Added to YB: 2025-08-12
Pitch date: 2025-08-09
DDOG [neutral]
Datadog, Inc.
-6.84%
current return
Author Info
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Company Info
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Market Cap
$43.2B
Pitch Price
$129.46
Price Target
239.00 (+98%)
Dividend
N/A
EV/EBITDA
500.51
P/E
395.35
EV/Sales
11.68
Sector
Software
Category
growth
$DDOG | Datadog Q2 2025 Highlights
DDOG (earnings update): Q2 beat - $826.8M rev (+28% YoY) vs $790.9M expected, EPS $0.46 vs $0.41. Raised FY25 guide to $3.32B (beating $3.24B est). Growth reaccelerating post-cloud optimization cycle. 3,850 $100K+ customers (+14% YoY), NDR >120%. Key AI play - helps observe/protect complex tech stacks. FY26 targets: $179-239 (15-20x P/S) or 56.4x P/E (PEG 2.05).
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