Datadog (DDOG)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-07
$256.81+0.56%
Close 2026-07-07 · 1-day change
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Datadog grows revenue about 32% year-over-year, aiming for $4.3-$4.34 billion in 2026. Profit per share is on track for $2.36-$2.44 this year. The company has a strong platform for cloud analytics and monitoring. Recent earnings beats support continued growth.
Demand may be slowing, as Bernstein warns and downgraded the stock. The high valuation at 142.7 PE times earnings is risky. If revenue growth falls below 27%, the business could face pressure.
The market prices about 27% revenue growth and a premium valuation. Our fair value is 56% below the current price, reflecting skepticism. We differ by expecting growth to be pressured by demand signals.
Breaks if: evidence of sustained decline in customer growth or usage
Breaks if: EPS falls below $2.20 in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Datadog aims to achieve a non-GAAP EPS of between $2.36 and $2.44 for the full year 2026.
Stated in 2 of last 2 quarters. Non-GAAP net income per diluted share was $0.60 in 2026-Q1. The trajectory is on track towards the full-year EPS target of $2.36-$2.44, indicating progress.
“Non-GAAP net income per share between $2.36 and $2.44.”
“Fiscal Year 2026 Outlook: Non-GAAP net income per share between $2.08 and $2.16.”
Breaks if: annual revenue falls below $4.0 billion in FY26
Datadog aims to increase its revenue to between $4.30 billion and $4.34 billion for the full year 2026.
Stated in 2 of last 2 quarters. Revenue was $1,006 million in 2026-Q1, a 32% increase year-over-year. The trajectory shows strong growth, aligning with the full-year revenue target of $4.30-$4.34 billion.
“Full Year 2026 Outlook: Revenue between $4.30 billion and $4.34 billion.”
“Fiscal Year 2026 Outlook: Revenue between $4.06 billion and $4.10 billion.”