Datadog (DDOG)

Market Price (9/16/2026): $230.92 | Market Cap: $82.3 BilInvestor Relations Sector: Information Technology | Industry: Application Software

Datadog (DDOG)

Market Price (9/16/2026): $230.92
Market Cap: $82.3 Bil
Sector: Information Technology
Industry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 32%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27%

Megatrend and thematic drivers
Megatrends include Cloud Computing, Cybersecurity, and Artificial Intelligence. Themes include Software as a Service (SaaS), Show more.

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 386x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 67x, P/EPrice/Earnings or Price/(Net Income) is 462x

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 21%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 82%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.9%

Key risks
DDOG key risks include [1] intense competition from hyperscale cloud providers offering native monitoring tools, Show more.

0	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 32%
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27%
2	Megatrend and thematic drivers Megatrends include Cloud Computing, Cybersecurity, and Artificial Intelligence. Themes include Software as a Service (SaaS), Show more.
3	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 386x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 67x, P/EPrice/Earnings or Price/(Net Income) is 462x
4	Significant share based compensation SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 21%
5	Valuation getting more expensive P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 82%
6	Yield minus risk free rate is negative ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.9%
7	Key risks DDOG key risks include [1] intense competition from hyperscale cloud providers offering native monitoring tools, Show more.

DDOG in ETFs

Weight = DDOG's share of each fund

SPY0.12%

VOO0.14%

IVV0.11%

VTI0.11%

ITOT0.10%

QQQ0.31%

QQQM0.33%

IWB0.10%

+36 more covered ETFs

Valuation & Metrics

FYE: 12/31	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	9/16/26	2025	2024	2023	2022
Share Price			$230.92	$135.99	$142.89	$121.38	$73.50
Mkt Cap ($ Bil)			82.3	47.8	48.6	39.9	23.3
+ Debt ($ Bil)			1.3	1.3	1.8	0.9	0.8
- Cash ($ Bil)			5.0	4.5	4.2	2.6	1.9
TEV ($ Bil)			78.6	49.1	50.4	40.8	24.1
Valuation Ratios
P/S	15.0	18.4	20.7	13.9	18.1	18.8	13.9
P/EBIT	64.0	80.6	386.9	345.9	230.5	600.1	-1,175.0
P/E	70.6	89.2	463.3	443.3	264.7	822.1	-465.1
P/FCF	—	—	76.7	52.2	62.7	66.8	66.0
Sector Ratios (* = sector average)
P/S *			3.7	3.5	3.6	3.2	2.7
P/EBIT *			2.5	3.4	-0.0	-0.1	-0.2
P/E *			-0.1	-0.2	-0.3	-0.3	-0.5
P/FCF *			9.7	11.3	14.6	13.8	10.0

FYE: 12/31	Forward FYE		Now
	2027	2026	9/16/26
Share Price			$230.92
Mkt Cap ($ Bil)			82.3
+ Debt ($ Bil)			1.3
- Cash ($ Bil)			5.0
TEV ($ Bil)			78.6
Valuation Ratios
P/S	15.0	18.4	20.7
P/EBIT	64.0	80.6	386.9
P/E	70.6	89.2	463.3
P/FCF	—	—	76.7
Sector Ratios (* = sector average)
P/S *			3.7
P/EBIT *			2.5
P/E *			-0.1
P/FCF *			9.7

FYE: 12/31	DDOG [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$4.0 Bil	—
FY 2026 Sales	$4.5 Bil	—
FY 2027 Sales	$5.5 Bil	—
FY 2026 Sales Growth	12.8%	—
FY 2027 Sales Growth	22.4%	12.8%
EARNINGS
LTM Net Income (GAAP) [3]	$177.6 Mil	—
FY 2026 Net Income (Non-GAAP)	$922.3 Mil	—
FY 2027 Net Income (Non-GAAP)	$1.2 Bil	—
FY 2027 Net Income Growth	26.3%	18.1%
FY 2026 EPS (Non-GAAP)	$2.53	—
FY 2027 EPS (Non-GAAP)	$2.96	—
FY 2027 EPS Growth	17.0%	—
VALUATION
FY 2026 P/S	18.4	1.6
FY 2027 P/S	15.0	—
FY 2026 P/E	89.2	7.6
FY 2027 P/E	70.6	—

[1] DDOG forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 9/30/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	DDOG	S&P 500
REVENUE GROWTH	VERY GOOD
Rev LTM ($ Bil)	4.0
Rev Chg Q	35.6%	9.1%
Rev Chg LTM	31.5%	8.3%
Rev Chg 3Y Avg	27.9%	5.8%
PROFITABILITY	POOR
Op Inc LTM ($ Bil)	0.0
CFO LTM ($ Bil)	1.2
Net Inc LTM ($ Bil)	0.2
Op Mgn LTM	0.4%	18.6%
CFO/Rev LTM	31.0%	21.8%
Net Inc Mgn	4.5%	13.1%
VALUATION	VERY HIGH
P/S	20.7	3.1
P/CFO	66.9	15.2
P/FCF	76.7	19.6
P/E	463.3	22.9
STABILITY	VERY GOOD
Debt/Equity	0.02	0.20
Cash/Assets	0.66	0.07

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Metric	Value	Date	Source
Total Number of Customers	about 31,400	6302025	Link
Customers with ARR of $100,000 or more	about 3,850	6302025	Link
Dollar-Based Net Retention Rate	about 120%	6302025	Link
Percentage of Customers Using 2 or More Products	83%	6302025	Link
Percentage of Customers Using 4 or More Products	52%	6302025	Link
Percentage of Customers Using 6 or More Products	29%	6302025	Link
Number of Integrations	1000	10092025	Link

Price Chart

No Events

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/9/2026

Datadog (DDOG) stock has lost about 5% since 5/31/2026 because of the following key factors:

1. Weaker-than-expected Fiscal Q3 2026 Guidance and Largest Customer Usage Reduction.

Despite reporting strong fiscal Q2 2026 results on August 6, 2026, with revenue increasing 36% year-over-year to $1.12 billion and non-GAAP EPS of $0.65, both exceeding analyst expectations, Datadog's stock plunged 19% after the announcement. This significant drop was primarily driven by the company issuing weaker fiscal Q3 2026 revenue guidance, projecting only 28% to 29% year-over-year growth, a notable deceleration from the reported 36%. Management attributed this revised outlook in part to a reduction in usage by its largest AI-native customer, raising investor concerns about future growth trajectory.

2. Extreme Valuation and Subsequent Profit-Taking.

Prior to the fiscal Q2 2026 earnings report, Datadog's stock traded at an exceptionally high valuation, with a trailing price-to-earnings multiple exceeding 400x and a price-to-sales ratio near 19. This elevated valuation meant the stock was highly sensitive to any indications of slowing growth. The Q3 2026 guidance, despite the Q2 beat, served as a catalyst for significant profit-taking, particularly after the stock had surged approximately 80% year-to-date in 2026.

3. Substantial Insider Selling Activity.

The stock experienced dampened sentiment due to significant insider selling during the specified period. Insiders collectively sold over $275 million in shares in the 90 days leading up to early September 2026, with broader reports indicating large-scale insider selling totaling over $360 million in recent months. Specific transactions exceeding the $5 million threshold include CEO Olivier Pomel's sale of approximately $6 million worth of shares on June 2, 2026, and further planned sales valued at roughly $19.1 million on September 8, 2026, following an earlier sale of $24.28 million on August 5, 2026.

4. Broader Market Rotation from High-Multiple Software Stocks.

Beyond company-specific factors, Datadog's stock movement was also influenced by a broader market trend of investors rotating out of high-multiple software and technology names. For example, on September 2, 2026, Datadog's stock declined 7% as part of this wider shift, alongside a 3% drop in the iShares Expanded Tech-Software ETF (IGV) on the same day. This macroeconomic environment, exacerbated by historical seasonal weakness in September for US stocks and ongoing concerns about rising interest rates impacting growth-heavy sectors, contributed to the downward pressure.

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Stock Movement Drivers

Fundamental Drivers

The -6.9% change in DDOG stock from 5/31/2026 to 9/15/2026 was primarily driven by a -28.3% change in the company's P/E Multiple.

(LTM values as of)	5312026	9152026	Change
Stock Price ($)	247.35	230.27	-6.9%
Change Contribution By:
Total Revenues ($ Mil)	3,672	3,967	8.0%
Net Income Margin (%)	3.7%	4.5%	21.2%
P/E Multiple	644.1	461.9	-28.3%
Shares Outstanding (Mil)	353	356	-0.8%
Cumulative Contribution			-6.9%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2026 to 9/15/2026

	Return	Correlation
DDOG	-6.9%
Market (SPY)	0.1%	19.3%
Sector (XLK)	-3.8%	20.4%

Fundamental Drivers

The 105.7% change in DDOG stock from 2/28/2026 to 9/15/2026 was primarily driven by a 42.4% change in the company's Net Income Margin (%).

(LTM values as of)	2282026	9152026	Change
Stock Price ($)	111.96	230.27	105.7%
Change Contribution By:
Total Revenues ($ Mil)	3,427	3,967	15.7%
Net Income Margin (%)	3.1%	4.5%	42.4%
P/E Multiple	365.0	461.9	26.6%
Shares Outstanding (Mil)	351	356	-1.4%
Cumulative Contribution			105.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 9/15/2026

	Return	Correlation
DDOG	105.7%
Market (SPY)	10.7%	14.8%
Sector (XLK)	32.6%	22.9%

Fundamental Drivers

The 68.5% change in DDOG stock from 8/31/2025 to 9/15/2026 was primarily driven by a 31.5% change in the company's Total Revenues ($ Mil).

(LTM values as of)	8312025	9152026	Change
Stock Price ($)	136.68	230.27	68.5%
Change Contribution By:
Total Revenues ($ Mil)	3,016	3,967	31.5%
Net Income Margin (%)	4.1%	4.5%	8.4%
P/E Multiple	379.8	461.9	21.6%
Shares Outstanding (Mil)	346	356	-2.8%
Cumulative Contribution			68.5%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 9/15/2026

	Return	Correlation
DDOG	68.5%
Market (SPY)	18.4%	20.9%
Sector (XLK)	40.6%	27.6%

Fundamental Drivers

The 138.7% change in DDOG stock from 8/31/2023 to 9/15/2026 was primarily driven by a 109.1% change in the company's Total Revenues ($ Mil).

