Added to YB: 2026-01-07
Pitch date: 2026-01-04
PD [bullish]
PagerDuty, Inc.
+4.51%
current return
Author Info
No bio for this author
Company Info
PagerDuty, Inc. engages in the operation of a digital operations management platform in the United States and internationally.
Market Cap
$1.1B
Pitch Price
$12.20
Price Target
18.20 (+46%)
Dividend
N/A
EV/EBITDA
83.91
P/E
7.60
EV/Sales
2.07
Sector
Software
Category
special_situation
PagerDuty, Inc. - $PD
PD: Digital ops mgmt platform at 2.3x EV/Sales all-time low. Pricing transition from seat-based to usage-based causing growth deceleration but platform increasingly essential as IT complexity rises. Recent C-suite turnover, CiC term changes, CFO staying thru FY27 signal takeout talks. Peers acquired at 4-5.5x EV/Sales vs PD's 2.3x offers ~50% upside in sale scenario.
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