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Datadog Inc (DDOG)



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Upturn Advisory Summary
10/15/2025: DDOG (4-star) is a STRONG-BUY. BUY since 13 days. Simulated Profits (10.16%). Updated daily EoD!
1 Year Target Price $165.35
1 Year Target Price $165.35
26 | Strong Buy |
11 | Buy |
9 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 63.49% | Avg. Invested days 45 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 52.72B USD | Price to earnings Ratio 419.92 | 1Y Target Price 165.35 |
Price to earnings Ratio 419.92 | 1Y Target Price 165.35 | ||
Volume (30-day avg) 46 | Beta 1.21 | 52 Weeks Range 81.63 - 170.08 | Updated Date 10/16/2025 |
52 Weeks Range 81.63 - 170.08 | Updated Date 10/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.13% | Operating Margin (TTM) -4.29% |
Management Effectiveness
Return on Assets (TTM) -0.22% | Return on Equity (TTM) 4.45% |
Valuation
Trailing PE 419.92 | Forward PE 67.57 | Enterprise Value 50212755747 | Price to Sales(TTM) 17.48 |
Enterprise Value 50212755747 | Price to Sales(TTM) 17.48 | ||
Enterprise Value to Revenue 16.65 | Enterprise Value to EBITDA 239.08 | Shares Outstanding 323270704 | Shares Floating 321131487 |
Shares Outstanding 323270704 | Shares Floating 321131487 | ||
Percent Insiders 0.83 | Percent Institutions 88.44 |
Upturn AI SWOT
Datadog Inc

Company Overview
History and Background
Datadog was founded in 2010 by Olivier Pomel and Alexis Lu00ea-Quu1ed1c. Initially a server monitoring tool, it evolved into a comprehensive observability platform.
Core Business Areas
- Monitoring: Provides real-time visibility into the performance of applications, infrastructure, and services.
- Security: Offers security monitoring and threat detection capabilities.
- Log Management: Enables users to collect, process, and analyze logs for troubleshooting and insights.
- Cloud SIEM: Offers a cloud based security information and event management system.
- Observability Pipelines: Facilitates data enrichment, redaction, and routing for improved observability data management.
Leadership and Structure
Olivier Pomel is the CEO and Alexis Lu00ea-Quu1ed1c is the CTO. Datadog operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Infrastructure Monitoring: Provides real-time monitoring of servers, containers, and cloud resources. Competitors: New Relic (NEWR), Dynatrace (DT). Market share is difficult to pinpoint exactly, but Datadog leads in cloud monitoring with estimates around 20-30% in the overall observability market, which includes broader functionalities than just infrastructure monitoring. Revenue from this product not publicly broken out.
- Application Performance Monitoring (APM): Helps identify and resolve application performance bottlenecks. Competitors: New Relic (NEWR), Dynatrace (DT), AppDynamics (CSCO). Market share is also estimated around 20-30% in the APM market. Revenue from this product not publicly broken out.
- Log Management: Collects, processes, and analyzes logs from various sources. Competitors: Splunk (SPLK), Sumo Logic (SUMO). Market share is difficult to pinpoint exactly, but Datadog is a significant player in log management, estimated between 10-15%. Revenue from this product not publicly broken out.
Market Dynamics
Industry Overview
The observability market is growing rapidly, driven by the increasing complexity of IT environments and the need for real-time insights. Cloud adoption and digital transformation are key drivers.
Positioning
Datadog is a leading player in the observability market, offering a comprehensive platform for monitoring, security, and analytics. Its competitive advantages include its unified platform, ease of use, and strong integrations.
Total Addressable Market (TAM)
The total addressable market for observability is estimated to be around $62 billion by 2026. Datadog is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Comprehensive Platform
- Strong Growth
- Customer Satisfaction
- Innovation
- Strong brand recognition.
Weaknesses
- Premium Pricing
- Complexity for Small Businesses
- Reliance on Cloud Providers
Opportunities
- Expanding into New Markets
- Acquiring Complementary Technologies
- Developing New Products
- Growing cloud adoption
- Increased security spending
Threats
- Intense Competition
- Economic Downturn
- Security Breaches
- Changing Technologies
Competitors and Market Share
Key Competitors
- NEWR
- DT
- SPLK
Competitive Landscape
Datadog competes with both established players and emerging startups. It differentiates itself through its unified platform, ease of use, and comprehensive features.
Major Acquisitions
Coeficient
- Year: 2024
- Acquisition Price (USD millions): 58
- Strategic Rationale: Acquisition of Coeficient accelerates Datadog's roadmap for its Cloud SIEM product, enabling security teams to connect data and workflows across security and IT.
Growth Trajectory and Initiatives
Historical Growth: Datadog has experienced strong historical growth, driven by increasing demand for observability solutions and successful product innovation.
Future Projections: Analyst projections suggest continued growth for Datadog, driven by its expanding product portfolio and market share gains. Projected growth rates vary based on different analyst firms and macroeconomic conditions.
Recent Initiatives: Recent initiatives include expanding its security offerings, investing in new technologies, and expanding its international presence.
Summary
Datadog is a strong company in the observability market, boasting impressive growth and a comprehensive platform. Its unified approach and ease of use have resonated well with customers. However, it faces intense competition and needs to remain innovative to maintain its market position and high valuation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Research
- Public Information
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Datadog Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2019-09-19 | Co-Founder, CEO & Director Mr. Olivier Pomel | ||
Sector Technology | Industry Software - Application | Full time employees 6500 | Website https://www.datadoghq.com |
Full time employees 6500 | Website https://www.datadoghq.com |
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, data observability, universal service monitoring, network monitoring, error tracking, incident management, workflow automation, observability pipelines, cloud cost and cloud security management, application security management, cloud SIEM, sensitive data scanner, event management and CI and LLM visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.

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