(LTM values as of)	8312023	9152026	Change
Stock Price ($)	96.48	230.27	138.7%
Change Contribution By:
Total Revenues ($ Mil)	1,897	3,967	109.1%
P/S Multiple	16.4	20.7	26.2%
Shares Outstanding (Mil)	322	356	-9.6%
Cumulative Contribution			138.7%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2023 to 9/15/2026

	Return	Correlation
DDOG	138.7%
Market (SPY)	74.1%	36.1%
Sector (XLK)	113.1%	40.3%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
DDOG Return	81%	-59%	65%	18%	-5%	69%	134%
Peers Return	12%	-48%	85%	10%	1%	36%	62%
S&P 500 Return	27%	-19%	24%	23%	16%	11%	103%
Monthly Win Rates [3]
DDOG Win Rate	75%	25%	58%	50%	50%	56%
Peers Win Rate	55%	32%	65%	55%	43%	49%
S&P 500 Win Rate	75%	42%	67%	75%	67%	44%
Max Drawdowns [4]
DDOG Max Drawdown	-39%	-62%	-32%	-23%	-43%	-27%
Peers Max Drawdown	-33%	-56%	-20%	-40%	-36%	-38%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: DT, ESTC, NOW, SNOW, CRWD. See DDOG Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/15/2026 (YTD)

Event	DDOG	S&P 500
2025 US Tariff Shock
% Loss	-32.5%	-18.8%
% Gain to Breakeven	48.1%	23.1%
Time to Breakeven	71 days	79 days
2024 Yen Carry Trade Unwind
% Loss	-16.9%	-7.8%
% Gain to Breakeven	20.3%	8.5%
Time to Breakeven	66 days	18 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-31.3%	-9.5%
% Gain to Breakeven	45.5%	10.5%
Time to Breakeven	27 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-23.8%	-6.7%
% Gain to Breakeven	31.2%	7.1%
Time to Breakeven	15 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-53.8%	-24.5%
% Gain to Breakeven	116.4%	32.4%
Time to Breakeven	782 days	427 days
2020 COVID-19 Crash
% Loss	-38.8%	-33.7%
% Gain to Breakeven	63.3%	50.9%
Time to Breakeven	52 days	140 days

Compare to DT, ESTC, NOW, SNOW, CRWD

In The Past

Datadog's stock fell -32.5% during the 2025 US Tariff Shock. Such a loss loss requires a 48.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

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Event	DDOG	S&P 500
2025 US Tariff Shock
% Loss	-32.5%	-18.8%
% Gain to Breakeven	48.1%	23.1%
Time to Breakeven	71 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-31.3%	-9.5%
% Gain to Breakeven	45.5%	10.5%
Time to Breakeven	27 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-23.8%	-6.7%
% Gain to Breakeven	31.2%	7.1%
Time to Breakeven	15 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-53.8%	-24.5%
% Gain to Breakeven	116.4%	32.4%
Time to Breakeven	782 days	427 days
2020 COVID-19 Crash
% Loss	-38.8%	-33.7%
% Gain to Breakeven	63.3%	50.9%
Time to Breakeven	52 days	140 days

Compare to DT, ESTC, NOW, SNOW, CRWD

In The Past

Datadog's stock fell -32.5% during the 2025 US Tariff Shock. Such a loss loss requires a 48.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Datadog (DDOG)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

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Datadog, Inc. (DDOG) provides a comprehensive, cloud-based monitoring and analytics platform, offering real-time observability into an organization's entire technology stack. The company's Software-as-a-Service (SaaS) platform helps developers, IT operations teams, and business users gain insights into the performance, health, and security of their infrastructure and applications, particularly those running in cloud environments.

The core of Datadog's offering is an integrated platform that unifies critical monitoring functions, including infrastructure monitoring, application performance monitoring (APM), log management, and security monitoring. Additionally, the platform provides specialized tools for user experience monitoring, network performance monitoring, cloud security, developer-focused observability, and incident management, all supported by shared features like dashboards, analytics, and alerting capabilities.

Datadog primarily serves businesses and organizations that operate in the cloud, targeting their internal developers, IT operations teams, and various business users. By providing a unified view and automating key monitoring tasks, Datadog enables these teams to proactively manage performance, quickly diagnose issues, and ensure the security of their digital operations across global markets.

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Here are 1-2 brief analogies for Datadog:

Datadog is like Splunk for monitoring the performance and health of a company's entire software and infrastructure stack.
Datadog is like a Bloomberg Terminal for IT operations, providing real-time data and analytics on software performance, logs, and security.

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Infrastructure Monitoring: Provides real-time visibility into the performance and health of IT infrastructure components.
Application Performance Monitoring (APM): Offers tools to monitor and troubleshoot the performance of applications and services.
Log Management: Collects, processes, and analyzes log data from various sources for insights and troubleshooting.
Security Monitoring: Detects and helps respond to security threats across the technology stack.
User Experience Monitoring: Tracks and analyzes user interactions and experiences with applications and websites.
Network Performance Monitoring: Monitors and optimizes the performance of network infrastructure.
Cloud Security: Provides security capabilities specifically designed for cloud environments.
Developer-Focused Observability: Offers tools and insights tailored for developers to understand their code and systems.
Incident Management: Helps teams manage and resolve operational incidents efficiently.

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Datadog (symbol: DDOG) primarily sells its monitoring and analytics platform to other companies, rather than individuals. Its customer base consists of a wide range of businesses across various industries, from startups to large enterprises, that require real-time observability of their technology stacks.

While Datadog serves thousands of customers globally, some examples of well-known public companies that have publicly utilized or been highlighted as customers of Datadog's platform include:

DoorDash (DASH)
Peloton Interactive (PTON)
S&P Global (SPGI)

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Amazon.com, Inc. (AMZN)
Alphabet Inc. (GOOGL)

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Olivier Pomel, Chief Executive Officer

Olivier Pomel co-founded Datadog in 2010 and has served as CEO since its inception. Before founding Datadog, he was the VP, Technology for Wireless Generation, where he developed data systems for K-12 teachers and expanded the development team until the company's acquisition by News Corp. He previously held software engineering roles at IBM Research and various internet startups. Pomel is an original author of the VLC media player.

David Obstler, Chief Financial Officer

David Obstler joined Datadog as Chief Financial Officer in November 2018, bringing over three decades of operational finance experience, with more than 20 years focused on technology companies. Prior to Datadog, he served as CFO of TravelClick, leading global financial operations. His extensive background includes CFO positions at OpenLink Financial, MSCI Inc., Risk Metrics Group, and Pinnacor. Obstler also held investment banking roles at JPMorgan, Lehman Brothers, and Goldman Sachs. He was appointed to the board of Braze in 2021.

Alexis Lê-Quôc, Chief Technology Officer & Co-founder

Alexis Lê-Quôc co-founded Datadog in 2010 alongside Olivier Pomel. Before Datadog, he was the Director of Operations for Wireless Generation, where he established the team and infrastructure. His professional experience also includes roles at France Telecom R&D and IBM.

Adam Blitzer, Chief Operating Officer

Adam Blitzer's background includes significant roles at Salesforce and Pardot, where he developed expertise in marketing automation and cloud services.

Yanbing Li, Chief Product Officer

Prior to joining Datadog, Yanbing Li served as the Senior Vice President of Engineering at Aurora. Before that, she was the Vice President of Product and Engineering at Google, overseeing Google Cloud Commerce, Cloud Operations, and Service Infrastructure. Li also held multiple executive leadership positions at VMware, including Senior Vice President and General Manager for the Storage and Availability Business Unit.

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Here are the key risks to Datadog's business, listed from most significant to less significant:

Intense Competition and the Need for Continuous Innovation: Datadog operates in highly competitive markets with numerous established players and new entrants vying for market share. To maintain its competitive position, Datadog must continuously innovate and offer superior products and services. Failure to do so could result in lost customers and reduced market share, negatively impacting the company's business and financial outcomes.
Cybersecurity Risks: As a provider of cloud-based services, Datadog faces significant cybersecurity threats. Any security breach or incident could severely damage the company's reputation, reduce demand for its products, and lead to substantial legal liabilities. A past incident involving unauthorized access to Datadog's source code repositories highlights these ongoing risks.
Challenges in Sustaining Profitability and Managing Operational Scale: Despite robust revenue growth, Datadog has a history of operating losses and may struggle to sustain profitability in the future. Rapid expansion can strain operational capabilities, making it difficult for the company to forecast future results and efficiently manage its growing operations while maintaining service quality and innovation.

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AI Analysis | Feedback

The increasing maturity and widespread adoption of open-source observability standards and platforms, particularly **OpenTelemetry**, could pose a clear emerging threat. By standardizing the collection of telemetry data (traces, metrics, logs) across various environments and applications, OpenTelemetry reduces vendor lock-in and allows organizations greater flexibility. This could enable companies to build robust observability stacks using open-source components (e.g., Prometheus for metrics, Grafana for visualization, Loki for logs, Tempo for traces) or to more easily switch between commercial vendors, thereby exerting downward pressure on pricing and reducing the unique value proposition of all-in-one commercial platforms like Datadog.

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Datadog (DDOG) Addressable Market Sizes

Datadog operates within several significant and expanding addressable markets globally. The company's total addressable market (TAM) is projected to reach substantial figures in the coming years, driven by the increasing need for observability, monitoring, and security solutions in complex cloud environments.

