Accelerating Cloud Migration And Digital Transformation Will Drive Unified Observability

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

10 Apr 25

Updated

22 Feb 26

Views

77

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-3.3%

7D

-7.6%

Loading

1Y

-3.3%

7D

-7.6%

You can edit this narrative until Feb 23 3:08 PM. Then, changes will post as Updates.

Author's Valuation

US$241.3652.1% undervalued

AnalystHighTarget Fair Value

Shared on 22 Feb 26

Fair value Decreased 6.27%

DDOG: AI Workloads And Cloud Migrations Will Drive Multiple Re Rating

Our updated Datadog narrative reflects a lower fair value estimate of $241.36, as analysts trim price targets by $15 to $70 on more cautious assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple that still points to investor interest in the story. Analyst Commentary Recent research on Datadog shows a split tape, but with a clear pocket of bullish analysts who see room for the shares to re-rate if execution on growth and margins holds up against rising competition and budget scrutiny.

Shared on 08 Feb 26

Fair value Decreased 0.95%

DDOG: AI Observability Workloads And Cloud Migrations Will Support Repricing

Analysts have trimmed their Datadog fair value estimate by about US$2.48 to around US$257.52. This reflects a series of reduced price targets that factor in lower sector multiples, increased competition and budget caution, which are partly offset by views that core growth drivers and profitability assumptions remain intact.

Shared on 25 Jan 26

Fair value Increased 37%

DDOG: AI Workloads And Usage Acceleration Will Drive Future Repricing

The analyst fair value estimate for Datadog has shifted from about $190 to $260, with analysts pointing to stronger core usage trends, improved visibility following key AI customer renewals, and updated assumptions for growth and future P/E multiples as key drivers behind the new price target range across recent research. Analyst Commentary Recent research on Datadog shows a wide range of views, but the move in fair value estimates toward the upper end of the US$200 range is largely driven by bullish analysts reacting to Q3 results, key AI customer renewals, and updated assumptions for growth and P/E multiples.

Shared on 07 May 25

Fair value Decreased 1.42%

Shared on 30 Apr 25

Fair value Increased 0.026%

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 11%

AnalystHighTarget has increased future PE multiple from 193.8x to 215.6x.

Shared on 16 Apr 25

Fair value Decreased 3.62%

AnalystHighTarget made no meaningful changes to valuation assumptions.

AnalystHighTarget Fair Value

US$241.36

52.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

15.35%

Historical revenue growth rate

29.21%

Software revenue growth rate

1.24%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.48%

Calculation

US$688.89m

Earnings '29

x

167.72x

PE Ratio '29

=

US$115.54b

Market Cap '29

US$115.54b

Market Cap '29

/

375.16m

No. shares '29

=

US$307.97

Share Price '29

US$307.97 Share Price '29

Discounted to 2026 @ 8.48% p.a.

=

US$241.26

Fair Value '26