+51%

est. 2Y upside i

IPO

Digital operations management platform for incident response and on-call

Rank

#1913

Sector

Enterprise SaaS / IT Operations

Est. Liquidity

~0Y

Data Quality

Data: Medium

PagerDuty is a deep-value M&A play: liquid NYSE equity, extreme cheapness at 1.3x revenue, and concrete Qatalyst-led sale process.

Last updated: March 20, 2026

Bull (45%)+100%

M&A closes at $19-24.50/share (3-4x sales). 170-250% premium to ~$7.

Base (35%)+40%

Standalone re-rates to 2-2.5x rev (~$10-12). NRR recovers toward 100%.

Bear (20%)-40%

M&A fails, ARR goes negative, stock to $4-4.50.

Est. time to liquidity~0.0 years

Preference Stack Risk

low

Public

Dilution Risk

moderate

SBC elevated relative to stalled revenue growth.

Secondary Liquidity

active

NYSE

Other — 46 roles

View all 46 open roles at PagerDuty →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on PagerDuty's data — designed to show you've done your homework.

  • 1

    “Qatalyst process status and employee treatment in acquisition?”

  • 2

    “Product roadmap vs ServiceNow/Atlassian bundling?”

  • 3

    “RSU vesting and change-of-control acceleration?”

Community

Valuation Sentiment

Our model estimates +51% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.