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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

Show full summary:
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)