Total Addressable Market (TAM): Datadog's total addressable market, including security, application development, and analytics, is estimated to reach approximately $187 billion by 2029 or 2034. Another estimate places the TAM at $175 billion by 2034, growing at a compound annual growth rate (CAGR) of 17.5%. Current estimates from 2025 place Datadog's TAM at $79 billion, with projections reaching $175 billion by 2034. The cloud observability sector TAM was estimated at US$51 billion as of 2023, with a CAGR of 11% over 2023-2027.
Observability Platform Market: The global observability platform market was valued at USD 4.1 billion in 2024 and is predicted to grow to about USD 18.1 billion by 2034, at a CAGR of 16%. Other estimates place the global market at USD 3.2 billion in 2024, projected to grow to USD 8.19 billion by 2033 at an 11.0% CAGR, or USD 2.71 billion in 2023, projected to reach USD 5.40 billion by 2030 at a 10.7% CAGR. North America held a dominant market position, capturing more than a 37.9% share in 2024, and leads with approximately 46.4% of the global share in 2025.
Infrastructure Monitoring Market: The global infrastructure monitoring market size was valued at USD 6.17 billion in 2024 and is poised to grow to USD 15.79 billion by 2033, growing at a CAGR of 11% during the forecast period (2026–2033). Another report estimates the market at USD 5.59 billion in 2024, predicted to increase to USD 15.70 billion by 2034, expanding at a CAGR of 10.88% from 2025 to 2034. North America dominated the market with a 33% revenue share in 2024.
Application Performance Monitoring (APM) Market: The global Application Performance Monitoring market is estimated at US$9.5 billion in 2024 and is likely to reach a projected US$20.6 billion by 2030, registering a 2024-2030 CAGR of 13.8%. Another source indicates a market size of USD 9.42 billion in 2025, projected to grow to USD 24.14 billion by 2034 with a CAGR of 11.2%. North America leads the global market for Application Performance Monitoring with an estimated 2024 share of 30.2%.
Log Management Market: The global log management market size was valued at USD 3.27 billion in 2024 and is poised to grow to USD 9.5 billion by 2033, growing at a CAGR of 12.6% during the forecast period (2026–2033). Another outlook estimates revenue from the global log management market to reach US$3.31 billion in 2024, climbing to US$11.03 billion by 2034, expanding at a CAGR of 12.8%. North America is a leading region in the industry, holding a significant log management market share of 38% in 2024.
Cloud Security Market: The global cloud security market size was valued at USD 51.11 billion in 2025 and is projected to grow to USD 224.16 billion by 2034, registering a CAGR of 17.80% over the forecast period. Other estimates for the global cloud security market size range from USD 35.84 billion in 2024, projected to reach USD 75.26 billion by 2030 with a CAGR of 13.3%, to USD 40.81 billion in 2025, predicted to increase to USD 133.39 billion by 2035 at a CAGR of 12.57%. North America dominated the cloud security market with a market share of 38.00% in 2025.
User Experience Monitoring (EUEM) Market: The global end user experience monitoring market size was estimated at USD 3.90 billion in 2024 and is anticipated to grow at a CAGR of 15.7% from 2025 to 2030. Another report valued the market at USD 3.88 billion in 2024 and expects it to reach USD 14.94 billion by 2032, growing at a CAGR of 18.44%. North America held a significant revenue share of over 39.0% of the end user experience monitoring industry in 2024.
Network Performance Monitoring (NPM) Market: The global network performance monitoring market size was valued at USD 4.13 billion in 2025 and is projected to grow to USD 9.52 billion by 2034, exhibiting a CAGR of 9.50% during the forecast period. Another report indicates the market size was USD 2.067 billion in 2025, reaching USD 4.831 billion by 2032 and exhibiting a CAGR of 13.4%. The global network performance monitoring market size is expected to cross USD 12 billion by 2032. North America is anticipated to be the dominant market in 2025.
Incident Management Market: The global incident and emergency management market size was valued at USD 137.48 billion in 2024 and is predicted to reach around USD 250.01 billion by 2034, expanding at a CAGR of 6.16% from 2025 to 2034. The global incident response market size was valued at USD 26.63 billion in 2025 and is expected to reach USD 358.49 billion by 2033, at a CAGR of 38.40%. North America dominated the incident and emergency management market in 2024.

```

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Datadog (DDOG) over the next 2-3 years:

Expanding Product Portfolio and Cross-Selling: Datadog continues to broaden its platform by launching new features and capabilities, including security solutions (e.g., unified Cloud Security Management, Cloud SIEM), developer productivity tools (e.g., CI visibility, code-level insights), FinOps add-ons (e.g., cloud cost management), and advanced observability features like Kubernetes Active Remediation and Data Observability. The company's "land-and-expand" strategy is effective, with a high percentage of existing customers adopting multiple products (over 80% use two or more, and adoption of six+ products is rising), leading to higher net revenue retention and increased average revenue per user (ARPU).
AI-Powered Innovation and Solutions: Datadog is making significant investments in artificial intelligence (AI) and machine learning (ML) to enhance its platform's capabilities, improve automation, and deliver more actionable insights to customers. Key AI-driven initiatives such as Bits AI (for troubleshooting, remediation, and security analysis), LLM Observability, and GPU monitoring are expected to increase platform stickiness and drive the upsell of security and observability modules. The company has seen significant traction in customers' adoption of AI/ML capabilities, with AI-native customer growth significantly outpacing the rest of the business.
Growth in Enterprise and Public Sector Customer Acquisition and Expansion: Datadog is strategically focusing on acquiring and expanding its presence within larger enterprise and public sector organizations. The number of customers generating over $1 million in annual recurring revenue (ARR) is experiencing significant growth, with 603 enterprise accounts exceeding this threshold in 2025, a 31% increase from the previous year. Datadog is deepening its public-sector and enterprise sales through cloud marketplaces, Global System Integrator (GSI) partnerships, and private-offer integrations to streamline procurement.
International Expansion: With international clients already contributing approximately 40% of its revenue, Datadog is actively pursuing further expansion in regions like EMEA (Europe, the Middle East, and Africa) and APAC (Asia-Pacific). This involves localized data handling and establishing additional regional presences to meet data residency requirements, providing a multi-year runway for revenue growth from global markets.

AI Analysis | Feedback

Share Repurchases

Datadog used $28.24 million for stock repurchases in Q4 2025.

Share Issuance

In December 2024, Datadog issued $1.0 billion of 0% convertible senior notes due 2029.
In June 2020, Datadog issued $747.5 million of 0.125% convertible senior notes due 2025.
For the year ended December 31, 2025, Datadog issued 771,355 shares of Class A common stock as consideration in acquisitions.

Outbound Investments

Datadog acquired Propolis in January 2026, Eppo in May 2025, and Metaplane in April 2025.
Acquisition of subsidiaries/investments amounted to $46 million in 2024, $12 million in 2023, and $7 million in 2022.

Capital Expenditures

Capital expenditures amounted to -$135.4 million for the year ended December 31, 2025.
Capital expenditures were approximately $65 million in 2024, $62 million in 2023, and $96 million in 2022.
Datadog plans to continue investing heavily in R&D, particularly in AI advancements, and expand go-to-market strategies, having delivered over 400 new features in 2025.

Interactive Breakdown

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Better Bets vs. Datadog (DDOG)

INDUSTRY: Application Software

Higher Rev Chg 3Y Avg | Lower P/S (Values for DDOG: 27.9% | 20.7x)

SHOP (28.2% | 12.7x)

Shopify

KVYO (33.5% | 3.6x)

Klaviyo

LIF (29.0% | 6.0x)

Life360

GRND (31.9% | 5.3x)

Grindr

SOUN (81.7% | 13.0x)

SoundHound AI

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for DDOG: 27.9% | 4,835.2x)

PLTR (46.3% | 157.2x)

Palantir Technologies

SHOP (28.2% | 71.2x)

Shopify

LIF (29.0% | 512.8x)

Life360

GRND (31.9% | 17.9x)

Grindr

AIOT (55.7% | 18.5x)

PowerFleet

Higher Rev Chg LTM (Value for DDOG: 31.5%)

PLTR (78.9%)

Palantir Technologies

SNPS (46.3%)

Synopsys

FIG (43.4%)

Figma

SHOP (32.5%)

Shopify

SNOW (32.0%)

Snowflake

Higher Rev Chg 3Y Avg (Value for DDOG: 27.9%)

PLTR (46.3%)

Palantir Technologies

KVYO (33.5%)

Klaviyo

SNOW (30.5%)

Snowflake

LIF (29.0%)

Life360

SHOP (28.2%)

Shopify

Higher Op Mgn LTM (Value for DDOG: 0.4%)

PLTR (42.8%)

Palantir Technologies

ADBE (36.1%)

Adobe

CDNS (30.8%)

Cadence Design Systems

CRM (21.5%)

Salesforce

SHOP (17.8%)

