PD PagerDuty, Inc. Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 27, 2026
$15.34
· of 52w range
· above low
· to high
$5.7052w low
$16.7752w high
Market Cap
$1.30B
P/E (TTM)
7.6
EPS (TTM)
$2.03
Revenue (TTM)
$495M
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52W Range
$6–$17
Analyst Rating
BUY
Price Target
$13
P/E
7.6
ROE
89.2%
Net Profit Margin
37.2%
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PD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$15.34
Market Cap
$1.30B
P/E (TTM)
7.6
EPS (TTM)
$2.03
Revenue (TTM)
$495M
ROE (TTM)
89.2%
52W Range
$6–$17
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About PagerDuty, Inc. Common Stock Company overview from Wikipedia
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
PagerDuty is headquartered in San Francisco with offices in Toronto, Atlanta, London, Lisbon, Tokyo, and Sydney. Its platform is designed to alert clients to disruptions and outages. The software operates as a standalone service or can be integrated into existing IT systems.
History
The company was founded 2009 in Toronto, Ontario, by University of Waterloo graduates Alex Solomon, Andrew Miklas, and Baskar Puvanathasan. The company was incubated at Y Combinator.
In July 2016, the former CEO of Keynote Systems, Jennifer Tejada, was named CEO of PagerDuty.
In June 2018, PagerDuty launched Event Intelligence, a product designed to analyze incoming digital signals and human responses to communicate incident response suggestions to operators when new incidents occur. At its industry conference in September 2018, the company also launched PagerDuty Visibility and PagerDuty Analytics.
In March 2019, PagerDuty filed its S-1 with the SEC in anticipation of its IPO and in April 2019, PagerDuty went public on the New York Stock Exchange.
On January 21, 2023 PagerDuty CEO Tejada's layoff memo was criticized for insensitivity for inappropriately quoting Martin Luther King, announcing promotions of executives, and tone deafness.
In May 2026, John DiLullo was named CEO and Jennifer Tejada became Executive Chair
In June 2026, Eric Prengel was named Chief Financial Officer
Funding
PagerDuty raised a seed funding round of $1.9 million in 2010, followed by a Series A round that raised $10.7 million in January 2013. As of 2018, the company has raised over $170 million in venture funding.
PagerDuty announced a funding round in April 2017 led by Accel. The $43.8 million round included existing investors Andreessen Horowitz, Bessemer Venture Partners, Baseline Ventures and Harrison Metal.
In September 2018, PagerDuty raised $90 million in a round led by T. Rowe Price and Wellington Management.
Acquisitions
In October 2020, PagerDuty completed the acquisition of Rundeck, a provider of DevOps automation.
In March 2022, PagerDuty completed the acquisition of Catalytic, a no-code automation platform.
In November 2023, PagerDuty completed the acquisition of Jeli, an incident management startup.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees1,155
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$493M2018-01-31 → 2026-01-31
EPS$1.872020-01-31 → 2026-01-31
Free Cash Flow$112M2020-01-31 → 2026-01-31
Net margin37.2%2020-01-31 → 2026-01-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 7.65Y avg ≈-19.8 | ≈-19.8 | 46.3 | Undervalued | |
| P/S | 2.65Y avg ≈5.6 | ≈5.6 | 5.5 | Undervalued | |
| P/B | 5.15Y avg ≈10.3 | ≈10.3 | 5.8 | Undervalued | |
| Price / FCF | 11.65Y avg ≈-5.6 | ≈-5.6 | · | · | |
| Price / Cash Flow | 11.35Y avg ≈-52.6 | ≈-52.6 | 27.5 | Undervalued | |
| Price / Tangible Book | 12.95Y avg ≈361.2 | ≈361.2 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 84.8%5Y avg ≈82.7% | ≈82.7% | 74.5% | In line | |
| Operating Margin (TTM) | 6.5%5Y avg ≈-21.0% | ≈-21.0% | 11.1% | Below avg | |
| EBITDA Margin (TTM) | 8.9%5Y avg ≈-17.1% | ≈-17.1% | 11.1% | Below avg | |
| Pretax Margin (TTM) | 8.5%5Y avg ≈-19.2% | ≈-19.2% | 4.5% | Top tier | |
| Net Profit Margin (TTM) | 37.2%5Y avg ≈-12.8% | ≈-12.8% | 1.9% | Top tier | |
| ROA (TTM) | 19.9%5Y avg ≈-4.9% | ≈-4.9% | 7.2% | Top tier | |
| ROE (TTM) | 89.2%5Y avg ≈-18.6% | ≈-18.6% | 12.8% | Top tier | |
