Datadog, Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 32% YoYStreet coverage with positive forward estimatesConsistent chatter on X (244/wk), no spike$228.75-3.5%YTD+109.9%1Y+76.0%
Mentions · last 7 days
244+4%
Price updated 8m ago·X counts updated 8d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $DDOG, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
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
+2.5%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 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
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.0.9×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.-5.1%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.+34.9%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 today1.2% 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.
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
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
+ 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.
In themes
Explore the broader themes this ticker is being talked about under.
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