Added to YB: 2024-12-23
Pitch date: 2024-10-10
DDOG [bullish]
Datadog, Inc.
+9.36%
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
$56.1B
Pitch Price
$129.89
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:
Brown Capital Management Small Company Fund Portfolio Holding: Datadog, Inc.
DDOG: Q2 rev +27%, raised 2024 guidance. Enterprise demand improving, SMB stabilizing. Disputed large acquisition rumors. Premium valuation & growth sustainability concerns led to Q3 underperformance. Strong competitive position in infrastructure monitoring, gaining share in large, growing TAM. Long-term growth potential intact.
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