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Datadog provides a cloud-scale observability and monitoring platform used to track, analyze, and optimize AI/ML infrastructure and applications.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer app
Category 5.20 AI Middleware and Orchestration Platforms
Sentiment 68.0%
USD Mkt Cap79.43B
USD Revenue3.97B
USD Net Income177.58M
P/E433.75
fwd P/E74.44
PEG1.14
Price 3M-5.6%
Price 6M+77.1%
Price 1Y+61.5%
Price 2Y+101.8%
USD Share Price220.47
Price History
Price & Size
Price 221.21 USD
Market Cap 79.43B USD
Shares Outstanding 334.90M
Shares Float 332.94M
52w Low 98.01 USD
52w High 292.72 USD
Avg Volume 4.56M
Valuation
P/E (trailing) 433.8x
P/E (forward) 74.4x
P/B 18.18x
Enterprise Value 75.72B USD
Book Value / Share 12.17 USD
PEG Ratio 1.14x
P/S 20.02x
EV / Revenue 19.09x
EV / EBITDA 913.46x
Income
Revenue 3.97B USD
Revenue / Share 11.26 USD
EBITDA 82.90M USD
Net Income 177.58M USD
EPS (trailing) 0.51 USD
EPS (forward) 2.97 USD
Margins & Profitability
Gross Margin 79.5%
Operating Margin 0.7%
Profit Margin 4.5%
EBITDA Margin 2.1%
Return on Equity 4.7%
Return on Assets 0.2%
Growth
Revenue Growth 35.6%
Earnings Growth 1498.5%
Cash & Debt
Total Cash 4.99B USD
Total Debt 1.28B USD
Free Cash Flow 1.05B USD
Operating Cash Flow 1.23B USD
Debt / Equity 0.29x
Current Ratio 3.21x
Quick Ratio 3.10x
Dividend
Payout Ratio 0.0%
Risk
Beta 1.49
Analyst Consensus
Target (Mean) 285.51 USD
Target (Median) 295.00 USD
Target (High) 330.00 USD
Target (Low) 158.00 USD
Recommendation strong_buy
# Analysts 46
Identifiers
ISINUS23804L1035
CUSIP23804L103
FIGIBBG00N3HQZ5
SEDOLBKT9Y95
Sentiment 68.0%
Positive drivers

Datadog benefited from continued enterprise adoption of its AI-enhanced observability platform, contributing to above-consensus revenue growth in the latest quarter. Strategic partnerships with hyperscalers and expansion of its cloud monitoring suite supported positive analyst revisions. Increased mentions of AI-driven features in earnings commentary helped lift investor optimism.

Neutral / mixed

Macroeconomic uncertainty around interest rates and tech spending kept valuation multiples in check despite solid fundamentals. The company issued in-line guidance, providing little catalyst for outsized moves. Sector rotation within software stocks created mixed trading patterns without company-specific triggers.

Negative drivers

Heightened competition from open-source alternatives and larger cloud vendors pressured perceived long-term pricing power. Reports of modest deceleration in certain usage metrics raised questions about sustainability of recent growth rates. Broader market volatility in AI-related names spilled over, amplifying short-term swings.

Bottom line

Sentiment for DDOG stayed moderately positive on the back of AI product momentum, yet remained capped by competitive and macro headwinds. The 30-day window reflected steady but not euphoric investor views.