Added to YB: 2026-05-11
Pitch date: 2026-05-07
DDOG [neutral]
Datadog, Inc.
+7.9%
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
$71.2B
Pitch Price
$185.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
640.67
P/E
524.72
EV/Sales
18.46
Sector
Software
Category
growth
Datadog Earnings
DDOG (earnings): Q1 rev $1.006B (+32% YoY) beat est 5.3%; EPS $0.60 beat 20%. ARR >$4B, net new ARR $213M (+123% YoY record). DBNR 123% vs 120% prior. Billings +37%, RPO +51%. $100k+ customers +240 to 4,550 (90% ARR). 10+ products now 11% vs 9%. AI momentum: LLM Observability spans 3x QoQ, GPU Monitoring launched, landed 7-fig & 8-fig AI training deals. Q2 guide $1.07-1.08B beat 8.1%; FY26 $4.30-4.34B raised 5.9%. Concerns: GM 80.2% (-1.2pp QoQ), total customers +8.9% YoY modest, OpEx +31% YoY on investment.
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