Inside the research
Datadog, Inc.
DDOG Research profile · latest available data
Price overview
$268.13
▲ +11.21 (+4.4%)
| 52w hi | $288.15 |
|---|---|
| 52w lo | $102.61 |
| Vol | 5.37M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.56
| Short | +0.56 |
|---|---|
| Medium | +0.64 |
| Long | +0.37 |
computed 2026-09-27
Key fundamentals
Datadog, Inc.
Technology · Software - Application
| Market cap | $96.28B |
|---|---|
| Enterprise value | $92.57B |
| Trailing P/E | 525.75x |
| Forward P/E | 90.17x |
| EV / EBITDA | 1116.70x |
| P / S (ttm) | 24.27x |
| Profit margin | 4.5% |
| Return on equity | 4.7% |
| Revenue growth | +35.6% |
| Earnings growth | +1498.5% |
| Debt / equity | 29.26 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.19 | |
| Sector | +0.15 | |
| Technical | +0.10 | |
| Earnings | +0.00 | |
| Sentiment | +0.59 |
macro × 1.00 · 2026-09-27
Business overview
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.
Risk Metrics
| Beta vs SPX | 1.28 |
|---|---|
| Corr SPX | 0.35 |
| Annual vol | 58.2% |
| Annual ret | +58.8% |
| Sharpe | 1.01 |
| Max DD | -48.6% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $213.51 |
|---|---|
| High / Low | $320.00 / $121.00 |
| Median | $220.00 |
| Analysts | 47 |
| Strong Buy | 10 | |
|---|---|---|
| Buy | 34 | |
| Hold | 3 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-08 | Wedbush | → Outperform |
| 2026-05-08 | UBS | → Buy |
| 2026-05-08 | Truist Securities | → Hold |
| 2026-05-08 | Scotiabank | → Sector Outperform |
| 2026-05-08 | Rosenblatt | → Buy |
| 2026-05-08 | RBC Capital | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Earnings Release, Exhibits | read |
| 2026-06-16 | Shareholder Vote | read |
| 2026-05-07 | Earnings Release, Exhibits | read |
| 2026-04-22 | 3.03, Bylaws Amendment… | read |
| 2026-03-02 | Officer / Director Change | read |
| 2026-02-10 | Earnings Release | read |
| 2025-11-06 | Earnings Release, Exhibits | read |
| 2025-09-11 | Officer / Director Change | read |
| 2025-08-07 | Earnings Release, Exhibits | read |
| 2025-06-05 | 3.03, Bylaws Amendment… | read |
| 2025-05-06 | Earnings Release, Exhibits | read |
| 2025-02-13 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | C | 43.22K | — |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | C | 10.69K | — |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 1.10K | $254.27K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 500 | $116.20K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 900 | $212.57K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 300 | $71.73K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 1.50K | $365.95K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 1.40K | $346.53K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 3.30K | $819.77K |
| 2026-08-10 | Le-Quoc Alexis | Chief Technology Officer | Sell | 4.40K | $1.10M |
Flow & Concentration
| Insider 180d net | -$165.66M |
|---|---|
| Insider buys / sells | 0 / 138 |
| Insider bias | Sellers |
| 13F holders | 9 |
| Top-5 share | 99.2% |
| HHI | 5,578 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $5.14B | 19.76M |
| Citadel Advisors | $1.41B | 5.42M |
| AQR Capital Management | $454.85M | 1.80M |
| Ark Invest | $54.71M | 210.15K |
| Renaissance Technologies | $49.23M | 189.09K |
| State Street Corp | $37.45M | 26.41M |
| Millennium Management | $14.86M | 10.44M |
| T. Rowe Price Group | $2.77M | 10.64M |
| Capital Research / Capital World | $221.75K | 156.00K |
As of 2026-06-30
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $0 | National Aeronautics and Space Administration | DATADOG SUBSCRIPTION PERIOD OF PERFORMANCE: 6/1/2024 - 10/31/2025 |
SEC Filings
The Long Run
FY 2019–2025 · 7 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.43B | +60.8% | |
| Gross profit | $2.74B | +81.2% | |
| Operating income | $54.28M | +0.0% | |
| Net income | $107.74M | -41.4% | |
| Cash from ops | $659.95M | +98.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $263.17 | $280.70 | $261.00 | $268.13 | 5.37M |
| Sep 24 | $249.60 | $258.39 | $247.27 | $256.92 | 3.49M |
| Sep 23 | $251.61 | $256.71 | $247.60 | $251.49 | 2.83M |
| Sep 22 | $245.67 | $249.91 | $244.13 | $247.48 | 2.83M |
| Sep 21 | $229.73 | $245.31 | $226.83 | $245.05 | 2.93M |
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