertainment, and financial services. PagerDuty reported third quarter fiscal 2026 results with revenue of $124.5M (up 4.7% YoY) and achieved its second consecutive quarter of GAAP profitability with operating income of $8.1M.
Cyborg Score Rationale
PD underperformed the US Software industry which returned -10% over the past year and underperformed the US Market which returned 15.5% over the past year. The company is GAAP profitable and growing, but stock valuation and recent analyst downgrades signal market uncertainty regarding growth trajectory.
Top Insights
Q3 FY2026 revenue growth of 4.7% YoY to $124.5M reflects slower deceleration in growth trajectory.
Dollar-based net retention rate stands at 100%, indicating healthy customer retention and potential for expansion within existing customer base.
Stock has declined -65.18% from its 52-week high of $19.70, now trading at $7.14 as of early March 2026.
Board strengthened with appointment of Scott Aronson in February 2026 and addition of Chief Legal Officer Chris Ferro in January 2026.
Named Competitors
Opsgenie — Incident response and on-call management
BigPanda — Event and incident correlation platform
Splunk — Data analytics and observability platform
Datadog — Monitoring and observability platform
Recent Developments
(February 2026) Scott Aronson appointed to Board of Directors
(January 2026) Chris Ferro joined as Chief Legal Officer
(January 2026) Morgan Stanley lowered PagerDuty price target to $9 from $16
(January 2026) RBC Capital downgraded to Sector Perform from Outperform
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