Datadog Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Datadog wird ein jährliches Gewinn- und Umsatzwachstum von 30.4% bzw. 15.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 26.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.9% betragen.
Wichtige Informationen
30.4%
Wachstumsrate der Gewinne
26.81%
EPS-Wachstumsrate
| Software Gewinnwachstum | 18.8% |
| Wachstumsrate der Einnahmen | 15.4% |
| Zukünftige Eigenkapitalrendite | 18.94% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 01 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Datadog: AI Complexity Turning It Into A Must-Have Platform
Apr 25
DDOG: AI Observability And Anthropic Tie Ins Will Drive Multiple Re Rating
Datadog's updated price target edges slightly lower, reflecting a broad wave of target cuts from multiple firms as analysts factor in modest adjustments to discount rates and P/E assumptions, while still citing supportive views on revenue growth, profit margins, AI observability demand, and recent upgrades and initiations. Analyst Commentary Street research on Datadog has leaned more cautious on price targets recently, but there is still a visible group of bullish analysts highlighting product strength, AI observability exposure, and execution on growth initiatives.
DDOG: Enterprise AI Workloads Will Support Shares Despite Sector Multiple Reset
Datadog's analyst price target has been trimmed slightly, with the fair value estimate moving from about $182.43 to $181.52 as analysts balance cautious revisions to revenue growth assumptions and sector P/E multiples with ongoing interest in Datadog's role in observability and enterprise AI workloads. Analyst Commentary Recent Street research on Datadog clusters into two camps, with bullish analysts focusing on the company’s role in observability and AI driven workloads, and bearish analysts concentrating on valuation resets and competitive pressures.DDOG: Enterprise AI Adoption Will Support Shares Despite Observability Budget Pressures
Analysts have reduced their Datadog fair value estimate from about $208 to $182, reflecting a series of lower price targets that incorporate more cautious assumptions on revenue growth and profit margins, even as some still highlight potential benefits from enterprise AI trends and agentic app monitoring. Analyst Commentary Recent research on Datadog reflects a split view, with some focusing on AI driven upside for observability and others resetting expectations through lower price targets and more cautious assumptions.
DDOG: AI Observability Potential And Competition Will Shape Future Share Performance
Analysts have collectively reduced their average Datadog price targets by around $45 to $80, and are refining assumptions on growth, margins and future P/E. This reflects a more cautious stance on competition, security and observability budgets, even as they still highlight opportunities tied to AI driven observability and agentic applications.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.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.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.DDOG: Renewed OpenAI Commitment Will Support Shares Through Pricing Pressure Concerns
Analysts have trimmed their Datadog fair value estimate to about US$208 from roughly US$212, reflecting lower price targets that factor in competitive pricing pressure after Palo Alto Networks' Chronosphere deal and a reset in multiples, even as recent research still highlights strong Q3 execution, renewed OpenAI commitments, and ongoing AI related demand as key supports for the story. Analyst Commentary Street research on Datadog has split into two clear camps, with some focusing on strong recent execution and AI related demand, and others more focused on competition, pricing pressure, and the valuation reset after the Palo Alto Networks and Chronosphere news.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.DDOG: Renewed AI Customer Contract Will Lift Shares Through Competitive Challenges
Datadog's analyst price target has increased slightly, rising by approximately $1 to reflect analyst expectations for continued growth, improved margins, and resilience amid evolving competition and pricing dynamics. Analyst Commentary Recent analyst commentary on Datadog reflects a mix of confidence in the company’s growth trajectory and some caution regarding emerging competitive and pricing dynamics, especially following the acquisition of Chronosphere by Palo Alto Networks.DDOG: Renewed AI Contract Will Drive Share Strength Into 2025
Datadog's analyst price target has surged from approximately $169 to $211. This reflects analysts' increased confidence in the company's accelerating revenue growth, improved margins, and renewal of major customer contracts.DDOG: AI Demand And M&A Activity Will Shape Outlook Amid Competitive Pressures
Datadog's analyst price target has been raised from $175 to as high as $195. This change reflects increased confidence among analysts in the company's strong AI-driven demand, ongoing platform adoption, and resilient deal flow momentum.Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
Datadog's analyst price target has risen from $165 to approximately $195. This reflects optimism from analysts who cite solid deal flow, growing AI-driven opportunities, and expectations for revenue acceleration in the coming quarters.Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
Datadog's price target has increased from approximately $160 to $162. Analysts cite stronger revenue growth and profit margin outlooks, following the company's recent momentum and sector positioning.Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
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.Datadog, Inc.'s (NASDAQ:DDOG) P/S Is Still On The Mark Following 31% Share Price Bounce
Jul 04
Is There Now An Opportunity In Datadog, Inc. (NASDAQ:DDOG)?
