• PagerDuty recently appointed Paul Underwood, who has a proven record in senior finance roles at Cloudflare and Autodesk, as its principal accounting officer, effective July 25, 2025.
• This appointment brings seasoned financial leadership to PagerDuty, reflecting a possible focus on strengthening financial controls and operational transparency as the company evolves.
• We’ll examine how Paul Underwood’s appointment may influence PagerDuty’s investment narrative given his extensive finance experience in the tech sector.

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PagerDuty Investment Narrative Recap

To be a shareholder in PagerDuty, you need to believe in the company's transformation toward an enterprise-focused, multiproduct platform and its ability to scale through innovation in automation and AI. The appointment of Paul Underwood as principal accounting officer brings experienced financial oversight but does not materially change the most important short term catalyst, the execution of its enterprise sales strategy, or reduce the risk of inconsistent go-to-market execution. Investors may continue to focus on revenue growth consistency and leadership stability as key near-term factors.

Out of PagerDuty's recent announcements, the $150 million share repurchase program stands out for its potential to signal confidence in the company's underlying fundamentals and free cash flow. While this move supports the investment narrative around capital allocation and shareholder value, sustained progress likely hinges more on achieving predictable growth and improved operating margins than on buybacks alone.

In contrast, investors should be aware that continued leadership transitions could...

Read the full narrative on PagerDuty (it's free!)

PagerDuty's outlook anticipates $572.7 million in revenue and $75.8 million in earnings by 2028. This scenario assumes 6.4% annual revenue growth and a $112.7 million improvement in earnings from the current -$36.9 million.

Uncover how PagerDuty's forecasts yield a $19.62 fair value, a 21% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s three fair value estimates for PagerDuty range from US$19.63 to US$25.99 per share. With ongoing questions around revenue stability and execution, now is a good time to see how other investors are approaching these diverging outlooks.

Explore 3 other fair value estimates on PagerDuty - why the stock might be worth just $19.62!

Build Your Own PagerDuty Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your PagerDuty research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free PagerDuty research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate PagerDuty's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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