Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation

Published
19 Aug 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$159.93
18.0% undervalued intrinsic discount
20 Aug
US$131.22
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1Y
11.9%
7D
3.1%

Author's Valuation

US$159.9

18.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on10 Aug 25
Fair value Increased 5.27%

The consensus analyst price target for Datadog has increased to $159.62, primarily reflecting a modest improvement in net profit margin and a lower forward P/E multiple, indicating stronger profitability and a slightly improved valuation profile. What's in the News Datadog provided Q3 revenue guidance of $847–$851 million and full-year 2025 revenue guidance of $3.312–$3.322 billion.

Shared on07 May 25
Fair value Increased 0.91%

Shared on30 Apr 25
Fair value Decreased 1.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 5.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 7.98%

AnalystConsensusTarget has decreased profit margin from 12.0% to 7.0% and increased future PE multiple from 132.0x to 221.1x.