Added to YB: 2025-12-03
Pitch date: 2025-12-01
DDOG [neutral]
Datadog, Inc.
-9.7%
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
$161.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - Datadog, Inc.
DDOG (holding update): Q2 beat w/ rev $886M (+28% YoY), EPS $0.69 (+53%), RPO $2.8B (+53%), billings $970M (+41%). 120% DBNR, 32K customers (+10%), platform adoption rising. Q4 guide $912-916M (+24%), FY raised to $3.39B (+26%). Margins compressed: op margin 23.4% (-170bps), FCF 24.2% (-530bps). +8% post-earnings.
Read full article (2 min)