Datadog (DDOG) Aktienübersicht
Datadog, Inc. betreibt in den Vereinigten Staaten und international eine Beobachtungs- und Sicherheitsplattform für Cloud-Anwendungen. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 4/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 5/6 |
| Dividenden | 0/6 |
DDOG Community Fair Values
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Analyst Price Targets
Datadog, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$223.00 |
| 52-Wochen-Hoch | US$278.71 |
| 52-Wochen-Tief | US$98.01 |
| Beta | 1.55 |
| 1 Monat Veränderung | 2.27% |
| 3 Monate Veränderung | 78.29% |
| 1 Jahr Veränderung | 74.90% |
| 3 Jahre Veränderung | 138.07% |
| 5 Jahre Veränderung | 110.26% |
| Veränderung seit IPO | 493.87% |
Aktuelle Nachrichten und Updates
Analyseartikel • 10h
Datadog (DDOG) Stock Could Be 1.2% Below Fair Value After Recent Pullback
Datadog (DDOG) is back in focus for investors after a recent pullback, with the stock declining 1.6% over the past day and 3% over the past week despite strong longer term returns. See our latest analysis for Datadog. Over the past year, Datadog’s share price has been strong, with a 1 year total shareholder return of 74.9% and a 3 year total shareholder return of 138.07%. However, the recent 1 day and 7 day share price declines hint that momentum has cooled slightly following a sharp 90 day...
Narrativ-Update • Jun 09
DDOG: AI Observability Demand And Valuation Risks Will Shape Future Returns
Analysts have raised the Datadog price target range to roughly $225, citing stronger confidence in multiproduct adoption, observability and security demand tied to cloud and AI projects, and higher conviction that supports modestly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple in updated models. Analyst Commentary Bullish and cautious views on Datadog are both present in recent research, with price target changes reflecting how analysts think about execution, growth potential tied to cloud and AI projects, and what that might mean for valuation multiples.Recent updates
Analyseartikel • 10h
Datadog (DDOG) Stock Could Be 1.2% Below Fair Value After Recent Pullback
Datadog (DDOG) is back in focus for investors after a recent pullback, with the stock declining 1.6% over the past day and 3% over the past week despite strong longer term returns. See our latest analysis for Datadog. Over the past year, Datadog’s share price has been strong, with a 1 year total shareholder return of 74.9% and a 3 year total shareholder return of 138.07%. However, the recent 1 day and 7 day share price declines hint that momentum has cooled slightly following a sharp 90 day...Narrativ-Update • Jun 09
DDOG: AI Observability Demand And Valuation Risks Will Shape Future Returns
Analysts have raised the Datadog price target range to roughly $225, citing stronger confidence in multiproduct adoption, observability and security demand tied to cloud and AI projects, and higher conviction that supports modestly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple in updated models. Analyst Commentary Bullish and cautious views on Datadog are both present in recent research, with price target changes reflecting how analysts think about execution, growth potential tied to cloud and AI projects, and what that might mean for valuation multiples.Seeking Alpha • Jun 04
Datadog Is Becoming Too Important To Ignore
Summary Datadog has evolved into a unified platform for cloud infrastructure, security, and application monitoring, driving robust growth and profitability. Q1 2026 revenue reached $761.6M (up 25% YoY), with non-GAAP EPS of $0.46 and strong customer expansion across multiple product lines. AI workload monitoring and deepening customer adoption position DDOG for continued high growth, with a five-year annual growth estimate of 19% and a target price of $520.80. Valuation risk is elevated due to high expectations, while competition and reliance on third-party cloud providers remain key operational risks. Read the full article on Seeking Alpha
Narrativ-Update • May 26
DDOG: Elevated AI Hopes And Crowded Observability Market Will Pressure Shares
The analyst price target for Datadog has been raised from about $123.50 to about $160.30. Analysts cite stronger assumptions for revenue growth, profitability, and a lower future P/E multiple supported by recent positive research commentary on the stock.
Narrativ-Update • May 10
DDOG: AI Observability And Anthropic Demand Will Support Richer Future Multiple
Analysts have raised the implied fair value estimate for Datadog stock by about $27 to $268, citing a wave of higher price targets from firms that point to stronger product traction and a willingness to accept a richer future P/E multiple, even with slightly more cautious assumptions on revenue growth and profit margins. Analyst Commentary Bullish analysts have been active around Datadog in recent research, with a cluster of higher price targets and fresh coverage that points to renewed confidence in the company’s execution and long term opportunity.Narrativ-Update • Apr 20
DDOG: AI Observability And Anthropic Tie Ins Will Drive Multiple Re Rating
Datadog's updated price target edges slightly lower, reflecting a broad wave of target cuts from multiple firms as analysts factor in modest adjustments to discount rates and P/E assumptions, while still citing supportive views on revenue growth, profit margins, AI observability demand, and recent upgrades and initiations. Analyst Commentary Street research on Datadog has leaned more cautious on price targets recently, but there is still a visible group of bullish analysts highlighting product strength, AI observability exposure, and execution on growth initiatives.Narrativ-Update • Apr 06
DDOG: Enterprise AI Workloads Will Support Shares Despite Sector Multiple Reset
Datadog's analyst price target has been trimmed slightly, with the fair value estimate moving from about $182.43 to $181.52 as analysts balance cautious revisions to revenue growth assumptions and sector P/E multiples with ongoing interest in Datadog's role in observability and enterprise AI workloads. Analyst Commentary Recent Street research on Datadog clusters into two camps, with bullish analysts focusing on the company’s role in observability and AI driven workloads, and bearish analysts concentrating on valuation resets and competitive pressures.Narrativ-Update • Mar 23
DDOG: Enterprise AI Adoption Will Support Shares Despite Observability Budget Pressures
Analysts have reduced their Datadog fair value estimate from about $208 to $182, reflecting a series of lower price targets that incorporate more cautious assumptions on revenue growth and profit margins, even as some still highlight potential benefits from enterprise AI trends and agentic app monitoring. Analyst Commentary Recent research on Datadog reflects a split view, with some focusing on AI driven upside for observability and others resetting expectations through lower price targets and more cautious assumptions.Narrativ-Update • Mar 08
DDOG: AI Observability Potential And Competition Will Shape Future Share Performance
Analysts have collectively reduced their average Datadog price targets by around $45 to $80, and are refining assumptions on growth, margins and future P/E. This reflects a more cautious stance on competition, security and observability budgets, even as they still highlight opportunities tied to AI driven observability and agentic applications.Narrativ-Update • Feb 22
DDOG: AI Workloads And Cloud Migrations Will Drive Multiple Re Rating
Our updated Datadog narrative reflects a lower fair value estimate of $241.36, as analysts trim price targets by $15 to $70 on more cautious assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple that still points to investor interest in the story. Analyst Commentary Recent research on Datadog shows a split tape, but with a clear pocket of bullish analysts who see room for the shares to re-rate if execution on growth and margins holds up against rising competition and budget scrutiny.Narrativ-Update • Feb 08
DDOG: AI Observability Workloads And Cloud Migrations Will Support Repricing
Analysts have trimmed their Datadog fair value estimate by about US$2.48 to around US$257.52. This reflects a series of reduced price targets that factor in lower sector multiples, increased competition and budget caution, which are partly offset by views that core growth drivers and profitability assumptions remain intact.Narrativ-Update • Jan 25
DDOG: AI Workloads And Usage Acceleration Will Drive Future Repricing
The analyst fair value estimate for Datadog has shifted from about $190 to $260, with analysts pointing to stronger core usage trends, improved visibility following key AI customer renewals, and updated assumptions for growth and future P/E multiples as key drivers behind the new price target range across recent research. Analyst Commentary Recent research on Datadog shows a wide range of views, but the move in fair value estimates toward the upper end of the US$200 range is largely driven by bullish analysts reacting to Q3 results, key AI customer renewals, and updated assumptions for growth and P/E multiples.Narrativ-Update • Jan 09
DDOG: Renewed OpenAI Commitment Will Support Shares Through Pricing Pressure Concerns
Analysts have trimmed their Datadog fair value estimate to about US$208 from roughly US$212, reflecting lower price targets that factor in competitive pricing pressure after Palo Alto Networks' Chronosphere deal and a reset in multiples, even as recent research still highlights strong Q3 execution, renewed OpenAI commitments, and ongoing AI related demand as key supports for the story. Analyst Commentary Street research on Datadog has split into two clear camps, with some focusing on strong recent execution and AI related demand, and others more focused on competition, pricing pressure, and the valuation reset after the Palo Alto Networks and Chronosphere news.Narrativ-Update • Dec 15