| ROIC | 19.7%5Y avg ≈-35.2% | ≈-35.2% | 9.6% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 2.05Y avg ≈2.3 | ≈2.3 | 2.2 | In line | |
| Quick Ratio (MRQ) | 1.95Y avg ≈2.2 | ≈2.2 | 2.1 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 5.4%5Y avg ≈18.7% | ≈18.7% | · | · | |
| Revenue CAGR 3Y | 9.9%5Y avg ≈18.2% | ≈18.2% | · | · | |
| Revenue CAGR 5Y | 18.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.5 | ≈0.5 | 0.7 | Weak | |
| Receivables Turnover | 4.65Y avg ≈4.5 | ≈4.5 | 4.6 | In line | |
| Revenue / Employee | ≈$426.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Beat Rate
75.0%
Avg Surprise
19.9%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Aug 27, 2026 | $0.32 | $0.32 | 1.3% |
| March 31, 2027 | May 28, 2026 | $0.32 | $0.25 | 25.5% |
| Sept. 30, 2026 | $0.32 | $0.32 | 1.3% | |
| June 30, 2026 | $0.32 | $0.26 | 25.4% | |
| March 31, 2026 | $0.29 | $0.25 | 15.0% | |
| Dec. 31, 2025 | $0.33 | $0.26 | 28.7% | |
| Sept. 30, 2025 | $0.30 | $0.22 | 39.3% | |
| June 30, 2025 | $0.24 | $0.20 | 22.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $493M | $467M | $431M | $371M | $281M | $214M | $166M | $118M | $80M | |
| Cost of Revenue | $74M | $80M | $78M | $70M | $48M | $31M | $25M | $17M | $13M | |
| Gross Profit | $418M | $388M | $353M | $300M | $233M | $183M | $142M | $101M | $67M | |
| R&D Expense | $127M | $141M | $140M | $135M | $96M | $65M | $49M | $39M | $34M | |
| SG&A Expense | $102M | $104M | $113M | $99M | $77M | $62M | $51M | $40M | $24M | |
| Operating Expenses | $413M | $448M | $449M | $430M | $335M | $249M | $197M | $143M | $105M | |
| Operating Income | $6M | $-60M | $-96M | $-129M | $-102M | $-66M | $-56M | $-42M | $-38M | |
| Interest Expense | · | · | $6M | $5M | $5M | $10M | $0 | $0 | $702.0K | |
| Interest Income | $23M | $27M | $22M | $5M | $762.0K | $4M | $6M | $1M | $371.0K | |
| Other Non-op | $489.0K | $-215.0K | $-433.0K | $-637.0K | $-573.0K | $-794.0K | $203.0K | $1M | $682.0K | |
| Pretax Income | $20M | $-42M | $-77M | $-130M | $-107M | $-73M | $-50M | $-40M | $-38M | |
| Income Tax | $-153M | $2M | $-12.0K | $-839.0K | $535.0K | $-4M | $675.0K | $701.0K | $184.0K | |
| Net Income | $173M | $-43M | $-75M | $-128M | $-107M | $-69M | $-50M | $-41M | $-38M | |
| EPS (Basic) | $1.91 | $-0.59 | $-0.89 | $-1.45 | $-1.27 | $-0.87 | $-0.77 | · | · | |
| EPS (Diluted) | $1.87 | $-0.59 | $-0.89 | $-1.45 | $-1.27 | $-0.87 | $-0.77 | · | · | |
| Shares (Basic) | 91,212,000 | 92,000,000 | 92,341,000 | 88,721,000 | 84,514,000 | 79,614,000 | 65,544,000 | · | · | |
| Shares (Diluted) | 92,995,000 | 92,000,000 | 92,341,000 | 88,721,000 | 84,514,000 | 79,614,000 | 65,544,000 | · | · | |
| EBITDA | $19M | $-39M | $-76M | $-112M | $-93M | $-61M | $-53M | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $237M | $346M | $363M | $274M | $350M | $339M | $124M | $128M | $44M | |
| Short-term Investments | $232M | $224M | $208M | $203M | $194M | $221M | $227M | $0 | · | |
| Receivables | $108M | $107M | $100M | $91M | $75M | $55M | $37M | $34M | · | |
| Prepaid Expense | $16M | $14M | $12M | $13M | $10M | $11M | $7M | $5M | · | |
| Current Assets | $612M | $712M | $703M | $600M | $645M | $638M | $405M | $173M | · | |
| PP&E (Net) | $29M | $21M | $18M | $18M | $18M | $13M | $12M | $6M | · | |
| PP&E (Gross) | $62M | $47M | $43M | $41M | $34M | $24M | $20M | $11M | · | |
| Accum. Depreciation | $33M | $26M | $25M | $22M | $15M | $11M | $7M | $5M | · | |
| Goodwill | $137M | $137M | $137M | $119M | $72M | $72M | $0 | · | · | |
| Intangibles | $16M | $21M | $33M | $37M | $23M | $27M | $0 | · | · | |
| Other Non-current Assets | $5M | $4M | $6M | $1M | $1M | $2M | $2M | $7M | · | |
| Total Assets | $991M | $927M | $925M | $818M | $806M | $795M | $435M | $197M | · | |
| Accounts Payable | $7M | $7M | $6M | $7M | $10M | $6M | $6M | $8M | · | |
| Accrued Liabilities | $20M | $20M | $15M | $12M | $14M | $10M | $7M | $7M | · | |
| Current Liabilities | $304M | $369M | $282M | $271M | $227M | $173M | $115M | $89M | · | |
| Capital Leases | $13M | $10M | $7M | $13M | $21M | $27M | · | · | · | |
| Other Non-current Liabilities | $5M | $5M | $5M | $4M | $3M | $6M | $7M | $4M | · | |
| Total Liabilities | $720M | $779M | $746M | $576M | $539M | $429M | $127M | $93M | · | |
