Datadog バランスシートの健全性
財務の健全性 基準チェック /56
Datadogの総株主資本は$4.0B 、総負債は$984.5Mで、負債比率は24.7%となります。総資産と総負債はそれぞれ$7.0Bと$3.0Bです。
主要情報
24.69%
負債資本比率
US$984.50m
負債
| インタレスト・カバレッジ・レシオ | n/a |
| 現金 | US$4.76b |
| エクイティ | US$3.99b |
| 負債合計 | US$2.96b |
| 総資産 | US$6.95b |
財務の健全性に関する最新情報
更新なし
Recent updates
ナラティブの更新 • 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.Seeking Alpha • May 07
Datadog Crushes The Software Bear Thesis, But I'm Downgrading Anyway
Summary Datadog delivered a standout quarter, with 32% YoY revenue growth and a return to GAAP operating profitability, defying AI disruption fears. Observability demand is surging as AI adoption accelerates, positioning DDOG as a clear beneficiary and reinforcing its premium platform status. Management's guidance appears conservative, with Q2 revenue guided up to $1.08 billion and full-year to $4.34 billion, both likely beatable given recent momentum. I am downgrading DDOG to 'Neutral' due to its rich 15x sales valuation, despite robust growth and strong financial execution. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...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 AlphaSeeking 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 AlphaSeeking 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財務状況分析
短期負債: DDOGの 短期資産 ( $5.6B ) が 短期負債 ( $1.7B ) を超えています。
長期負債: DDOGの短期資産 ( $5.6B ) が 長期負債 ( $1.3B ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: DDOG総負債よりも多くの現金を保有しています。
負債の削減: DDOGの負債対資本比率は、過去 5 年間で87.1%から24.7%に減少しました。
債務返済能力: DDOGの負債は 営業キャッシュフロー によって 十分にカバー されています ( 113.1% )。
インタレストカバレッジ: DDOGの負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。
貸借対照表
健全な企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/17 12:50 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Datadog, Inc. 46 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。58
| アナリスト | 機関 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |