When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
I remain bearish on Datadog due to its stretched valuation, especially after its S&P 500 inclusion. The upcoming Q2 earnings (August 7) are likely to pull Datadog downward. Datadog trades at a significant premium to peers despite similar or slower growth, with little justification for its elevated multiples. Key risks for Q2 include potential revenue deceleration and declining operating margins, threatening its Rule of 40 status.
Datadog (DDOG) closed the most recent trading day at $146.56, moving +1.78% from the previous trading session.
30 Oct 2025 (In 3 months) Date | | 0.4 Cons. EPS | - EPS |
14 Aug 2025 (In 2 weeks) Date | | 0.41 Cons. EPS | - EPS |
7 Aug 2025 (In 1 week) Date | | 0.41 Cons. EPS | - EPS |
5 May 2025 Date | | 0.42 Cons. EPS | 0.07 EPS |
11 Feb 2025 Date | | 0.43 Cons. EPS | 0.49 EPS |
30 Oct 2025 (In 3 months) Date | | 0.4 Cons. EPS | - EPS |
14 Aug 2025 (In 2 weeks) Date | | 0.41 Cons. EPS | - EPS |
7 Aug 2025 (In 1 week) Date | | 0.41 Cons. EPS | - EPS |
5 May 2025 Date | | 0.42 Cons. EPS | 0.07 EPS |
11 Feb 2025 Date | | 0.43 Cons. EPS | 0.49 EPS |
Software - Application Industry | Technology Sector | Olivier Pomel CEO | NASDAQ (NGS) Exchange | 23804L103 Cusip |
US Country | 6,500 Employees | - Last Dividend | - Last Split | 19 Sep 2019 IPO Date |
Datadog, Inc. is a pivotal player in the technology sphere, specializing in the observability and security of cloud applications for clients across North America and the global market. Since its inception in 2010, this New York-based entity has devoted itself to enhancing the performance and security of cloud infrastructure through a comprehensive suite of products. Their offerings aim to cater to a myriad of needs related to application performance, security, and operational efficiency, positioning Datadog at the forefront of cloud technology services.