| Long-term Debt | $421M | $485M | $490M | $296M | $300M | $304M | · | · | · | |
| Common Stock | · | · | $0 | $0 | $0 | $0 | $0 | $0 | · | |
| Paid-in Capital | $679M | $725M | $775M | $720M | $616M | $614M | $487M | $60M | · | |
| Retained Earnings | $-422M | $-595M | $-552M | $-477M | $-349M | $-248M | $-179M | $-129M | · | |
| Treasury Stock | $4M | $0 | $50M | $0 | · | · | · | · | · | |
| AOCI | $-183.0K | $-485.0K | $-733.0K | $-2M | $-669.0K | $343.0K | $137.0K | $0 | · | |
| Stockholders' Equity | $254M | $130M | $172M | $241M | $267M | $367M | $308M | $-69M | $-56M | |
| Liabilities + Equity | $991M | $927M | $925M | $818M | $806M | $795M | $435M | $197M | · | |
| Shares Outstanding | 84,616,214 | 91,082,604 | 95,068,187 | 91,178,671 | 86,758,380 | 82,882,424 | 77,793,540 | 23,189,921 | 21,705,352 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $13M | $21M | $20M | $17M | $8M | $5M | $2M | $2M | $1M | |
| Stock-based Comp | $98M | $126M | $127M | $110M | $70M | $43M | $27M | $19M | $18M | |
| Deferred Tax | $-154M | $-86.0K | $-595.0K | $-1M | $354.0K | $-4M | $524.0K | $540.0K | $46.0K | |
| Amort. of Intangibles | $5M | $12M | $12M | $10M | $4M | $1M | $0 | $0 | · | |
| Other Non-cash | $-16M | $14M | $453.0K | $19M | $23M | $35M | $20M | · | · | |
| Operating Cash Flow | $115M | $118M | $72M | $17M | $-6M | $10M | $-173.0K | $-6M | $-12M | |
| CapEx | $3M | $3M | $2M | $5M | $3M | $4M | $5M | $4M | $822.0K | |
| Investing Cash Flow | $-18M | $-20M | $-31M | $-86M | $17M | $-49M | $-232M | $-4M | $-822.0K | |
| Stock Repurchased | $135M | $100M | $50M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-135M | $-100M | $-50M | · | · | · | · | · | · | |
| Financing Cash Flow | $-206M | $-116M | $52M | $-6M | $-736.0K | $254M | $226M | $94M | $45M | |
| Net Change in Cash | $-110M | $-18M | $93M | $-76M | $11M | $215M | $-6M | $84M | $33M | |
| Taxes Paid | $2M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $112M | $115M | $70M | $12M | $-9M | $6M | $-5M | · | · | |
| Levered FCF | · | · | $63M | $7M | $-15M | $-3M | $-5M | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 85.0% | 83.0% | 81.9% | 81.0% | 82.8% | 85.6% | 85.2% | · | · | |
| Operating Margin | 1.2% | -12.8% | -22.4% | -34.9% | -36.1% | -31.0% | -33.4% | · | · | |
| Net Margin | 35.2% | -9.1% | -17.5% | -34.6% | -38.2% | -32.3% | -30.3% | · | · | |
| Pretax Margin | 4.1% | -8.9% | -18.0% | -35.1% | -38.0% | -34.1% | -29.8% | · | · | |
| EBITDA Margin | 3.9% | -8.4% | -17.7% | -30.2% | -33.2% | -28.6% | -32.0% | · | · | |
| ROA | 18.1% | -4.6% | -8.6% | -15.8% | -13.4% | -11.2% | -15.9% | · | · | |
| ROE | 79.8% | -35.4% | -44.1% | -53.4% | -39.8% | -18.6% | -16.4% | · | · | |
| ROIC | 19.7% | -48.0% | -56.1% | -53.3% | -38.3% | -17.1% | -18.3% | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 2.5 | 2.2 | 2.8 | 3.7 | 3.5 | · | · | |
| Quick Ratio | 1.9 | 1.8 | 2.4 | 2.1 | 2.7 | 3.6 | 3.4 | · | · | |
| Interest Coverage | · | · | -14.8 | -23.8 | -18.8 | -6.7 | · | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.5 | 0.4 | 0.3 | 0.5 | · | · | |
| Receivables Turnover | 4.6 | 4.5 | 4.5 | 4.5 | 4.3 | 4.6 | 4.7 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $3.00 | $1.43 | $1.85 | $2.64 | $3.08 | $4.42 | $3.96 | · | · | |
| Revenue / Share | $5.30 | $5.08 | $4.66 | $4.18 | $3.33 | · | · | · | · | |
| Cash Flow / Share | $1.24 | $1.28 | $0.78 | $0.19 | $-0.07 | · | · | · | · | |
| Cash / Share | $2.81 | $3.80 | $3.91 | $3.01 | $4.03 | $4.09 | $1.59 | · | · | |
| EPS (TTM) | $1.87 | $-0.59 | $-0.89 | $-1.45 | $-1.27 | $-0.87 | $-0.77 | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.4% | 8.5% | 16.2% | 31.8% | 31.8% | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | 18.4% | 26.3% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $493M | $467M | $431M | $371M | $281M | $214M | $166M | · | · | |
| Net Income TTM | $173M | $-43M | $-75M | $-128M | $-107M | $-69M | $-50M | · | · | |
| Market Cap | $897M | $1.69B | $2.20B | $2.72B | $2.86B | $4.04B | $1.81B | · | · | |
| P/E | 5.7 | -31.4 | -26.6 | -20.5 | -26.0 | -56.0 | -30.3 | · | · | |
| P/S | 1.8 | 3.6 | 5.1 | 7.3 | 10.2 | 18.9 | 10.9 | · | · | |
| P/B | 3.5 | 13.0 | 12.8 | 11.3 | 10.7 | 11.0 | 5.9 | · | · | |
