DDOG official logo DDOG
DDOG 4-star rating from Upturn Advisory
Datadog Inc (DDOG) company logo

Datadog Inc (DDOG)

Datadog Inc (DDOG) 4-star rating from Upturn Advisory
$154.98
Last Close (24-hour delay)
Profit since last BUY6.69%
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Strong Buy
BUY since 28 days
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Upturn Stock price based on last close icon Stock price based on last close
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Time period over
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Upturn Advisory Summary

11/05/2025: DDOG (4-star) is a STRONG-BUY. BUY since 28 days. Simulated Profits (6.69%). Updated daily EoD!

Upturn Star Rating

Upturn 4 star rating for performance

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

5 star rating from financial analysts

46 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $169.52

1 Year Target Price $169.52

Analysts Price Target For last 52 week
$169.52 Target price
52w Low $81.63
Current$154.98
52w High $170.08

Analysis of Past Performance

Type Stock
Historic Profit 58.34%
Avg. Invested days 48
Today’s Advisory Strong Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 54.93B USD
Price to earnings Ratio 437.53
1Y Target Price 169.52
Price to earnings Ratio 437.53
1Y Target Price 169.52
Volume (30-day avg) 46
Beta 1.23
52 Weeks Range 81.63 - 170.08
Updated Date 11/4/2025
52 Weeks Range 81.63 - 170.08
Updated Date 11/4/2025
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 2025-11-06
When Before Market
Estimate 0.46
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 437.53
Forward PE 67.57
Enterprise Value 50212755747
Price to Sales(TTM) 18.21
Enterprise Value 50212755747
Price to Sales(TTM) 18.21
Enterprise Value to Revenue 16.65
Enterprise Value to EBITDA 239.08
Shares Outstanding 323270704
Shares Floating 321138462
Shares Outstanding 323270704
Shares Floating 321138462
Percent Insiders 0.83
Percent Institutions 91.21

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Datadog Inc

Datadog Inc(DDOG) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Similar Stocks

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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 6500

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.