Added to YB: 2025-05-08
Pitch date: 2025-05-06
DDOG [neutral]
Datadog, Inc.
+38.11%
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
$105.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Datadog Q1 2025 Earnings Analysis
DDOG (earnings update): Rev $761.6M (+24.6% YoY), EPS $0.57 beat est by 35.7%. FCF margin 32.1% (+1.5pp YoY) despite GM decline to 80.3%. AI-native customers now 8.5% of ARR (+5pp YoY). Platform adoption strong: 51% use 4+ products. Cloud costs pressure margins; FY25 guide raised to $3.22B (+20% YoY).
Read full article (7 min)