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Technology - Software - Application - NASDAQ - US
$ 122.37
1.71 %
$ 42.3 B
Market Cap
259.04
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one DDOG stock under the worst case scenario is HIDDEN Compared to the current market price of 122 USD, Datadog, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one DDOG stock under the base case scenario is HIDDEN Compared to the current market price of 122 USD, Datadog, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one DDOG stock under the best case scenario is HIDDEN Compared to the current market price of 122 USD, Datadog, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart DDOG

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$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.0$90.0$90.0$80.0$80.015 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '25
FINANCIALS
2.68 B REVENUE
26.12%
54.3 M OPERATING INCOME
262.22%
184 M NET INCOME
278.33%
871 M OPERATING CASH FLOW
31.92%
-737 M INVESTING CASH FLOW
-0.75%
787 M FINANCING CASH FLOW
1250.54%
762 M REVENUE
3.23%
-12.4 M OPERATING INCOME
-132.24%
24.6 M NET INCOME
-45.95%
272 M OPERATING CASH FLOW
2.38%
-443 M INVESTING CASH FLOW
-305.44%
1.65 M FINANCING CASH FLOW
-99.78%
Balance Sheet Datadog, Inc.
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Current Assets 4.91 B
Cash & Short-Term Investments 4.19 B
Receivables 599 M
Other Current Assets 123 M
Non-Current Assets 874 M
Long-Term Investments 0
PP&E 399 M
Other Non-Current Assets 475 M
72.41 %10.35 %6.91 %8.21 %Total Assets$5.8b
Current Liabilities 1.86 B
Accounts Payable 108 M
Short-Term Debt 666 M
Other Current Liabilities 1.09 B
Non-Current Liabilities 1.21 B
Long-Term Debt 1.18 B
Other Non-Current Liabilities 32.1 M
3.51 %21.69 %35.46 %38.30 %Total Liabilities$3.1b
EFFICIENCY
Earnings Waterfall Datadog, Inc.
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Revenue 2.68 B
Cost Of Revenue 516 M
Gross Profit 2.17 B
Operating Expenses 2.11 B
Operating Income 54.3 M
Other Expenses -129 M
Net Income 184 M
3b3b3b3b2b2b2b2b1b1b500m500m003b(516m)2b(2b)54m129m184mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
80.79% GROSS MARGIN
80.79%
2.02% OPERATING MARGIN
2.02%
6.85% NET MARGIN
6.85%
6.77% ROE
6.77%
3.18% ROA
3.18%
1.07% ROIC
1.07%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Datadog, Inc.
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900m900m800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)2018201820192019202020202021202120222022202320232024202420252025
Net Income 184 M
Depreciation & Amortization 54.9 M
Capital Expenditures -34.7 M
Stock-Based Compensation 570 M
Change in Working Capital 13.3 M
Others 140 M
Free Cash Flow 836 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Datadog, Inc.
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Wall Street analysts predict an average 1-year price target for DDOG of $143 , with forecasts ranging from a low of $120 to a high of $170 .
DDOG Lowest Price Target Wall Street Target
120 USD -1.94%
DDOG Average Price Target Wall Street Target
143 USD 16.92%
DDOG Highest Price Target Wall Street Target
170 USD 38.92%
Price
Max Price Target
Min Price Target
Average Price Target
17017016016015015014014013013012012011011010010090908080Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 12
6. Ownership
Insider Ownership Datadog, Inc.
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Sold
0-3 MONTHS
105 M USD 10
3-6 MONTHS
146 M USD 8
6-9 MONTHS
217 M USD 9
9-12 MONTHS
106 M USD 9
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Why Is Datadog (DDOG) Up 12.9% Since Last Earnings Report? Datadog (DDOG) reported earnings 30 days ago. What's next for the stock? zacks.com - 1 week ago
Wall Street Loves This Artificial Intelligence (AI) Stock, but Should You Buy Now? Shares of Datadog (DDOG 0.92%) have jumped an impressive 36% in the past two months, well beyond the broad recovery stocks have seen as President Trump put a pause on his most aggressive trade policies. As a cloud observability and security solutions provider, the company has been growing at a robust pace thanks to a sizable addressable market and the rapid adoption of artificial intelligence (AI) tools across the economy. fool.com - 1 week ago
