Added to YB: 2025-09-02
Pitch date: 2025-08-31
DDOG [bullish]
Datadog, Inc.
+5.63%
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
$56.1B
Pitch Price
$134.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Sustainable’s Substack | August ‘25 Portfolio Review - Added Back Position: Datadog, Inc.
DDOG added back position: Re-entered at lower price after trimming prior quarter. 28% revenue growth, 15% growth in $100k+ monthly ARR customers. Unlike simple software solutions, DataDog's platform complexity provides protection from AI commoditization threats.
Read full article (1 min)