Shopify

Higher CFO/Rev LTM (Value for DDOG: 31.0%)

PLTR (55.2%)

Palantir Technologies

ADBE (41.6%)

Adobe

CRM (35.8%)

Salesforce

CDNS (31.8%)

Cadence Design Systems

SNPS (31.2%)

Synopsys

Higher FCF/Rev LTM (Value for DDOG: 27.0%)

PLTR (54.6%)

Palantir Technologies

ADBE (40.8%)

Adobe

CRM (34.5%)

Salesforce

SNPS (29.2%)

Synopsys

CDNS (28.6%)

Cadence Design Systems

Higher Total Yield (Value for DDOG: 0.2%)

ADBE (7.0%)

Adobe

CRM (5.3%)

Salesforce

CDNS (1.8%)

Cadence Design Systems

SHOP (1.1%)

Shopify

PLTR (0.7%)

AMD (0.8%)

Advanced Micro Devices

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for DDOG: 27.9% | 20.7x)

LLY (39.4% | 12.7x)

Eli Lilly

NEM (32.1% | 5.1x)

Newmont

APP (44.4% | 16.3x)

AppLovin

BX (29.9% | 7.4x)

Blackstone

HOOD (43.9% | 20.1x)

Robinhood Markets

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for DDOG: 27.9% | 4,835.2x)

LLY (39.4% | 25.6x)

Eli Lilly

NEM (32.1% | 9.3x)

Newmont

APP (44.4% | 21.0x)

AppLovin

HOOD (43.9% | 43.7x)

Robinhood Markets

AEM (34.4% | 11.7x)

Agnico Eagle Mines

Higher Rev Chg LTM (Value for DDOG: 31.5%)

APP (60.6%)

AppLovin

LLY (49.6%)

Eli Lilly

COF (45.1%)

Capital One Financial

WELL (37.8%)

Welltower

SCCO (32.8%)

Southern Copper

Higher Rev Chg 3Y Avg (Value for DDOG: 27.9%)

APP (44.4%)

AppLovin

HOOD (43.9%)

Robinhood Markets

LLY (39.4%)

Eli Lilly

NEM (32.1%)

Newmont

BX (29.9%)

Blackstone

Higher Op Mgn LTM (Value for DDOG: 0.4%)

LLY (49.7%)

Eli Lilly

META (38.1%)

Meta Platforms

GOOGL (33.1%)

Alphabet

AMZN (12.1%)

Amazon.com

TSLA (4.6%)

Tesla

Higher CFO/Rev LTM (Value for DDOG: 31.0%)

META (57.1%)

Meta Platforms

V (50.8%)

Visa

MA (49.7%)

Mastercard

GOOGL (41.6%)

Alphabet

LLY (35.3%)

Eli Lilly

Higher FCF/Rev LTM (Value for DDOG: 27.0%)

BAC (78.2%)

Bank of America

V (47.2%)

Visa

MA (45.5%)

Mastercard

KO (28.5%)

Coca-Cola

ABBV (28.3%)

AbbVie

Higher Total Yield (Value for DDOG: 0.2%)

BRK-B (7.7%)

Berkshire Hathaway

GOOGL (6.1%)

Alphabet

AMZN (5.1%)

Amazon.com

META (4.3%)

Meta Platforms

TSLA (0.3%)

Tesla

Best Bets in Information Technology

What You Pay

P/EBIT (Value for DDOG: 385.8x)

VRSN (22.9x)

VeriSign

ANET (53.4x)

Arista Networks

NVDA (22.3x)

NVIDIA

IDCC (21.7x)

InterDigital

YOU (16.7x)

Clear Secure

ADEA (13.6x)

Adeia

GEN (9.0x)

Gen Digital

ZM (23.0x)

Zoom Communications

ADBE (11.1x)

Adobe

FICO (17.9x)

Fair Isaac

P/E (Value for DDOG: 461.9x)

VRSN (31.8x)

VeriSign

ANET (60.1x)

Arista Networks

NVDA (26.6x)

NVIDIA

IDCC (27.9x)

InterDigital

YOU (28.4x)

Clear Secure

ADEA (22.4x)

Adeia

GEN (17.8x)

Gen Digital

ZM (8.4x)

Zoom Communications

ADBE (14.3x)

Adobe

FICO (27.4x)

Fair Isaac

What You Get

Rev Chg 3Y Avg (Value for DDOG: 27.9%)

VRSN (5.3%)

VeriSign

ANET (26.2%)

Arista Networks

NVDA (116.5%)

NVIDIA

IDCC (15.6%)

InterDigital

YOU (24.0%)

Clear Secure

ADEA (7.0%)

Adeia

GEN (12.8%)

Gen Digital

ZM (3.8%)

Zoom Communications

ADBE (11.0%)

Adobe

FICO (17.7%)

Fair Isaac

Rev Chg LTM (Value for DDOG: 31.5%)

VRSN (6.9%)

VeriSign

ANET (32.6%)

Arista Networks

NVDA (83.4%)

NVIDIA

IDCC (-11.7%)

InterDigital

YOU (19.8%)

Clear Secure

ADEA (24.3%)

Adeia

GEN (20.2%)

Gen Digital

ZM (5.0%)

Zoom Communications

ADBE (11.5%)

Adobe

FICO (24.1%)

Fair Isaac

Rev Chg Q (Value for DDOG: 35.6%)

VRSN (6.0%)

VeriSign

ANET (37.7%)

Arista Networks

NVDA (105.9%)

NVIDIA

IDCC (-13.4%)

InterDigital

YOU (26.6%)

Clear Secure

ADEA (12.1%)

Adeia

GEN (6.3%)

Gen Digital

ZM (4.9%)

Zoom Communications

ADBE (12.7%)

Adobe

FICO (25.7%)

Fair Isaac

FCF/Rev 3Y Avg (Value for DDOG: 27.8%)

VRSN (58.5%)

VeriSign

ANET (47.2%)

Arista Networks

NVDA (44.7%)

NVIDIA

IDCC (42.5%)

InterDigital

YOU (41.9%)

Clear Secure

ADEA (41.1%)

Adeia

GEN (39.0%)

Gen Digital

ZM (38.3%)

Zoom Communications

ADBE (37.9%)

Adobe

FICO (37.4%)

Fair Isaac

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 24%, alpha of 2.9%, and sharpe of 1.04

Peer Outperformance in Application Software

DDOG has outperformed 89% of its 121 Application Software peers over 5Y. Among the peers that beat it is FROG. Application Software ranks 11th of 12 industries in Information Technology by median 5Y return. The sector’s gains have largely come from elsewhere.

Share of Application Software constituents that DDOG has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.

95%

of 152 industry peers · 66.1% return

95%

of 139 industry peers · 143.5% return

89%

of 121 industry peers · 59.8% return

Application Software peers with revenue growth within 4pp of DDOG's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.

Ticker	Name	Rev Growth 3Y Avg	P/E	1Y	3Y	5Y	5Y Gap
DDOG	Datadog	27.9%	461.9x	66.1%	143.5%	59.8%	—
FROG	JFrog	24.3%	-262.0x	92.1%	250.7%	163.3%	+104pp

Price returns, excluding dividends. P/E shown for context only and not used for matching.

Median price return by industry across the Information Technology sector, ranked by 5Y. Application Software is DDOG's own industry. Use this to see which corners of the sector have carried the returns.

Industry	Names	1Y med	3Y med	5Y med	Top 3 by 5Y
Electronic Manufacturing Services	9	49.0%	180.7%	251.4%	TTMI 737% · FLEX 681% · SANM 381%
Technology Distributors	9	31.4%	67.3%	84.6%	CLMB 362% · AVT 176% · SNX 135%
Semiconductor Materials & Equipment	27	101.9%	74.0%	84.2%	AXTI 667% · AEHR 622% · KLAC 374%
Communications Equipment	36	14.8%	78.1%	66.7%	AAOI 1177% · FEIM 1005% · LITE 870%
Electronic Components	26	30.2%	56.0%	58.9%	CLS 3575% · BELFA 1238% · COHR 338%
Semiconductors	55	19.7%	23.1%	27.9%	POET 1670% · MU 1175% · NVDA 858%
Technology Hardware, Storage & Peripherals	21	31.4%	48.9%	23.1%	DELL 1071% · STX 956% · SMCI 878%
Internet Services & Infrastructure	6	13.6%	42.9%	17.2%	GDDY 40% · DOCN 36% · VRSN 35%
Electronic Equipment & Instruments	27	-16.5%	7.2%	-10.3%	PI 208% · OSIS 118% · ACFN 101%
IT Consulting & Other Services	28	-20.1%	-15.1%	-26.6%	CHRN 469900% · APLD 927% · TSSI 642%
Application Software ←	122	-26.0%	-16.3%	-45.3%	VIDA 153233% · INLX 4861% · PLTR 503%
Systems Software	68	-15.5%	6.6%	-60.3%	QNC 493% · PANW 364% · ZETA 352%

Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	The Contracted Revenue Datadog Stock Bears Are Ignoring	06/17/2026
2	Datadog Stock 6-Day Losing Spree: Stock Falls 18%	06/10/2026
3	Datadog Stock Slides 17% With A 5-Day Losing Spree	06/09/2026
4	Stress Testing DDOG: Historical Drawdowns and Macro Risks	05/16/2026
5	Datadog Earnings Notes	05/06/2026
6	Datadog Stock Rockets 23% With 6-Day Winning Streak	04/21/2026
7	Datadog Stock Rockets 20% With 5-Day Winning Streak	04/18/2026
8	Is 12.8% Fall In Datadog (DDOG) Stock A Buying Opportunity?	03/28/2026
9	Datadog Stock Down 7.9% in One Day, Wait For A Dip To Buy The Stock	03/28/2026
10	DDOG Stock Surges 16% With A 5-day Winning Spree On AI Growth Outlook	03/10/2026
11	ARTICLES
12	S&P 500 Movers \| Winners: KKR, AXON, APO \| Losers: APP, VTR, DDOG	08/12/2026
13	S&P 500 Movers \| Winners: DDOG, APA, MPC \| Losers: COHR, LITE, CIEN	08/11/2026
14	S&P 500 Movers \| Winners: MSI, PH, LDOS \| Losers: HONA, APP, DDOG	08/07/2026
15	How Much Track Is Left For DDOG Stock?	07/30/2026
16	Datadog’s Stock Now Costs Far More Than Its Sales Can Explain	07/27/2026

	Title
0	DASHBOARDS
1	The Contracted Revenue Datadog Stock Bears Are Ignoring
2	Datadog Stock 6-Day Losing Spree: Stock Falls 18%
3	Datadog Stock Slides 17% With A 5-Day Losing Spree
4	Stress Testing DDOG: Historical Drawdowns and Macro Risks
5	Datadog Earnings Notes
6	Datadog Stock Rockets 23% With 6-Day Winning Streak
7	Datadog Stock Rockets 20% With 5-Day Winning Streak
8	Is 12.8% Fall In Datadog (DDOG) Stock A Buying Opportunity?
9	Datadog Stock Down 7.9% in One Day, Wait For A Dip To Buy The Stock
10	DDOG Stock Surges 16% With A 5-day Winning Spree On AI Growth Outlook
11	ARTICLES
12	S&P 500 Movers \| Winners: KKR, AXON, APO \| Losers: APP, VTR, DDOG
13	S&P 500 Movers \| Winners: DDOG, APA, MPC \| Losers: COHR, LITE, CIEN
14	S&P 500 Movers \| Winners: MSI, PH, LDOS \| Losers: HONA, APP, DDOG
15	How Much Track Is Left For DDOG Stock?
16	Datadog’s Stock Now Costs Far More Than Its Sales Can Explain

Trade Ideas

Select ideas related to DDOG.

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Recent Active Movers

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ADBT	Advasa	0.1	30.6%	-98.0%
BBNX	Beta Bionics	0.9	14.9%	-36.9%
SWKS	Skyworks Solutions	13.5	13.6%	44.9%
FTRE	Fortrea	1.9	13.3%	14.4%
SDGR	Schrodinger	1.7	12.0%	30.0%
TEM	Tempus AI	12.4	10.7%	16.6%
FPS	Forgent Power Solutions	7.7	9.5%	8.1%
CAI	Caris Life Sciences	8.1	9.4%	5.6%
QRVO	Qorvo	10.4	9.3%	39.7%
RVTY	Revvity	15.6	9.1%	45.2%

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Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
SWMR	Swarmer	0.4	-28.4%	-25.7%
ENVA	Enova International	4.3	-23.4%	10.4%
ALHC	Alignment Healthcare	2.2	-19.9%	-47.5%
CTMX	CytomX Therapeutics	0.6	-15.9%	-36.9%
KRUS	Kura Sushi USA	0.4	-14.0%	-32.2%
DMRA	Damora Therapeutics	1.5	-12.8%	7.6%
FWDI	Forward Industries	0.5	-12.5%	-8.0%
ARWR	Arrowhead Pharmaceuticals	10.1	-12.4%	6.4%
WING	Wingstop	2.7	-12.1%	-57.4%
MAMA	Mama's Creations	0.5	-11.7%	-2.6%

Top Gainers

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ACVA	ACV Auctions	1.8	48.4%	30.0%
