Barrons·13h ago
Datadog Stock Is Having Its Best Year Since 2020. It Could Get Even Better From Here.FBN Securities initiated coverage of the stock with an Outperform rating.
Datadog's revenue growth reaccelerated to 35.6% YoY in 2026Q2, driven by AI workload demand, while gross margins remained stable near 80%. However, operating leverage remains elusive as R&D and SG&A consume 78% of revenue, and stock-based compensation of $220....
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 35.6% YoY in 2026Q2 with gross margin at 78.6%, yet operating margin remains thin at 0.5% as R&D and SG&A total 78% of revenue.
Datadog's ability to deepen its role in managing AI-driven workloads enhances platform stickiness and usage, positioning it well against competitors.
Datadog offers a comprehensive solution for monitoring infrastructure metrics, traces, and logs, providing a one-stop-shop for cloud-scale applications.
With reported revenue of over $1 billion and positive net income, Datadog demonstrates robust financial health and growth potential.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.65+11.5% vs $0.58 | $1.1B+3.9% vs $1.1B |
Q2 2026 May 7, 2026 | $0.60+18.1% vs $0.51 | $1.0B+4.8% vs $960M |
Q1 2026 Feb 10, 2026 | $0.59+6.3% vs $0.56 | $953M+3.8% vs $919M |
Q4 2025 Nov 6, 2025 | $0.55+20.2% vs $0.46 | $886M+3.9% vs $853M |
FBN Securities initiated coverage of the stock with an Outperform rating.
Datadog (DDOG) concluded the recent trading session at $273.85, signifying a +1.97% move from its prior day's close.
President Donald Trump has disclosed over 20,000 stock trades made over the past 12 months. The trades, which the White House says Trump has no knowledge of, span a wide range of sectors and dollar amounts.
Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.
Benchmark DDOG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Datadog, Inc. (DDOG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $277.22 | $98.68B | 924.07 | 27.68% | 3.14% | 3.34% | — | |
| $59.31 | $17.29B | 109.83 | 18.82% | 7.22% | 5.72% | — | |
| $93.94 | $9.72B | 27.39 | 17.26% | 20.84% | 35.31% | — | |
| $403.24 | $274.81B | 252.03 | 14.87% | 2.67% | 1.68% | — | |
| $180.95 | $132.57B | 74.47 | 14.17% | 28.17% | 187.95% | — | |
| $36.85 | $4.06B | -122.83 | 11.04% | 0.65% | 2.41% | — |
Datadog, Inc. (DDOG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Datadog, Inc. (DDOG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 16, 2026·SEC
May 7, 2026·SEC
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Datadog, Inc. (DDOG) stock FAQ — growth, dividends, profitability & financials explained
Datadog, Inc. (DDOG) reported $3.97B in revenue for fiscal year 2025. This represents a 3837% increase from $100.8M in 2017.
Datadog, Inc. (DDOG) grew revenue by 27.7% over the past year. This is strong growth.
Yes, Datadog, Inc. (DDOG) is profitable, generating $177.6M in net income for fiscal year 2025 (3.1% net margin).
Datadog, Inc. (DDOG) has a return on equity (ROE) of 3.3%. This is below average, suggesting room for improvement.
Datadog, Inc. (DDOG) generated $1.15B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
