Datadog Inc - Ordinary Shares - Class A

Datadog Inc - Ordinary Shares - Class A

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Market Cap$88.05B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Datadog Inc - Ordinary Shares - Class ADatadog Inc - Ordinary Shares - Class A644.1-3%250.6

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Q1 results beat; growth accelerating - Revenue $1.01B, +32% YoY, and +6% QoQ (highest Q1 sequential growth since 2022). - Q1 guidance beat: revenue above the high end of its guided range. - Free cash flow: $289M (29% margin); cash from ops $335M. - Customer base expansion: ~33,200 customers (up from ~3,500 a year ago). Quarterly revenue also exceeded $1B for the first time.
Retention + platform expansion remain strong (investor “health check”) - Gross revenue retention stable in the mid- to high-90% range (shows durability/misson-critical usage). - Trailing 12-month net revenue retention: low 120% (up from ~120 last quarter). - Platform breadth accelerating: customers using ≥4 products: 56% (from 51% a year ago); ≥6 products: 35% (from 28%); ≥8 products: 20% (from 13%). - Total ARR >$4B; 26 products with 5 products >$100M ARR and 3 more at $50M–$100M.
AI is both a demand driver and a product driver (plus surprising “training” tailwinds) - AI native customers are accelerating: CEO cited new land deals with major AI research teams (2 hyperscale AI research divisions) tied to improving/optimizing training workflows. - Datadog for AI usage growing fast: 6,500+ customers using 1+ AI integrations (about 20% of customers but ~80% of AI-related ARR). - Usage indicators: SRE agent investigations >2x (Dec→Mar); spans to LLM Observability nearly 3x QoQ; MCP server calls ~4x QoQ. - Surprising strategic shift: management now sees training becoming a real market (previously inference was the bigger focus “last year”); heterogenous silicon + GPU monitoring needs are cited as helping adoption.

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$202.48

Target Price by Analysts

19.1% downsideDatadog Target Price DetailsTarget Price
$62.62

Current Fair Value

75% downside

Overvalued by 75% based on the discounted cash flow analysis.

Share Statistics

Market cap$88.05 Billion
Enterprise Value$90.14 Billion
Dividend Yield$- (-)
Earnings per Share$0.31
Beta1.3
Outstanding Shares353,272,000

Return

Return on Equity3.40%ROE
Return on Assets1.95%
Return on Invested Capital0.36%

Valuation & Multiples

P/E Ratio644.06P/E Ratio
PEG568.2PEG
Price to Sales25.03Price to Sales
Price to Book Ratio22.76Price to Book Ratio
Enterprise Value to Revenue24.55
Enterprise Value to EBIT4677.32
Enterprise Value to Net Income664
Total Debt to Enterprise0.03
Debt to Equity0.63Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.51
Average shareholder expectation
Revenue Estimate
$960.12 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$0.57
Average shareholder expectation
Revenue Estimate
$1.08 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9547 4.58%
Total Calls9,439,912 19.36%
Total Puts9,012,277 23.05%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %81.38% 0.10%
Total Invested$33.68B 12.79%
Investors Holding1,130 5.00%

ESG Score

No data

About Datadog Inc

CEO: Olivier Pomel

Relevant Senate Committees

Joint Committee on Taxation

This non-partisan committee provides the critical analysis and 'scoring' for all tax legislation. Its technical expertise and reports directly influence corporate tax structures, R&D credits, and other fiscal policies that materially affect Datadog's financial performance and investment decisions.

Finance

As the primary tax-writing committee, it directly impacts corporate tax policy, which significantly affects Datadog's profitability, cash flow, and overall market valuation. Trade policies also fall under its purview, affecting global operations.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees' decisions on funding for defense, scientific research, and other government agencies directly determine the budget available for IT services and software like Datadog's, impacting potential contracts.

Armed Services

This committee oversees the Department of Defense and defense spending (NDAA). Datadog's monitoring and security services are critical for modern military IT infrastructure, making DoD a significant potential client. Members would have direct knowledge of defense tech priorities.

Select Committee on Intelligence

This committee oversees the Intelligence Community and national security. Members receive classified briefings on global cyber threats, directly informing needs and spending in cybersecurity and IT intelligence, areas where Datadog's monitoring and security platform is highly relevant.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, data privacy (FTC), and 'Big Tech.' Its regulations on data handling, cybersecurity, and telecommunications directly impact Datadog's services and its clients in the tech and internet sectors.

Homeland Security and Governmental Affairs

This committee oversees federal procurement and cybersecurity for government agencies. As a provider of monitoring and security solutions, Datadog could directly benefit from federal contracts, and its services are highly relevant to government IT security regulations and needs.