NASDAQ · DDOG
Datadog, Inc.
Technology · Software - Application
$256.92▲ 2.16% ($5.43)at close
Pre-market$260.73▲ 1.48%8:06 AM ET
Market cap
$91.45B
P/E
532.80
EPS (TTM)
$0.48
Next earnings
Nov 5, 2026
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 64.2% revenue growth a year for 10 years. Our scenarios assume 13.2–22.9%.
That's 1.8× its past 4-year pace.
Value per share
Base case
$22.12
Price used $256.92 is 11.6× this
USD · TTM ending Jun 30, 2026 · Price Sep 24, 8:00 PM UTC
Revenue each value needs
Revenue today $4B. The price needs $565B by 2036. Base case: $21.3B. At its recent pace: $80.3B. Bear to Bull: $13.7B to $31.1B.
Revenue today $4B. The price needs $565B by 2036. Base case: $21.3B. At its recent pace: $80.3B. Bear to Bull: $13.7B to $31.1B.
Revenue in 2036
today $4B
+$543Bmore than the Base case · 26.5×
Value per share · Base case
$22.12
Price $256.92
11.6× this
- 10-yr revenue CAGR
- 18.3%
- Ending operating margin
- 2.0%
- Discount rate
- 13.2%
USD · TTM ending Jun 30, 2026 · Price Sep 24, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 88.12% over the last year. Revenue grew 31.52% over the trailing twelve months. Operating margin moved from -0.56% to 0.38%. Free cash flow grew 21.17% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (88th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 0.38% — continued expansion would be needed to justify the premium. Revenue growth of 31.52% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
Datadog, Inc. offers a comprehensive cloud-based monitoring and analytics solution, serving the needs of developers, IT operations personnel, and business stakeholders across North America and internationally.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
40
Buy
7
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 5, 2026
Q4 FY26 · EPS est $0.64 · Revenue est $1.14B
View
Institutional Sentiment
Datadog, Inc. · DDOG
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.