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DDOG Overview

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Intellectia

Loading chart...

High
203.580
Open
196.260
VWAP
199.69
Vol
7.74M
Mkt Cap
72.02B
Low
193.160
Amount
1.55B
EV/EBITDA(TTM)
3.32K
Total Shares
355.96M
EV
42.33B
EV/OCF(TTM)
40.30
P/S(TTM)
13.71
Datadog, Inc. provides an observability and security platform for cloud applications. The Company’s SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for its customers’ entire technology stack. Its platform consists of products that can be used individually or as a unified solution and includes a marketplace where customers can access products built by its partners on top of the Datadog platform. Its products include Infrastructure Monitoring, Application Performance Monitoring, Log Management, Digital Experience Monitoring, Continuous Profiler, Database Monitoring, Data Observability, Universal Service Monitoring, Network Monitoring and others. It owns Metaplane, an end-to-end data observability platform that provides advanced machine learning-powered monitoring and column-level lineage.
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Events Timeline

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News

Yahoo Finance
2.0
05-11Yahoo Finance
Software Sector's 2026 Opportunity Emerges
  • Market Correction Opportunity: The software sector experienced a significant sell-off in Q1, with analysts noting this as the biggest investment opportunity for 2026, indicating ongoing optimism about the future potential of software.
  • Revenue Model Impact: Analysts emphasized that the revenue model of software companies is a key distinguishing factor, with subscription-based versus usage-based models affecting future profitability and market performance.
  • Watchlist Stocks: Datadog and cloud data platform Snowflake were highlighted as companies to watch, suggesting these firms may benefit from market recovery and technological advancements in the future.
  • Investment Strategy Adjustment: Analysts actively increased their positions in related stocks during Q1, demonstrating confidence in the long-term growth of the software sector and aiming to capitalize on market fluctuations for investment returns.
NASDAQ.COM
9.5
05-10NASDAQ.COM
AI Supply Chain Crisis Reveals Software Companies' Advantages
  • Datadog's Strong Earnings: Datadog reported Q1 2026 results with revenue surpassing $1 billion for the first time, a 32% year-over-year increase, and a non-GAAP EPS of $0.60, indicating robust demand in the AI and cloud infrastructure sectors, which is expected to enhance market share further.
  • Solid Customer Base: Datadog now has approximately 4,550 customers with annual recurring revenue exceeding $100,000, reflecting significant growth in its high-value customer segment, which strengthens its competitive position in the AI observability platform market and prepares it for future challenges.
  • CrowdStrike's Continued Growth: CrowdStrike's annual recurring revenue reached $5.25 billion in Q4 of fiscal 2026, up 24% year-over-year, highlighting the relevance of its AI-native cybersecurity platform in complex environments, with guidance for fiscal 2027 revenue projected between $5.86 billion and $5.92 billion.
  • Unique Advantages of Software Platforms: The supply chain crisis has underscored the advantages of software platforms like Datadog and CrowdStrike, which do not rely on physical resources, allowing them to attract customers and achieve growth even as AI deployments become increasingly complex, reflecting strong market recognition of software solutions.
Fool
9.5
05-10Fool
AI Supply Chain Crisis Highlights Software Companies' Advantages
  • Datadog's Earnings Surge: Datadog reported Q1 2026 revenue of $1 billion, a 32% year-over-year increase, marking its first billion-dollar quarter, with non-GAAP EPS rising 30% to $0.60, indicating strong demand in AI and cloud infrastructure that is likely to enhance market share.
  • Customer Base Expansion: Datadog now has approximately 4,550 customers with annual recurring revenue exceeding $100,000, reflecting significant growth in its core customer segment, which underscores the essential nature of its product in monitoring AI workloads and solidifying revenue stability.
  • CrowdStrike's Sustained Growth: CrowdStrike's annual recurring revenue reached $5.25 billion in Q4 FY2026, up 24% year-over-year, with total revenue at $1.31 billion, highlighting the importance of its AI-native cybersecurity platform in complex environments, and projecting FY2027 revenue growth to $5.86 to $5.92 billion.
  • Shifting Market Demand: As the complexity of AI deployments increases, the demand for software platforms like Datadog and CrowdStrike continues to rise, demonstrating their resilience and growth potential amid supply chain crises, particularly as they do not rely on physical manufacturing processes.
seekingalpha
4.5
05-08seekingalpha
Nasdaq Composite Index Rises on Strong Jobs Report
  • Positive Jobs Data: The U.S. nonfarm payroll report exceeded expectations, leading to a 1.71% rise in the Nasdaq Composite Index, indicating positive signals of economic recovery that bolster investor confidence and market activity.
  • Tech Stocks Surge: This week, tech stocks performed strongly, with Datadog (DDOG) gaining 40.68% as the top winner, followed closely by Micron (MU) at 36.98%, reflecting a resurgence of optimism in the tech sector.
  • Market Volatility: Despite declines in sectors such as healthcare, finance, and consumer goods, the Nasdaq remained robust due to gains in chip and AI-related stocks, showcasing the resilience of tech stocks and a trend of market differentiation.
  • Investor Sentiment: Analysts suggest that investors should stop overthinking the market rally, emphasizing that the current market movements may be a reasonable response to improving fundamentals, further encouraging investor participation.
stocktwits
9.5
05-08stocktwits
Datadog Reports Strong Q1 Growth, Analysts Raise Price Targets
  • Customer Usage Surge: Datadog's customer usage is growing at its fastest rate since early 2022, prompting Jefferies to raise its price target from $170 to $210 while maintaining a Buy rating, indicating strong momentum in its core platform services.
  • Financial Performance Breakthrough: In Q1, Datadog reported revenue of $1.006 billion, marking its first billion-dollar quarter and exceeding analyst expectations of $959.9 million, with adjusted EPS at $0.60, significantly above the $0.51 forecast, showcasing robust profitability.
  • Customer Base Expansion: The company expanded its enterprise customer base to approximately 4,550 clients generating over $100,000 in annual recurring revenue, an increase of about 780 clients from the previous year, reflecting ongoing penetration in the high-value SaaS market.
  • Market Sentiment Optimism: Retail investor sentiment around Datadog remains extremely bullish, with message volume surging 1,377% in 24 hours, indicating strong confidence in the company's future growth prospects.
Yahoo Finance
4.5
05-08Yahoo Finance
Iran Deal Doubts Hit Stocks, Nvidia and Tesla Show Strength
  • Market Volatility: Doubts surrounding the Iran deal led to volatility in the stock market on Thursday, with major indices experiencing declines, reflecting investor sensitivity to geopolitical risks and uncertainty.
  • Tech Stocks Resilience: Despite the overall market pressure, Nvidia and Tesla showed strong performance, indicating investor confidence in the long-term growth potential of these companies, which may attract more capital into the tech sector.
  • Earnings Movers: CoreWeave, Rocket Lab, Cloudflare, and IREN's earnings reports became focal points for the market, with investors closely monitoring their performance to assess future growth prospects and competitive positioning.
  • Jobs Report Anticipation: The market is set to receive a new jobs report, with analysts expecting it to provide crucial signals regarding economic recovery, which could further influence investor decisions and market trends.
Wall Street analysts forecast DDOG stock price to rise
33 Analyst Rating
Wall Street analysts forecast DDOG stock price to rise
30 Buy
3 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
140.00
Averages
207.39
High
255.00
Current: 0.000
sliders
Low
140.00
Averages
207.39
High
255.00
CIBC
NULL
to
Outperformer
maintain
$215 -> $250
AI Analysis
2026-05-08
New
Reason
CIBC
Price Target
$215 -> $250
AI Analysis
2026-05-08
New
maintain
NULL
to
Outperformer
Reason
CIBC raised the firm's price target on Datadog to $250 from $215 and keeps an Outperformer rating on the shares. Fundamentals are improving faster than the Street is pricing, and the AI-driven usage ramp provides a clear catalyst path for further estimate revisions, the analyst tells investors in a research note.
UBS
Karl Keirstead
Buy
maintain
$195 -> $220
2026-05-08
New
Reason
UBS
Karl Keirstead
Price Target
$195 -> $220
2026-05-08
New
maintain
Buy
Reason
UBS analyst Karl Keirstead raised the firm's price target on Datadog to $220 from $195 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for DDOG
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Valuation Metrics

