Added to YB: 2026-07-28
Pitch date: 2026-07-26
DDOG [neutral]
Datadog, Inc.
-12.88%
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
$76.5B
Pitch Price
$254.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
463.06
P/E
434.13
EV/Sales
18.34
Sector
Software
Category
growth
Show full summary:
Application Software Earnings Preview: The Setup Into August - Datadog, Inc.
DDOG (overview): Best biz in group but re-rated to 17.3x, full confirmation pricing — return now rides on growth durability, not re-rate. Largest customer's spending is swing factor at a multiple where swing factors hurt. Wouldn't chase. Verdict comes in August/October earnings.
Read full article (1 min)