Added to YB: 2026-08-11
Pitch date: 2026-08-07
DDOG [neutral]
Datadog, Inc.
+12.79%
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
$82.3B
Pitch Price
$231.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
500.45
P/E
467.49
EV/Sales
19.82
Sector
Software
Category
growth
Datadog Earnings Q2 2026
DDOG (earnings): Q2'26 rev $1.12B (+35.6% YoY) beat 4.3%; EPS $0.80 beat 37.9%. Op margin 22.9%, FCF margin 24.9%. RPO +43%, billings +38%, net new ARR +75.8%, DBNR 122%. 750+ AI customers, 10+ product users +98% YoY. Shares -15% on Q3 guide (+29%) signaling stabilization not accel. GM slipped to 79.6%; weak customer adds (+200 QoQ). FY26 guide raised 3%.
Read full article (4 min)