Datadog, Inc.

Report azionario NasdaqGS:DDOG

Capitalizzazione di mercato: US$51.9b

Datadog Crescita futura

Criteri Future verificati 4/6

Datadog prevede che gli utili e i ricavi cresceranno rispettivamente di 30.4% e 15.4% all'anno. Si prevede che l'EPS crescerà di 26.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 18.9% in 3 anni.

Informazioni chiave

30.4%

Tasso di crescita degli utili

26.81%

Tasso di crescita dell'EPS

Software crescita degli utili19.0%
Tasso di crescita dei ricavi15.4%
Rendimento futuro del capitale proprio18.94%
Copertura analitica

Good

Ultimo aggiornamento05 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Apr 25

Datadog: AI Complexity Turning It Into A Must-Have Platform

Summary Datadog is rated a Buy, driven by its critical role in managing AI-driven infrastructure complexity and strong financial performance. AI adoption is compounding IT complexity, making DDOG’s observability and GPU monitoring offerings increasingly essential for large enterprises and AI-native companies. DDOG delivered $3.43B revenue (+28% YoY), $915M free cash flow, and is expanding with large customers; management guides for $4.08B revenue in 2026. My 2028 price target is $380.23 (197% total return), based on 35% revenue CAGR, 25% operating margins, and a 58.8x exit P/E, with upside tied to AI infrastructure growth. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Articolo di analisi • May 26

Is There Now An Opportunity In Datadog, Inc. (NASDAQ:DDOG)?

Today we're going to take a look at the well-established Datadog, Inc. ( NASDAQ:DDOG ). The company's stock saw a...
Articolo di analisi • May 09

Market Participants Recognise Datadog, Inc.'s (NASDAQ:DDOG) Revenues Pushing Shares 26% Higher

Datadog, Inc. ( NASDAQ:DDOG ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
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 Alpha
Seeking Alpha • Mar 28

Datadog: Still Has Bite Left In It

Summary Datadog is fascinating to me in that its experience over the last five years can teach us a lot about investing. In addition to being a great teacher, Datadog is also a fantastic business with rapid growth and huge margins, alongside a strong balance sheet. Today, I will walk us through some of the "Lessons From Datadog," and then provide a comprehensive valuation of the business. In short, with every ounce of excitement wrung out of the share price and valuation, I like Datadog today. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Datadog: A Strong Buy After The 42% Drop

Summary Datadog, Inc. offers a leading observability and monitoring platform, with potential to achieve $8 billion in sales and $2-2.5 billion in net income by 2030. Despite recent technical setbacks, DDOG remains a consistent performer with an 80% gross margin and potential for significant profitability improvements due to AI efficiencies. DDOG's current valuation is relatively inexpensive, trading at around 15 times 2030 EPS estimates, making it a compelling growth stock with a long growth runway. In a bullish scenario, DDOG could reach $9 billion in revenues and $8.80 in EPS, with sentiment shifts potentially boosting future estimates. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Datadog: Looking For Bargains As The Bubble Pops

Summary Datadog has been a victim of a bursting of the tech bubble. DDOG reported $738 million in revenue with 25% YoY growth and strong GAAP profitability, supported by a net cash balance sheet. Despite a deceleration in growth rates, DDOG's long-term growth potential remains strong, driven by its wide portfolio and cross-selling opportunities. I am upgrading DDOG to a buy rating due to its compelling financial metrics, market position, and the recent market volatility creating a buying opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Datadog: Reiterating My Buy Rating Ahead Of Earnings

Summary Datadog's stock looks attractive ahead of earnings, with a bullish outlook as long as it stays above the mid-$130 level. Despite March's poor seasonality, Datadog's high revenue growth and expanding margins justify a buy rating. Customer acquisition and retention are crucial; any slowdown could negatively impact the stock. Valuation is neutral at 77X forward earnings, but high growth and market potential support a buy rating at $140. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:DDOG - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20285,9523761,7061,81715
12/31/20274,9282501,3211,47545
12/31/20264,1221231,0731,21946
12/31/20253,4271089151,050N/A
9/30/20253,212107865988N/A
6/30/20253,016125854966N/A
3/31/20252,835166833930N/A
12/31/20242,684184775871N/A
9/30/20242,536192735826N/A
6/30/20242,394163670750N/A
3/31/20242,258115668738N/A
12/31/20232,12849598660N/A
9/30/20232,008-34493554N/A
6/30/20231,897-83422485N/A
3/31/20231,794-84340405N/A
12/31/20221,675-50354418N/A
9/30/20221,532-14364420N/A
6/30/20221,3667354404N/A
3/31/20221,1932336382N/A
12/31/20211,029-21251287N/A
9/30/2021880-44160195N/A
6/30/2021764-54132163N/A
3/31/2021671-44108136N/A
12/31/2020603-2583109N/A
9/30/2020540-777103N/A
6/30/202048134570N/A
3/31/2020424-12145N/A
12/31/2019363-17124N/A
9/30/2019311-24N/A2N/A
6/30/2019266-24N/A3N/A
3/31/2019228-20N/A9N/A
12/31/2018198-11N/A11N/A
12/31/2017101-3N/A14N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di DDOG ( 30.4% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di DDOG ( 30.4% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di DDOG cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di DDOG ( 15.4% all'anno) crescerà più rapidamente del mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di DDOG ( 15.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di DDOG sarà basso tra 3 anni ( 18.9 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 04:19
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Datadog, Inc. è coperta da 57 analisti. 46 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Adam ShepherdArete Research Services LLP
William PowerBaird
Raimo LenschowBarclays