Datadog (DDOG)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$212.93-0.85%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
Research Workspace
Put DDOG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve non-GAAP EPS of $2.36-$2.44 in 2026: FY26 EPS guidance $2.50-$2.54 vs $2.36 target.
View ThesisRevenue growth is accelerating — up about 32% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 41% growth a year, above the roughly 27% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskDatadog's growth must continue to justify its high valuation. The company aims for revenue between $4.45 billion and $4.47 billion in 2026. Revenue grew 36% year over year, and the last quarter beat expectations. It trades at 20× price-to-sales, while peers trade at 4×. The market expects more growth than we forecast, making the valuation look full. The primary risk is that guidance could be cut, which would hurt the stock. Peer multiples imply a price about 40% below where it trades.
Trailing returns as of 2026-09-04. DDOG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 47 analysts currently covering DDOG (as of Sep 2026).
Based on 27 Wall Street analysts offering 12-month price targets for DDOG in the last 4 months.
Continue this research
Compare DDOG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DDOG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put DDOG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Expand customer base with $100k+ ARR customers
Largest customer usage cut may impact revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $212.93
The last 12 months of price, then the range of analyst 12-month targets from today’s $212.93.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Advance AI-powered product innovation and platform capabilities
Competitor investment in AI may hinder Datadog's innovation.
Threatens: Increase revenue to $4.45-$4.47 billion in 2026
Slowing growth may hinder revenue target achievement.
CEO's stock sale raises concerns about leadership confidence.
Advances: Increase revenue to $4.45-$4.47 billion in 2026
Q2 results indicate strong revenue growth trajectory.
Advances: Increase revenue to $4.45-$4.47 billion in 2026
Analyst upgrade supports revenue growth expectations.
Threatens: Increase revenue to $4.45-$4.47 billion in 2026
Revenue beat but stock drop raises growth concerns.
Advances: Increase revenue to $4.45-$4.47 billion in 2026
Revenue guidance reaffirms growth trajectory towards 2026 target.
