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DDDDOG

Datadog, Inc.

$DDOG·$89B·Software - Application·Technology
$247.11-7.2%YTD+94.0%1Y+63.5%
Price updated 7h ago·X counts updated 5d ago
DDDDOG
$DDOGDatadog, Inc.
$247.11-7.19%649 posts1.5×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DDOG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

649X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.5×
QuietNormal · 1×Loud

How loud $DDOG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 95% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

Sentiment is bullish on a Datadog technical setup — Elliott-wave bulls note wave 4 completed around $200 with wave 5 of (3) now running toward the 1.272 at $433.47, and the stock reclaimed the 10-week line to form the right side of a new cup base ($292.72 pivot). DDOG is already up 19% since the wave-4 call. The crowd ranks it among the market's top 10 momentum names of the week.

Read what X is saying about $DDOG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DDOG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

The observability platform just reclaimed its growth trajectory — the AI-workload tailwind is finally paying rent.

Datadog is the leading application-and-infrastructure observability platform used to monitor every modern cloud and AI workload. The 2026 bull story has been that AI deployments are a sector-wide usage tailwind — Datadog's P&L shows that playing out.

  • The P&L is growing cleanly: Q2 revenue was up 32% YoY to $1.0B, operating margin is slim at 0.7% GAAP but accelerating, and EPS beats of 11% and 18% on the last two prints show the AI-workload uplift is translating to real earnings surprise.
  • The chart confirms the fundamentals: the stock has reclaimed the 10-week line, formed a right-side cup base with a $292 pivot, and sits at 92% of its 52-week range with +50% above its 200-day — this is a late-stage momentum setup where fundamentals and chart agree.

Nov 5 earnings is the next window. A 32%+ revenue growth print with net dollar retention holding above 110% is what trips the $292 pivot cleanly; a decel into the 20s or NDR compression is the first warning that the AI-usage tailwind is maturing.

Agrees with X sentimentThe Elliott-wave bullish setup and the chart-and-fundamentals agreement are both grounded. No real counter-signal visible in the data; the only hedge is that pure-momentum names at 92% of range give back fast on any blemish.

What to watch: Nov 5 Q3 earnings — revenue growth rate, net dollar retention, operating margin direction, and any disclosed AI-workload revenue. A 32%+ growth with NDR above 110% is continuation; NDR compression is the invalidation.

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

event ahead 30dai workload beneficiary

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $DDOG

Partial — Provides cloud monitoring, logging, and APM SaaS platform for DevOps teams observing complex distributed applications.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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 earningsWed, Nov 4·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$4.5B$4.3B – $4.5B$2.53$2.52 – $2.5534
FY27$5.5B$5.2B – $5.7B$2.96$2.69 – $3.5734
FY28$6.7B$6.1B – $7.5B$3.62$2.06 – $5.1427
FY29$8.6B$8.2B – $9.1B$4.34$4.12 – $4.6613
FY30$9.0B$8.7B – $9.6B$5.26$4.99 – $5.6513

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.1.2×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.74%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.+0.0%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.+29.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 329.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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

SellOct 7Alexis Le-quocCTO53.9K sh$14.8MSellSep 23Alexis Le-quocCTO43.2K sh$10.9MSellSep 21David M ObstlerCFO13.0K sh$3.1MSellSep 14David M ObstlerCFO44.8K sh$10.2MSellSep 14Kerry AcocellaGeneral Counsel and Secretary900 sh$201KSellSep 11Walters Sean MichaelChief Revenue Officer11.7K sh$2.6MSellSep 11Yanbing LiChief Product Officer12.7K sh$2.8MSellSep 8Olivier PomelCEO89.5K sh$18.6MSellSep 4Julie RichardsonDirector5.6K sh$1.2MSellSep 3Julie RichardsonDirector5.6K sh$1.2M
1–10 of 78
+ 72 other (44 conversions · 14 exempts · 9 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
Free, forever. No credit card.

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.

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

Recent news

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

Record Revenue, Guidance See Datadog Shares Jump Higherfxempire.com·16h agoCloud Stocks Retreat as AI Financing Worries Spread: Snowflake and Cloudflare Tumble 7%, Datadog Drops 6%247wallst.com·16h ago11,329 Datadog, Inc. $DDOG Shares Acquired by Krilogy Financial LLCdefenseworld.net·2d agoDatadog Announces Date of Third Quarter Fiscal Year 2026 Earnings Callglobenewswire.com·3d agoDatadog (DDOG) Dips More Than Broader Market: What You Should Knowzacks.com·3d ago

In themes

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

AI InfrastructureAgentic AI & Enterprise Software

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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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