DDOG
Datadog, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Customers with ARR of $100,000 or more | 4,550 | Q1 2026 | — |
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| Free cash flow non-GAAP | $289M | Q1 2026 | — |
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| Non-GAAP operating income non-GAAP | $223M | Q1 2026 | — |
| Non-GAAP operating margin non-GAAP | 22% | Q1 2026 | — |
| ARR concentration from customers with $100K+ ARR | 90% | Q1 FY2026 call | — |
| customers | 33,200 | Q1 FY2026 call | — |
| customers sending data for one or more AI integrations | 6,500 | Q1 FY2026 call | — |
| customers using eight or more products | 20% | Q1 FY2026 call | — |
| customers using four or more products | 56% | Q1 FY2026 call | — |
| customers using six or more products | 35% | Q1 FY2026 call | — |
| free cash flow margin non-GAAP | 29% | Q1 FY2026 call | — |
| share of ARR represented by AI integration customers | 80% | Q1 FY2026 call | — |
| Customers with ARR of $1 million or more | 603 | Q4 FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DDOG
this stock
Datadog, Inc.
|
$91.67B | +89.4% | +27.7% | 660.4 | 4.1% |
|
SAP
Sap SE
|
$186.11B | -35.0% | — | — | 1.0% |
|
SHOP
Shopify Inc.
|
$159.01B | -23.9% | +26.1% | 120.1 | 1.6% |
|
UBER
Uber Technologies, Inc
|
$151.73B | -8.8% | +18.3% | 18.5 | 2.8% |
|
CRM
Salesforce, Inc.
|
$133.76B | -38.3% | +25.9% | 18.9 | 6.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DDOG | -1.1% | +13.1% | +113.1% | -1.1% | +89.4% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -2.5% | +9.1% | +104.0% | -2.2% | +78.7% |