Datadog, Inc.

Datadog, Inc.

DDOGยทNASDAQ

$250.33

-7.0%
TechnologySoftware - Application

Datadog, Inc. provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in North America and internationally. The company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, and security monitoring to provide real-time observability of its customers technology stack. Its platform also provides user experience monitoring, network performance monitoring, cloud security, developer-focused observability, and incident management, as well as a range of shared features, such as dashboards, analytics, collaboration tools, and alerting capabilities. The company was incorporated in 2010 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$89.11B
EPS0.3100
P/E Ratio438.37
Earnings Date08/06/2026
ddog

Datadog, Inc. Street Expectations Map

DDOG ยท NASDAQ

Wall Street analysts project that DDOG stock may decline over the coming 12 months. The consensus 1-year price target stands at 209.58, with estimates ranging from a low of 139.00 to a high of 305.00.

Lowest Target
139.00
-44.47%
Consensus Target
209.58
-16.28%
Highest Target
305.00
21.84%

The consensus 1-year price target stands at 209.58, with estimates ranging from a low of 139.00 to a high of 305.00.

Analyst Consensus Analysis

Upside Potential

-16.3%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

79.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.49x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Datadog, Inc. Forward Estimates of Revenue

DDOG ยท NASDAQ
Latest Revenue
3.43B
FY 2025
Avg Estimate
4.11B
FY 2026
Estimate Range
4.01B - 4.24B
Analyst Spread

Forward Growth Analysis

Projected Growth+19.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage33 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Datadog, Inc. Forward Estimates of Net Income

DDOG ยท NASDAQ
Latest Net Income
107.74M
FY 2025
Avg Estimate
811.83M
FY 2026
Estimate Range
733.98M - 889.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+653.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage33 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Datadog, Inc. Forward Estimates of EPS

DDOG ยท NASDAQ
Latest EPS
0.31
FY 2025
Avg Estimate
$2.32
FY 2026
Estimate Range
$2.05 - $2.48
Analyst Spread

Forward Growth Analysis

Projected Growth+646.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Datadog, Inc. Forward Estimates of EBIT

DDOG ยท NASDAQ
Latest EBIT
138.08M
FY 2025
Avg Estimate
93.00M
FY 2026
Estimate Range
90.71M - 95.98M
Analyst Spread

Forward Growth Analysis

Projected Growth-32.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage33 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Datadog, Inc. Forward Estimates of EBITDA

DDOG ยท NASDAQ
Latest EBITDA
260.61M
FY 2025
Avg Estimate
242.37M
FY 2026
Estimate Range
236.40M - 250.13M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage33 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Datadog, Inc. Forward Estimates of SG&A Expense

DDOG ยท NASDAQ
Latest SG&A Expense
1.24B
FY 2025
Avg Estimate
1.60B
FY 2026
Estimate Range
1.56B - 1.65B
Analyst Spread

Forward Growth Analysis

Projected Growth+29.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage33 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Datadog, Inc. Insider Positioning

DDOG ยท NASDAQ

During the last 12 months, insiders have sold $188.93M worth of DDOG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

224.2K

36.07M

Net Activity

-36.1M

-$36.07M

3-6 Months

Bought

0

0.00

Sold

329.1K

37.80M

Net Activity

-37.8M

-$37.80M

6-9 Months

Bought

0

0.00

Sold

346.6K

56.38M

Net Activity

-56.4M

-$56.38M

9-12 Months

Bought

0

0.00

Sold

448.3K

58.68M

Net Activity

-58.7M

-$58.68M

Top Buyers

No buying activity

Top Sellers

1
PO

Pomel Olivier

Director, Officer: Chief Executive Officer

339.5K sharesโ€ข19 transactions

$47.27M

2
JM

Jacobson Matthew

Director

146.5K sharesโ€ข9 transactions

$25.82M

3
AA

Agarwal Amit

Director

138.3K sharesโ€ข16 transactions

$18.29M

4
CMJ

Callahan Michael James

Director

112.5K sharesโ€ข3 transactions

$18.13M

5
LA

Le-Quoc Alexis

Director, Officer: Chief Technology Officer

136.9K sharesโ€ข16 transactions

$17.31M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $188.93M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$36.07M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.