| P / Tangible Book | 8.9 | · | 1387.2 | 32.0 | 16.7 | 15.1 | · | · | · | |
| P / Cash Flow | 7.8 | 14.3 | 30.5 | 160.0 | -475.8 | 400.1 | -10486.4 | · | · | |
| P / FCF | 8.0 | 14.7 | 31.5 | 220.1 | -302.3 | 666.8 | -339.3 | · | · | |
| Earnings Yield | 17.6% | -3.2% | -3.8% | -4.9% | -3.9% | -1.8% | -3.3% | · | · |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $124M | $121M | $125M | $125M | $123M | $120M | $121M | $119M | $116M | $111M | $111M | $109M | $108M | $103M | $101M | $94M | |
| Cost of Revenue | $20M | $19M | $18M | $18M | $19M | $19M | $20M | $20M | $20M | $19M | $20M | $20M | $20M | $18M | $18M | $18M | |
| Gross Profit | $104M | $102M | $107M | $106M | $104M | $101M | $101M | $99M | $96M | $92M | $91M | $89M | $88M | $85M | $83M | $76M | |
| R&D Expense | $31M | $30M | $33M | $29M | $31M | $34M | $35M | $34M | $35M | $38M | $36M | $34M | $36M | $34M | $35M | $35M | |
| SG&A Expense | $25M | $23M | $25M | $24M | $25M | $27M | $25M | $25M | $26M | $28M | $35M | $26M | $28M | $24M | $22M | $27M | |
| Operating Expenses | $94M | $93M | $103M | $98M | $101M | $111M | $113M | $109M | $112M | $114M | $124M | $110M | $114M | $101M | $109M | $109M | |
| Operating Income | $10M | $9M | $5M | $8M | $4M | $-10M | $-12M | $-10M | $-16M | $-22M | $-33M | $-21M | $-26M | $-16M | $-26M | $-33M | |
| Interest Expense | · | · | · | · | · | · | · | · | $2M | $2M | · | $1M | $1M | $1M | · | $1M | |
| Interest Income | $4M | $4M | $5M | $6M | $6M | $6M | $6M | $7M | $8M | $7M | $7M | $6M | $5M | $4M | $3M | $1M | |
| Other Non-op | $-157.0K | $-71.0K | $205.0K | $50.0K | $120.0K | $114.0K | $-427.0K | $346.0K | $117.0K | $-251.0K | $528.0K | $-834.0K | $-114.0K | $-13.0K | $689.0K | $-172.0K | |
| Pretax Income | $12M | $11M | $7M | $12M | $8M | $-7M | $-8M | $-5M | $-11M | $-17M | $-29M | $-13M | $-23M | $-13M | $-25M | $-33M | |
| Income Tax | $4M | $6M | $-2M | $-150M | $-2M | $813.0K | $448.0K | $715.0K | $427.0K | $193.0K | $185.0K | $-41.0K | $-50.0K | $-106.0K | $463.0K | $112.0K | |
| Net Income | $8M | $5M | $9M | $162M | $10M | $-7M | $-9M | $-6M | $-11M | $-17M | $-28M | $-13M | $-22M | $-12M | $-25M | $-33M | |
| EPS (Basic) | $0.06 | $0.13 | $0.15 | $1.72 | $0.11 | $-0.07 | $-0.12 | $-0.07 | $-0.14 | $-0.26 | $-0.34 | $-0.16 | $-0.26 | $-0.13 | $-0.27 | $-0.36 | |
| EPS (Diluted) | $0.06 | $0.13 | $0.15 | $1.69 | $0.10 | $-0.07 | $-0.12 | $-0.07 | $-0.14 | $-0.26 | $-0.34 | $-0.16 | $-0.26 | $-0.13 | $-0.27 | $-0.36 | |
| Shares (Basic) | 77,334,000 | 78,647,000 | · | 92,836,000 | 92,600,000 | 91,374,000 | · | 91,438,000 | 93,289,000 | 92,876,000 | · | 93,104,000 | 92,542,000 | 91,522,000 | · | 89,285,000 | |
| Shares (Diluted) | 79,141,000 | 79,464,000 | · | 94,662,000 | 94,198,000 | 91,374,000 | · | 91,438,000 | 93,289,000 | 92,876,000 | · | 93,104,000 | 92,542,000 | 91,522,000 | · | 89,285,000 | |
| EBITDA | $10M | $12M | · | $8M | $4M | $-6M | · | $-10M | $-16M | $-16M | · | $-21M | $-26M | $-11M | · | $-33M |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $234M | $209M | $237M | $324M | $340M | $372M | $346M | $326M | $386M | $383M | $363M | $380M | $299M | $301M | $274M | $262M | |
| Short-term Investments | $236M | $235M | $232M | $224M | $228M | $225M | $224M | $216M | $214M | $210M | · | $195M | $206M | $195M | · | $197M | |
| Receivables | $72M | $76M | $108M | $79M | $70M | $80M | $107M | $75M | $67M | $78M | · | $71M | $66M | $61M | · | $73M | |
| Prepaid Expense | $19M | $21M | $16M | $14M | $14M | $17M | $14M | $17M | $15M | $17M | · | $16M | $14M | $15M | · | $14M | |
| Current Assets | $579M | $559M | $612M | $659M | $672M | $713M | $712M | $654M | $700M | $707M | · | $681M | $603M | $590M | · | $564M | |
| PP&E (Net) | $34M | $32M | $29M | $27M | $25M | $22M | $21M | $20M | $18M | $17M | · | $19M | $18M | $18M | · | $18M | |
| PP&E (Gross) | $68M | $64M | · | $58M | $54M | $49M | · | $45M | $43M | $40M | · | $40M | $40M | $42M | · | $39M | |
| Accum. Depreciation | $34M | $32M | $33M | $30M | $29M | $27M | $26M | $26M | $25M | $22M | · | $21M | $22M | $24M | · | $21M | |
| Goodwill | $137M | $137M | $137M | $137M | $137M | $137M | $137M | $137M | $137M | $137M | · | $119M | $119M | $119M | $119M | $119M | |
