Added to YB: 2026-04-20
Pitch date: 2026-02-17
PD [bullish]
PagerDuty, Inc.
-7.06%
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
$534.8M
Pitch Price
$6.80
Price Target
21.15 (+230%)
Dividend
N/A
EV/EBITDA
18.52
P/E
3.38
EV/Sales
1.01
Sector
Software
Category
special_situation
PagerDuty, Inc. - $PD
PD: Busted SaaS at 1.0x NTM EV/rev, 3.9x NTM EV/EBITDA. In sale process since July w/ Qatalyst. Net cash $139M vs $647M mkt cap. Best-in-class incident mgmt (70% rev), runbook automation. Risk: commoditization by DDOG/NOW. Base: $14.50 (+109%), Bull: $21.15 (+205%), Bear: $9 (+30%). Catalysts: M&A (NOW/TEAM/CRM/DDOG/IBM buyers), buyback ($162M authorized), consumption model shift.
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