Datadog (DDOG) 주식 개요
는 미국 및 전 세계에서 클라우드 애플리케이션을 위한 통합 가시성 및 보안 플랫폼을 운영하고 있습니다. 자세히 보기
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Analyst Price Targets
Software opportunity
Datadog, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$200.16 |
| 52주 최고가 | US$201.69 |
| 52주 최저가 | US$98.01 |
| 베타 | 1.3 |
| 1개월 변동 | 89.96% |
| 3개월 변동 | 54.36% |
| 1년 변동 | 76.48% |
| 3년 변동 | 126.17% |
| 5년 변동 | 147.02% |
| IPO 이후 변동 | 433.05% |
최근 뉴스 및 업데이트
Recent updates
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha주주 수익률
| DDOG | US Software | US 시장 | |
|---|---|---|---|
| 7D | 36.5% | 3.2% | 2.2% |
| 1Y | 76.5% | -6.0% | 31.1% |
수익률 대 산업: DDOG은 지난 1년 동안 -6%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: DDOG은 지난 1년 동안 31.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| DDOG volatility | |
|---|---|
| DDOG Average Weekly Movement | 12.0% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: DDOG의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: DDOG의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2010 | 8,100 | Olivier Pomel | www.datadoghq.com |
는 미국 및 전 세계에서 클라우드 애플리케이션을 위한 통합 가시성 및 보안 플랫폼을 운영합니다. 이 회사의 제품은 인프라 및 애플리케이션 성능 모니터링, 로그 관리, 통합 가시성 파이프라인, 합성, 실제 사용자 모니터링, 제품 분석, 연속 프로파일러, 데이터베이스 모니터링, 데이터 가시성, LLM 가시성, 오류 추적, 네트워크 모니터링, 사고 대응, 워크플로 자동화 및 앱 빌더, 이벤트 관리, 비트 AI SRE, 클라우드 비용 관리, 클라우드 보안, 코드 보안, 클라우드 SIEM, 위협 관리, 민감한 데이터 스캐너 및 CI 가시성 등으로 구성되어 있습니다. 는 2010년에 설립되었으며 미국 뉴욕에 본사를 두고 있습니다.
Datadog, Inc. 기초 지표 요약
| DDOG 기초 통계 | |
|---|---|
| 시가총액 | US$71.25b |
| 순이익 (TTM) | US$135.67m |
| 매출 (TTM) | US$3.67b |
525.2x
주가수익비율(P/E)19.4x
주가매출비율(P/S)DDOG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| DDOG 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.67b |
| 매출원가 | US$737.86m |
| 총이익 | US$2.93b |
| 기타 비용 | US$2.80b |
| 순이익 | US$135.67m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.38 |
| 총이익률 | 79.91% |
| 순이익률 | 3.69% |
| 부채/자본 비율 | 24.7% |
DDOG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 09:34 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Datadog, Inc.는 57명의 분석가가 다루고 있습니다. 이 중 45명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |