Datadog (DDOG) Hisse Özeti
Datadog, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda bulut uygulamaları için bir gözlemlenebilirlik ve güvenlik platformu işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
DDOG Community Fair Values
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Analyst Price Targets
Datadog, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$255.46 |
| 52 Haftanın En Yüksek Seviyesi | US$292.72 |
| 52 Haftanın En Düşük Seviyesi | US$98.01 |
| Beta | 1.51 |
| 1 Aylık Değişim | -1.25% |
| 3 Aylık Değişim | 18.74% |
| 1 Yıllık Değişim | 97.92% |
| 3 Yıllık Değişim | 169.79% |
| 5 Yıllık Değişim | 92.80% |
| Halka arzdan bu yana değişim | 580.32% |
Son Haberler & Güncellemeler
Seeking Alpha • Aug 09
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
Anlatı Güncellemesi • Aug 05
DDOG: AI Usage Euphoria Will Eventually Pressure Rich Share Pricing
Analysts lifted the Datadog fair value estimate from $170.89 to $194.05 in response to a wave of higher price targets that cite stronger usage trends, accelerating observability and AI demand, and broad-based positive channel checks, even as some highlight valuation and execution risk at current levels. Analyst Commentary Recent Street research on Datadog is broadly constructive, with many firms lifting price targets into the US$260 to US$330 range and highlighting strong usage trends, AI related demand, and positive channel checks across observability and security.Recent updates
Seeking Alpha • Aug 09
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 AlphaAnlatı Güncellemesi • Aug 05
DDOG: AI Usage Euphoria Will Eventually Pressure Rich Share Pricing
Analysts lifted the Datadog fair value estimate from $170.89 to $194.05 in response to a wave of higher price targets that cite stronger usage trends, accelerating observability and AI demand, and broad-based positive channel checks, even as some highlight valuation and execution risk at current levels. Analyst Commentary Recent Street research on Datadog is broadly constructive, with many firms lifting price targets into the US$260 to US$330 range and highlighting strong usage trends, AI related demand, and positive channel checks across observability and security.
Anlatı Güncellemesi • Jul 22
DDOG: AI Observability And Security Leadership Will Support Richer Multiple
Datadog's analyst-derived fair value has been lifted from $317.26 to $330.00 as analysts weigh a wide series of higher price targets, generally tied to ongoing AI-related demand, product expansion including Bits AI and Adaptive ML, and broad channel checks that point to solid observability and security adoption, while also flagging valuation risks after a strong share price run. Analyst Commentary Recent analyst commentary on Datadog is broadly constructive, with many bullish analysts lifting price targets and pointing to AI driven demand, product breadth, and solid field checks as key supports for the stock.Anlatı Güncellemesi • Jul 08
DDOG: AI Observability And Large AI Lab Demand Will Support Richer Multiple
Datadog's updated analyst price target framework moves to a fair value estimate of about $317 from roughly $268. Analysts point to higher modeled revenue growth, slightly stronger profit margins, and a richer forward P/E multiple, partially balanced by a modestly higher discount rate and recent caution around near term demand highlighted by Bernstein.Anlatı Güncellemesi • Jun 24
DDOG: Elevated AI Optimism And Rich Pricing Will Constrain Future Returns
Datadog's updated analyst price target rises from a fair value estimate of about $160 to roughly $171, as analysts factor in slightly higher revenue growth expectations, modestly adjusted profitability, and continued enthusiasm around the company's expanding AI observability portfolio. Analyst Commentary Recent Street research around Datadog clusters around a broadly constructive view on the stock, with a series of higher price targets following the DASH user conference and growing focus on the Bits AI product set.Analiz Makalesi • Jun 19
Datadog (DDOG) Stock Could Be 1.2% Below Fair Value After Recent Pullback
Datadog (DDOG) is back in focus for investors after a recent pullback, with the stock declining 1.6% over the past day and 3% over the past week despite strong longer term returns. See our latest analysis for Datadog. Over the past year, Datadog’s share price has been strong, with a 1 year total shareholder return of 74.9% and a 3 year total shareholder return of 138.07%. However, the recent 1 day and 7 day share price declines hint that momentum has cooled slightly following a sharp 90 day...
Anlatı Güncellemesi • Jun 09
DDOG: AI Observability Demand And Valuation Risks Will Shape Future Returns
Analysts have raised the Datadog price target range to roughly $225, citing stronger confidence in multiproduct adoption, observability and security demand tied to cloud and AI projects, and higher conviction that supports modestly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple in updated models. Analyst Commentary Bullish and cautious views on Datadog are both present in recent research, with price target changes reflecting how analysts think about execution, growth potential tied to cloud and AI projects, and what that might mean for valuation multiples.Anlatı Güncellemesi • May 26
DDOG: Elevated AI Hopes And Crowded Observability Market Will Pressure Shares
The analyst price target for Datadog has been raised from about $123.50 to about $160.30. Analysts cite stronger assumptions for revenue growth, profitability, and a lower future P/E multiple supported by recent positive research commentary on the stock.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| DDOG | US Software | US Pazar | |
|---|---|---|---|
| 7D | -2.0% | 0.8% | 0.6% |
| 1Y | 97.9% | -7.4% | 20.1% |
Getiri vs. Endüstri: DDOG geçen yıl % -7.4 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: DDOG geçen yıl % 20.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| DDOG volatility | |
|---|---|
| DDOG Average Weekly Movement | 9.9% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: DDOG son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: DDOG 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2010 | 8,100 | Olivier Pomel | www.datadoghq.com |
Datadog, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda bulut uygulamaları için bir gözlemlenebilirlik ve güvenlik platformu işletmektedir. Şirketin ürünleri altyapı ve uygulama performansı izleme, günlük yönetimi, gözlemlenebilirlik boru hatları, sentetikler, gerçek kullanıcı izleme, ürün analitiği, sürekli profilleyici, veritabanı izleme, veri gözlemlenebilirliği, LLM gözlemlenebilirliği, hata izleme, ağ izleme, olay müdahalesi, iş akışı otomasyonu ve Uygulama oluşturucu, olay yönetimi, bit AI SRE, bulut maliyet yönetimi, bulut güvenliği, kod güvenliği, bulut SIEM, tehdit yönetimi, hassas veri tarayıcı ve CI görünürlüğünü içerir. Datadog, Inc. 2010 yılında kurulmuştur ve merkezi New York, New York'tadır.
Datadog, Inc. Temel Bilgiler Özeti
| DDOG temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$91.73b |
| Kazançlar(TTM) | US$177.58m |
| Gelir(TTM) | US$3.97b |
516.5x
F/K Oranı23.1x
P/S OranıDDOG aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DDOG gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.97b |
| Gelir Maliyeti | US$811.77m |
| Brüt Kâr | US$3.15b |
| Diğer Giderler | US$2.98b |
| Kazançlar | US$177.58m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.49 |
| Brüt Marj | 79.54% |
| Net Kâr Marjı | 4.48% |
| Borç/Özkaynak Oranı | 22.6% |
DDOG uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/17 21:01 |
| Gün Sonu Hisse Fiyatı | 2026/08/14 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Datadog, Inc. 61 Bu analistlerden 45, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |