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PagerDuty, Inc.

PD

Technology · 14.09 +2.4% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 15:55 GMT-4

Market read

PagerDuty, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+2.4% todayVolume comparison unavailable
Market group5 of 35 activeSoftware Stocks · inactive
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.

Watch this read

Research brief

The story so far

Technology · Software - Application

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements123
Verified relationships6
Evidence supporting the case
  • Latest annual revenue changed +5.4% year over year.
  • Operating margin changed +14.0 percentage points in the latest annual period.
  • Net margin changed +44.3 percentage points in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 6 filings.
  • Foreign exchange has repeated adverse evidence across 5 filings.
  • Product pipeline and R&D has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 90% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 58% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

14.09
6m+97.1%12m-16.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-31$281.4M+31.8%$-1.27+6.2%
2023-01-31$370.8M+31.8%$-1.45+5.0%
2024-01-31$430.7M+16.2%$-0.89+4.1%
2025-01-31$467.5M+8.5%$-0.59-0.4%
2026-01-31$492.5M+5.4%$1.87+1.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 6 filings
Interest expense decreased primarily due to a decrease in interest expense related to our convertible notes, driven by the repayment of the 2025 Notes during six months ended July 31, 2025.
10-Q · Aug 27, 2026
Foreign exchangemixed · 5 filings
Cash Flow Information The following table sets forth our cash flows for the periods indicated (in thousands): Six months ended July 31, 2026 2025 $ Change Net cash provided by operating activities $ 81,229 $ 64,644 $ 16,585 Net cash used in investing activiti…
10-Q · Aug 27, 2026
Product pipeline and R&Dnegative · 5 filings
Research and development expenses decreased primarily due to: (i) a decrease of $5.4 million in personnel costs primarily as a result of a decrease in stock-based compensation; offset by (ii) an increase of $1.1 million in costs to support the business and re…
10-Q · May 28, 2026
Restructuring and cost reductionsnegative · 2 filings
In July 2023, the Company recorded an impairment charge of $ 1.2 million, of which $ 0.4 million related to leasehold improvements and $ 0.8 million related to right-of-use lease assets and liabilities abandoned in the period as a result of the San Francisco…
10-K · Mar 12, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.7× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

14.09+2.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PD. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for PD. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind PD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.partnerMar 12, 2026

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CRMSalesforce, Inc.partnerMar 12, 2026

In addition to deep, native integrations to a range of widely used technologies, such as Microsoft, Amazon Web Service (“AWS”), Datadog, Grafana, GitHub, and many bidirectional integrations such as Atlassian, Salesforce, ServiceNow, Slack, and Zendesk, we pro…

DDOGDatadog, Inc.partnerMar 12, 2026

In addition to deep, native integrations to a range of widely used technologies, such as Microsoft, Amazon Web Service (“AWS”), Datadog, Grafana, GitHub, and many bidirectional integrations such as Atlassian, Salesforce, ServiceNow, Slack, and Zendesk, we pro…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PD is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.