DDOG
Datadog, Inc.
DDOG
247.48USD
+0.99%
Sep 23, 2026
Price
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Price Action
An early price trend
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryReset + recovery
The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA100 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.
Key Financials
- Market Cap
- $76.9B
- Avg Volume (60D)
- 4.4M
- Revenue Growth YoY
- +27.7%
- Gross Margin
- +79.5%
- Operating Margin
- +0.4%
- Free Cash Flow Yield
- +1.3%
- Distance from 200DMA
- +37.4%
- Next Earnings
- 2026-11-05
- P/E
- 513.2x
- EV / EBITDA
- 1099.9x
- EV / Sales
- 21.7x
60 sessions
FY2025 vs FY2024
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Dec 31, 2025
Fundamentals & Valuation
All three valuation perspectives agree this company is expensive.
Datadog, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at a 1.3% free-cash-flow yield and 1099.9x EBITDA, which require sustained delivery to be justified.
Company Research
Thesis
Datadog is a unified observability-and-security platform enabler: it monetizes the same cloud-security-operations consolidation budgets as dedicated security vendors, but remains materially broader than a pure-play SOC or endpoint-security vendor.
Opportunity
Moderate opportunity
Enterprise demand to consolidate cloud-security telemetry, detection, investigation, and response workflows as cloud estates and AI-enabled software delivery increase operational complexity and security-team workload.
Key risk
Intense competition from large cloud providers and specialized monitoring/security vendors.
Narrative & Theme
Enterprise Cybersecurity Modernization
Part of Security Operations and Endpoint Consolidation, with moderate fit.
DDOG genuinely participates in the active enterprise-cybersecurity-modernization narrative through Cloud Security, Cloud SIEM, threat management, code security, and AI-assisted security investigation.
Narrative HeatHeating up8.0 / 10
Theme HeatHeating up8.0 / 10
Business & Markets
Technology · Software - Application
What they do
Datadog, Inc. provides a cloud-based observability and security platform that helps organizations monitor, analyze, and secure their cloud applications and infrastructure globally.
How it earns
The company primarily generates revenue through subscription-based software licenses.
Products & services
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
Customers & end markets
Enterprises using cloud applications
Technology and software companies
Market position
Datadog is a market leader in cloud observability and security platforms.
Demand drivers
Low cyclicality
Demand for cloud monitoring and security services is relatively stable and driven by ongoing digital transformation.