Added to YB: 2026-08-07
Pitch date: 2026-08-04
DDOG [neutral]
Datadog, Inc.
-21.32%
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
$100.8B
Pitch Price
$291.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
627.28
P/E
570.90
EV/Sales
N/A
Sector
Software
Category
growth
Datadog: The Business Built to Profit From (AI-) Chaos
DDOG (holding update): Observability leader, 32% YoY rev growth Q1'26, Rule of 40 at 55, ~80% GM, 120% NRR, 97% GRR. Moat via switching costs/scale/process power. AI-native, security, land-and-expand, intl upside. SBC 22% of rev but ~1% dilution. Stretched: 27.8x P/S vs 24.3 avg; blended FV ~$95 vs $268. Holds position +150% since Apr'26, realized 1/3; won't buy here.
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