Added to YB: 2025-08-27
Pitch date: 2025-08-22
DDOG [bullish]
Datadog, Inc.
+11.87%
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
$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
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)