Added to YB: 2025-04-08
Pitch date: 2025-02-19
DDOG [bearish]
Datadog, Inc.
-14.12%
current return
Author Info
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Company Info
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Market Cap
$56.1B
Pitch Price
$127.93
Price Target
100.00 (-32%)
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
N/A
Show full summary:
Datadog, Inc. - $DDOG
DDOG short: Great product, but overvalued at 52.3x 2025E FCF, 13.2x revenue. Ex-AI growth slowing, AI inference success uncertain. Risks: pricing pressure, in-housing by AI clients, open-source competition. Catalyst: earnings, cost optimization news, open-source developments. PT $100.
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