DDOG: AI Demand And Potential GitLab Deal Will Drive Shares Higher
Analysts have raised their consolidated price target for Datadog to about $170 from $115, reflecting stronger expected revenue growth and AI driven demand, even as they factor in higher discount rates, lower near term margins, and increased competitive and pricing pressures following Palo Alto Networks' Chronosphere acquisition. Analyst Commentary Bearish analysts acknowledge Datadog's strong execution and AI related tailwinds but are tempering expectations for upside, especially in light of Palo Alto Networks' planned acquisition of Chronosphere and the renewed focus on pricing and competitive intensity in observability.Narrativ-Update • Nov 30
DDOG: Renewed AI Customer Contract Will Lift Shares Through Competitive Challenges
Datadog's analyst price target has increased slightly, rising by approximately $1 to reflect analyst expectations for continued growth, improved margins, and resilience amid evolving competition and pricing dynamics. Analyst Commentary Recent analyst commentary on Datadog reflects a mix of confidence in the company’s growth trajectory and some caution regarding emerging competitive and pricing dynamics, especially following the acquisition of Chronosphere by Palo Alto Networks.Narrativ-Update • Nov 16
DDOG: Renewed AI Contract Will Drive Share Strength Into 2025
Datadog's analyst price target has surged from approximately $169 to $211. This reflects analysts' increased confidence in the company's accelerating revenue growth, improved margins, and renewal of major customer contracts.Narrativ-Update • Oct 31
DDOG: AI Demand And M&A Activity Will Shape Outlook Amid Competitive Pressures
Datadog's analyst price target has been raised from $175 to as high as $195. This change reflects increased confidence among analysts in the company's strong AI-driven demand, ongoing platform adoption, and resilient deal flow momentum.Narrativ-Update • Oct 17
Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
Datadog's analyst price target has risen from $165 to approximately $195. This reflects optimism from analysts who cite solid deal flow, growing AI-driven opportunities, and expectations for revenue acceleration in the coming quarters.Narrativ-Update • Oct 03
Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
Datadog's price target has increased from approximately $160 to $162. Analysts cite stronger revenue growth and profit margin outlooks, following the company's recent momentum and sector positioning.Narrativ-Update • Aug 10
Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
The consensus analyst price target for Datadog has increased to $159.62, primarily reflecting a modest improvement in net profit margin and a lower forward P/E multiple, indicating stronger profitability and a slightly improved valuation profile. What's in the News Datadog provided Q3 revenue guidance of $847–$851 million and full-year 2025 revenue guidance of $3.312–$3.322 billion.Analyseartikel • Jul 04
Datadog, Inc.'s (NASDAQ:DDOG) P/S Is Still On The Mark Following 31% Share Price Bounce
Datadog, Inc. ( NASDAQ:DDOG ) shares have continued their recent momentum with a 31% gain in the last month alone...Aktionärsrenditen
| DDOG | US Software | US Markt | |
|---|---|---|---|
| 7D | -3.0% | -2.0% | 1.4% |
| 1Y | 74.9% | -17.7% | 25.7% |
Rendite im Vergleich zur Industrie: DDOG übertraf die Branche US Software , die im vergangenen Jahr eine Rendite von -17.7 erzielte.
Rendite vs. Markt: DDOG übertraf den Markt US, der im vergangenen Jahr eine Rendite von 25.7 erzielte.
Preisvolatilität
| DDOG volatility | |
|---|---|
| DDOG Average Weekly Movement | 11.9% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von DDOG war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: DDOGDie wöchentliche Volatilität (12%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2010 | 8,100 | Olivier Pomel | www.datadoghq.com |
Datadog, Inc. betreibt in den Vereinigten Staaten und international eine Beobachtbarkeits- und Sicherheitsplattform für Cloud-Anwendungen. Die Produkte des Unternehmens umfassen Infrastruktur- und Anwendungsperformance-Monitoring, Log-Management, Observability-Pipelines, Synthetics, Real-User-Monitoring, Product Analytics, Continuous Profiler, Datenbank-Monitoring, Data Observability, LLM Observability, Error Tracking, Netzwerk-Monitoring, Incident Response, Workflow-Automatisierung und App Builder, Event-Management, Bits AI SRE, Cloud Cost Management, Cloud Security, Code Security, Cloud SIEM, Threat Management, Sensitive Data Scanner und CI Visibility. Datadog, Inc. wurde im Jahr 2010 gegründet und hat seinen Hauptsitz in New York, New York.
Datadog, Inc.'s Grundlagenzusammenfassung
| DDOG grundlegende Statistiken | |
|---|---|
| Marktanteil | US$79.38b |
| Gewinn(TTM) | US$135.67m |
| Umsatz(TTM) | US$3.67b |
585.1x
Kurs-Gewinn-Verhältnis 21.6x
Kurs-Umsatz-VerhältnisIst DDOG zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| DDOG Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$3.67b |
| Kosten der Einnahmen | US$737.86m |
| Bruttogewinn | US$2.93b |
| Sonstige Ausgaben | US$2.80b |
| Gewinn | US$135.67m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.38 |
| Bruttomarge | 79.91% |
| Nettogewinnspanne | 3.69% |
| Schulden/Eigenkapital-Verhältnis | 24.7% |
Wie hat sich DDOG auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/20 06:19 |
| Aktienkurs zum Tagesende | 2026/06/18 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Datadog, Inc. wird von 58 Analysten beobachtet. 45 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |