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Added to YB: 2025-08-27

Pitch date: 2025-08-22

DDOG [bullish]

Datadog, Inc.

+11.87%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$130.51

Price Target

N/A

Dividend

N/A

EV/EBITDA

759.28

P/E

516.44

EV/Sales

16.58

Sector

Software

Category

growth

Show full summary:
Datadog Doubles Down on Innovation, TAM Expansion, and Growth Momentum

DDOG: Cloud observability leader w/ 28.2% rev growth, RPO +35.8% YoY, record $262M net new ARR (+92% YoY). 120% net retention, 10.2mo CAC payback. 125+ new products at DASH, AI observability, security ARR >$100M (+mid-40% YoY). TAM $79B→$175B by 2034. Forward EV/Sales 11.7x vs 15.9x avg.

Read full article (14 min)