Added to YB: 2025-07-01
Pitch date: 2025-06-27
DDOG [neutral]
Datadog, Inc.
+9.47%
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
$133.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Datadog: Scaling Cloud Observability and Security
DDOG (overview): Cloud observability leader (30K+ customers, 83% using 2+ products) w/ 24.6% YoY Q1 revenue growth. 119% net retention rate, 12.7x FWD EV/S (below 5yr avg). Strong enterprise momentum: 11 deals >$10M in Q1 vs 1 last year. TAM reaching $58-62B by 2026. Security growing fast w/ 7,500+ customers. AI capabilities expanding through Bits AI and acquisitions.
Read full article (13 min)