Datadog Stock Gets an Upgrade as OpenAI Setback May Be Fading
Datadog's artificial-intelligence customers are spending more than expected, says Bernstein analyst.
Fiscal Year: January - December
Datadog, Inc. (DDOG), listed on the NASDAQ, has a market capitalization of $98.06B. As of Oct 22, 2026, the stock is trading at $273.09 per share@else an unavailable price , 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 556.79, 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) has a DCF fair value that is only shown to premium members. To see it, 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 82.95, 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. 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 $98.06B and a competitive P/E ratio of 556.79. Investors should compare these metrics with industry peers to gauge whether Datadog, Inc. is outperforming or underperforming within its sector.
Datadog's artificial-intelligence customers are spending more than expected, says Bernstein analyst.
Bernstein upgraded Datadog (DDOG) to Outperform from Market Perform with a price target of $350, up from $237. The firm’s data signals suggest Datadog’s enterprise token consumption appears to have…
Datadog, Inc. (DDOG) shares rise 280% since institutions first bought big in 2020.
Mizuho raised the firm’s price target on Datadog (DDOG) to $330 from $300 and keeps an Outperform rating on the shares. The firm adjusted targets in the software group as…
NEW YORK, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today announced that it will report its third quarter fiscal year 2...
Barclays raised the firm’s price target on Datadog (DDOG) to $300 from $290 and keeps an Overweight rating on the shares. The firm adjusted targets in the software group as…
RBC Capital analyst Matthew Hedberg raised the firm’s price target on Datadog (DDOG) to $320 from $280 and keeps an Outperform rating on the shares as part of a broader…
Jefferies raised the firm’s price target on Datadog (DDOG) to $300 from $260 and keeps a Hold rating on the shares. As AI agents grow, there should be surging demand…
CIBC raised the firm’s price target on Datadog (DDOG) to $315 from $280 and keeps an Outperformer rating on the shares ahead of quarterly results. The firm sees a favorable…
FBN Securities initiated coverage of the stock with an Outperform rating.
FBN Securities initiated coverage of Datadog (DDOG) with an Outperform rating and $325 price target Datadog is “the category-leading AI-powered observability and security platform,” says the analyst, ...
Bearish flow noted in Datadog (DDOG) with 3,246 puts trading, or 1.2x expected. Most active are Nov-26 240 puts and Jan-27 220 puts, with total volume in those strikes near…
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Wedbush analyst Steven Wahrhaftig assumed coverage of CrowdStrike ($CRWD), Palo Alto Networks ($PANW), and Datadog ($DDOG) with Buy ratings, given their solid growth and a strong demand backdrop. Cybe...
Wedbush analyst Steven Wahrhaftig assumed coverage of Datadog (DDOG) with an Outperform rating and price target of $275, up from $260. The company is accelerating growth with strong margins, the…
The benchmark software ETF now above water for the year after Salesforce's solid earnings. Salesforce is turning itself into a force because of its partnership with Anthropic.
The past week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence. Airtable, a one-time highflyer among...
Projected from reported cash flow (SEC filings). The starting point is the latest yearly revenue times the median free cash flow margin of the last five years. Years 1 to 5 grow at the revenue growth rate of the last five years (between -5% and 15%), and years 6 to 10 slow down to the 2.5% perpetual growth rate. These are Studying Stocks' own estimates, not analyst forecasts, and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | Source |
|---|---|---|---|
| 2026 | 1.15B | 15.00% | Projected |
| 2027 | 1.32B | 15.00% | Projected |
| 2028 | 1.52B | 15.00% | Projected |
| 2029 | 1.75B | 15.00% | Projected |
| 2030 | 2.01B | 15.00% | Projected |
| 2031 | 2.26B | 12.50% | Projected |
| 2032 | 2.49B | 10.00% | Projected |
| 2033 | 2.68B | 7.50% | Projected |
| 2034 | 2.81B | 5.00% | Projected |
| 2035 | 2.88B | 2.50% | Projected |
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 |
|---|---|---|---|
| 2024A | 835.88M | 1.00 | 835.88M |
| 2025A | 1.00B | 1.00 | 1.00B |
| 2026E | 1.15B | 1.10 | Login |
| 2027E | 1.32B | 1.21 | Login |
| 2028E | 1.52B | 1.32 | Login |
| 2029E | 1.75B | 1.45 | Login |
| 2030E | 2.01B | 1.60 | Login |
| 2031E | 2.26B | 1.75 | Login |
| 2032E | 2.49B | 1.92 | Login |
| 2033E | 2.68B | 2.11 | Login |
| 2034E | 2.81B | 2.32 | Login |
| 2035E | 2.88B | 2.55 | Login |
| Terminal | 2.55 | Login |
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