Datadog stock
DDOGNASDAQDatadog, Inc., TechnologyISIN US23804L1035
55Score 55 out of 100, Neutral
Price and trend
45 / 100
Price history
−3.4% in one yearThe chart shows daily closes over 7 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 8.3% below it.
Since May 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Sharply down: the price has fallen very quickly lately (RSI 19).
The price is 37% below its 52-week high. Largest decline in 7 years: 68% (November 2021 to April 2023).
Chart figures for advanced users
- SMA 50$244.14
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$201.08
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)19
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$102.62
- The lowest closing price of the last twelve months.
- Resistance$293.26
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Datadog, Inc. belongs to the Software (Application) industry (United States) and, with a market value of $66.6B, is number 12 of 189 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $3.43B (up 27.7% year on year) and earnings of $107.74M (down 41.4%).
- For fiscal 2026, analysts expect on average revenue of $4.52B (up 31.8%) and adjusted earnings per share of $2.71 (up 31.5%).
Show more
- MEQIRI Score 55 out of 100 (Neutral): rank 528 of 857 in Technology, median 61.
- Our model puts fair value at $50.86, with the price 263% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings turn into cashFree cash flow 447% of earnings over the last 12 months.Fundamentals 64
- Growing faster than its industryRevenue up 41.5% a year since 2020, Software (Application) median 17.3%.Growth 83
- More cash than debtCash $5.23B, financial debt $1.31B.Stability 72
Weaknesses
- Above fair valuePrice 263% above the fair value of $50.86.Valuation 13
- DilutionShare count up 16% since 2020.Capital allocation 41
- Volatile share priceVolatility 70% a year over the last 12 months.
Its standout strengths are growth and stability, while momentum and valuation hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk high
How well MEQIRI warnsOne of the 30% with the highest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 23 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What drives the risk
- high price swings
- price far below its 52-week high
- high growth grade (crashed more often in the backtest)
Valuation
Valuation signal
Significantly overvaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $33.90 and expensive above $101.71 (uncertainty very high, based on the price swings of the past year).
The two parts of the fair value come to $80.22 (cash-flow model) and $21.49 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 9.6%. At 10.6% the fair value would be $44.77, at 8.6% it would be $59.50.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (30.8).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 33.2% on the twelve months before. Revenue has grown strongly since 2017, at around 55% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 80%, operating −1%, net 3%.
Debt & balance sheet
latest quarterThe balance sheet is solid, with low debt and comfortable interest coverage.
Earnings
- Next earnings
- 9 Feb 2027in 89 days
- Last reported
- 4 Nov 2026EPS reported $0.81 (expected $0.65)above expectations
Analyst estimates
Analysts have raised their 2026 earnings estimate by 7.0% since 15 Oct 2026.
- Earnings per share
- $2.71+7.0%
- Revenue
- $4.52B+1.0%
- Earnings per share
- $3.10+4.5%
- Revenue
- $5.52B+0.8%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: −17.4%The full year 2026 guidance was raised, with the usage reduction from the largest customer starting in the third quarter already included.
“Regarding our largest customer, we have seen a usage reduction, which is incorporated in our Q3 and full year 2026 guidance.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 6 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 12 insiders sold, $248.71M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Le-Quoc AlexisSale
28 Oct 2026, Chief Technology Officer
- Shares
- 43,224
- Price
- $278.90
- Value
- $12.06M
- Le-Quoc AlexisSale
7 Oct 2026, Chief Technology Officer
- Shares
- 53,912
- Price
- $273.60
- Value
- $14.75M
- Le-Quoc AlexisSale
23 Sept 2026, Chief Technology Officer
- Shares
- 43,224
- Price
- $252.17
- Value
- $10.9M
Show 33 more
- Obstler David MSale
21 Sept 2026, Chief Financial Officer
- Shares
- 13,000
- Price
- $241.25
- Value
- $3.14M
- Obstler David MSale
14 Sept 2026, Chief Financial Officer
- Shares
- 40,000
- Price
- $227.47
- Value
- $9.1M
- Obstler David MSale
14 Sept 2026, Chief Financial Officer