Datadog, Inc. (DDOG) Bank of America Global Technology Conference (Transcript) Datadog, Inc. (NASDAQ:DDOG ) Bank of America Global Technology Conference June 3, 2025 3:30 PM ET Company Participants Dave Obstler - Chief Financial Officer Conference Call Participants Koji Ikeda - Bank of America Koji Ikeda So, thanks, everybody. This is the lunchtime keynote at the BofA Technology Conference 2025? seekingalpha.com - 2 weeks ago
Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog BofA Securities analyst Brad Sills disclosed its software spending survey on Tuesday. benzinga.com - 2 weeks ago
Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock Datadog (DDOG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. zacks.com - 2 weeks ago
2 Artificial Intelligence (AI) Stocks That Could Soar in the Second Half of 2025 Artificial intelligence (AI) stocks have had a forgettable 2025 so far, as some investors book profits in companies benefiting from the adoption of this technology following a couple of terrific years in 2023 and 2024. fool.com - 2 weeks ago
Wall Street Bulls Look Optimistic About Datadog (DDOG): Should You Buy? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? zacks.com - 2 weeks ago
Datadog for Government Achieves FedRAMP(R) High 'In Process' Status to Support Mission-Critical Federal Workloads Achieving FedRAMP High authorization will enable federal agencies to more effectively monitor, secure and optimize their critical applications and infrastructure New York, New York--(Newsfile Corp. - May 21, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it is advancing toward Federal Risk and Authorization Management Program (FedRAMP) High authorization, which will ultimately enable federal agencies to more effectively monitor, secure and optimize their critical applications and infrastructure while adhering to stringent compliance frameworks. US federal agencies are required to meet rigorous security and compliance standards. newsfilecorp.com - 3 weeks ago
Datadog AI Research Launches New Open-Weights AI Foundation Model and Observability Benchmark Toto-an open-weights, zero-shot, time series foundation model-and BOOM, the largest public benchmark of observability metrics, are the first launches from Datadog AI Research New York, New York--(Newsfile Corp. - May 21, 2025) -  Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today unveiled the first two launches from Datadog AI Research, which is tackling cutting-edge research challenges that are firmly rooted in real-world problems within cloud observability and security. Datadog AI Research is actively contributing to the broader research community by publishing findings and open-sourcing model artifacts. newsfilecorp.com - 3 weeks ago
Should You Buy These Beaten-Down Nasdaq-100 Stocks? The tech-focused Nasdaq-100 is home to some of the most innovative and fastest-growing companies around. As of May 14, most of the stocks in the index are up year to date. fool.com - 1 month ago
SNOW vs. DDOG: Which Cloud Stock Deserves a Spot in Your Portfolio? Snowflake SNOW and Datadog DDOG are major players in the cloud computing industry, offering data analytics and observability solutions that help enterprises monitor and analyze their cloud infrastructure. While Snowflake specializes in data warehousing and analytics, Datadog focuses on infrastructure monitoring and observability. zacks.com - 1 month ago
1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist Before It Soars Higher Datadog (DDOG -1.58%), a cloud observability and security solutions provider, had a torrid run on the stock market in the first three months of the year. It then hit a 52-week low on April 7, but the stock has made a remarkable comeback since then. fool.com - 1 month ago
8. Profile Summary

Datadog, Inc. DDOG

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 42.3 B
Dividend Yield 0.00%
Description 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.
Contact 620 8th Avenue, New York City, NY, 10018 https://www.datadoghq.com
IPO Date Sept. 19, 2019
Employees 6500
Officers Ms. Sara Varni Chief Marketing Officer Dr. Yanbing Li Ph.D. Chief Product Officer Mr. Emilio Escobar Chief Information Security Officer Mr. David M. Obstler Chief Financial Officer Ms. Kerry S. Acocella J.D. General Counsel & Secretary Mr. Alexis Le-Quoc Co-Founder, Chief Technology Officer & Director Mr. Adam Blitzer Chief Operating Officer Mr. Sean Michael Walters Chief Revenue Officer Mr. David C. Galloreese Chief People Officer Mr. Olivier Pomel Co-Founder, Chief Executive Officer & Director