DDOG logo

Datadog, Inc. Stock Price

NasdaqGS:DDOG Community·US$82.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 374 Fair Values set on narratives written by author

DDOG Share Price Performance

US$233.93
233.93 (0.00%)
US$225.76
Fair Value
US$233.93
233.93 (0.00%)
3.6% overvalued intrinsic discount
US$225.76
Fair Value
Price US$233.93
AnalystConsensusTarget US$225.76
AnalystHighTarget US$330.00
AnalystLowTarget US$194.05

DDOG Community Narratives

·
Fair Value US$225.76 3.6% overvalued intrinsic discount

DDOG: AI Demand And M&A Activity Will Shape Outlook Amid Competitive Pressures

2users have liked this narrative
0users have commented on this narrative
156users have followed this narrative
·
Fair Value US$330 29.1% undervalued intrinsic discount

Accelerating Cloud Migration And Digital Transformation Will Drive Unified Observability

0users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
·
Fair Value US$194.05 20.6% overvalued intrinsic discount

Intensifying Data Privacy Regulations And Competition Will Undermine Cloud Strategy

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
US$330
29.1% undervalued intrinsic discount
Revenue
30.65% p.a.
Profit Margin
10.27%
Future PE
189.81x
Price in 2029
US$421.71
US$225.76
3.6% overvalued intrinsic discount
Revenue
22.83% p.a.
Profit Margin
8.67%
Future PE
185.27x
Price in 2029
US$288.91

Trending Discussion

No trending discussion available.

Updated Narratives

DDOG logo

DDOG: AI Usage Euphoria Will Eventually Pressure Rich Share Pricing

Fair Value: US$194.05 20.6% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DDOG logo

DDOG: AI Observability And Security Leadership Will Support Richer Multiple

Fair Value: US$330 29.1% undervalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DDOG logo

DDOG: AI Observability Demand And Valuation Risks Will Shape Future Returns

Fair Value: US$225.76 3.6% overvalued intrinsic discount
156 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
4 Rewards

Datadog, Inc. Key Details

US$4.0b

Revenue

US$811.8m

Cost of Revenue

US$3.2b

Gross Profit

US$3.0b

Other Expenses

US$177.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.49
79.54%
4.48%
22.6%
View Full Analysis

About DDOG

Founded
2010
Employees
8100
CEO
Olivier Pomel
WebsiteView website
www.datadoghq.com

Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company’s products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workflow automation and App builder, event management, bits AI SRE, cloud cost management, cloud security, code security, cloud SIEM, threat management, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.

Recent DDOG News & Updates

Seeking Alpha 6h

Datadog: Best Of Breed For Multiple Reasons

Summary Datadog remains a standout software stock, outperforming peers and benefiting from the AI-driven infrastructure boom. DDOG's usage-based pricing, especially through expanded AI credits and the Bits AI platform, drives robust net revenue retention above 120%. Despite strong Q2 results and raised revenue guidance, DDOG shares have dipped over 10%, creating a tactical buying opportunity. I reiterate my buy conviction on DDOG, citing relentless growth, strong upsell trends, and premium valuation justified by execution. Read the full article on Seeking Alpha

Recent updates

No updates