| Intangibles | $14M | $15M | $16M | $17M | $18M | $19M | $21M | $24M | $27M | $29M | · | $29M | $32M | $34M | · | $40M | |
| Other Non-current Assets | $4M | $4M | $5M | $4M | $6M | $4M | $4M | $5M | $6M | $5M | · | $5M | $5M | $995.0K | · | $1M | |
| Total Assets | $958M | $937M | $991M | $1.03B | $892M | $927M | $927M | $867M | $916M | $924M | · | $887M | $812M | $802M | · | $784M | |
| Accounts Payable | $6M | $4M | $7M | $7M | $7M | $8M | $7M | $7M | $7M | $7M | · | $7M | $7M | $6M | · | $8M | |
| Accrued Liabilities | $18M | $15M | $20M | $17M | $15M | $19M | $20M | $16M | $16M | $13M | · | $13M | $11M | $11M | · | $13M | |
| Current Liabilities | $287M | $287M | $304M | $278M | $281M | $354M | $369M | $332M | $329M | $273M | · | $248M | $240M | $245M | · | $237M | |
| Capital Leases | $10M | $11M | $13M | $9M | $10M | $9M | $10M | $6M | $7M | $6M | · | $8M | $10M | $11M | · | $14M | |
| Other Non-current Liabilities | $15M | $11M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | · | $5M | $5M | $5M | · | $4M | |
| Total Liabilities | $711M | $708M | $720M | $688M | $694M | $764M | $779M | $739M | $735M | $736M | · | $712M | $543M | $549M | · | $542M | |
| Long-term Debt | · | · | $421M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | · | · | · | · | · | · | · | · | $0 | · | $0 | $0 | $0 | · | $0 | |
| Paid-in Capital | $649M | $634M | $679M | $756M | $774M | $748M | $725M | $700M | $748M | $795M | · | $745M | $779M | $743M | · | $696M | |
| Retained Earnings | $-409M | $-417M | $-422M | $-431M | $-593M | $-602M | $-595M | $-586M | $-580M | $-570M | · | $-524M | $-512M | $-489M | · | $-453M | |
| Treasury Stock | $8M | $0 | $4M | $4M | · | · | $0 | $1M | $2M | $50M | · | $50M | · | · | · | · | |
| AOCI | $-1M | $-715.0K | $-183.0K | $-206.0K | $-673.0K | $-342.0K | $-485.0K | $-502.0K | $-730.0K | $-1M | · | $-2M | $-2M | $-1M | · | $-3M | |
| Stockholders' Equity | $232M | $217M | $254M | $320M | $181M | $146M | $130M | $112M | $165M | $174M | $172M | $169M | $266M | $252M | $241M | $240M | |
| Liabilities + Equity | $958M | $937M | $991M | $1.03B | $892M | $927M | $927M | $867M | $916M | $924M | · | $887M | $812M | $802M | · | $784M | |
| Shares Outstanding | · | · | 84,616,214 | · | · | 92,154,287 | 91,082,604 | 90,098,646 | 93,032,895 | 95,599,725 | · | 91,888,642 | 93,249,291 | 92,094,542 | 91,178,671 | 89,965,649 |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Stock-based Comp | $16M | $18M | $24M | $23M | $26M | $26M | $29M | $32M | $32M | $33M | $32M | $32M | $36M | $28M | $23M | $31M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $3M | $3M | |
| Other Non-cash | · | $18M | · | · | · | $8M | · | · | · | $8M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $37M | $44M | $25M | $25M | $34M | $31M | $31M | $22M | $36M | $29M | $22M | $17M | $11M | $22M | $18M | $-448.0K | |
| CapEx | $2M | $965.0K | $883.0K | $743.0K | $874.0K | $441.0K | $1M | $552.0K | $637.0K | $457.0K | $971.0K | $245.0K | $713.0K | $235.0K | $882.0K | $815.0K | |
| Investing Cash Flow | $-6M | $-5M | $-11M | $2M | $-7M | $-2M | $-10M | $-3M | $-4M | $-3M | $-37M | $11M | $-13M | $9M | $-6M | $-7M | |
| Stock Repurchased | $7M | $65M | $99M | $36M | $0 | $0 | $3M | $70M | · | · | $0 | $50M | · | · | $0 | · | |
| Net Stock Activity | · | $-65M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-7M | $-68M | $-101M | $-42M | $-59M | $-4M | $-3M | $-78M | $-29M | $-6M | $-2M | $54M | $4M | $-4M | $-329.0K | $-8M | |
| Net Change in Cash | $25M | $-29M | $-87M | $-16M | $-33M | $25M | $18M | $-59M | $3M | $19M | $-17M | $82M | $2M | $27M | $12M | $-16M | |
| Free Cash Flow | · | $43M | · | · | · | $30M | · | · | · | $28M | · | · | · | $22M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $26M | · | · | · | $21M | · | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 83.9% | 84.3% | · | 85.3% | 84.6% | 84.0% | · | 83.0% | 82.7% | 82.6% | · | 81.9% | 81.6% | 82.6% | · | 80.9% | |
| Operating Margin | 8.2% | 7.6% | · | 6.5% | 2.9% | -8.6% | · | -8.6% | -13.8% | -19.6% | · | -19.2% | -24.3% | -15.3% | · | -34.5% | |
| Net Margin | 6.3% | 4.4% | · | 129.7% | 7.8% | -6.0% | · | -5.0% | -9.4% | -15.4% | · | -11.7% | -20.5% | -11.8% | · | -34.5% | |
