Datadog, Inc. provides an analytics and monitoring platform for developers, information technology operations teams, and business users in the cloud in North America and internationally. The company is headquartered in New York, New York.
| Revenue (TTM) | $3.97B |
| Gross Profit (TTM) | $3.15B |
| EBITDA | $82.90M |
| Operating Margin | 0.67% |
| Return on Equity | 4.70% |
| Return on Assets | 0.18% |
| Revenue/Share (TTM) | $11.26 |
| Book Value | $12.17 |
| Price-to-Book | 17.66 |
| Price-to-Sales (TTM) | 19.27 |
| EV/Revenue | 18.51 |
| EV/EBITDA | 260.59 |
| Quarterly Earnings Growth (YoY) | 1498.00% |
| Quarterly Revenue Growth (YoY) | 35.60% |
| Shares Outstanding | $334.90M |
| Float | $332.97M |
| % Insiders | 0.62% |
| % Institutions | 92.88% |
Volatility is currently contracting
Snowflake (NYSE:SNOW | SNOW Price Prediction) is handing back part of Wednesday evening's post-earnings pop, while enterprise software peers and the broader tape barely register a wobble.
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Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer.
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Datadog edges out ServiceNow as faster growth, stronger earnings surprises and expanding AI opportunities help support its premium valuation.
DDOG's rising multi-product adoption is deepening customer relationships, with larger deployments and newer offerings opening more revenue opportunities.
Datadog dropped 12% post-earnings, presenting a compelling entry point into a high-growth, leading cloud observability platform. DDOG raised full-year revenue growth guidance to 30% for FY2026, showing robust fundamentals, strong net revenue retention, and expanding product adoption. Stock-based compensation remains high but is declining as a percentage of revenue; dilution is manageable given DDOG's durable growth and financial health.
AI cloud stocks are drifting lower midday Monday, and the group's tone reflects a single scheduled supply event rather than a broader shift in sentiment toward the theme.
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Datadog (DDOG) is downgraded to a sell as valuation now requires near-flawless execution and sustained growth acceleration. Despite 35.6% YoY revenue growth and strong AI tailwinds, a large customer has reduced usage, raising concerns about future growth durability. DDOG trades at a significant premium to software peers, with downside risk if sentiment shifts or revenue growth decelerates.
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