Datadog: AI Endeavors Will Pay Off
Datadog (DDOG) remains a core holding, with a bullish outlook for 2026 driven by high retention and expanding AI offerings. DDOG's platform is sticky, boasting a net revenue retention rate of 120% and...
Fiscal Year: January - December
Datadog, Inc. (DDOG), listed on the NASDAQ, has a market capitalization of $. As of Jan 05, 2026, the stock is trading at $133.77 per share, offering investors a clear view of its current market value. Datadog, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 439.36, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Datadog, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Datadog, Inc. (DDOG) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Datadog, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Datadog, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Datadog, Inc. is 49.91, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Datadog, Inc. (DDOG) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Datadog, Inc. (DDOG) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Datadog, Inc. (DDOG) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Datadog, Inc.. To access the full SS Score, consider upgrading your subscription.
Datadog, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 439.36. Investors should compare these metrics with industry peers to gauge whether Datadog, Inc. is outperforming or underperforming within its sector.
Datadog (DDOG) remains a core holding, with a bullish outlook for 2026 driven by high retention and expanding AI offerings. DDOG's platform is sticky, boasting a net revenue retention rate of 120% and...
Shares of Datadog, Inc. (NASDAQ: DDOG) are little changed on Wednesday. They have been trading lower since reporting earnings in November.
Datadog (DDOG) stock has dropped by 23.6% in under a month, declining from $199.72 on November 10, 2025, to $152.57 currently. What is anticipated next?
Datadog, Inc. (DDOG) Presents at 53rd Annual Nasdaq Investor Conference Transcript
PLEASANTON, Calif.--(BUSINESS WIRE)--Contrast Security, the leader in Application Detection and Response (ADR), and Datadog announced a new integration that brings verified application runtime intelli...
Datadog is upgraded to a "Buy" rating after a strong Q3 beat-and-raise and resilient demand momentum. DDOG demonstrates robust land-and-expand dynamics, with net revenue retention at ~120% and near-30...
Datadog signs new Strategic Collaboration Agreement with AWS, building on 10+ years of joint innovation and outcomes for customers Las Vegas, Nevada--(Newsfile Corp. - December 3, 2025) - Datadog, Inc...
Datadog, Inc. (DDOG) Presents at UBS Global Technology and AI Conference 2025 Transcript
Bits AI SRE is an on-call 24/7 agent that autonomously investigates alerts and surfaces the fastest path to remediation Las Vegas, Nevada--(Newsfile Corp. - December 2, 2025) - Datadog, Inc. (NASDAQ: ...
SAN FRANCISCO--(BUSINESS WIRE)--Flywl, the cloud marketplace platform transforming how enterprises buy and sell software, announced today a partnership with Datadog, the monitoring and security platfo...
Positioning within the Magnificent 7 was the primary driver of poor security selection and relative underperformance. The Fund's holdings in businesses viewed as key enablers of AI were strong contrib...
Datadog Inc. (DDOG) shares up 128% since first Big Money outlier signal in 2020.
New York, New York--(Newsfile Corp. - November 19, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the appointment of John Trapani as...
Datadog, Inc. ( DDOG) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 10:00 AM EST Company Participants David Obstler - Chief Financial Officer Conference Ca...
New York, New York--(Newsfile Corp. - November 11, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that management will present at th...
New product delivers granular visibility, proactive anomaly detection and targeted recommendations to optimize cloud object storage costs New York, New York--(Newsfile Corp. - November 10, 2025) - Dat...
Datadog CFO David Obstler named to board of directors and former Wise CFO Matt Briers appointed board advisor and observer as company prepares for potential IPO NEW YORK , Nov. 10, 2025 /PRNewswire/ -...
Datadog delivered a standout Q3, beating revenue and EPS expectations, with backlog growth surging 53% year-over-year. The company's robust demand, especially in AI-native products, and strong usage g...
Datadog (DDOG) shares soared Thursday after the cloud-based monitoring and security platform posted quarterly results that topped analysts' estimates and raised its outlook.
A food delivery giant came under pressure after it missed quarterly profit estimates and warned investments in new technologies could squeeze profits, while better-than-expected results helped send sh...
Datadog, Inc. ( DDOG) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Yuka Broderick - Investor Relations Olivier Pomel - Co-Founder, CEO & Director David Obstler - Chief Fina...
Datadog (DDOG) shares soared Thursday after the cloud-based monitoring and security platform posted quarterly results that topped analysts' estimates and raised its outlook.
Major U.S. equities indexes slid Thursday afternoon, led by tech stocks after a flurry of earnings reports and as worries about an AI bubble resurfaced. The Dow, S&P 500, and Nasdaq all lost ground.
Datadog shares jumped 20% after the company reported a revenue beat and issued a strong forecast for the fourth quarter. Revenue for the current quarter is expected to be between $912 million and $916...
Datadog forecast fourth-quarter earnings above Wall Street estimates on Thursday, betting on strong demand for its cloud-security products from businesses adopting artificial intelligence technology.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2025 | 968.04M | 15.81% | Est @15.8% |
| 2026 | 1,100.20M | 13.65% | Analyst x27 |
| 2027 | 1,409.68M | 28.13% | Analyst x15 |
| 2028 | 2,186.60M | 55.11% | Analyst x2 |
| 2029 | 3,004.80M | 37.42% | Analyst x2 |
| 2030 | 4,035.35M | 34.30% | Analyst x2 |
| 2031 | 4,635.81M | 14.88% | Est @14.9% |
| 2032 | 5,152.82M | 11.15% | Est @11.2% |
| 2033 | 5,593.00M | 8.54% | Est @8.5% |
| 2034 | 5,943.40M | 6.27% | Est @6.3% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2023A | 632.37M | 1.00 | 632.37M |
| 2024A | 835.88M | 1.00 | 835.88M |
| 2025E | 968.04M | 1.10 | 882.60M |
| 2026E | 1.10B | 1.20 | 914.55M |
| 2027E | 1.41B | 1.32 | 1.07B |
| 2028E | 2.19B | 1.45 | 1.51B |
| 2029E | 3.00B | 1.59 | 1.89B |
| 2030E | 4.04B | 1.74 | 2.32B |
| 2031E | 4.64B | 1.91 | 2.43B |
| 2032E | 5.15B | 2.09 | 2.46B |
| 2033E | 5.59B | 2.30 | 2.43B |
| 2034E | 5.94B | 2.52 | 2.36B |
| Terminal | 84.83B | 2.52 | 33.67B |
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