Added to YB: 2025-06-05
Pitch date: 2025-03-31
DDOG [bullish]
Datadog, Inc.
+41.78%
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
$100.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
value
Show full summary:
Sands Capital Select Growth Strategy Portfolio Holding: Datadog, Inc.
DDOG (holding update): Shares declined with software sector amid macro uncertainty. Investor concerns on guidance & AI customer concentration (6% of ARR, up from <1%). Consumption-based model adds volatility, but core business stable with leading observability position. Long-term demand driven by cloud complexity & AI applications.
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