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 BuyIllustrative 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 | As of June 30, 2026 | — |
| free cash flow non-GAAP | $279M | Q2 FY2026 | — |
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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 FY2026 | — |
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| Non-GAAP operating margin non-GAAP | 23% | Q2 FY2026 | — |
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| Operating cash flow | $316M | Q2 FY2026 | — |
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| Customers with ARR of $1 million or more | 603 | As of December 31, 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.
|
$91.73B | +87.9% | +27.7% | 510.9 | 3.3% |
|
SAP
Sap SE
|
$235.63B | -14.4% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$193.52B | -4.1% | +30.1% | 101.0 | 1.6% |
|
CRM
Salesforce, Inc.
|
$160.70B | -25.9% | +25.9% | 22.7 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$153.93B | -7.0% | +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 | +9.2% | -1.3% | +149.0% | -4.7% | +87.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +8.8% | -5.7% | +135.2% | -8.6% | +74.0% |