- Shares
- 24,000
- Price
- $227.48
- Value
- $5.46M
- Acocella KerrySale
14 Sept 2026, General Counsel and Secretary
- Shares
- 5,280
- Price
- $228.85
- Value
- $1.21M
- Walters Sean MichaelSale
11 Sept 2026, Chief Revenue Officer
- Shares
- 11,710
- Price
- $221.04
- Value
- $2.59M
- Li YanbingSale
11 Sept 2026, Chief Product Officer
- Shares
- 12,700
- Price
- $221.26
- Value
- $2.81M
- Pomel OlivierSale
8 Sept 2026, Chief Executive Officer
- Shares
- 89,497
- Price
- $207.86
- Value
- $18.6M
- Richardson JulieSale
4 Sept 2026, Board
- Shares
- 5,625
- Price
- $212.25
- Value
- $1.19M
- Richardson JulieSale
3 Sept 2026, Board
- Shares
- 5,625
- Price
- $220.00
- Value
- $1.24M
- Blitzer AdamSale
3 Sept 2026, Chief Operating Officer
- Shares
- 12,032
- Price
- $214.38
- Value
- $2.58M
- Pomel OlivierSale
2 Sept 2026, Chief Executive Officer
- Shares
- 26,331
- Price
- $212.90
- Value
- $5.61M
- Obstler David MSale
2 Sept 2026, Chief Financial Officer
- Shares
- 16,524
- Price
- $212.90
- Value
- $3.52M
- Le-Quoc AlexisSale
2 Sept 2026, Chief Technology Officer
- Shares
- 21,772
- Price
- $212.90
- Value
- $4.64M
- Walters Sean MichaelSale
2 Sept 2026, Chief Revenue Officer
- Shares
- 13,575
- Price
- $212.90
- Value
- $2.89M
- Galloreese DavidSale
2 Sept 2026, Chief People Officer
- Shares
- 4,769
- Price
- $212.90
- Value
- $1.02M
- Acocella KerrySale
2 Sept 2026, General Counsel and Secretary
- Shares
- 7,343
- Price
- $212.90
- Value
- $1.56M
- Li YanbingSale
2 Sept 2026, Chief Product Officer
- Shares
- 11,206
- Price
- $212.90
- Value
- $2.39M
- Blitzer AdamSale
2 Sept 2026, Chief Operating Officer
- Shares
- 13,812
- Price
- $212.90
- Value
- $2.94M
- Galloreese DavidSale
1 Sept 2026, Chief People Officer
- Shares
- 991
- Price
- $232.81
- Value
- $230,714
- Le-Quoc AlexisSale
1 Sept 2026, Chief Technology Officer
- Shares
- 53,912
- Price
- $227.02
- Value
- $12.24M
- Le-Quoc AlexisSale
24 Aug 2026, Chief Technology Officer
- Shares
- 43,224
- Price
- $228.63
- Value
- $9.88M
- Pomel OlivierSale
19 Aug 2026, Chief Executive Officer
- Shares
- 47,054
- Price
- $235.49
- Value
- $11.08M
- Jacobson MatthewSale
14 Aug 2026, Board
- Shares
- 19,512
- Price
- $256.25
- Value
- $5M
- Agarwal AmitSale
13 Aug 2026, Board
- Shares
- 20,000
- Price
- $249.32
- Value
- $4.99M
- Jacobson MatthewSale
13 Aug 2026, Board
- Shares
- 39,912
- Price
- $250.55
- Value
- $10M
- Le-Quoc AlexisSale
10 Aug 2026, Chief Technology Officer
- Shares
- 53,912
- Price
- $253.36
- Value
- $13.66M
- Agarwal AmitSale
6 Aug 2026, Board
- Shares
- 20,000
- Price
- $234.85
- Value
- $4.7M
- Pomel OlivierSale
5 Aug 2026, Chief Executive Officer
- Shares
- 127,141
- Price
- $286.71
- Value
- $36.45M
- Callahan Michael JamesSale
4 Aug 2026, Board
- Shares
- 12,500
- Price
- $287.47
- Value
- $3.59M
- Agarwal AmitSale
30 Jul 2026, Board
- Shares
- 20,000
- Price
- $266.82
- Value
- $5.34M
- Pomel OlivierSale
23 Jul 2026, Chief Executive Officer
- Shares
- 47,054
- Price
- $244.79
- Value
- $11.52M
- Agarwal AmitSale
23 Jul 2026, Board
- Shares
- 20,000
- Price
- $244.87
- Value
- $4.9M
- Le-Quoc AlexisSale
20 Jul 2026, Chief Technology Officer
- Shares
- 18,830
- Price
- $263.64
- Value
- $4.96M
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Datadog
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
857 rated companies in Technology
- This company
- 55
- Sector median
- 61
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Software (Application)
The next larger and next smaller companies by market value
- SnowflakeSNOW $106.27B41
- AdobeADBE $92.47B76
- IntuitINTU $91.57B76
- Cadence Design SystemsCDNS $90.34B73
- AutodeskADSK $54.34B74
- Constellation SoftwareCSU.TO $51.42B75
- Veeva SystemsVEEV $49.35B74
- StrategyMSTR $49.27B40
ETFs that hold Datadog
Held by 110 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Invesco Cybersecurity UCITS ETF AccumUSDIVCS | 2.41% | 0.35% | €14M |
| iShares Digitalisation UCITS ETF2B79 | 2.06% | 0.40% | €726.22M |
| L&G Artificial Intelligence UCITS ETFXMLD | 1.92% | 0.49% | €1.96B |
Show 5 more
| iShares Digital Security UCITS ETFIS4S | 1.75% | 0.40% | €1.9B |
| WisdomTree Cloud Computing UCITS ETF USD AccWTEJ | 1.58% | 0.40% | €300.71M |
| Amundi MSCI Robotics & AI UCITS ETF AccGOAI | 1.26% | 0.40% | €1.14B |
| Amundi US Tech 100 Equal Weight UCITS ETF DR USDWEBA | 0.87% | 0.07% | €340.27M |
| iShares MSCI World Momentum Factor Advanced UCITS ETFCBUH | 0.65% | 0.25% | €261.8M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 17 Apr 2026)
- Valuation signal Overvalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.