DDOG Stock — Datadog, Inc.

Up next

Next earnings call

Nov 5, 2026 Est · unconfirmed · in 4 wks

Latest filing: 10-Q

filed Aug 6, 2026

Q2 2026 earnings call transcript

call held Aug 6, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$3.97B

Trailing 12 months

Net income (TTM)

$177.58M

Trailing 12 months

Revenue growth YoY

+35.6%

Year over year

Operating margin

0.4%

Trailing 12 months

P / E (TTM)

554.4

Trailing earnings · reciprocal yield 0.2%

FCF yield

1.2%

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

$434.96M

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

+3.4%

Year over year · more shares

Price change (1Y)

+82.9%

Trailing year

Short interest

2.9%

Latest settlement · 2.7 days to cover

View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 6, 2026

Q2 FY26

TL;DR. Datadog reported Q2 revenue of $1.12B, up 36% year-over-year and above the high end of guidance, with $279M in free cash flow, while fully de-risking guidance to incorporate a usage reduction at its largest customer, resulting in Q3 revenue guidance of $1.135–$1.145B (28–29% growth) and full-year revenue guidance of $4.45–$4.47B (30% growth).

Bullish

+ Customers using 4+ products rose to 58% (from 52%), with 13% using 10+ products, driving platform expansion.
+ RPO grew 43% year-over-year to $3.47B, with current RPO up about 40% and billings up 38% year-over-year.

Bearish

− Largest customer has begun a usage reduction starting in Q3, which is incorporated into guidance and removed as a growth contributor.
− GAAP operating margin was only 0% in Q2, with GAAP operating income of just $5M.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High

Market backdrop VIX 15.3 · calm Equity put/call 0.58

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +50%

above

Price vs 50-day avg +13%

above

RSI (14) 71

overbought

MACD trend Positive

52-week position 94%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Strong

1-month return +29%

trailing

6-month return +152%

trailing

YTD return +104%

this year

Relative strength +140%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $245 › 200d $185 — 50d above 200d

Institutional flow Accumulating

8 of 1,291 funds reported for Sep 30 · net +369 sh shares · +3 new

Insider flow Distributing

Net -$39.6M over 90 days · 100% sells

Short interest Rising

2.86% of float · ▲ +0.5% MoM · 2.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,291 holders — near 3-yr high, broad support

Squeeze score 57

elevated · 0–100

Fundamentals

Strong

Revenue growth +28%

Y/Y

Gross margin 80%

contracting

EPS growth −40%

Y/Y

Free cash flow $1.0B

Valuation P/E 554.3

rich

Quant / Vol

risk profile

Very High

Volatility 70%

annualized · 1-yr

Max drawdown −49%

past year

ATR 4.3%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 8 of last 8

Latest guidance · from the 8-K filed Aug 6, 2026

Third Quarter 2026

Non-GAAP net income per share Non-GAAP Initiated $0.63 – $0.65

Non-GAAP operating income Non-GAAP Initiated $260M – $270M

Full Year 2026

Non-GAAP net income per share Non-GAAP Raised $2.50 – $2.54

May 7, 2026 $2.36 – $2.44 Aug 6, 2026 $2.50 – $2.54

Non-GAAP operating income Non-GAAP Raised $1.01B – $1.03B

May 7, 2026 $940M – $980M Aug 6, 2026 $1.01B – $1.03B

Prior guidance period ended · from the 8-K filed May 7, 2026

Revenue · Second Quarter 2026 $1.07B – $1.08B

Non-GAAP operating income · Second Quarter 2026 $225M – $235M

Non-GAAP net income per share · Second Quarter 2026 $0.57 – $0.59

Guided vs delivered · last 8 settled

Revenue Second Quarter 2026

guided $1.07B – $1.08B

guided $1.07B – $1.08B $1.12B Beat +4.3%

Revenues first quarter

guided $951M – $961M

guided $951M – $961M $1.01B Beat +5.3%

Revenue Third Quarter 2024

guided $660M – $664M

guided $660M – $664M $690.02M Beat +4.2%

Revenue Full Year 2024

guided $2.62B – $2.63B

guided $2.62B – $2.63B $2.68B Beat +2.3%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 2 · 4

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+50% Bullish

Price vs 50-day avg

+13% Bullish

RSI (14)

71 Bearish

MACD trend

Positive Bullish

52-week position

94% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Mixed

Trend (MA cross) No cross

50d $245 › 200d $185 — 50d above 200d

Institutional flow Accumulating

8 of 1,291 funds reported for Sep 30 · net +369 sh shares · +3 new

Insider flow Distributing

Net -$39.6M over 90 days · 100% sells

Short interest Rising

2.86% of float · ▲ +0.5% MoM · 2.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,291 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $103 Now $277 · 94% Range high $288

vs 200-day avg +50% vs 50-day avg +13%

Illustrative 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
Customers with ARR of $100,000 or more	4,720	Q2 FY2026	—
Free cash flow non-GAAP	567.8M	Six Months Ended June 30, 2026	—
Free cash flow margin non-GAAP	27%	Six Months Ended June 30, 2026	—
Non-GAAP gross margin non-GAAP	80%	Six Months Ended June 30, 2026	—
Non-GAAP operating income non-GAAP	$257M	Q2 FY2026	—
GAAP → non-GAAP reconciliation GAAP 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
Non-GAAP operating margin non-GAAP	23%	Six Months Ended June 30, 2026	—

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

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
DDOG Datadog, Inc. this stock	$99.52B	+103.9%	+27.7%	554.3	2.9%
QH QUHUO Ltd	$350.35B	+240.7%	+59.7%	—	0.0%
SAP Sap SE	$243.17B	-14.1%	—	—	0.4%
CRM Salesforce, Inc.	$191.79B	-11.4%	+25.9%	21.3	3.9%
SHOP Shopify Inc.	$183.03B	-6.0%	+30.1%	95.5	1.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

1,294

% held: 92.3%
Reported: 8 of 1,291
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

1,137

View

Short & Settlement

Short Interest Rising

Shares short

10.3M

Days to cover: 2.7d
Change: +47.3K sh

View

Short Volume

Short vol %

49%

As of: Oct 2, 2026

Short Total

View

Fails to Deliver

FTD shares

139

Value: $29.2K
As of: Sep 9, 2026

View

Off-Exchange

Off-exchange %

46.9%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$39.6M

Buyers / Sellers: 0 / 9

Buyers Sellers

View

Congressional Trades Buy

Member

Maria Elvira Salazar

Amount: $15.0K–$50.0K
Traded: May 19, 2026

View

Financials

Revenue (FY)

$3.4B

Net income (FY): $107.7M
EPS diluted: $0.31

View

Filings

SEC Filings

Latest

Investor Event Transcript

Filed: Sep 10, 2026
This year: 12

View

Proposed Sales

Value

$10.7M

Shares: 43.2K
Filed: Sep 23, 2026

View

Earnings & Events

Webcasts

Last webcast

Sep 10, 2026

View

	5D	20D	120D	MTD	YTD
DDOG	+3.4%	+29.1%	+151.8%	+1.2%	+103.9%
SPY	-0.2%	-0.5%	+12.2%	+0.9%	+12.9%
vs SPY	+3.6%	+29.5%	+139.7%	+0.3%	+91.0%

DDOG · Datadog, Inc.

Price & Indicators

Up next

Metrics snapshot

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance