Datadog Résultats passés
Passé contrôle des critères 2/6
Datadog a connu une croissance annuelle moyenne de ses bénéfices de 57.2%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 27.2% par an. Les revenus ont augmenté de en hausse à un taux moyen de 28% par an. Le rendement des capitaux propres de Datadog est 3.4% et ses marges nettes sont de 3.7%.
Informations clés
57.22%
Taux de croissance des bénéfices
56.75%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 28.00% |
| Rendement des fonds propres | 3.40% |
| Marge nette | 3.69% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Seeking Alpha • Jun 04
Datadog Is Becoming Too Important To Ignore
Summary Datadog has evolved into a unified platform for cloud infrastructure, security, and application monitoring, driving robust growth and profitability. Q1 2026 revenue reached $761.6M (up 25% YoY), with non-GAAP EPS of $0.46 and strong customer expansion across multiple product lines. AI workload monitoring and deepening customer adoption position DDOG for continued high growth, with a five-year annual growth estimate of 19% and a target price of $520.80. Valuation risk is elevated due to high expectations, while competition and reliance on third-party cloud providers remain key operational risks. Read the full article on Seeking Alpha
Mise à jour du récit • May 26
DDOG: Elevated AI Hopes And Crowded Observability Market Will Pressure Shares
The analyst price target for Datadog has been raised from about $123.50 to about $160.30. Analysts cite stronger assumptions for revenue growth, profitability, and a lower future P/E multiple supported by recent positive research commentary on the stock.
Mise à jour du récit • May 10
DDOG: AI Observability And Anthropic Demand Will Support Richer Future Multiple
Analysts have raised the implied fair value estimate for Datadog stock by about $27 to $268, citing a wave of higher price targets from firms that point to stronger product traction and a willingness to accept a richer future P/E multiple, even with slightly more cautious assumptions on revenue growth and profit margins. Analyst Commentary Bullish analysts have been active around Datadog in recent research, with a cluster of higher price targets and fresh coverage that points to renewed confidence in the company’s execution and long term opportunity.Mise à jour du récit • Apr 20
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.
Mise à jour du récit • Apr 06
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.Mise à jour du récit • Mar 23
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.Mise à jour du récit • Mar 08
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.Mise à jour du récit • Feb 22
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.Mise à jour du récit • Feb 08
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.Mise à jour du récit • Jan 25
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.Mise à jour du récit • Jan 09
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.Mise à jour du récit • Dec 15
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.Mise à jour du récit • Nov 30
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.Mise à jour du récit • Nov 16
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.Mise à jour du récit • Oct 31
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.Mise à jour du récit • Oct 17
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.Mise à jour du récit • Oct 03
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.Mise à jour du récit • Aug 10
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.Article d’analyse • Jul 04
Datadog, Inc.'s (NASDAQ:DDOG) P/S Is Still On The Mark Following 31% Share Price Bounce
Datadog, Inc. ( NASDAQ:DDOG ) shares have continued their recent momentum with a 31% gain in the last month alone...Seeking Alpha • Apr 21
Datadog: Potential To Grow Among Fortune 500 Clients
Summary Datadog excels in observability with strong R&D, efficient land-and-expand strategy, and high FCF efficiency, making it a top investment in this sector. Datadog's comprehensive platform covers infrastructure monitoring, APM, and log management, driving significant ARR and offering robust solutions for digital infrastructure management. Despite competition, Datadog's innovative products and strategic cross-selling opportunities, especially within Fortune 500 companies, position it for substantial growth. While CrowdStrike shows a better balance sheet, Datadog's lower valuation and potential for high returns make it a compelling buy. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Datadog gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 3,672 | 136 | 1,298 | 1,601 |
| 31 Dec 25 | 3,427 | 108 | 1,222 | 1,508 |
| 30 Sep 25 | 3,212 | 107 | 1,151 | 1,410 |
| 30 Jun 25 | 3,016 | 125 | 1,079 | 1,302 |
| 31 Mar 25 | 2,835 | 166 | 1,007 | 1,194 |
| 31 Dec 24 | 2,684 | 184 | 950 | 1,122 |
| 30 Sep 24 | 2,536 | 192 | 886 | 1,060 |
| 30 Jun 24 | 2,394 | 163 | 853 | 1,009 |
| 31 Mar 24 | 2,258 | 115 | 808 | 975 |
| 31 Dec 23 | 2,128 | 49 | 779 | 941 |
| 30 Sep 23 | 2,008 | -34 | 765 | 910 |
| 30 Jun 23 | 1,897 | -83 | 729 | 879 |
| 31 Mar 23 | 1,794 | -84 | 690 | 820 |
| 31 Dec 22 | 1,675 | -50 | 631 | 742 |
| 30 Sep 22 | 1,532 | -14 | 559 | 656 |
| 30 Jun 22 | 1,366 | 7 | 489 | 564 |
| 31 Mar 22 | 1,193 | 2 | 428 | 481 |
| 31 Dec 21 | 1,029 | -21 | 386 | 412 |
| 30 Sep 21 | 880 | -44 | 350 | 351 |
| 30 Jun 21 | 764 | -54 | 324 | 296 |
| 31 Mar 21 | 671 | -44 | 299 | 247 |
| 31 Dec 20 | 603 | -25 | 275 | 211 |
| 30 Sep 20 | 540 | -7 | 252 | 178 |
| 30 Jun 20 | 481 | 3 | 228 | 151 |
| 31 Mar 20 | 424 | -1 | 207 | 131 |
| 31 Dec 19 | 363 | -17 | 185 | 113 |
| 30 Sep 19 | 311 | -24 | 163 | 93 |
| 30 Jun 19 | 266 | -24 | 144 | 78 |
| 31 Mar 19 | 228 | -20 | 126 | 67 |
| 31 Dec 18 | 198 | -11 | 107 | 55 |
| 31 Dec 17 | 101 | -3 | 56 | 25 |
Des revenus de qualité: DDOG a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de DDOG sont inférieures à celles de l'année dernière DDOG. (3.7%) sont inférieures à celles de l'année dernière (5.8%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: DDOG est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 57.2% par an.
Accélération de la croissance: DDOG a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: DDOG a enregistré une croissance négative de ses bénéfices ( -18.1% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Software ( 14.3% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de DDOG ( 3.4% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/08 04:10 |
| Cours de l'action en fin de journée | 2026/06/08 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Datadog, Inc. est couverte par 58 analystes. 45 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |