Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Software
Create a narrative
Datadog Community
NasdaqGS:DDOG Community
3
Narratives
written by author
0
Comments
on narratives written by author
238
Fair Values set
on narratives written by author
Create a narrative
Datadog
Popular
Undervalued
Overvalued
Community Investing Ideas
Datadog
AN
AnalystHighTarget
Consensus Narrative from 40 Analysts
Accelerating Cloud Migration And Digital Transformation Will Drive Unified Observability
Key Takeaways Accelerating cloud adoption and increasing software complexity are driving strong demand for Datadog’s unified observability and monitoring solutions. Expansion of new products and international markets is fueling upsell opportunities, improved operating leverage, and long-term growth prospects.
View narrative
US$183.64
FV
18.4% undervalued
intrinsic discount
25.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Datadog
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
AI Integrations And Acquisitions Will Unlock Future Opportunities
Key Takeaways Increased customer adoption of multiple products and strong early product adoption indicate potential revenue growth and market expansion. Strategic acquisitions and AI-driven trends suggest enhanced capabilities and increased revenue opportunities in enterprise segments.
View narrative
US$146.00
FV
2.6% overvalued
intrinsic discount
20.30%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
121
users have followed this narrative
4 days ago
author updated this narrative
Datadog
AN
AnalystLowTarget
Consensus Narrative from 40 Analysts
Intensifying Data Privacy Regulations And Competition Will Undermine Cloud Strategy
Key Takeaways Rising compliance costs and stricter data regulations may limit global expansion and add operational complexity. Competitive pressures and increasing demand for flexible, self-hosted solutions could weaken Datadog’s pricing power and impact long-term revenue stability.
View narrative
US$115.00
FV
30.3% overvalued
intrinsic discount
15.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 months ago
author updated this narrative
Your Valuation for
DDOG
DDOG
Datadog
Your Fair Value
US$
Current Price
US$149.84
20.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-84m
6b
2015
2018
2021
2024
2025
2027
2030
Revenue US$5.9b
Earnings US$342.9m
Advanced
Set Fair Value