The current forward P/E ratio for Datadog Inc (Pre-Reincorporation) (DDOG.O) is 93.46, compared to its 5-year average forward P/E of 125.97. For a more detailed relative valuation and DCF analysis to assess Datadog Inc (Pre-Reincorporation)'s fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
125.97
Current PE
93.46
Overvalued PE
247.78
Undervalued PE
4.17

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
107.28
Current EV/EBITDA
509.56
Overvalued EV/EBITDA
194.09
Undervalued EV/EBITDA
20.46

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
17.33
Current PS
13.73
Overvalued PS
25.90
Undervalued PS
8.75

Financials

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Whales Holding DDOG

R
Rokos Capital Management LLP
Holding
DDOG
+24.43%
3M Return
C
Clal Financial Management Ltd
Holding
DDOG
+22.83%
3M Return
B
BIT Capital GmbH
Holding
DDOG
+20.85%
3M Return
H
Harel Insurance Investments & Financial Services Ltd
Holding
DDOG
+15.33%
3M Return
Z
Zevenbergen Capital Investments LLC
Holding
DDOG
+14.22%
3M Return
A
Altshuler Shaham Ltd.
Holding
DDOG
+13.68%
3M Return

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Frequently Asked Questions

What is Datadog Inc (Pre-Reincorporation) (DDOG) stock price today?

The current price of DDOG is 202.32 USD — it has increased 1.08

What is Datadog Inc (Pre-Reincorporation) (DDOG)'s business?

Datadog, Inc. provides an observability and security platform for cloud applications. The Company’s SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for its customers’ entire technology stack. Its platform consists of products that can be used individually or as a unified solution and includes a marketplace where customers can access products built by its partners on top of the Datadog platform. Its products include Infrastructure Monitoring, Application Performance Monitoring, Log Management, Digital Experience Monitoring, Continuous Profiler, Database Monitoring, Data Observability, Universal Service Monitoring, Network Monitoring and others. It owns Metaplane, an end-to-end data observability platform that provides advanced machine learning-powered monitoring and column-level lineage.

What is the price predicton of DDOG Stock?

Wall Street analysts forecast DDOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DDOG is207.39 USD with a low forecast of 140.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Datadog Inc (Pre-Reincorporation) (DDOG)'s revenue for the last quarter?

Datadog Inc (Pre-Reincorporation) revenue for the last quarter amounts to 1.01B USD, increased 32.15

What is Datadog Inc (Pre-Reincorporation) (DDOG)'s earnings per share (EPS) for the last quarter?

Datadog Inc (Pre-Reincorporation). EPS for the last quarter amounts to 0.16 USD, increased 100.00

How many employees does Datadog Inc (Pre-Reincorporation) (DDOG). have?

Datadog Inc (Pre-Reincorporation) (DDOG) has 8100 emplpoyees as of May 12 2026.

What is Datadog Inc (Pre-Reincorporation) (DDOG) market cap?

Today DDOG has the market capitalization of 72.02B USD.