| Pretax Margin | 9.7% | 9.0% | · | 9.4% | 6.1% | -5.5% | · | -4.5% | -9.3% | -15.4% | · | -12.1% | -21.1% | -12.5% | · | -34.7% | |
| EBITDA Margin | 8.2% | 10.1% | · | 6.5% | 2.9% | -5.3% | · | -8.6% | -13.8% | -14.8% | · | -19.2% | -24.3% | -10.7% | · | -34.5% | |
| ROA | 0.84% | 0.57% | · | 17.1% | 1.1% | -0.77% | · | -0.68% | -1.3% | -2.0% | · | -1.5% | -2.8% | -1.5% | · | -4.2% | |
| ROE | 3.8% | 2.9% | · | 74.8% | 5.5% | -4.5% | · | -4.2% | -5.1% | -8.0% | · | -6.2% | -8.6% | -4.8% | · | -12.7% | |
| ROIC | 2.8% | 2.0% | · | 34.7% | 2.5% | -8.0% | · | -10.4% | -10.1% | -12.6% | · | -12.3% | -9.8% | -6.2% | · | -13.6% |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | · | 2.4 | 2.4 | 2.0 | · | 2.0 | 2.1 | 2.6 | · | 2.7 | 2.5 | 2.4 | · | 2.4 | |
| Quick Ratio | 1.9 | 1.8 | · | 2.3 | 2.3 | 1.9 | · | 1.9 | 2.0 | 2.5 | · | 2.6 | 2.4 | 2.3 | · | 2.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | -6.8 | -10.1 | · | -14.3 | -18.7 | -11.8 | · | -23.9 |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.8 | 1.6 | · | 1.6 | 1.8 | 1.5 | · | 1.6 | 1.8 | 1.6 | · | 1.5 | 1.7 | 1.7 | · | 1.5 |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | $1.58 | · | $1.24 | $1.77 | $1.82 | · | $1.84 | $2.85 | $2.74 | · | $2.67 | |
| Revenue / Share | $1.57 | $1.52 | · | $1.32 | $1.31 | $1.31 | · | $1.30 | $1.24 | $1.20 | · | $1.17 | $1.16 | $1.13 | · | $1.06 | |
| Cash Flow / Share | · | $0.56 | · | · | · | $0.34 | · | · | · | $0.31 | · | · | · | $0.24 | · | · | |
| Cash / Share | · | · | · | · | · | $4.03 | · | $3.62 | $4.15 | $4.00 | · | $4.14 | $3.20 | $3.26 | · | $2.92 | |
| EPS (TTM) | $2.03 | $2.07 | · | $1.60 | $-0.16 | $-0.40 | · | $-0.81 | $-0.90 | $-1.02 | · | $-0.82 | $-1.02 | $-1.20 | · | $-1.52 |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $495M | $494M | · | $489M | $484M | $476M | · | $457M | $447M | $439M | · | $421M | $406M | $389M | · | $348M | |
| Net Income TTM | $184M | $186M | · | $155M | $-12M | $-33M | · | $-62M | $-69M | $-80M | · | $-72M | $-91M | $-108M | · | $-133M | |
| Market Cap | · | · | · | · | · | $1.43B | · | $1.63B | $1.95B | $1.91B | · | $1.85B | $2.42B | $2.77B | · | $2.24B | |
| P/E | 5.2 | 3.2 | · | 10.0 | -100.8 | -38.8 | · | -22.3 | -23.3 | -19.6 | · | -24.6 | -25.4 | -25.1 | · | -16.4 | |
| P/S | · | · | · | · | · | 3.0 | · | 3.6 | 4.4 | 4.4 | · | 4.4 | 6.0 | 7.1 | · | 6.4 | |
| P/B | · | · | · | · | · | 9.8 | · | 14.6 | 11.8 | 11.0 | · | 11.0 | 9.1 | 11.0 | · | 9.3 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | 2585.9 | 266.3 | · | 86.4 | 20.9 | 27.9 | · | 27.5 | |
| P / Cash Flow | · | · | · | · | · | 46.6 | · | · | · | 66.6 | · | · | · | 125.0 | · | · | |
| Earnings Yield | 19.2% | 31.1% | · | 10.0% | -0.99% | -2.6% | · | -4.5% | -4.3% | -5.1% | · | -4.1% | -3.9% | -4.0% | · | -6.1% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Revenue | $493M | $467M | $431M | $371M | $281M |
| Gross Margin % | 85.0% | 83.0% | 81.9% | 81.0% | 82.8% |
| Operating Margin % | 1.2% | -12.8% | -22.4% | -34.9% | -36.1% |
| Net Income | $173M | $-43M | $-75M | $-128M | $-107M |
| Diluted EPS | $1.87 | $-0.59 | $-0.89 | $-1.45 | $-1.27 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 2.5 | 2.2 | 2.8 |
| Quick Ratio | 1.9 | 1.8 | 2.4 | 2.1 | 2.7 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $112M | $115M | $70M | $12M | $-9M |
Institutional owners (13F) 286 filers · $854.9M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
286
Value held
$854.9M
New positions
58
Exited positions
38
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 58 (-24 vs prior Q) | 38 (-17 vs prior Q) | 90 (-7 vs prior Q) | 82 (+34 vs prior Q) | +1.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $171,307,440 | 13,066,929 | 20.04% | Shares |
| BlackRock, Inc. | $89,276,252 | 9,251,425 | 10.44% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $54,720,923 | 5,670,562 | 6.40% | Shares |
| D. E. Shaw & Co., Inc. | $40,742,821 | 4,222,054 | 4.77% | Shares |
| Lynrock Lake LP | $35,747,836 | 3,704,439 | 4.18% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $31,130,138 | 3,225,921 | 3.64% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $30,586,360 | 3,169,571 | 3.58% | Shares |
