Datadog, Inc. (DDOG)

US — Technology Sector
Peers: WDAY  ADSK  TEAM  STX  WDC  NXPI  ZS  FICO  CRWV  MSTR 

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Key Metrics & Ratings

  • symbol DDOG
  • Rev/Share 9.767
  • Book/Share 10.6363
  • PB 10.874
  • Debt/Equity 0.4113
  • CurrentRatio 3.3821
  • ROIC -0.0074

 

  • MktCap 40558579639.0
  • FreeCF/Share 2.8515
  • PFCF 40.536
  • PE 376.6827
  • Debt/Assets 0.2311
  • DivYield 0
  • ROE 0.0324

 

  • Rating C+
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 4
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated DDOG BMO Capital Markets -- Outperform $215 $170 Jan. 29, 2026
Initiation DDOG Daiwa Securities -- Buy -- $190 Jan. 27, 2026
Upgrade DDOG Stifel Hold Buy -- $160 Jan. 22, 2026
Upgrade DDOG Morgan Stanley Equal Weight Overweight -- $180 Jan. 12, 2026
Resumed DDOG Goldman -- Sell -- $113 Jan. 12, 2026
Upgrade DDOG KeyBanc Capital Markets Sector Weight Overweight -- $230 Nov. 7, 2025
Upgrade DDOG CIBC Neutral Sector Outperform -- $240 Nov. 7, 2025
Reiterated DDOG Monness Crespi & Hardt -- Buy $185 $255 Nov. 6, 2025
Upgrade DDOG Guggenheim Sell Neutral -- -- Nov. 6, 2025
Initiation DDOG CIBC -- Neutral -- $170 Nov. 3, 2025

News

CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch
CRWD, DDOG
Published: February 23, 2026 by: Reuters
Sentiment: Negative

Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.

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image for news CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch
'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 20, 2026 by: CNBC Television
Sentiment: Negative

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

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image for news 'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield
Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
ADBE, ASAN, CRM, DDOG, FIVN, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, RNG, SNOW, TEAM
Published: February 20, 2026 by: CNBC
Sentiment: Positive

RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses and boosted bookings and revenues.

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image for news Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
Will Datadog Stock Sustain Growth on Rising AI Cloud Monitoring Spend?
DDOG
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive

DDOG rides 29% Q4 revenue jump as AI observability use soars, with 5,500+ AI integrations and a 2026 outlook signaling sustained growth momentum.

Read More
image for news Will Datadog Stock Sustain Growth on Rising AI Cloud Monitoring Spend?
Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, PANW, SNOW, TEAM
Published: February 18, 2026 by: CNBC
Sentiment: Negative

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

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image for news Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
Datadog, Inc. (DDOG) Analyst/Investor Day Transcript
DDOG
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Neutral

Datadog, Inc. (DDOG) Analyst/Investor Day Transcript

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image for news Datadog, Inc. (DDOG) Analyst/Investor Day Transcript
Datadog, Inc. (DDOG) Is a Trending Stock: Facts to Know Before Betting on It
DDOG
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Datadog (DDOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Datadog, Inc. (DDOG) Is a Trending Stock: Facts to Know Before Betting on It
10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, IVV, MDB, MSFT, NOW, ORCL, SNOW, SPLG, SPXL, SPY, SSO, TEAM, UPRO, VOO
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Neutral

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.

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image for news 10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing
MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?
DDOG, MDB
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

With Atlas fueling growth and AI workloads rising, MDB looks poised to outshine DDOG in cloud software.

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image for news MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?
Beaten-Down Software Stocks Are Still Good Buys, Despite Investors' AI Fears
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 12, 2026 by: Morningstar
Sentiment: Neutral

#Softwarestocks #AITrade #StockPicks Two top picks from Morningstar analysts. Watch the full episode on Investing Insights: Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

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image for news Beaten-Down Software Stocks Are Still Good Buys, Despite Investors' AI Fears
3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
DDOG
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Negative

Datadog's Q4 beat dazzles, but slowing 2026 growth, rising costs, and a premium valuation raise red flags for investors eyeing DDOG.

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image for news 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
Wall Street Analysts Think Datadog (DDOG) Is a Good Investment: Is It?
DDOG
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Wall Street Analysts Think Datadog (DDOG) Is a Good Investment: Is It?
Software Stocks Look Primed for a Short Squeeze
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 11, 2026 by: Barrons
Sentiment: Positive

Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.

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image for news Software Stocks Look Primed for a Short Squeeze
Is Datadog Stock Still A Buy At $125?
DDOG
Published: February 11, 2026 by: Forbes
Sentiment: Positive

Datadog reported Q4 2025 earnings that exceeded expectations across the board. Revenue reached $953 million—representing a 29% growth year-over-year—outperforming the consensus estimate of $916.5 million by 4%.

Read More
image for news Is Datadog Stock Still A Buy At $125?
Datadog Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
DDOG
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive

DDOG posts Q4 earnings and revenue beat, with customer growth, strong ARR gains and rising cash flow despite margin.

