Datadog, Inc.
DDOG
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Datadog operates in a rapidly growing industry, with increasing demand for cloud monitoring and analytics solutions as businesses shift to digital operations.
- Revenue increased by 11% compared to the prior quarter, reaching $1.1 billion.
- The company has a strong recommendation of 'strong buy' with a score of 62.00 based on positive trend indicators.
- Datadog faces intense competition from established players in the software application space, which could impact its market share.
- The operating margin has fluctuated significantly, with a negative margin of -0.66% in Q3 2025.
- The trailing P/E ratio is extremely high at 556.48, indicating potential overvaluation.
Fundamentals
| Market cap | $98.31B | Enterprise value | $94.61B | Trailing P/E | 547.60 | Forward P/E | 92.05 |
| PEG | 1.40 | Price / book | 22.51 | Beta | 1.51 | Dividend yield | 0.00% |
| Revenue growth | 35.6% | Earnings growth | 1498.5% | Gross margin | 79.5% | Operating margin | 0.7% |
| Profit margin | 4.5% | ROE | 4.7% | ROA | 0.2% | Debt / equity | 0.29 |
| Current ratio | 3.21 | Free cash flow | $1.05B | Analyst recommendation | strong_buy | Mean target | $287.08 |
| 52w high | $292.72 | 52w low | $98.01 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $1.1B | $1.0B | $953M | $886M | $827M | — |
| Op margin | 0.7% | 0.7% | 0.8% | -0.7% | -4.1% | — |
| Net income | $44.6M | $52.6M | $46.6M | $33.9M | $2.6M | — |
| Gross margin | 78.6% | 79.2% | 80.4% | 80.1% | 79.9% | — |
| Gross profit | $881M | $797M | $766M | $709M | $661M | — |
| Operating income | $7.5M | $7.3M | $8.0M | -$5.8M | -$34.1M | — |
- Revenue +11% vs prior quarter ($1.1B vs $1.0B).
- Gross margin 78.6% (was 79.2% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $3.4B | $2.7B | $2.1B | $1.7B |
| Op margin | -1.3% | 2.0% | -1.6% | -3.5% |
| Net income | $108M | $184M | $48.6M | -$50.2M |
| Gross margin | 80.0% | 80.8% | 80.7% | 79.3% |
| Gross profit | $2.7B | $2.2B | $1.7B | $1.3B |
| Operating income | -$44.4M | $54.3M | -$33.5M | -$58.7M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · Fastly Spikes 15% as Oppenheimer Upgrades to Outperform With $35 Target; Datadog Rises 4%, Cloudflare Gains 2%
2026-10-09 · Datadog Sniffs At Buy Point. Here's Why Wall Street Is Wagging Its Tail.
2026-10-09 · Datadog (DDOG): Capitalizing on AI-Native Adoption and Cloud Observability Demand
2026-10-09 · CIBC Capital Adjusts Price Target on Datadog to $315 From $280
2026-10-08 · Palantir Stock Has a Secret Weapon in the AI Boom, Goldman Sachs Says
2026-10-08 · Trump August disclosure: Meta stock, SpaceX debt purchases
2026-10-08 · Evercore ISI Adjusts Price Target on Datadog to $280 From $265
2026-10-08 · 3 Market-Beating Stocks with Competitive Advantages
2026-10-08 · Is Datadog (DDOG) Priced For More Than Its Cash Flows?
2026-10-07 · Datadog (DDOG) Declines More Than Market: Some Information for Investors
2026-10-07 · Datadog (DDOG) vs. DT and CSCO: Can Multi-Product Adoption Sustain Its High-Growth Story?
2026-10-06 · Cloudflare Just Gained 28% in a Month: Is It Too Late to Buy NET Stock Now?
Price (daily)
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