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DDDDOG

Datadog, Inc.

$DDOG·$83B·Software - Application·Technology
$236.98-2.4%YTD+109.9%1Y+68.1%
Mentions · last 7 days
2026-08-21: 22 posts2026-08-22: 11 posts2026-08-23: 5 posts2026-08-24: 28 posts244+4%
Price updated 2d ago·X counts updated 6d ago
DDDDOG
$DDOGDatadog, Inc.
$236.98-2.45%244 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DDOG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Observability leader running fast — an OpenAI-workload leak and takeout chatter are the two competing narratives.

Datadog is the observability platform whose stock has more than doubled YTD as SaaS names in general have caught a bid, and it now sits in the middle of two very different conversations — a potential Palo Alto acquisition and a real workload-leakage story with OpenAI.

  • The revenue base is compounding cleanly: quarterly revenue moved from $827M to $886M to $953M to $1.01B, gross margin at 80%, quarterly EPS at $0.01 / $0.10 / $0.13 / $0.15 — analysts model $4.35B and $2.42 EPS for the full year, so at $237 the stock trades at roughly 98x forward, a full multiple even in a SaaS re-rate.
  • The takeout optionality is a real tape driver: Palo Alto's CEO reportedly explored a Datadog acquisition in 2025, and any incremental news that re-raises that conversation would put a very specific bid under the stock — but takeout optionality is not a fundamentals story; it either happens or it doesn't.
  • The workload leakage cuts the other way: ClickHouse ARR has exceeded $350M as OpenAI reportedly shifted parts of its log workload away from Datadog, which is exactly the kind of high-visibility customer transition that resets how the sell-side models observability share of wallet.

A Nov 5 print that shows large-customer count and net-revenue-retention holding above 110% extends the tape; a soft NRR print, a specific new customer-leak disclosure, or an M&A-conversation collapse is what caps the multiple.

What to watch: The Nov 5 Q3 print — net-revenue-retention, large-customer count, and any specific commentary on OpenAI or ClickHouse competition. Any takeout term sheet is the counter-catalyst.

On the calendar: 2026-11-05 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment19 posts analyzed · as of 2026-08-30

Datadog's thread is split between M&A optionality and secular concerns. Bulls celebrate Palo Alto CEO Nikesh Arora's 2025 approach at $40B+ (market cap has since doubled to ~$81B) and a wave-4 consolidation targeting $339-$414; skeptics flag a former director's '10-product churn cliff,' OpenAI shifting parts of its log-management workload from DDOG to Nebius-backed ClickHouse (ARR now $350M+), and one poster hedging against expensive SaaS names.

Read the AI verdict + X sentiment for $DDOG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides cloud monitoring, logging, and APM SaaS platform for DevOps teams observing complex distributed applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DDOG.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $DDOG

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Datadog, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
644.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
24.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.65$0.58+11.5%
Q1 2026May 7, 2026$0.60$0.51+18.1%
Q4 2025Feb 10, 2026$0.59$0.56+6.3%
Q3 2025Nov 6, 2025$0.55$0.46+20.2%
Next earningsThu, Nov 5·consensus EPS $0.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+32.2%79.2%0.7%$0.15$323.3M
Q4 FY25$953.2M+29.2%80.4%0.8%$0.13$318.2M
Q3 FY25$885.7M+28.4%80.1%-0.7%$0.10$234.7M
Q2 FY25$826.8M+28.1%79.9%-4.1%$0.01$203.3M

Forward consensus

5-year forecast · up to 34 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4B$4.3B – $4.5B$2.42$2.37 – $2.5234
FY27$5.3B$4.9B – $5.7B$2.85$2.69 – $3.5334
FY28$6.5B$5.9B – $7.5B$3.50$2.22 – $4.9419
FY29$8.3B$7.9B – $9.0B$3.98$3.72 – $4.4210
FY30$8.3B$7.9B – $9.0B$4.69$4.38 – $5.2116

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+35.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 328.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Alexis Le-quocCTO43.2K sh$9.9MSellAug 19Olivier PomelCEO47.1K sh$11.1MSellAug 14Matthew JacobsonDirector19.5K sh$5.0MSellAug 13Matthew JacobsonDirector39.9K sh$10.0MSellAug 13Amit AgarwalDirector20.0K sh$5.0MSellAug 10Alexis Le-quocCTO3.5K sh$819KSellAug 6Amit AgarwalDirector2.5K sh$563KSellAug 5Olivier PomelCEO21.4K sh$6.1MSellAug 4Callahan Michael JamesDirector12.5K sh$3.6MSellJul 30Amit AgarwalDirector20.0K sh$5.3M
1–10 of 57
+ 58 other (36 conversions · 9 exempts · 8 awards · 5 gifts) in window

See when $DDOG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 168-K — Item 5.07: Shareholder vote
AI summary

Datadog, Inc. (DDOG) reported annual meeting vote results (Item 5.07) in an 8-K filed June 16, 2026. Body unavailable — excerpt cuts off before specific vote tallies or proposal outcomes are disclosed.

8-KCharter amendmentApr 228-K — Item 3.03 · Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

DDOG held its special meeting of stockholders around 2026-04-22 (8-K Item 5.07). Stockholders elected 1 director to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Datadog Stock: Buy or Sell?fool.com·3d agoDDOG vs. NOW: Which Cloud Software Stock Has an Edge Right Now?zacks.com·6d agoDatadog's Multi-Product Adoption Grows: Can It Drive More Revenues?zacks.com·6d agoThe Dark SaaSpocalypse Cloud We Could See Throughfool.com·6d agoDatadog: A Market Winner With Accelerating Growth And Long-Term Tailwindsseekingalpha.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAgentic AI & Enterprise Software

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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