DDOG · Datadog, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| customers with ARR of $100,000 or more | 4,720 | Q2 2026 | — |
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| free cash flow non-GAAP | $279M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 315.87M
-9.89M Purchases of property and equipment
-27.28M Capitalized software development costs
= Free cash flow 278.7M
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| Non-GAAP operating income non-GAAP | $257M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP operating income (loss) 5.46M
+220.25M Stock-based compensation expense
+1.67M Amortization of acquired intangibles
+27.64M Employer payroll taxes on employee stock transactions
+2.01M M&A transaction costs
= Non-GAAP operating income 257.03M
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| Non-GAAP operating margin non-GAAP | 23% | Q2 2026 | — |
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| Free cash flow margin non-GAAP | 29% | Three Months Ended March 31, 2026 | — |
| Customers with ARR of $1 million or more | 603 | As of December 31, 2025 | — |
| Operating cash flow | $1.05B | Fiscal Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DDOG
this stock
Datadog, Inc.
|
$87.49B | +67.4% | +27.7% | 487.3 | 2.6% |
|
SAP
Sap SE
|
$244.32B | -12.9% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$193.37B | -6.6% | +30.1% | 100.9 | 1.2% |
|
CRM
Salesforce, Inc.
|
$169.23B | -22.4% | +25.9% | 18.8 | 3.2% |
|
UBER
Uber Technologies, Inc
|
$160.32B | -3.9% | +18.3% | — | 2.3% |
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 | -2.5% | -13.8% | +86.1% | -15.0% | +67.4% |
| SPY | -0.4% | +5.0% | +12.4% | +2.6% | +12.3% |
| vs SPY | -2.1% | -18.9% | +73.6% | -17.6% | +55.1% |