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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
DDOG Cloud, Data & AI Software

Datadog

Observability for AI and cloud workloads

Detail page

AI applications create more complex infrastructure, model, and application monitoring needs.

Price $179.04
1D change +2.54%
Market cap $64.64B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric DDOG
Price $179.04
1D Change +2.54%
Market Cap $64.64B
Enterprise Value $60.71B
Trailing P/E 248.7
Forward P/E 56.7
PEG Ratio 0.92x
Price / Sales 15.1
EV / Revenue 14.2
Revenue Growth 35.2%
Earnings Growth 231.6%
Gross Margin 79.6%
Operating Margin 6.3%
Net Margin 6.1%
ROE 6.4%
Free Cash Flow $1.07B
FCF Margin 24.9%
Debt / Equity 0.28x
Current Ratio 3.51x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $1.20B
Revenue QoQ +6.7%
Quarterly Net Income $118.3M
Net Income QoQ +165.5%

DDOG thesis lens

Observability for AI and cloud workloads

Why it could benefit

  • AI applications create more complex infrastructure, model, and application monitoring needs.
  • Datadog can expand across observability, security, and developer workflows.
  • Usage-based growth can benefit as AI services move into production.

Moat / edge

  • Broad cloud observability platform.
  • Land-and-expand model across modules.
  • Strong developer and operations mindshare.

What to watch

  • Net retention and large-customer expansion.
  • AI observability and security product uptake.
  • Cloud optimization pressure.

Key risks

  • Consumption can slow when customers optimize cloud spend.
  • Competition remains heavy from hyperscalers and other observability vendors.