Added to YB: 2026-09-08
Pitch date: 2026-09-05
DDOG [bearish]
Datadog, Inc.
Author Info
No bio for this author
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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
463.06
P/E
434.13
EV/Sales
18.34
Sector
Software
Category
N/A
Summer Investment Letter Big Green Capital - Datadog, Inc.
DDOG (short): Datadog epitomizes “software that hurts”: bills can reach nine figures, giving technically sophisticated customers such as leading AI labs, Shopify and Coinbase the ability and financial incentive to build in-house or adopt cheaper vendors. Customers can gradually reroute logs, metrics, traces and workloads and verify savings through parallel testing. Sticky relationships and Datadog’s role in critical use cases remain the main obstacles to displacement.
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