PagerDuty, Inc. (PD): A Bull Case Theory 

We came across a bullish thesis on PagerDuty, Inc. on Wrigh’s Substack by William Wright. In this article, we will summarize the bulls’ thesis on PD. PagerDuty,Inc.'s share was trading at $10.60 as of January 30th. PD’s trailing and forward P/E were 6.53 and 9.18 respectively according to Yahoo Finance.

PagerDuty (PD) is positioned as the central nervous system for modern digital operations, sitting above IT infrastructure to ensure mission-critical services remain operational. Unlike monitoring peers such as Datadog or Splunk, PagerDuty not only detects incidents but...