FEIM	Frequency Electronics	0.8	30.3%	58.0%
NTSK	Netskope	7.0	21.7%	-0.4%
S	SentinelOne	7.9	20.8%	56.5%
SIG	Signet Jewelers	4.0	20.8%	21.9%
INSP	Inspire Medical Systems	2.2	20.1%	-19.1%
ZS	Zscaler	31.2	19.7%	-13.8%
SWKS	Skyworks Solutions	13.5	19.4%	44.9%
RPD	Rapid7	0.8	19.1%	-18.0%
SDGR	Schrodinger	1.7	16.1%	30.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
ADBT	Advasa	0.1	-61.0%	-98.0%
TTAN	ServiceTitan	5.6	-28.2%	-45.0%
BRUN	Boost Run	0.8	-27.9%	-35.3%
SWMR	Swarmer	0.4	-27.7%	-25.7%
CTMX	CytomX Therapeutics	0.6	-26.3%	-36.9%
ASMB	Assembly Biosciences	0.5	-26.0%	-23.2%
SMR	NuScale Power	3.1	-24.6%	-40.5%
IMSR	Terrestrial Energy	0.5	-24.5%	-30.0%
CNL	Collective Mining	1.2	-24.0%	-11.8%
LEU	Centrus Energy	2.8	-23.4%	-41.5%

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MRNA	Moderna	57.2	127.1%	387.5%
PURR	Hyperliquid Strategies	1.4	67.7%	214.6%
AMLX	Amylyx Pharmaceuticals	3.7	53.3%	174.4%
CVI	CVR Energy	5.2	48.0%	106.3%
FWDI	Forward Industries	0.5	42.7%	-8.0%
SECZ	Securitize	1.2	42.1%	-35.2%
MSTR	Strategy	45.7	39.3%	-14.7%
WEAV	Weave Communications	0.6	34.2%	-3.4%
CNH	CNH Industrial	17.3	34.1%	53.3%
IOVA	Iovance Biotherapeutics	4.2	34.1%	242.9%

Top Losers

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ALMS	Alumis	1.1	-66.8%	-13.9%
RARE	Ultragenyx Pharmaceutical	1.3	-50.7%	-43.2%
IESC	IES	12.4	-49.2%	-20.0%
SWMR	Swarmer	0.4	-44.6%	-25.7%
ALOY	REalloys	0.5	-42.5%	-10.3%
CRDO	Credo Technology	27.8	-42.1%	4.5%
BRUN	Boost Run	0.8	-40.8%	-35.3%
KRMN	Karman	5.0	-39.6%	-48.8%
AEHR	Aehr Test Systems	2.6	-39.1%	304.1%
AEVA	Aeva Technologies	0.9	-39.0%	6.9%

Peer Comparisons

Peers to compare with:

Financials

	DDOG	DT	ESTC	NOW	SNOW	CRWD	Median
Name	Datadog	Dynatrace	Elastic	ServiceN.	Snowflake	CrowdStr.
Mkt Price	230.27	55.17	85.16	141.90	322.98	242.49	186.09
Mkt Cap	82.0	16.1	8.9	0.1	112.8	247.2	49.1
Rev LTM	3,967	2,096	1,802	14,732	5,435	5,396	4,681
Op Inc LTM	17	273	-28	1,680	-1,237	-119	-5
FCF LTM	1,073	571	349	4,571	1,193	1,523	1,133
FCF 3Y Avg	866	495	274	3,809	914	1,223	890
CFO LTM	1,229	598	354	5,308	1,253	2,017	1,241
CFO 3Y Avg	981	524	279	4,628	994	1,579	988

Growth & Margins

	DDOG	DT	ESTC	NOW	SNOW	CRWD	Median
Name	Datadog	Dynatrace	Elastic	ServiceN.	Snowflake	CrowdStr.
Rev Chg LTM	31.5%	17.9%	16.2%	22.2%	32.0%	24.3%	23.2%
Rev Chg 3Y Avg	27.9%	19.6%	17.4%	22.5%	30.5%	26.9%	24.7%
Rev Chg Q	35.6%	16.2%	15.1%	24.0%	35.1%	25.8%	24.9%
QoQ Delta Rev Chg LTM	8.0%	3.8%	3.6%	5.5%	8.0%	5.9%	5.7%
Op Inc Chg LTM	200.5%	36.7%	9.0%	4.9%	19.7%	66.9%	28.2%
Op Inc Chg 3Y Avg	68.2%	36.5%	36.2%	55.3%	-9.3%	-301.6%	36.3%
Op Mgn LTM	0.4%	13.0%	-1.5%	11.4%	-22.8%	-2.2%	-0.6%
Op Mgn 3Y Avg	0.6%	11.1%	-4.3%	11.8%	-32.9%	-3.2%	-1.3%
QoQ Delta Op Mgn LTM	1.1%	-0.0%	0.4%	-2.0%	3.4%	1.5%	0.7%
CFO/Rev LTM	31.0%	28.6%	19.6%	36.0%	23.1%	37.4%	29.8%
CFO/Rev 3Y Avg	31.4%	29.4%	17.5%	38.0%	23.7%	35.7%	30.4%
FCF/Rev LTM	27.0%	27.2%	19.4%	31.0%	22.0%	28.2%	27.1%
FCF/Rev 3Y Avg	27.8%	27.8%	17.2%	31.1%	21.7%	27.9%	27.8%

Valuation

	DDOG	DT	ESTC	NOW	SNOW	CRWD	Median
Name	Datadog	Dynatrace	Elastic	ServiceN.	Snowflake	CrowdStr.
Mkt Cap	82.0	16.1	8.9	0.1	112.8	247.2	49.1
P/S	20.7	7.7	4.9	0.0	20.8	45.8	14.2
P/Op Inc	4,835.2	59.0	-321.8	0.1	-91.2	-2,068.9	-45.6
P/EBIT	385.8	59.0	1,613.8	0.1	-105.8	2,372.1	222.4
P/E	461.9	106.5	23.7	0.1	-103.4	4,228.6	65.1
P/CFO	66.7	26.9	25.2	0.0	90.0	122.6	46.8
Total Yield	0.2%	0.9%	4.2%	1,141.1%	-1.0%	0.0%	0.6%
Dividend Yield	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	1.5%	3.5%	3.6%	2,084.2%	1.4%	0.9%	2.5%
D/E	0.0	0.0	0.1	57.8	0.0	0.0	0.0
Net D/E	-0.0	-0.1	-0.1	25.9	0.0	-0.0	-0.0

Returns

	DDOG	DT	ESTC	NOW	SNOW	CRWD	Median
Name	Datadog	Dynatrace	Elastic	ServiceN.	Snowflake	CrowdStr.
1M Rtn	-9.9%	12.3%	-1.8%	14.4%	-1.8%	11.8%	5.0%
3M Rtn	-0.4%	33.1%	41.7%	40.0%	35.5%	42.7%	37.8%
6M Rtn	78.7%	38.7%	53.7%	21.6%	85.0%	123.9%	66.2%
12M Rtn	66.1%	13.5%	-3.6%	-25.1%	43.0%	118.1%	28.3%
3Y Rtn	143.5%	18.8%	8.8%	22.4%	98.9%	486.3%	60.6%
1M Excs Rtn	-7.3%	14.8%	0.8%	17.0%	0.8%	14.3%	7.6%
3M Excs Rtn	-1.6%	33.5%	36.3%	35.8%	33.7%	39.6%	34.8%
6M Excs Rtn	68.7%	26.9%	46.1%	10.3%	72.0%	115.6%	57.4%
12M Excs Rtn	53.5%	-2.7%	-17.9%	-38.8%	30.8%	107.2%	14.1%
3Y Excs Rtn	65.6%	-53.7%	-60.8%	-51.9%	24.4%	406.9%	-13.7%

FDIC Bank Data

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022	2021	2020
Period End	6/30/2026	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020
Filing Date	8/6/2026	2/18/2026	2/20/2025	2/23/2024	2/24/2023	2/25/2022	3/1/2021
Key Financials
Total Revenue	3,967	3,427	2,684	2,128	1,675	1,029	603
Gross Profit	3,154	2,740	2,169	1,718	1,328	795	473
EBITDA	282	194	266	111	13	26	24
Operating Income	17	-44	54	-33	-59	-19	-14
Net Income	178	108	184	49	-50	-21	-25
EPS	0.51	0.31	0.55	0.15	-0.16	-0.07	-0.08
Growth Rates
Total Revenue Growth	31.5%	27.7%	26.1%	27.1%	62.8%	70.5%	66.3%
EBITDA Growth	34.1%	-27.1%	139.6%	747.7%	-48.8%	8.1%	762.1%
Operating Income Growth	200.5%	-181.7%	262.2%	43.0%	-206.4%	-39.1%	31.6%
Net Income Growth	42.5%	-41.4%	278.3%	196.8%	-141.8%	15.5%	-46.9%
Margins
Gross Margin	79.5%	80.0%	80.8%	80.7%	79.3%	77.2%	78.4%
EBITDA Margin	7.1%	5.7%	9.9%	5.2%	0.8%	2.5%	3.9%
Operating Income Margin	0.4%	-1.3%	2.0%	-1.6%	-3.5%	-1.9%	-2.3%
Net Income Margin	4.5%	3.1%	6.8%	2.3%	-3.0%	-2.0%	-4.1%
Cash & Debt
Total Cash	4,985	4,475	4,189	2,583	1,884	1,554	1,517
Total Debt	1,278	1,279	1,842	902	838	808	644
Net Debt / (Cash)	-3,708	-3,196	-2,347	-1,681	-1,047	-747	-874
Cash Flows & CapEx
Net Cash from Operations	1,229	1,050	871	660	418	287	109
Total CapEx	-156	-135	-96	-62	-65	-36	-26
Free Cash from Operations	1,073	915	775	598	354	251	83
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	-0	-0
Share Repurchases	-0	-0	-0	-0	-0	-0	0

$ Mil \| FY: 12/31	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3
Period End	6/30/2026	3/31/2026	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023
Filing Date	8/6/2026	5/7/2026	2/18/2026	11/7/2025	8/8/2025	5/7/2025	2/20/2025	11/8/2024	8/9/2024	5/8/2024	2/23/2024	11/7/2023
Key Financials Quarterly
Total Revenue	1,121	1,006	953	886	827	762	738	690	645	611	590	548
Ebitda	73	79	77	52	20	44	75	71	61	60	73	36
Operating Income	7	7	8	-6	-34	-12	9	20	13	12	28	-4
Net Income	45	53	47	34	3	25	46	52	44	43	54	23
EPS	0.13	0.15	0.13	0.10	0.01	0.07	0.13	0.15	0.13	0.13	0.16	0.07
Key Financials TTM
Total Revenue TTM	3,967	3,672	3,427	3,212	3,016	2,835	2,684	2,536	2,394	2,258	2,128	2,008
Ebitda TTM	282	229	194	191	210	251	266	264	230	179	111	27
Operating Income TTM	17	-25	-44	-43	-17	30	54	73	48	14	-33	-96
Net Income TTM	178	136	108	107	125	166	184	192	163	115	49	-34
Growth Rates Quarterly
Total Revenue Growth	35.6%	32.2%	29.2%	28.4%	28.1%	24.6%	25.1%	26.0%	26.7%	26.9%	25.6%	25.4%
EBITDA Growth	261.8%	78.6%	3.2%	-26.3%	-66.6%	-25.9%	2.3%	94.4%	490.4%	778.3%	796.1%	434.8%
Operating Income Growth	121.9%	159.0%	-15.0%	-128.6%	-370.5%	-203.5%	-66.1%	579.4%	157.3%	134.3%	180.1%	86.5%
Net Income Growth	1583.3%	113.4%	2.1%	-34.5%	-94.0%	-42.2%	-15.6%	128.4%	1204.2%	277.0%	286.0%	187.1%
Margins Quarterly
EBITDA Margin	6.5%	7.8%	8.1%	5.9%	2.5%	5.8%	10.1%	10.2%	9.4%	9.8%	12.4%	6.6%
Operating Income Margin	0.7%	0.7%	0.8%	-0.7%	-4.1%	-1.6%	1.3%	2.9%	2.0%	2.0%	4.7%	-0.8%
Net Income Margin	4.0%	5.2%	4.9%	3.8%	0.3%	3.2%	6.2%	7.5%	6.8%	7.0%	9.2%	4.1%
Cash & Debt
Total Cash	4,985	4,759	4,475	4,140	3,911	4,450	4,189	3,199	2,960	2,781	2,583	2,342
Total Debt	1,278	1,285	1,279	1,279	1,264	1,877	1,842	969	962	958	902	888
Net Debt / (Cash)	-3,708	-3,474	-3,196	-2,861	-2,647	-2,572	-2,347	-2,230	-1,998	-1,824	-1,681	-1,454
Cash Flows Quarterly
FCF from Operations	316	335	327	251	200	272	265	229	164	212	220	153
Cash Flows TTM
FCF from Operations TTM	1,229	1,113	1,050	988	966	930	871	826	750	738	660	554
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	6.1%	8.1%	7.0%	-4.5%	-12.1%	-13.3%	9.4%	18.0%	9.7%	9.0%	21.0%	-2.8%
Return on Invested Capital (ROIC) TTM
ROIC TTM	3.6%	-6.7%	-9.4%	-7.4%	-2.9%	9.0%	14.5%	16.2%	9.4%	2.5%	-5.4%	-17.1%

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022	2021
Observability and security platform for cloud applications	3,427	2,684	2,128	1,675
Single Segment					1,029
Total	3,427	2,684	2,128	1,675	1,029

Price Behavior

Price Behavior

Market Price	$230.27
Market Cap ($ Bil)	82.0
First Trading Date	09/19/2019
Distance from 52W High	-20.1%
	50 Days	200 Days
DMA Price	$243.57	$177.61
DMA Trend	up	indeterminate
Distance from DMA	-5.5%	29.6%
	3M	1YR
Volatility	67.4%	69.7%
Downside Capture	90.13	108.62
Upside Capture	83.53	150.22
Correlation (SPY)	14.2%	21.4%

DDOG Betas & Captures as of 8/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	3.52	1.04	1.09	0.82	1.16	1.28
Up Beta	3.53	2.04	1.79	0.53	1.18	1.15
Down Beta	0.63	-2.71	-0.24	0.60	0.82	1.35
Up Capture	244%	110%	131%	217%	205%	297%
Bmk +ve Days	10	21	32	68	138	427
Stock +ve Days	10	20	29	70	117	378
Down Capture	650%	231%	149%	32%	110%	107%
Bmk -ve Days	11	21	32	59	113	324
Stock -ve Days	11	22	35	57	134	370

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with DDOG
DDOG	69.0%	69.6%	1.02	-
Sector ETF (XLK)	36.4%	26.3%	1.14	27.9%
Equity (SPY)	16.3%	12.8%	0.90	21.3%
Gold (GLD)	17.6%	29.3%	0.55	-1.6%
Commodities (DBC)	48.6%	20.6%	1.82	-0.7%
Real Estate (VNQ)	5.3%	13.5%	0.13	-7.3%
Bitcoin (BTCUSD)	-33.1%	43.8%	-0.79	19.4%

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Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with DDOG