| STATE STREET CORP | $24,037,957 | 2,490,980 | 2.81% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $21,700,574 | 2,248,387 | 2.54% | Shares |
| GOLDMAN SACHS GROUP INC | $19,802,495 | 2,052,072 | 2.32% | Shares |
| Qube Research & Technologies Ltd | $19,312,188 | 2,001,263 | 2.26% | Shares |
| MORGAN STANLEY | $18,695,939 | 1,937,403 | 2.19% | Shares |
| AMERIPRISE FINANCIAL INC | $15,366,505 | 1,592,384 | 1.80% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12,500,330 | 1,295,371 | 1.46% | Shares |
| Glenmede Investment Management, LP | $12,444,647 | 753,308 | 1.46% | Shares |
| FMR LLC | $9,456,181 | 979,915 | 1.11% | Shares |
| ROYCE & ASSOCIATES LP | $7,938,090 | 822,600 | 0.93% | Shares |
| TWO SIGMA INVESTMENTS, LP | $7,844,109 | 812,861 | 0.92% | Shares |
| Bank of New York Mellon Corp | $7,628,827 | 790,552 | 0.89% | Shares |
| NORTHERN TRUST CORP | $7,605,368 | 788,121 | 0.89% | Shares |
| Creative Planning | $6,971,719 | 722,458 | 0.82% | Shares |
| CITADEL ADVISORS LLC | $6,666,075 | 690,785 | 0.78% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6,458,118 | 669,235 | 0.76% | Shares |
| CITIGROUP INC | $6,312,750 | 654,171 | 0.74% | Shares |
| JANE STREET GROUP, LLC | $6,055,992 | 627,564 | 0.71% | Shares |
| FRANKLIN RESOURCES INC | $5,773,770 | 598,318 | 0.68% | Shares |
| DEUTSCHE BANK AG\ | $5,642,307 | 584,695 | 0.66% | Shares |
| MARSHALL WACE, LLP | $5,323,567 | 551,665 | 0.62% | Shares |
| Optimus Prime Fund Management Co., Ltd. | $5,307,500 | 550,000 | 0.62% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $5,051,100 | 523,430 | 0.59% | Shares |
| TWO SIGMA ADVISERS, LP | $4,967,379 | 378,900 | 0.58% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,898,731 | 507,641 | 0.57% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $4,742,078 | 491,407 | 0.55% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $4,616,927 | 478,438 | 0.54% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $4,264,818 | 441,950 | 0.50% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $4,106,451 | 425,539 | 0.48% | Shares |
| IEQ CAPITAL, LLC | $3,917,888 | 405,999 | 0.46% | Shares |
| Nuveen, LLC | $3,721,292 | 385,626 | 0.44% | Shares |
| Hillsdale Investment Management Inc. | $3,411,275 | 353,500 | 0.40% | Shares |
| Prescott Group Capital Management, L.L.C. | $3,377,500 | 350,000 | 0.40% | Shares |
| UBS Group AG | $3,246,502 | 336,425 | 0.38% | Shares |
| Vanguard Global Advisers, LLC | $3,148,699 | 326,290 | 0.37% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $3,108,738 | 322,149 | 0.36% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,983,018 | 309,121 | 0.35% | Shares |
| BARCLAYS PLC | $2,914,320 | 302,002 | 0.34% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $2,842,466 | 294,556 | 0.33% | Shares |
| Atom Investors LP | $2,752,798 | 285,264 | 0.32% | Shares |
| Quinn Opportunity Partners LLC | $2,569,901 | 266,311 | 0.30% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2,545,516 | 263,784 | 0.30% | Shares |
| Quantinno Capital Management LP | $2,490,752 | 258,109 | 0.29% | Shares |
Company insiders 28 insiders · 9 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John D Dilullo | Chief Executive Officer | Aug. 26, 2026 F | 1,090,116 | 0 | 0 | $0 |
| Eric Theodore Prengel | Chief Financial Officer | July 2, 2026 A | 600,000 | 0 | 0 | $0 |
| Jennifer Tejada | Executive Chair | Sept. 30, 2026 S | 1,563,251 | 0 | 6 | $-9,206,348 |
| Shelley Webb | Chief Legal and People Officer | Jan. 6, 2025 S | 199,122 | 0 | 0 | $0 |
| Mitra Rezvan | SVP Finance & CAO | Oct. 9, 2024 S | 108,449 | 0 | 0 | $0 |
| Dave Justice | Chief Revenue Officer | Jan. 2, 2023 F | 383,697 | 0 | 0 | $0 |
| Stacey Giamalis | Senior VP, Legal and GC | May 4, 2022 M | 180,325 | 0 | 0 | $0 |
| Karen Sammis Walker | Principal Accounting Officer | April 2, 2021 F | 55,268 | 0 | 0 | $0 |
| Steven Chung | Senior VP, Sales & Services | Nov. 20, 2019 M | 0 | 0 | 0 | $0 |
| Alex Shootman | Director | July 14, 2026 A | 40,946 | 0 | 0 | $0 |
| Sarah Joyce Franklin | Director | June 18, 2026 A | 55,103 | 0 | 0 | $0 |
| Teresa Carlson | Director | June 18, 2026 A | 53,470 | 0 | 0 | $0 |
