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Datadog, Inc. Stock Price

NasdaqGS:DDOG Community·US$40.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 324 Fair Values set on narratives written by author

DDOG Share Price Performance

US$102.62
-14.90 (-12.68%)
US$208.49
Fair Value
US$102.62
-14.90 (-12.68%)
50.8% undervalued intrinsic discount
US$208.49
Fair Value
Price US$102.62
AnalystConsensusTarget US$208.49
AnalystHighTarget US$241.36
AnalystLowTarget US$169.92

DDOG Community Narratives

AnalystConsensusTarget·
Fair Value US$208.49 50.8% undervalued intrinsic discount

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

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146users have followed this narrative
AnalystHighTarget·
Fair Value US$241.36 57.5% undervalued intrinsic discount

Accelerating Cloud Migration And Digital Transformation Will Drive Unified Observability

0users have liked this narrative
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13users have followed this narrative
AnalystLowTarget·
Fair Value US$169.92 39.6% undervalued intrinsic discount

Intensifying Data Privacy Regulations And Competition Will Undermine Cloud Strategy

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7users have followed this narrative
US$241.36
57.5% undervalued intrinsic discount
Revenue
23.57% p.a.
Profit Margin
10.65%
Future PE
167.72x
Price in 2029
US$307.97
US$208.49
50.8% undervalued intrinsic discount
Revenue
21.46% p.a.
Profit Margin
11.98%
Future PE
144.83x
Price in 2029
US$272.05
US$169.92
39.6% undervalued intrinsic discount
Revenue
17.94% p.a.
Profit Margin
1.77%
Future PE
871.53x
Price in 2028
US$216.78

Trending Discussion

Updated Narratives

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DDOG: AI Workloads And Cloud Migrations Will Drive Multiple Re Rating

Fair Value: US$241.36 57.5% undervalued intrinsic discount
13 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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DDOG: Renewed OpenAI Commitment Will Support Shares Through Pricing Pressure Concerns

Fair Value: US$208.49 50.8% undervalued intrinsic discount
146 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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DDOG: AI Demand And Potential GitLab Deal Will Drive Shares Higher

Fair Value: US$169.92 39.6% undervalued intrinsic discount
7 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

2 Risks
2 Rewards

Datadog, Inc. Key Details

US$3.4b

Revenue

US$686.3m

Cost of Revenue

US$2.7b

Gross Profit

US$2.6b

Other Expenses

US$107.7m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.31
79.98%
3.14%
26.4%
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

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