DDOG	8.2%	59.0%	0.36	-
Sector ETF (XLK)	19.1%	25.9%	0.66	52.5%
Equity (SPY)	12.4%	17.2%	0.55	49.0%
Gold (GLD)	18.7%	18.8%	0.80	4.1%
Commodities (DBC)	11.7%	19.5%	0.47	7.5%
Real Estate (VNQ)	0.8%	18.9%	-0.06	29.0%
Bitcoin (BTCUSD)	10.7%	52.5%	0.38	27.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with DDOG
DDOG	18.4%	60.0%	0.65	-
Sector ETF (XLK)	24.0%	25.0%	0.87	49.3%
Equity (SPY)	15.1%	18.0%	0.71	43.1%
Gold (GLD)	12.0%	16.4%	0.60	6.2%
Commodities (DBC)	8.7%	18.1%	0.39	11.6%
Real Estate (VNQ)	4.6%	20.7%	0.18	26.8%
Bitcoin (BTCUSD)	63.4%	66.2%	1.03	23.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	8312026
Short Interest: Shares Quantity	10.2 Mil
Short Interest: % Change Since 8152026	10.5%
Average Daily Volume	3.5 Mil
Days-to-Cover Short Interest	2.9 days
Basic Shares Quantity	356.3 Mil
Short % of Basic Shares	2.9%

Returns Analyses

	Title
0	Stress Testing DDOG: Historical Drawdowns and Macro Risks
1	Can Datadog Stock Recover If Markets Fall?
2	Datadog Stock Return Comparison
3	Datadog Total Shareholder Return (TSR): -58.7% in 2022 and 24.8% 3-yr returns (above peer average)

Earnings Returns History

Updated 9/9/2026

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	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
8/6/2026	-19.0%	-14.9%	-24.2%
5/7/2026	31.3%	42.9%	62.9%
11/6/2025	23.1%	23.2%	-0.5%
8/7/2025	-0.4%	-6.0%	-0.6%
5/6/2025	0.3%	7.3%	13.2%
2/13/2025	-8.2%	-14.8%	-31.3%
11/7/2024	1.1%	0.1%	31.4%
8/8/2024	5.6%	5.7%	-0.8%
...
SUMMARY STATS
# Positive	12	12	9
# Negative	11	11	14
Median Positive	11.7%	11.7%	27.0%
Median Negative	-6.2%	-10.7%	-12.2%
Max Positive	31.3%	42.9%	62.9%
Max Negative	-19.0%	-17.8%	-31.3%

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	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
8/6/2026	-19.0%	-14.9%	-24.2%
5/7/2026	31.3%	42.9%	62.9%
11/6/2025	23.1%	23.2%	-0.5%
8/7/2025	-0.4%	-6.0%	-0.6%
5/6/2025	0.3%	7.3%	13.2%
2/13/2025	-8.2%	-14.8%	-31.3%
11/7/2024	1.1%	0.1%	31.4%
8/8/2024	5.6%	5.7%	-0.8%
5/7/2024	-11.5%	-6.9%	-13.0%
2/13/2024	-2.4%	-5.3%	-8.4%
11/7/2023	28.5%	31.0%	43.7%
8/8/2023	-17.2%	-15.5%	-8.1%
5/4/2023	14.5%	30.6%	50.0%
2/16/2023	-7.0%	-11.3%	-22.7%
11/3/2022	0.7%	-9.7%	0.3%
8/4/2022	-1.7%	4.8%	-13.6%
5/5/2022	-6.0%	-17.8%	-11.4%
2/10/2022	12.3%	11.8%	-18.3%
11/4/2021	11.1%	14.0%	-3.3%
8/5/2021	15.3%	11.6%	19.3%
5/6/2021	8.3%	8.5%	27.0%
2/11/2021	-4.0%	-10.7%	-25.5%
11/10/2020	-6.2%	-4.9%	9.6%
SUMMARY STATS
# Positive	12	12	9
# Negative	11	11	14
Median Positive	11.7%	11.7%	27.0%
Median Negative	-6.2%	-10.7%	-12.2%
Max Positive	31.3%	42.9%	62.9%
Max Negative	-19.0%	-17.8%	-31.3%

SEC Filings

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Report Date	Filing Date	Filing
06/30/2026	08/06/2026	10-Q
03/31/2026	05/07/2026	10-Q
12/31/2025	02/18/2026	10-K
09/30/2025	11/07/2025	10-Q
06/30/2025	08/08/2025	10-Q
03/31/2025	05/07/2025	10-Q
12/31/2024	02/20/2025	10-K
09/30/2024	11/08/2024	10-Q
06/30/2024	08/09/2024	10-Q
03/31/2024	05/08/2024	10-Q
12/31/2023	02/23/2024	10-K
09/30/2023	11/07/2023	10-Q
06/30/2023	08/09/2023	10-Q
03/31/2023	05/05/2023	10-Q
12/31/2022	02/24/2023	10-K
09/30/2022	11/04/2022	10-Q

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Report Date	Filing Date	Filing
06/30/2026	08/06/2026	10-Q
03/31/2026	05/07/2026	10-Q
12/31/2025	02/18/2026	10-K
09/30/2025	11/07/2025	10-Q
06/30/2025	08/08/2025	10-Q
03/31/2025	05/07/2025	10-Q
12/31/2024	02/20/2025	10-K
09/30/2024	11/08/2024	10-Q
06/30/2024	08/09/2024	10-Q
03/31/2024	05/08/2024	10-Q
12/31/2023	02/23/2024	10-K
09/30/2023	11/07/2023	10-Q
06/30/2023	08/09/2023	10-Q
03/31/2023	05/05/2023	10-Q
12/31/2022	02/24/2023	10-K
09/30/2022	11/04/2022	10-Q
06/30/2022	08/08/2022	10-Q
03/31/2022	05/06/2022	10-Q
12/31/2021	02/25/2022	10-K
09/30/2021	11/05/2021	10-Q
06/30/2021	08/06/2021	10-Q
03/31/2021	05/07/2021	10-Q
12/31/2020	03/01/2021	10-K
09/30/2020	11/12/2020	10-Q
06/30/2020	08/10/2020	10-Q
03/31/2020	05/12/2020	10-Q
12/31/2019	02/25/2020	10-K
09/30/2019	11/13/2019	10-Q

Recent Forward Guidance

Updated 8/7/2026

Latest: Q2 2026 Earnings Reported 8/6/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q3 2026 Revenue	Reported	1.14 Bil	1.14 Bil	1.15 Bil	6.0%		Higher New	Guidance: 1.07 Bil for Q2 2026
Q3 2026 Non-GAAP Operating Income	Reported	260.00 Mil	265.00 Mil	270.00 Mil	15.2%		Higher New	Guidance: 230.00 Mil for Q2 2026
Q3 2026 Non-GAAP Net Income Per Share	Reported	0.63	0.64	0.65	10.3%		Higher New	Guidance: 0.58 for Q2 2026
2026 Revenue	Reported	4.45 Bil	4.46 Bil	4.47 Bil	3.2%		Raised	Guidance: 4.32 Bil for 2026
2026 Non-GAAP Operating Income	Reported	1.01 Bil	1.02 Bil	1.03 Bil	6.2%		Raised	Guidance: 960.00 Mil for 2026
2026 Non-GAAP Net Income Per Share	Reported	2.5	2.52	2.54	5.0%		Raised	Guidance: 2.4 for 2026

Prior: Q3 2025 Earnings Reported 11/6/2025

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q4 2025 Revenue	Reported	912.00 Mil	914.00 Mil	916.00 Mil
Q4 2025 Non-GAAP Operating Income	Reported	216.00 Mil	218.00 Mil	220.00 Mil
Q4 2025 Non-GAAP Net Income per share	Reported	0.54	0.55	0.56
2025 Revenue	Reported	3.39 Bil	3.39 Bil	3.39 Bil	2.1%		Raised	Guidance: 3.32 Bil for 2025
2025 Non-GAAP Operating Income	Reported	754.00 Mil	756.00 Mil	758.00 Mil	9.7%		Raised	Guidance: 689.00 Mil for 2025
2025 Non-GAAP Net Income per share	Reported	2	2.01	2.02	10.7%		Raised	Guidance: 1.81 for 2025

Q3 2025 Earnings Reported 11/6/2025

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q4 2025 Revenue	Reported	912.00 Mil	914.00 Mil	916.00 Mil
Q4 2025 Non-GAAP Operating Income	Reported	216.00 Mil	218.00 Mil	220.00 Mil
Q4 2025 Non-GAAP Net Income per share	Reported	0.54	0.55	0.56
2025 Revenue	Reported	3.39 Bil	3.39 Bil	3.39 Bil	2.1%		Raised	Guidance: 3.32 Bil for 2025
2025 Non-GAAP Operating Income	Reported	754.00 Mil	756.00 Mil	758.00 Mil	9.7%		Raised	Guidance: 689.00 Mil for 2025
2025 Non-GAAP Net Income per share	Reported	2	2.01	2.02	10.7%		Raised	Guidance: 1.81 for 2025

Insider Activity

Updated 9/15/2026

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#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	9152026	221.04	11,710	2,588,362	51,531,827	Form
2	Li, Yanbing	Chief Product Officer	Direct	Sell	9152026	221.26	12,700	2,809,991	55,413,460	Form
3	Pomel, Olivier	Chief Executive Officer	Direct	Sell	9102026	207.86	89,497	18,602,602	121,890,830	Form
4	Richardson, Julie		Direct	Sell	9092026	212.25	5,625	1,193,921	674,539	Form
5	Richardson, Julie		Direct	Sell	9082026	220.00	5,625	1,237,500	699,160	Form

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#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	9152026	221.04	11,710	2,588,362	51,531,827	Form
2	Li, Yanbing	Chief Product Officer	Direct	Sell	9152026	221.26	12,700	2,809,991	55,413,460	Form
3	Pomel, Olivier	Chief Executive Officer	Direct	Sell	9102026	207.86	89,497	18,602,602	121,890,830	Form
4	Richardson, Julie		Direct	Sell	9092026	212.25	5,625	1,193,921	674,539	Form
5	Richardson, Julie		Direct	Sell	9082026	220.00	5,625	1,237,500	699,160	Form
6	Blitzer, Adam	Chief Operating Officer	Direct	Sell	9082026	214.38	12,032	2,579,375	51,005,889	Form
7	Pomel, Olivier	Chief Executive Officer	Direct	Sell	9042026	212.90	26,331	5,605,978	124,850,371	Form
8	Obstler, David M	Chief Financial Officer	Direct	Sell	9042026	212.90	16,524	3,518,027	89,008,178	Form
9	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	9042026	212.90	21,772	4,635,352	103,904,324	Form
10	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	9042026	212.90	13,575	2,890,170	52,128,455	Form
11	Galloreese, David	Chief People Officer	Direct	Sell	9042026	212.90	4,769	1,015,342	24,788,684	Form
12	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	9042026	212.90	7,343	1,563,353	25,659,817	Form
13	Li, Yanbing	Chief Product Officer	Direct	Sell	9042026	212.90	11,206	2,385,806	56,024,915	Form
14	Blitzer, Adam	Chief Operating Officer	Direct	Sell	9042026	212.90	13,812	2,940,631	53,217,296	Form
15	Galloreese, David	Chief People Officer	Direct	Sell	9042026	232.81	991	230,714	28,216,451	Form
16	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	9032026	227.02	53,912	12,238,927	115,734,273	Form
17	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	8262026	228.63	43,224	9,882,290	116,556,558	Form
18	Pomel, Olivier	Chief Executive Officer	Direct	Sell	8212026	235.49	47,054	11,080,546	144,293,187	Form
19	Jacobson, Matthew		Direct	Sell	8172026	256.25	19,512	4,999,985	134,457,365	Form
20	Agarwal, Amit		Trust	Sell	8172026	249.32	20,000	4,986,341	408,880	Form
21	Jacobson, Matthew		Direct	Sell	8172026	250.55	39,912	9,999,807	136,352,354	Form
22	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	8122026	253.36	53,912	13,659,167	129,164,413	Form
23	Agarwal, Amit		Trust	Sell	8102026	234.85	20,000	4,696,931	385,148	Form
24	Callahan, Michael James		Trust	Sell	8062026	287.47	12,500	3,593,375	4,310,900	Form
25	Agarwal, Amit		Trust	Sell	8032026	266.82	20,000	5,336,365	437,582	Form
26	Pomel, Olivier	Chief Executive Officer	Direct	Sell	7272026	244.79	47,054	11,518,401	149,995,020	Form
27	Agarwal, Amit		Trust	Sell	7272026	244.87	20,000	4,897,333	401,581	Form
28	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	7222026	265.23	43,224	11,464,111	135,213,329	Form
29	Agarwal, Amit		Trust	Sell	7202026	261.53	20,000	5,230,676	428,915	Form
30	Pomel, Olivier	Chief Executive Officer	Direct	Sell	7152026	259.00	127,141	32,929,122	158,699,559	Form
