DDOG Earnings

DDOG reported its earnings on 2026-02-10, showcasing a revenue of 953.19M against an estimate of 914.60M, resulting in a 4.22% surprise. The EPS was 0.59, surpassing the expected 0.55 by 7.27%. The stock experienced a 13.74% price change on the earnings day and a 9.81% change over the next five days, reflecting market reactions to the results.

Following DDOG's earnings announcement on 2026-02-10, the stock price moved by 13.74% on the day of the release. Over the subsequent five days, it saw a 9.81% change. Historically, DDOG's stock price tends to shift by an average of 1.85% in the 10 days leading up to earnings and -0.8% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate DDOG's annual revenue to reach 933.84M, while the EPS is projected at 0.52. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between DDOG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.02%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DDOG's stock price typically moves by 1.85% in the 10 days before its earnings and -0.8% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.52 and revenue of 933.84M.

The earnings call summary indicates strong financial performance and optimistic guidance, with expectations of significant revenue growth and operating margins. The Q&A section reveals management's confidence in their strategic focus on AI and cloud, addressing competition effectively, and diversifying the customer base. Despite some avoidance in specifics, the overall sentiment is positive, especially with the emphasis on AI development and strategic partnerships. The absence of negative factors like margin decline or loss widening supports a positive outlook for stock price movement.