| Rathi Murthy | Director | June 18, 2026 A | 66,424 | 0 | 0 | $0 |
| Elena Gomez | Director | June 18, 2026 A | 66,424 | 0 | 0 | $0 |
| Bonita C. Stewart | Director | June 18, 2026 A | 69,120 | 0 | 0 | $0 |
| William E Losch | Director | June 18, 2026 A | 67,274 | 0 | 0 | $0 |
| Donald J Carty | Director | June 18, 2026 A | 50,478 | 0 | 0 | $0 |
| NELSON ZACHARY | Director | June 18, 2026 A | 364,883 | 0 | 0 | $0 |
| Scott Matthew Aronson | Director | Feb. 9, 2026 A | 57,544 | 0 | 0 | $0 |
| Dan Alexandru Solomon | Director | Dec. 30, 2025 S | 2,389,665 | 0 | 1 | $-3,560,004 |
| Sameer Dholakia | Director | June 13, 2024 A | 47,427 | 0 | 0 | $0 |
| Alec D. Gallimore | Director | June 14, 2023 A | 33,370 | 0 | 0 | $0 |
| Ethan Kurzweil | Director | April 9, 2020 S | 0 | 0 | 0 | $0 |
| John Ofarrell | Director | March 20, 2020 J | 17,957 | 0 | 0 | $0 |
| Benjamin A. Horowitz | 10% owner | Oct. 7, 2019 J | 6,712 | 0 | 0 | $0 |
| Hadley Harbor Master Investors (Cayman) II L.P. | 10% owner | April 15, 2019 C | 2,946,045 | 0 | 0 | $0 |
| Howard Wilson | · | July 2, 2026 F | 697,169 | 0 | 0 | $0 |
| Paul D. Underwood | · | July 2, 2026 F | 143,093 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 31 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| JSML · Janus Detroit Street Trust | 0.98% | 335,316 NS | July 31, 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.34% | 337,210 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.22% | 192,356 SH | Aug. 19, 2026 | Daily |
| ISCF · iShares Trust | 0.15% | 11,384 SH | Sept. 11, 2026 | Daily |
| HAPS · Harbor ETF Trust | 0.15% | 23,714 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.13% | 450,301 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.09% | 152,449 SH | Oct. 1, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.08% | 191,944 NS | July 31, 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.08% | 3,389 SH | Oct. 1, 2026 | Daily |
| IWM · iShares Trust | 0.04% | 2,118,104 SH | Sept. 11, 2026 | Daily |
| IGV · iShares Trust | 0.04% | 356,386 SH | Sept. 11, 2026 | Daily |
| IWO · iShares Trust | 0.04% | 366,249 SH | Sept. 11, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.03% | 34,959 SH | Oct. 1, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 37,248 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.03% | 39,096 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.02% | 6,174 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 471,089 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 41,825 SH | Aug. 19, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.01% | 276,216 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 180,739 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 881,085 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.01% | 2,098,713 SH | Aug. 19, 2026 | Daily |
| IGM · iShares Trust | 0.00% | 36,027 SH | Sept. 11, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 26,184 SH | Sept. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.00% | 33,617 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 129,083 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 27,415 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,208,380 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 7,407 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 401,946 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 149,163 SH | Sept. 11, 2026 | Daily |
PD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 17 analysts
BUY
Median target
$12.00
-21.8%
3 17.6%
Strong Buy
7 41.2%
Buy
5 29.4%
Hold
2 11.8%
Sell
0 0.0%
Strong Sell
12-Month Price Target
7 analysts · 2026-09-30Mean target $12.64 -17.6%
Above all targets →
Current price $15.34
Low$9.50
Mean$12.64
High$15.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PD | $897M | 5.7 | 5.4% | 35.2% | 79.8% | 85.0% |
| APPS | $347M | -8.7 | 15.2% | -6.7% | -21.8% | 56.9% |
| RDVT | $806M | 62.6 | 20.0% | 14.6% | 13.4% | · |
| CXM | · | 70.9 | 7.6% | 2.7% | 4.0% | 67.4% |
| VYX | $1.41B | 34.0 | -4.7% | 2.3% | 6.6% | · |
| DJCO | $840M | 5.7 | 25.4% | 127.9% | 30.9% | · |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
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Source: SEC 10-Q filed Aug 27, 2026