Datadog, Inc.

NasdaqGS:DDOG Stok Raporu

Piyasa değeri: US$83.3b

Datadog Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Datadog kazanç ve gelirin sırasıyla yıllık 31.8% ve 17.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 28.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 19.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

31.8%

Kazanç büyüme oranı

28.61%

EPS büyüme oranı

Software kazanç büyümesi20.0%
Gelir büyüme oranı17.2%
Gelecekteki özkaynak getirisi19.67%
Analist kapsamı

Good

Son güncelleme08 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Jun 04

Datadog Is Becoming Too Important To Ignore

Summary Datadog has evolved into a unified platform for cloud infrastructure, security, and application monitoring, driving robust growth and profitability. Q1 2026 revenue reached $761.6M (up 25% YoY), with non-GAAP EPS of $0.46 and strong customer expansion across multiple product lines. AI workload monitoring and deepening customer adoption position DDOG for continued high growth, with a five-year annual growth estimate of 19% and a target price of $520.80. Valuation risk is elevated due to high expectations, while competition and reliance on third-party cloud providers remain key operational risks. Read the full article on Seeking Alpha
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.
Analiz Makalesi • 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...
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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:DDOG - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20286,4225001,8431,99318
12/31/20275,2412981,4151,61145
12/31/20264,3471961,1561,33444
3/31/20263,6721369591,113N/A
12/31/20253,4271089151,050N/A
9/30/20253,212107865988N/A
6/30/20253,016125854966N/A
3/31/20252,835166833930N/A
12/31/20242,684184775871N/A
9/30/20242,536192735826N/A
6/30/20242,394163670750N/A
3/31/20242,258115668738N/A
12/31/20232,12849598660N/A
9/30/20232,008-34493554N/A
6/30/20231,897-83422485N/A
3/31/20231,794-84340405N/A
12/31/20221,675-50354418N/A
9/30/20221,532-14364420N/A
6/30/20221,3667354404N/A
3/31/20221,1932336382N/A
12/31/20211,029-21251287N/A
9/30/2021880-44160195N/A
6/30/2021764-54132163N/A
3/31/2021671-44108136N/A
12/31/2020603-2583109N/A
9/30/2020540-777103N/A
6/30/202048134570N/A
3/31/2020424-12145N/A
12/31/2019363-17N/A24N/A
9/30/2019311-24N/A2N/A
6/30/2019266-24N/A3N/A
3/31/2019228-20N/A9N/A
12/31/2018198-11N/A11N/A
12/31/2017101-3N/A14N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: DDOG 'nin tahmini kazanç büyümesi (yıllık 31.8% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: DDOG şirketinin kazançlarının (yıllık 31.8% ) US pazarından (yıllık 16.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: DDOG şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: DDOG şirketinin gelirinin (yıllık 17.2% ) US pazarından (yıllık 11.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: DDOG şirketinin gelirinin (yıllık 17.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: DDOG 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 19.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 12:24
Gün Sonu Hisse Fiyatı2026/06/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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. 58 Bu analistlerden 45, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adam ShepherdArete Research Services LLP
William PowerBaird
Raimo LenschowBarclays