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NASDAQ · US · Software - Application

DDOG Datadog

Observability for AI workloads

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$281.5
+4.40% today
1W
+8.1%
1M
+5.0%
3M
+12.2%
YTD
+107.0%
1Y
+79.9%
Off 52w high
−4.0%
Next earnings (est.): 2026-11-04
Market cap$96.82B
P/E (trailing)539.3Forward 90.3
EV / sales22.4×EV/EBITDA 1071.7×
Revenue (TTM)$3.97BGrowth 35.6% y/y
Margins79.5%gross · op 0.7%
Free cash flow$1.05BCash $4.99B · debt $1.28B
Analyst target$292.4+3.9% upside · 47 analysts · strong buy
Riskβ 1.51Short 3.3% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

DDOG · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-06EarningsBeat / raise

    Reported EPS 0.65 vs 0.58 expected (+11.4% surprise).

  2. 7
    2026-05-07EarningsBeat / raise

    Reported EPS 0.6 vs 0.51 expected (+18.2% surprise).

  3. 6
    2026-02-10EarningsBeat / raise

    Reported EPS 0.59 vs 0.55 expected (+6.3% surprise).

  4. 5
    2025-11-06EarningsBeat / raise

    Reported EPS 0.55 vs 0.46 expected (+20.3% surprise).

  5. 4
    2025-08-07EarningsBeat / raise

    Reported EPS 0.46 vs 0.41 expected (+12.8% surprise).

  6. 3
    2025-05-06EarningsBeat / raise

    Reported EPS 0.46 vs 0.42 expected (+8.4% surprise).

  7. 2
    2025-02-13EarningsBeat / raise

    Reported EPS 0.49 vs 0.43 expected (+13.2% surprise).

  8. 1
    2024-11-07EarningsBeat / raise

    Reported EPS 0.46 vs 0.4 expected (+16.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-060.580.65+11.4%
2026-05-070.510.6+18.2%
2026-02-100.550.59+6.3%
2025-11-060.460.55+20.3%
2025-08-070.410.46+12.8%
2025-05-060.420.46+8.4%
2025-02-130.430.49+13.2%
2024-11-070.40.46+16.4%
2024-08-080.360.43+20.8%
2024-05-070.350.44+25.9%
2024-02-130.440.44+0.8%
2023-11-070.340.45+33.5%
2023-08-080.280.36+27.7%
2023-05-040.240.28+18.8%
2023-02-160.190.26+37.4%
2022-11-030.160.23+43.7%
2022-08-040.150.24+55.5%
2022-05-050.110.24+113.2%
2022-02-100.110.2+74.0%
2021-11-040.060.13+110.5%
2021-08-050.030.09+170.9%
2021-05-060.030.06+93.4%
2021-02-110.020.06+231.5%
2020-11-100.010.05+438.2%

About Datadog

Website ↗

Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workflow automation and App builder, event management, bits AI SRE, cloud cost management, cloud security, code security, cloud SIEM, threat management, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.

8,100 employees · New York, United States

Enterprises need clean data, orchestration and monitoring before AI agents do useful work. Data platforms and observability are the picks-and-shovels of AI software.

Data→Models→Agents→Workflows

What would prove us wrong. Weakens if consumption growth slows while model costs fall — value would be leaking to the model layer.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
PLTR
Palantir Technologies
AI platform (AIP) for enterprise and defence $199.0+1.13%+4.9%+11.9%
SNOW
Snowflake
Data cloud feeding enterprise AI $334.1+2.65%−0.6%+52.3%
MDB
MongoDB
Operational database for AI apps $389.1+4.84%−5.2%−7.3%
NOW
ServiceNow
Enterprise workflows and AI agents $155.3−2.27%+14.5%+1.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.