31	Agarwal, Amit		Trust	Sell	7132026	267.41	20,000	5,348,253	438,557	Form
32	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	7102026	257.24	53,912	13,868,384	131,142,812	Form
33	Agarwal, Amit		Trust	Sell	7072026	261.22	20,000	5,224,413	428,402	Form
34	Callahan, Michael James		Trust	Sell	7062026	267.47	12,500	3,343,375	4,010,980	Form
35	Callahan, Michael James		Trust	Sell	7012026	247.47	12,500	3,093,375	3,711,060	Form
36	Agarwal, Amit		Trust	Sell	6292026	220.12	20,000	4,402,377	360,995	Form
37	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	6242026	220.97	43,224	9,551,316	112,652,899	Form
38	Agarwal, Amit		Trust	Sell	6232026	220.92	20,000	4,418,365	362,306	Form
39	Pomel, Olivier	Chief Executive Officer	Direct	Sell	6182026	232.30	84,698	19,675,500	142,342,244	Form
40	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	6172026	233.91	5,371	1,256,311	29,908,671	Form
41	Agarwal, Amit		Trust	Sell	6162026	231.56	20,000	4,631,193	379,758	Form
42	Callahan, Michael James		Trust	Sell	6162026	231.60	112,500	26,055,155	3,473,094	Form
43	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	6152026	231.02	11,876	2,743,551	59,699,263	Form
44	Galloreese, David	Chief People Officer	Direct	Sell	6112026	228.90	4,013	918,590	27,969,960	Form
45	Pomel, Olivier	Chief Executive Officer	Direct	Sell	6102026	231.69	127,141	29,457,514	141,968,392	Form
46	Obstler, David M	Chief Financial Officer	Direct	Sell	6102026	231.69	75,000	17,376,592	100,689,473	Form
47	Cole, Titilope		Direct	Sell	6082026	247.87	5,131	1,271,844	301,415	Form
48	Ittycheria, Dev		Direct	Sell	6052026	248.78	120,000	29,853,404	9,760,819	Form
49	Ittycheria, Dev		LLC	Sell	6052026	248.78	18,000	4,478,036	18,135,798	Form
50	Blitzer, Adam	Chief Operating Officer	Direct	Sell	6042026	249.29	12,202	3,041,813	65,754,957	Form
51	Pomel, Olivier	Chief Executive Officer	Direct	Sell	6042026	267.15	26,012	6,949,220	193,678,658	Form
52	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	6042026	267.15	13,409	3,582,273	72,210,766	Form
53	Galloreese, David	Chief People Officer	Direct	Sell	6042026	267.15	4,711	1,258,564	33,715,954	Form
54	Obstler, David M	Chief Financial Officer	Direct	Sell	6042026	267.15	16,323	4,360,761	136,139,478	Form
55	Li, Yanbing	Chief Product Officer	Direct	Sell	6042026	267.15	11,070	2,957,399	73,294,344	Form
56	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	6042026	267.15	7,252	1,937,404	35,594,851	Form
57	Blitzer, Adam	Chief Operating Officer	Direct	Sell	6042026	267.15	13,642	3,644,520	73,727,401	Form
58	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	6032026	267.15	21,506	5,745,423	136,196,649	Form
59	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	6032026	271.05	53,912	14,612,581	144,009,216	Form
60	Jacobson, Matthew		Direct	Sell	6022026	277.46	18,020	4,999,822	162,073,029	Form
61	Jacobson, Matthew		Direct	Sell	6022026	243.02	20,574	4,999,861	146,334,016	Form
62	Pomel, Olivier	Chief Executive Officer	Direct	Sell	5282026	223.58	84,698	18,936,388	167,900,865	Form
63	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	5202026	208.04	43,224	8,992,461	110,535,657	Form
64	Agarwal, Amit		Trust	Sell	5132026	200.13	20,000	4,002,637	328,216	Form
65	Pomel, Olivier	Chief Executive Officer	Direct	Sell	5132026	199.84	127,141	25,408,082	167,003,569	Form
66	Richardson, Julie		Direct	Sell	5112026	185.82	1,930	358,633	391,337	Form
67	Richardson, Julie		Direct	Sell	5112026	188.50	2,433	458,620	760,786	Form
68	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	5112026	188.50	7,657	1,443,344	53,460,485	Form
69	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	5062026	150.00	10,806	1,620,900	79,696,650	Form
70	Agarwal, Amit		Trust	Sell	5062026	144.75	20,000	2,894,938	237,385	Form
71	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	5062026	144.93	43,106	6,247,534	77,005,142	Form
72	Agarwal, Amit		Trust	Sell	4292026	131.47	20,000	2,629,398	215,611	Form
73	Agarwal, Amit		Trust	Sell	4222026	125.98	20,000	2,519,524	206,601	Form
74	Agarwal, Amit		Trust	Sell	4172026	120.00	20,000	2,400,000	196,800	Form
75	Shah, Shardul		Trust	Sell	4172026	120.00	7,916	949,920	38,034,360	Form
76	Pomel, Olivier	Chief Executive Officer	Direct	Sell	4132026	111.14	42,443	4,717,074	92,876,547	Form
77	Agarwal, Amit		Trust	Sell	4102026	122.28	20,000	2,445,600	200,539	Form
78	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	4082026	116.46	32,300	3,761,653	61,876,398	Form
79	Agarwal, Amit		Trust	Sell	4032026	120.53	20,000	2,410,600	197,669	Form
80	Agarwal, Amit		Trust	Sell	3252026	127.36	20,000	2,547,237	208,873	Form
81	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	3252026	127.75	32,418	4,141,418	55,859,825	Form
82	Agarwal, Amit		Trust	Sell	3182026	126.73	20,000	2,534,673	207,843	Form
83	Pomel, Olivier	Chief Executive Officer	Direct	Sell	3182026	126.80	42,443	5,381,599	89,368,425	Form
84	Shah, Shardul		Trust	Sell	3172026	127.00	7,916	1,005,344	41,258,867	Form
85	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	3132026	125.68	22,330	2,806,479	29,960,580	Form
86	Agarwal, Amit		Trust	Sell	3112026	124.81	20,000	2,496,118	204,682	Form
87	Blitzer, Adam	Chief Operating Officer	Direct	Sell	3042026	110.24	32,092	3,537,903	25,391,058	Form
88	Li, Yanbing	Chief Product Officer	Direct	Sell	3042026	110.54	23,023	2,544,866	28,076,204	Form
89	Obstler, David M	Chief Financial Officer	Direct	Sell	3042026	110.54	40,057	4,427,737	51,578,151	Form
90	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	3042026	110.54	17,653	1,951,287	13,896,659	Form
91	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	3042026	110.54	53,541	5,918,203	48,332,596	Form
92	Pomel, Olivier	Chief Executive Officer	Direct	Sell	3042026	110.54	68,922	7,618,355	77,908,024	Form
93	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	3042026	110.54	32,118	3,550,192	28,818,257	Form
94	Blitzer, Adam	Chief Operating Officer	Direct	Sell	3042026	110.54	33,429	3,695,105	29,005,947	Form
95	Galloreese, David	Chief People Officer	Direct	Sell	3042026	110.54	10,708	1,183,617	11,665,064	Form
96	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	2252026	104.88	21,612	2,266,659	51,474,723	Form
97	Shah, Shardul		Trust	Sell	2182026	126.19	7,916	998,892	41,992,980	Form
98	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	2132026	126.79	43,106	5,465,454	62,228,783	Form
99	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	1302026	140.99	32,418	4,570,511	42,501,607	Form
100	Shah, Shardul		Trust	Sell	1152026	124.89	7,916	988,660	42,551,493	Form
101	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	12312025	137.85	32,418	4,468,788	41,555,676	Form
102	Pomel, Olivier	Chief Executive Officer	Direct	Sell	12192025	137.93	11,195	1,544,122	71,465,870	Form
103	Shah, Shardul		Trust	Sell	12162025	146.94	7,916	1,163,207	51,227,088	Form
104	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	12152025	149.84	9,838	1,474,097	25,720,124	Form
105	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	12092025	151.35	3,938	596,035	12,783,867	Form
106	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	12082025	154.05	53,912	8,305,201	45,514,077	Form
107	Blitzer, Adam	Chief Operating Officer	Direct	Sell	12042025	154.61	8,023	1,240,413	25,540,633	Form
108	Pomel, Olivier	Chief Executive Officer	Direct	Sell	12042025	154.63	32,923	5,090,929	80,119,623	Form
109	Galloreese, David	Chief People Officer	Direct	Sell	12042025	158.60	2,554	405,061	12,279,647	Form
110	Li, Yanbing	Chief Product Officer	Direct	Sell	12042025	158.60	6,715	1,064,989	31,623,589	Form
111	Blitzer, Adam	Chief Operating Officer	Direct	Sell	12042025	158.60	8,508	1,349,356	27,472,432	Form
112	Obstler, David M	Chief Financial Officer	Direct	Sell	12042025	158.60	12,513	1,984,543	59,337,726	Form
113	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	12042025	158.60	10,530	1,670,042	28,784,359	Form
114	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	12042025	158.60	13,765	2,183,108	53,712,871	Form
115	Pomel, Olivier	Chief Executive Officer	Direct	Sell	12042025	158.60	15,225	2,414,662	82,175,117	Form
116	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	12042025	158.60	5,018	795,847	14,020,266	Form
117	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	11262025	158.49	43,224	6,850,776	55,859,409	Form
118	Pomel, Olivier	Chief Executive Officer	Direct	Sell	11192025	181.18	100,754	18,254,128	96,631,255	Form
119	Shah, Shardul		Trust	Sell	11172025	187.23	7,916	1,482,120	66,754,020	Form
120	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	11132025	197.99	53,912	10,673,913	78,336,013	Form
121	Jacobson, Matthew		ICONIQ Strategic Partners VI, L.P.	Sell	11132025	200.14	12,859			Form
122	Jacobson, Matthew		ICONIQ Strategic Partners VI-B, L.P.	Sell	11132025	200.14	18,951			Form
123	Jacobson, Matthew		ICONIQ Strategic Partners VI, L.P.	Sell	11132025	199.60	163,452	32,625,573	2,566,700	Form
124	Jacobson, Matthew		ICONIQ Strategic Partners VI-B, L.P.	Sell	11132025	199.60	240,854	48,075,452	3,782,698	Form
125	Callahan, Michael James		Trust	Sell	11102025	187.47	12,500	2,343,375	2,342,625	Form
126	Pomel, Olivier	Chief Executive Officer	Direct	Sell	11052025	163.90	62,682	10,273,557	87,417,183	Form
127	Pomel, Olivier	Chief Executive Officer	Direct	Sell	10242025	154.35	11,195	1,727,984	82,325,496	Form
128	Callahan, Michael James		Trust	Sell	10152025	160.55	8,333	1,337,838	2,006,195	Form
