Datadog, Inc. (DDOG) Stock Price & Analysis
Datadog, Inc. (DDOG) closed at USD 257.75 on Thursday, October 22, 2026, down 5.62% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 273.09; the Oct 22, 2026 session ranged USD 256.42–275.81 on volume of 3,809,557 shares. Market capitalization is $92.55B, with a 52-week range of USD 98.01–300.68 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:00 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DDOG.md
Key facts (DDOG)
- Last four reported quarters (through Jun 30, 2026): revenue $3.97B, net income $178M (4.5% margin), free cash flow $1.18B (SEC filings).
- Valuation: P/E 521.2x (avg 537.7x at the last 3 fiscal year-ends), EV/EBITDA 1130.5x, net cash $4.00B.
- Analysts: Buy (mean 1.94 on a 1–5 scale) (48 analysts), mean target USD 292.36 (range 158–350).
- Total return with dividends: 1Y +64.6% vs S&P 500 +14.9%; 5Y +58.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.64, revenue estimate $1.15B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DDOG)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.03B | $1.68B | $2.13B | $2.68B | $3.43B | $3.97B |
| Gross profit | $795M | $1.33B | $1.72B | $2.17B | $2.74B | — |
| Operating income | -$19.2M | -$58.7M | -$33.5M | $54.3M | -$44.4M | $16.3M |
| Net income | -$20.7M | -$50.2M | $48.6M | $184M | $108M | $178M |
| EPS (diluted) | -$0.07 | -$0.16 | $0.14 | $0.52 | $0.31 | — |
| Free cash flow | $277M | $383M | $632M | $836M | $1.00B | $1.18B |
| Gross margin | 77.2% | 79.3% | 80.7% | 80.8% | 80.0% | — |
| Operating margin | -1.9% | -3.5% | -1.6% | 2.0% | -1.3% | 0.4% |
| Net margin | -2.0% | -3.0% | 2.3% | 6.8% | 3.1% | 4.5% |
| Revenue growth | +70.5% | +62.8% | +27.1% | +26.1% | +27.7% | — |
| Cash + short-term investments | $1.55B | $1.88B | $2.58B | $4.19B | $4.47B | — |
| Total debt | $735M | $739M | $742M | $979M | $983M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DDOG)
P/E 521.2x · P/S 23.3x · EV/EBITDA 1130.5x · EV/Sales 22.3x · P/FCF 78.3x · P/B 21.2x · FCF yield 1.28% · Earnings yield 0.19% · Net cash $4.00B · EV $88.6B
P/E at fiscal year-ends: Dec 2025 458.8x, Dec 2024 278.9x, Dec 2023 875.4x.
Analysts (DDOG)
Consensus Buy (mean 1.94 on a 1–5 scale), 48 analysts; mean target USD 292.36 (low 158, high 350).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Bernstein | Upgrade | Market Perform → Outperform | $237 → $350 |
| 2026-10-15 | Mizuho | Target raised | Outperform | $300 → $330 |
| 2026-10-13 | Barclays | Target raised | Overweight | $290 → $300 |
| 2026-10-12 | RBC Capital | Target raised | Outperform | $280 → $320 |
| 2026-10-09 | CIBC | Target raised | Outperformer | $280 → $315 |
| 2026-08-08 | Scotiabank | Target raised | Sector Outperform | $275 → $285 |
| 2026-08-07 | UBS | Target lowered | Buy | $315 → $280 |
| 2026-08-07 | Citigroup | Target raised | Buy | $300 → $305 |
| 2026-08-07 | Macquarie | Target raised | Outperform | $230 → $260 |
| 2026-08-07 | Needham | Target raised | Buy | $260 → $300 |
| 2026-08-07 | DA Davidson | Maintained | Buy | $315 |
| 2026-08-07 | Cantor Fitzgerald | Reiterated | Overweight | $327 |
Total return (dividends reinvested) (DDOG)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +64.6% | +58.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +64.9% | +9.7% |
| Volatility (annualized) | 68.6% | 55.7% |
| Max drawdown | -48.6% (Nov 2025→Feb 2026) | -66.8% (Nov 2021→Jan 2023) |
DDOG revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $824.7M | 73.5% | +40.6% |
| UNITED STATES | $790.1M | 70.5% | +41.2% |
| International | $296.8M | 26.5% | +23.6% |
| Total revenue | $1.12B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
DDOG suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Microsoft (MSFT) | “•with respect to on-premise infrastructure monitoring, we compete with diversified technology companies and systems management vendors including IBM, Microsoft Corporation, and SolarWinds Corporation.” |
