Added to YB: 2025-10-09
Pitch date: 2025-10-03
DDOG [neutral]
Datadog, Inc.
-4.64%
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
$153.11
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:
ClearBridge Investments Large Cap Growth Strategy Portfolio Holding: Datadog, Inc.
DDOG (holding update): Cloud monitoring/observability leader w/ superior ease of use, breadth & scalability vs competitors. LLM observability creates new growth vector from Gen AI acceleration not in estimates. Mission critical offering + rapid innovation should drive >20% revenue growth w/ attractive valuation as margins & FCF scale.
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