Added to YB: 2026-02-12
Pitch date: 2026-02-10
DDOG [neutral]
Datadog, Inc.
-8.05%
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
$131.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
500.51
P/E
395.35
EV/Sales
11.68
Sector
Software
Category
growth
Datadog Earnings
DDOG (earnings): Q4 rev $953M (+29% YoY) beat est 4.2%; EPS $0.73 beat 33%. Re-acceleration ex-AI to 23% YoY vs 20% Q3. RPO +52% to $3.5B, billings +34%. Record bookings $1.6B (+37%) w/ 18 deals >$10M TCV, 2 >$100M. LLM Observability 1000+ customers, 10x growth. FY26 guide $4.06-4.1B (+18-20%). Margins compressed: GM 81.4% (-0.3pp), op margin 24.1% (-0.1pp), FCF margin 30.5% (-2.1pp) on heavy reinvestment.
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