Added to YB: 2025-08-11
Pitch date: 2025-08-07
DDOG [neutral]
Datadog, Inc.
+6.89%
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
$136.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Datadog Q2 2025 Earnings Analysis
DDOG (earnings update): Q2 rev $827M (+28.2% YoY) beat est 4.8%, EPS $0.57 beat 39%. RPO +35.8% to $2.43B, DBNR 120%. Net New ARR +92.4% to $262M. AI segment 11% of rev, security ARR $100M+ (mid-40s% growth). 31.4K customers (+9.4%), 3.85K $100K+ ARR (+13.6%). Margins down YoY but guide raised to $3.32B FY25.
Read full article (9 min)