May 26Market Participants Recognise Datadog, Inc.'s (NASDAQ:DDOG) Revenues Pushing Shares 26% Higher
May 09Datadog: Potential To Grow Among Fortune 500 Clients
Apr 21Datadog: Still Has Bite Left In It
Mar 28Datadog: A Strong Buy After The 42% Drop
Mar 20Datadog: Looking For Bargains As The Bubble Pops
Mar 13Datadog: Reiterating My Buy Rating Ahead Of Earnings
Feb 10Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 5,952 | 376 | 1,706 | 1,817 | 15 |
| 12/31/2027 | 4,928 | 250 | 1,321 | 1,472 | 45 |
| 12/31/2026 | 4,122 | 123 | 1,073 | 1,219 | 46 |
| 12/31/2025 | 3,427 | 108 | 915 | 1,050 | N/A |
| 9/30/2025 | 3,212 | 107 | 865 | 988 | N/A |
| 6/30/2025 | 3,016 | 125 | 854 | 966 | N/A |
| 3/31/2025 | 2,835 | 166 | 833 | 930 | N/A |
| 12/31/2024 | 2,684 | 184 | 775 | 871 | N/A |
| 9/30/2024 | 2,536 | 192 | 735 | 826 | N/A |
| 6/30/2024 | 2,394 | 163 | 670 | 750 | N/A |
| 3/31/2024 | 2,258 | 115 | 668 | 738 | N/A |
| 12/31/2023 | 2,128 | 49 | 598 | 660 | N/A |
| 9/30/2023 | 2,008 | -34 | 493 | 554 | N/A |
| 6/30/2023 | 1,897 | -83 | 422 | 485 | N/A |
| 3/31/2023 | 1,794 | -84 | 340 | 405 | N/A |
| 12/31/2022 | 1,675 | -50 | 354 | 418 | N/A |
| 9/30/2022 | 1,532 | -14 | 364 | 420 | N/A |
| 6/30/2022 | 1,366 | 7 | 354 | 404 | N/A |
| 3/31/2022 | 1,193 | 2 | 336 | 382 | N/A |
| 12/31/2021 | 1,029 | -21 | 251 | 287 | N/A |
| 9/30/2021 | 880 | -44 | 160 | 195 | N/A |
| 6/30/2021 | 764 | -54 | 132 | 163 | N/A |
| 3/31/2021 | 671 | -44 | 108 | 136 | N/A |
| 12/31/2020 | 603 | -25 | 83 | 109 | N/A |
| 9/30/2020 | 540 | -7 | 77 | 103 | N/A |
| 6/30/2020 | 481 | 3 | 45 | 70 | N/A |
| 3/31/2020 | 424 | -1 | 21 | 45 | N/A |
| 12/31/2019 | 363 | -17 | 1 | 24 | N/A |
| 9/30/2019 | 311 | -24 | N/A | 2 | N/A |
| 6/30/2019 | 266 | -24 | N/A | 3 | N/A |
| 3/31/2019 | 228 | -20 | N/A | 9 | N/A |
| 12/31/2018 | 198 | -11 | N/A | 11 | N/A |
| 12/31/2017 | 101 | -3 | N/A | 14 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: DDOGDas prognostizierte Gewinnwachstum (30.4% pro Jahr) liegt über der Sparquote (3.4%).
Ertrag vs. Markt: DDOGDie Erträge des Unternehmens (30.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (15.8% pro Jahr).
Hohe Wachstumserträge: DDOGEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: DDOGDie Einnahmen des Unternehmens (15.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.1% pro Jahr).
Hohe Wachstumseinnahmen: DDOGDie Einnahmen des Unternehmens (15.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: DDOGDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.9%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/01 05:19 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
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| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Datadog, Inc. wird von 57 Analysten beobachtet. 46 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |