Added to YB: 2025-09-02
Pitch date: 2025-08-30
DDOG [neutral]
Datadog, Inc.
+72.98%
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
$93.6B
Pitch Price
$134.48
Price Target
170.00 (-27%)
Dividend
N/A
EV/EBITDA
572.42
P/E
531.69
EV/Sales
22.67
Sector
Software
Category
growth
This is the Kind of Business You Want to Own Long-Term—At the Right Price - Datadog, Inc.
DDOG (expensive): Observability platform for cloud apps serving 31K+ customers, $3B+ revenue run-rate growing 28% YoY. Benefits from cloud migration, AI workloads driving 11% of revenue (up from 4% prior year). 120% net retention, 80%+ gross margins, 28% FCF margin. High SBC dilution concern. Premium 73x PE valuation limits upside to 9% CAGR. Accumulate below $120.
Read full article (20 min)