Added to YB: 2026-03-04
Pitch date: 2026-03-02
DDOG [neutral]
Datadog, Inc.
+4.79%
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
$39.3B
Pitch Price
$106.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
476.98
P/E
362.25
EV/Sales
10.54
Sector
Software
Category
growth
My Stock Portfolio Review, February 2026 - Datadog, Inc.
DDOG (holding update): Q4 rev $953M (+29% YoY), beat by 4.2%; EPS $0.73, beat by 33%. Billings $1.21B (+34% YoY), RPO $3.46B (+52% YoY). NDR 120%, 603 customers >$1M ARR (+31% YoY). LLM Observability hit 1,000+ customers (10x growth in 6mo). FY26 guide $4.06-4.10B (+18-20% YoY). Margins compressed: gross 81.4% (-30bps), op 24.1% (-10bps), FCF 30.5% (-210bps) on R&D reinvestment. Stock +10.8% post-earnings.
Read full article (2 min)