Read More
image for news Datadog Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
Datadog, Inc. (DDOG) Q4 2025 Earnings Call Transcript
DDOG
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Neutral

Datadog, Inc. (DDOG) Q4 2025 Earnings Call Transcript

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image for news Datadog, Inc. (DDOG) Q4 2025 Earnings Call Transcript
AI disruption fears create buying chance in US software stocks, strategists say
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 10, 2026 by: Reuters
Sentiment: Positive

The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for a rebound in higher-quality stocks, strategists at JP Morgan said.

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image for news AI disruption fears create buying chance in US software stocks, strategists say
Datadog shares surge after Q4 earnings beat
DDOG
Published: February 10, 2026 by: Proactive Investors
Sentiment: Positive

Datadog Inc (NASDAQ:DDOG) shares jumped 16% on Tuesday after the cloud monitoring and security company reported fourth-quarter results that beat Wall Street expectations. The New York-based company posted revenue of $953 million for the quarter, up 29% from a year earlier and above analysts' estimate of $917 million.

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image for news Datadog shares surge after Q4 earnings beat
Why there are 'real concerns' for some software stocks
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 10, 2026 by: Yahoo Finance
Sentiment: Negative

Catalyst Funds chief investment officer and senior portfolio manager David Miller and Marketgauge.com chief strategist Michele Schneider join Morning Brief host Julie Hyman to share some of their top stock picks in the healthcare sector. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here: https://finance.yahoo.com/videos/series/morning-brief/ #youtube #tech #ai #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

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image for news Why there are 'real concerns' for some software stocks
Datadog: This Correction Is A Blessing
DDOG
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Neutral

Datadog: This Correction Is A Blessing

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image for news Datadog: This Correction Is A Blessing
Datadog (DDOG) Surpasses Q4 Earnings and Revenue Estimates
DDOG
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Datadog (DDOG) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.49 per share a year ago.

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image for news Datadog (DDOG) Surpasses Q4 Earnings and Revenue Estimates
Datadog Gears Up to Report Q4 Earnings: What's in the Offing?
DDOG
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

DDOG heads into its fourth quarter with revenues expected at $912-$916M, but holiday usage, contract changes and late launches loom.

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image for news Datadog Gears Up to Report Q4 Earnings: What's in the Offing?
Datadog (DDOG) Reports Next Week: Wall Street Expects Earnings Growth
DDOG
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Datadog (DDOG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Datadog (DDOG) Reports Next Week: Wall Street Expects Earnings Growth
Investors Heavily Search Datadog, Inc. (DDOG): Here is What You Need to Know
DDOG
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Datadog (DDOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Investors Heavily Search Datadog, Inc. (DDOG): Here is What You Need to Know
Datadog Stock Moves Higher After Stifel Upgrade to 'Buy'
DDOG, SF
Published: January 22, 2026 by: Schaeffers Research
Sentiment: Positive

Datadog Inc (NASDAQ:DDOG) shares scored an upgrade from Stifel to "buy" from "hold" this morning, which is triggering a 5.3% move higher to $130.04, at last check.

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image for news Datadog Stock Moves Higher After Stifel Upgrade to 'Buy'
Datadog: Why I Think It's A Strong Buy Again
DDOG
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive

Datadog, Inc. stock has corrected ~40% from its all-time high, creating a compelling intermediate and long-term buying opportunity. DDOG consistently beats consensus estimates, with 28%+ YoY revenue growth and robust guidance, supporting a bullish outlook. Recent multiple compression in software and AI sectors has made DDOG's forward valuation more attractive, with a 2027 P/E near 38.

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image for news Datadog: Why I Think It's A Strong Buy Again
Datadog: Is DDOG Stock Downgrade Justified?
DDOG
Published: January 09, 2026 by: Forbes
Sentiment: Negative

Datadog (DDOG) fell 7.6% on heavy trading volume after a Truist Securities downgrade to ‘Hold' accompanied by a significant price target cut. This shift marked a sharp and aggressive retreat from recent peaks, driven by a wider market rotation away from high-growth technology stocks.

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image for news Datadog: Is DDOG Stock Downgrade Justified?
Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
DDOG
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Datadog (DDOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
Datadog stock price as the crash continues: can it plunge to $100?
DDOG
Published: January 09, 2026 by: Invezz
Sentiment: Negative

Datadog stock price has suffered a big reversal in the past few months, moving from the key level at $200 in November to the current $130. It has dropped to the lowest level since September.

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image for news Datadog stock price as the crash continues: can it plunge to $100?
Datadog (DDOG) Is Considered a Good Investment by Brokers: Is That True?
DDOG
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Read More
image for news Datadog (DDOG) Is Considered a Good Investment by Brokers: Is That True?

About Datadog, Inc. (DDOG)

  • IPO Date 2019-09-19
  • Website https://www.datadoghq.com
  • Industry Software - Application
  • CEO Olivier Pomel
  • Employees 6500

Datadog, Inc. provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in North America and internationally. The company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, and security monitoring to provide real-time observability of its customers technology stack. Its platform also provides user experience monitoring, network performance monitoring, cloud security, developer-focused observability, and incident management, as well as a range of shared features, such as dashboards, analytics, collaboration tools, and alerting capabilities. The company was incorporated in 2010 and is headquartered in New York, New York.