| Competitor | Cisco (CSCO) | “•with respect to APM, we compete with Cisco Systems, Inc., New Relic, Inc. and Dynatrace Software Inc.” |
| Competitor | IBM (IBM) | “•with respect to on-premise infrastructure monitoring, we compete with diversified technology companies and systems management vendors including IBM, Microsoft Corporation, and SolarWinds Corporation.” |
| Competitor | Amazon (AMZN) | “•with respect to Cloud monitoring, we compete with native solutions from cloud providers such as Amazon Web Services, or AWS, Microsoft Azure, and Google Cloud Platform, or GCP.” |
| Competitor | Alphabet (Google) (GOOGL) | “•with respect to Cloud monitoring, we compete with native solutions from cloud providers such as Amazon Web Services, or AWS, Microsoft Azure, and Google Cloud Platform, or GCP.” |
Quoted from the company's 10-K filed Feb 18, 2026.
DDOG company outlook (results filed Aug 6, 2026)
- “Co nference Call Details: • W hat: Datadog financial results for the second quarter of 2026 and outlook for the third quarter and the full year 2026 • When: August 6, 2026 a t 8:00 A.M.”
Quoted word-for-word from the SEC 8-K results press release.
DDOG analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.64 | $0.61 | +5.1% | $1.15B | 40 |
| Next quarter (ends Dec 2026) | $0.64 | $0.63 | +1.8% | $1.20B | 38 |
| Current fiscal year (ends Dec 2026) | $2.53 | $2.42 | +4.3% | $4.47B | 45 |
| Next fiscal year (ends Dec 2027) | $2.98 | $2.88 | +3.5% | $5.49B | 47 |
DDOG options: expected move
Options price a move of about ±15.3% (±$39.75) by Nov 6, 2026, which includes earnings on Nov 4, 2026; the earnings reaction alone is priced at about ±11.1%. Over the last 8 reports the stock moved ±13.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 66.2% | ±7.8% |
| Nov 6, 2026 | 14 | 94.8% | ±15.3% |
| Nov 13, 2026 | 21 | 86.9% | ±17.0% |
| Nov 20, 2026 | 28 | 80.7% | ±18.1% |
| Nov 27, 2026 | 35 | 74.8% | ±18.7% |
| Dec 4, 2026 | 42 | 71.1% | ±19.4% |
| Dec 18, 2026 | 56 | 69.0% | ±21.7% |
| Jan 15, 2027 | 84 | 64.9% | ±24.8% |
30-day implied volatility 78.6% vs 54.2% realized over the last 30 trading days. Put/call ratio (volume) 1.97. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:00 UTC)
| Price | USD 257.75 |
|---|---|
| Change | ▼ 5.62% (down) |
| Previous Close | USD 273.09 |
| Open | USD 271.49 |
| Day Range | USD 256.42 – 275.81 |
| 52-Week Range | USD 98.01 – 300.68 |
| Volume | 3,809,557 shares |
| Market Cap | $92.55B |
| Exchange | NMS |
Technical Analysis (DDOG)
Nexqual's technical model rates DDOG "NEUTRAL" based on 3 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:00 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 50.56 (neutral) |
| vs SMA50 | Above (USD 248.4) |
| MACD | 3.42 (positive) |
Analyst Ratings (DDOG)
Wall Street analysts rate DDOG "Buy" based on 48 analysts, with a mean price target of USD 292.36 (range USD 158–350), per Nexqual as of October 23, 2026 at 10:00 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 48 |
| Mean Target | USD 292.36 |
| High Target | USD 350 |
| Low Target | USD 158 |
| Buy / Hold / Sell | 44 / 2 / 2 |
Earnings (DDOG)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.64 |
| Revenue Estimate | $1.15B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.65 vs est 0.58 ▲ beat |
| 2026-03-31 | USD 0.6 vs est 0.51 ▲ beat |
| 2025-12-31 | USD 0.59 vs est 0.55 ▲ beat |
| 2025-09-30 | USD 0.55 vs est 0.46 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Financials & Fundamentals (DDOG)
| Total Revenue | $3.97B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +35.60% |
| Gross Margin | +79.54% |
| Operating Margin | +0.67% |
| Profit Margin | +4.48% |
| ROE | +4.70% |
| Debt / Equity | 0.29 |
| Current Ratio | 3.21 |
| Total Cash | $4.99B |
| Total Debt | $1.28B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.18B (29.8% of revenue) |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Financial Health Score (DDOG)
Nexqual rates Datadog, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:00 UTC.
