Professional
Added to YB: 2026-05-01
Pitch date: 2026-04-30
DDOG [bullish]
Datadog, Inc.
+65.99%
current return
Author Info
Hunterbrook Media publishes investigative and global reporting with no ads or paywalls. Their mission is to bring visibility to under-covered regions and accountability to under-scrutinized sectors. Sign up for the newsletter.
Company Info
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Market Cap
$73.1B
Pitch Price
$138.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
657.99
P/E
538.22
EV/Sales
18.96
Sector
Software
Category
growth
Datadog’s Big New Customer: Anthropic
DDOG: Hunterbrook identifies Anthropic as DDOG's 'eight-figure annualized' new logo (largest in co history). Evidence: DDOG RUM embedded across Claude.ai (30M users), bug reports since Jan, leaked source map showing rollout to CLI tools. Consumption-priced contract scales w/ Anthropic growth. Counters bear thesis that AI cos build observability in-house.
Read full article (7 min)