Added to YB: 2025-08-12
Pitch date: 2025-08-09
DDOG [neutral]
Datadog, Inc.
+9.73%
current return
Author Info
No bio for this author
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
$129.46
Price Target
239.00 (+64%)
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
$DDOG | Datadog Q2 2025 Highlights
DDOG (earnings update): Q2 beat - $826.8M rev (+28% YoY) vs $790.9M expected, EPS $0.46 vs $0.41. Raised FY25 guide to $3.32B (beating $3.24B est). Growth reaccelerating post-cloud optimization cycle. 3,850 $100K+ customers (+14% YoY), NDR >120%. Key AI play - helps observe/protect complex tech stacks. FY26 targets: $179-239 (15-20x P/S) or 56.4x P/E (PEG 2.05).
Read full article (5 min)