Intensifying Data Privacy Regulations And Competition Will Undermine Cloud Strategy

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

14 Apr 25

Updated

15 Dec 25

Views

60

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-10.1%

7D

-2.3%

Loading

1Y

-10.1%

7D

-2.3%

You can edit this narrative until Dec 16 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$169.9224.6% undervalued

AnalystLowTarget Fair Value

Shared on 15 Dec 25

Fair value Increased 48%

DDOG: AI Demand And Potential GitLab Deal Will Drive Shares Higher

Analysts have raised their consolidated price target for Datadog to about $170 from $115, reflecting stronger expected revenue growth and AI driven demand, even as they factor in higher discount rates, lower near term margins, and increased competitive and pricing pressures following Palo Alto Networks' Chronosphere acquisition. Analyst Commentary Bearish analysts acknowledge Datadog's strong execution and AI related tailwinds but are tempering expectations for upside, especially in light of Palo Alto Networks' planned acquisition of Chronosphere and the renewed focus on pricing and competitive intensity in observability.

Shared on 07 May 25

Fair value Decreased 12%

AnalystLowTarget has decreased revenue growth from 17.3% to 15.2%.

Shared on 30 Apr 25

Fair value Increased 5.32%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.74%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 7.38%

AnalystLowTarget made no meaningful changes to valuation assumptions.

AnalystLowTarget Fair Value

US$169.92

24.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

16.33%

Software revenue growth rate

1.30%

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

8.47%

Calculation

US$93.40m

Earnings '28

x

871.53x

PE Ratio '28

=

US$81.40b

Market Cap '28

US$81.40b

Market Cap '28

/

375.50m

No. shares '28

=

US$216.78

Share Price '28

US$216.78 Share Price '28

Discounted to 2025 @ 8.50% p.a.

=

US$169.70

Fair Value '25