| Growth | Strong — Revenue +28% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 80%, operating 1% (last 12 months) |
| Balance Sheet | Strong — $4.99B cash and investments vs $986M debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $1.18B (last 4 quarters to Jun 2026, SEC), 30% margin |
| Efficiency | Weak — ROE 5%, ROA 0.2% |
Ownership (DDOG)
| Insider Ownership | +0.56% |
|---|---|
| Institutional Ownership | +93.19% |
| Shares Outstanding | 334.90M |
| Float | 333.02M |
| Short % of Float | +3.26% |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Leadership (DDOG)
Datadog, Inc. is led by Olivier Pomel, Co-Founder, CEO & Director, per Nexqual as of October 23, 2026 at 10:00 UTC.
| Co-Founder, CEO & Director | Olivier Pomel |
|---|---|
| Co-Founder, CTO & Director | Alexis Le-Quoc |
| Chief Financial Officer | David M. Obstler |
| Chief Operating Officer | Adam Blitzer |
| Chief Revenue Officer | Sean Michael Walters |
Major Backers & Investors (DDOG)
Notable institutional backers of Datadog, Inc. include FMR, LLC, Invesco, Price (T.Rowe) Associates Inc, according to Nexqual as of October 23, 2026 at 10:00 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 5.9% |
| Invesco | 3.95% |
| Price (T.Rowe) Associates Inc | 3.18% |
| Jupiter Topco LLC | 2.07% |
| Jennison Associates LLC | 2.05% |
| Fidelity | 1.28% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.69% |
| BlackRock | 10.61% |
| State Street | 4.39% |
| Geode Capital | 2.85% |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
From Datadog, Inc.'s Latest SEC 10-K Filing (filed 2026-02-18)
Key Strengths & Strategy (as disclosed to the SEC)
- Our API libraries and agent used by customers to send data to our proprietary platform are licensed by us on an open source basis.
- Although we rely on intellectual property rights, including patents, copyrights, trademarks and trade secrets, as well as contractual protections to establish and protect our proprietary rights, we believe that factors such as the technological and creative skills of our personnel, creation of new services, features and functionality, and frequent enhancements to our proprietary platform are more essential to establishing and maintaining our technology leadership position.
- Since launching our first use case with Infrastructure Monitoring in 2012, we have expanded our platform rapidly, and today, we offer end-to-end monitoring and analytics, powered by a common data model that is extensible for use cases across observability, security, software delivery, and service management.
- Our proprietary platform combines the power of metrics, traces, logs, user sessions, security signals, and other data from a single agent and over 1,000 integrations to provide a unified view of infrastructure, application performance and the real-time events impacting performance.
Legal & Regulatory Risks (Item 1A, quoted)
- We typically provide service-level commitments under our subscription agreements. If we fail to meet these contractual commitments, we could be obligated to provide credits for future service or face subscription termination with refunds of prepaid amounts, which would lower our revenue and harm our business, financial condition and results of operations.
- We and the third-parties with whom we work are subject to stringent and changing laws, regulations, standards, and contractual obligations related to data privacy and security. Actual or perceived failure by us or the third-parties with whom we work to comply with such laws, regulations, standards, or contractual obligations could harm our business.
- We are subject to anti-corruption, anti-bribery, anti-money laundering, and similar laws, and non-compliance with such laws can subject us to criminal or civil liability and harm our business, financial condition and results of operations.
- We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:00 UTC. This page is informational and not investment advice.
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