129	Shah, Shardul		Trust	Sell	10152025	162.58	7,916	1,286,955	59,250,809	Form
130	Pomel, Olivier	Chief Executive Officer	Direct	Sell	10082025	165.02	63,939	10,551,207	88,014,684	Form
131	Pomel, Olivier	Chief Executive Officer	Direct	Sell	10082025	165.01	25,620	4,227,449	88,007,163	Form
132	Pomel, Olivier	Chief Executive Officer	Direct	Sell	10082025	154.43	32,923	5,084,154	82,364,124	Form
133	Callahan, Michael James		Trust	Sell	10082025	157.60	91,667	14,446,939	1,969,400	Form
134	Agarwal, Amit		Trust	Sell	10032025	150.08	45,444	6,820,140	246,128	Form
135	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	10032025	150.04	2,924	438,725	28,801,747	Form
136	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	10032025	150.94	41,468	6,259,029	66,243,699	Form
137	Pomel, Olivier	Chief Executive Officer	Direct	Sell	9242025	137.94	11,195	1,544,269	73,572,885	Form
138	Agarwal, Amit		Trust	Sell	9192025	135.23	18	2,434	221,777	Form
139	Agarwal, Amit		Trust	Sell	9192025	134.36	10,094	1,356,209	220,347	Form
140	Agarwal, Amit		Trust	Sell	9162025	134.80	33,333	4,493,190	221,067	Form
141	Agarwal, Amit		Trust	Sell	9162025	138.34	44,444	6,148,308	226,875	Form
142	Shah, Shardul		Trust	Sell	9162025	137.78	7,916	1,090,673	51,304,761	Form
143	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	9152025	139.62	6,821	952,344	27,209,159	Form
144	Pomel, Olivier	Chief Executive Officer	Direct	Sell	9102025	135.74	32,923	4,468,848	72,396,074	Form
145	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	9092025	134.72	3,958	533,219	12,585,347	Form
146	Blitzer, Adam	Chief Operating Officer	Direct	Sell	9042025	132.13	7,950	1,050,470	24,012,566	Form
147	Obstler, David M	Chief Financial Officer	Direct	Sell	9042025	133.85	12,619	1,689,020	51,752,231	Form
148	Walters, Sean Michael	Chief Revenue Officer	Direct	Sell	9042025	133.85	10,622	1,421,722	26,997,187	Form
149	Galloreese, David	Chief People Officer	Direct	Sell	9042025	133.85	2,577	344,923	10,695,840	Form
150	Pomel, Olivier	Chief Executive Officer	Direct	Sell	9042025	133.85	15,357	2,055,491	71,388,475	Form
151	Li, Yanbing	Chief Product Officer	Direct	Sell	9042025	133.85	25,010	3,347,516	27,577,187	Form
152	Blitzer, Adam	Chief Operating Officer	Direct	Sell	9042025	133.85	8,581	1,148,543	25,387,869	Form
153	Le-Quoc, Alexis	Chief Technology Officer	Direct	Sell	9032025	133.83	55,352	7,407,864	58,736,822	Form
154	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	9032025	133.85	5,142	688,244	13,033,668	Form
155	Acocella, Kerry	General Counsel and Secretary	Direct	Sell	9032025	139.96	12,971	1,815,421	14,348,559	Form

Investor Activity (13F)

Updated Sep 16, 2026

13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Ashe Capital Management, LP	$86.9 Mil	10.9%	7	Hold	13F
Strategy Capital LLC	$86.3 Mil	7.1%	11	Hold	13F
RDST Capital LLC	$70.5 Mil	6.8%	20	ADD +60.4%	13F
Cypress Point Investment Management LP	$13.6 Mil	3.2%	32	ADD +70.8%	13F
Crosslink Capital Inc	$25.9 Mil	2.5%	21	ADD +137.9%	13F
Sands Capital Alternatives, LLC	$10.1 Mil	2.4%	21	Hold	13F
Oribel Capital Management, LP	$14.4 Mil	2.2%	41	New	13F
Exane Asset Management	$10.1 Mil	2.1%	32	New	13F
One Madison Group LLC	$16.6 Mil	1.9%	28	TRIM -21.7%	13F
Benchstone Capital Management LP	$15.5 Mil	1.8%	38	New	13F
KR Capital LP	$6.3 Mil	1.3%	49	New	13F
Dragoneer Investment Group, LLC	$32.1 Mil	1.1%	17	Hold	13F
Kinetic Partners Management, LP	$18.4 Mil	1.0%	49	New	13F
Stony Point Capital LLC	$11.2 Mil	0.9%	31	Hold	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Kinetic Partners Management, LP	$18.4 Mil	1.0%	49	New	13F
Benchstone Capital Management LP	$15.5 Mil	1.8%	38	New	13F
Oribel Capital Management, LP	$14.4 Mil	2.2%	41	New	13F
Exane Asset Management	$10.1 Mil	2.1%	32	New	13F
KR Capital LP	$6.3 Mil	1.3%	49	New	13F
Crosslink Capital Inc	$25.9 Mil	2.5%	21	ADD +137.9%	13F
Cypress Point Investment Management LP	$13.6 Mil	3.2%	32	ADD +70.8%	13F
RDST Capital LLC	$70.5 Mil	6.8%	20	ADD +60.4%	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	As Of	Filing
Capital Impact Advisors, LLC	$36.9 Mil	2.9%	30	Exited	Dec 31, 2025	13F
ADAPT Investment Managers SA	$21.8 Mil	4.4%	28	Exited	Dec 31, 2025	13F
One Madison Group LLC	$16.6 Mil	1.9%	28	TRIM -21.7%	Mar 31, 2026	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Ashe Capital Management, LP	$86.9 Mil	10.9%	7	Hold	13F
Strategy Capital LLC	$86.3 Mil	7.1%	11	Hold	13F
RDST Capital LLC	$70.5 Mil	6.8%	20	ADD +60.4%	13F
Dragoneer Investment Group, LLC	$32.1 Mil	1.1%	17	Hold	13F
Crosslink Capital Inc	$25.9 Mil	2.5%	21	ADD +137.9%	13F
Kinetic Partners Management, LP	$18.4 Mil	1.0%	49	New	13F
One Madison Group LLC	$16.6 Mil	1.9%	28	TRIM -21.7%	13F
Benchstone Capital Management LP	$15.5 Mil	1.8%	38	New	13F
Oribel Capital Management, LP	$14.4 Mil	2.2%	41	New	13F
Cypress Point Investment Management LP	$13.6 Mil	3.2%	32	ADD +70.8%	13F
Stony Point Capital LLC	$11.2 Mil	0.9%	31	Hold	13F
Sands Capital Alternatives, LLC	$10.1 Mil	2.4%	21	Hold	13F
Exane Asset Management	$10.1 Mil	2.1%	32	New	13F
KR Capital LP	$6.3 Mil	1.3%	49	New	13F

DDOG Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

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INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Status	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

Diversification Alternatives

How Is The Market Pricing DDOG?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What DDOG Makes & Who Pays

TTM figures based on

DDOG Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

Datadog — Investor Video Playlist

Products & Services

Build your own Bits Agent with Datadog Bits Agent Builder

Datadog · 2026-08-24

Leadership

Fireside Chat with Datadog CPO Yanbing Li and Vercel CPO Tom Occhino

Datadog · 2026-06-22

Leadership

Fireside Chat with Datadog CEO Olivier Pomel and Hugging Face CEO Clément Delangue

Datadog MCP Server, Experiments, Bits AI Security Analyst, and more | This Month in Datadog

Datadog · 2026-04-29

Leadership

Fireside Chat withDatadog CTO, Alexis Lê-Quôc and Kraken Technologies Ltd COO, Mike Yorwerth

Datadog · 2026-03-19

Investor / Analyst

Datadog 2026 Investor Day | Feb 12, 2016

i101 · 2026-02-18

Products & Services

Introducing Bits AI SRE, your AI on-call teammate

Datadog · 2025-11-24

Products & Services

Bits AI Security Analyst: Automate Cloud SIEM investigations

Datadog · 2025-11-19

Investor / Analyst

Datadog DDOG Q2 2025 Earnings Call

Fyfull · 2025-08-24

Industry Resources

Information Technology Resources

TechCrunch

Wired

CIO

MIT Technology Review

Gartner Insights

Ars Technica

Application Software Resources

Capterra

Software Advice

InfoWorld

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

Prefer one of these to Trefis? Tell us why.

Core Cache Last Updated: 9/15/2026

Datadog (DDOG)

Market Price (9/16/2026): $230.92 | Market Cap: $82.3 BilInvestor Relations ↗Sector: Information Technology | Industry: Application Software

Datadog (DDOG)

Market Price (9/16/2026): $230.92Market Cap: $82.3 BilSector: Information TechnologyIndustry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

DDOG in ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

About Datadog (DDOG)

Datadog (DDOG) Addressable Market Sizes

Share Repurchases

Share Issuance

Outbound Investments

Capital Expenditures

Interactive Breakdown

Better Bets vs. Datadog (DDOG)

INDUSTRY: Application Software

Higher Rev Chg 3Y Avg | Lower P/S (Values for DDOG: 27.9% | 20.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for DDOG: 27.9% | 4,835.2x)

Higher Rev Chg LTM (Value for DDOG: 31.5%)

Higher Rev Chg 3Y Avg (Value for DDOG: 27.9%)

Higher Op Mgn LTM (Value for DDOG: 0.4%)

Higher CFO/Rev LTM (Value for DDOG: 31.0%)

Higher FCF/Rev LTM (Value for DDOG: 27.0%)

Higher Total Yield (Value for DDOG: 0.2%)

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for DDOG: 27.9% | 20.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for DDOG: 27.9% | 4,835.2x)

Higher Rev Chg LTM (Value for DDOG: 31.5%)

Higher Rev Chg 3Y Avg (Value for DDOG: 27.9%)

Higher Op Mgn LTM (Value for DDOG: 0.4%)

Higher CFO/Rev LTM (Value for DDOG: 31.0%)

Higher FCF/Rev LTM (Value for DDOG: 27.0%)

Higher Total Yield (Value for DDOG: 0.2%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for DDOG: 27.9% | 20.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for DDOG: 27.9% | 4,835.2x)

Higher Rev Chg LTM (Value for DDOG: 31.5%)

Higher Rev Chg 3Y Avg (Value for DDOG: 27.9%)

Higher Op Mgn LTM (Value for DDOG: 0.4%)

Higher CFO/Rev LTM (Value for DDOG: 31.0%)

Higher FCF/Rev LTM (Value for DDOG: 27.0%)

Higher Total Yield (Value for DDOG: 0.2%)

Best Bets in Information Technology

P/EBIT (Value for DDOG: 385.8x)

P/E (Value for DDOG: 461.9x)

Rev Chg 3Y Avg (Value for DDOG: 27.9%)

Rev Chg LTM (Value for DDOG: 31.5%)

Rev Chg Q (Value for DDOG: 35.6%)

FCF/Rev 3Y Avg (Value for DDOG: 27.8%)

Peer Outperformance in Application Software

Latest Trefis Analyses

Trade Ideas

Recent Active Movers

Top Gainers

Top Losers

Top Gainers

Top Losers

Top Gainers

Top Losers

Market Price (9/16/2026): $230.92 | Market Cap: $82.3 BilInvestor Relations Sector: Information Technology | Industry: Application Software

Market Price (9/16/2026): $230.92
Market Cap: $82.3 Bil
Sector: Information Technology
Industry: Application Software