- Datadog to Present at Upcoming Investor Conference
May 12, 2026
Datadog, Inc.
NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today announced that management will present at the following investor conferences:
The J.P. Morgan Global Technology, Media and Communications Conference. The presentation is scheduled for Tuesday, May 19, 2026 at 1:35 p.m. ET. Bernstein’s 42nd Annual Strategic Decisions Conference (SDC). The presentation is scheduled for Thursday, May 28, 2026, at 1:30 p.m. ET. The Bank of America Global Technology Conference. The presentation is scheduled for Wednesday, June 3, 2026, at 3:30 p.m. ET / 12:30 p.m. PT.
The presentations will be webcast live, and replays of each presentation will be available for a limited time under the “Events and Presentations” section of the Company’s investor relations website at https://investors.datadoghq.com/.
About Datadog
Datadog is the leading observability and security platform for the AI era, providing businesses with unified visibility across the technology stack to manage complexity at scale. It brings applications, infrastructure, data, models, and security into one place, using AI to detect and resolve issues before they impact customers. Trusted globally by Fortune 500 companies and high-growth AI leaders, Datadog enables businesses to move faster with clarity and confidence.
Contact Information
Yuka Broderick
Datadog Investor Relations
IR@datadoghq.com
Dan Haggerty
Datadog Corporate Communications
Press@datadoghq.com
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- Datadog (DDOG) Is Up 37.9% After First Billion-Dollar Quarter And Raised 2026 Revenue Outlook – Has The Bull Case Changed?
May 12, 2026
In the first quarter of 2026, Datadog, Inc. reported revenue of US$1,006.43 million and net income of US$52.57 million, with diluted EPS rising to US$0.15, and issued guidance calling for second-quarter revenue of US$1.07 billion–US$1.08 billion and full-year 2026 revenue of US$4.30 billion–US$4.34 billion. Beyond the headline figures, management’s raised outlook and commentary on accelerating AI-driven demand and new product adoption highlighted how Datadog is increasingly positioning its observability and security platform at the center of enterprise AI and cloud workloads. We’ll now examine how Datadog’s first-ever billion-dollar quarter and raised 2026 revenue outlook reshape its investment narrative for investors.
Outshine the giants: these 15 early-stage AI stocks could fund your retirement.
Datadog Investment Narrative Recap
To own Datadog, you need to believe its observability and security platform can stay central to modern cloud and AI workloads while fending off hyperscaler and open‑source rivals. The key short term catalyst is whether accelerating AI use and new products translate into durable, broad‑based usage rather than a few outsized AI customers. The latest results and raised 2026 outlook support that thesis, but also spotlight concentration and margin pressures as the biggest near term risks.
One development that sits in the background of this earnings story is Datadog’s April 29 proxy filing urging shareholders to vote against a proposal for simple majority voting. While this governance debate does not directly affect the AI and usage catalysts, it matters for investors who care how easily future shareholders could influence decisions if growth slows or competitive pressures intensify.
Yet against the strong AI narrative, investors should be aware that customer concentration and usage volatility could still...
Read the full narrative on Datadog (it's free!)
Datadog's narrative projects $5.9 billion revenue and $374.6 million earnings by 2029.
Uncover how Datadog's forecasts yield a $181.52 fair value, a 10% downside to its current price.
Exploring Other PerspectivesDDOG 1-Year Stock Price Chart
Some of the lowest ranked analysts were assuming revenue of about US$4.3 billion by 2028 and shrinking margins, so their more cautious view on AI customer concentration and pricing power could shift meaningfully after a billion dollar quarter like this.
Explore 6 other fair value estimates on Datadog - why the stock might be worth as much as 33% more than the current price!
Reach Your Own Conclusion
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
Story Continues
A great starting point for your Datadog research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free Datadog research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Datadog's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include DDOG.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- 1 Mooning Stock on Our Buy List and 2 We Question
May 12, 2026
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
While momentum can be a leading indicator, it has burned many investors as it doesn’t always correlate with long-term success. All that said, here is one stock with the fundamentals to back up its performance and two that may correct.
Two Momentum Stocks to Sell:
LGI Homes (LGIH)
One-Month Return: +21.2%
Based in Texas, LGI Homes (NASDAQ:LGIH) is a homebuilding company specializing in constructing affordable, entry-level single-family homes in desirable communities across the United States.
Why Do We Avoid LGIH?
Sales tumbled by 8.6% annually over the last five years, showing market trends are working against its favor during this cycle Shrinking returns on capital from an already weak position reveal that neither previous nor ongoing investments are yielding the desired results Unfavorable liquidity position could lead to additional equity financing that dilutes shareholders
At $47.20 per share, LGI Homes trades at 13.7x forward P/E. To fully understand why you should be careful with LGIH, check out our full research report (it’s free).
GoodRx (GDRX)
One-Month Return: +30.1%
Started in 2011 to tackle the problem of high prescription drug costs in America, GoodRx (NASDAQ:GDRX) operates a digital platform that helps consumers find lower prices on prescription medications through price comparison tools and discount codes.
Why Is GDRX Risky?
Sales stagnated over the last two years and signal the need for new growth strategies Smaller revenue base of $787.9 million means it hasn’t achieved the economies of scale that some industry juggernauts enjoy Negative returns on capital show management lost money while trying to expand the business
GoodRx’s stock price of $2.78 implies a valuation ratio of 7.7x forward P/E. Read our free research report to see why you should think twice about including GDRX in your portfolio, it’s free.
One Momentum Stock to Buy:
Datadog (DDOG)
One-Month Return: +59.7%
Named after a database the founders had to painstakingly look after at their previous company, Datadog (NASDAQ:DDOG) provides a software platform that helps organizations monitor and secure their cloud applications, infrastructure, and services.
Why Should You Buy DDOG?
Customers view its software as mission-critical to their operations as its ARR has averaged 29.5% growth over the last year Expected revenue growth of 23.7% for the next year suggests its market share will rise Software platform has product-market fit given the rapid recovery of its customer acquisition costs
Story Continues
Datadog is trading at $186.10 per share, or 11.5x forward price-to-sales. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free.
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- DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
May 12, 2026
Cloud monitoring platform Datadog (NASDAQ:DDOG) reported Q1 CY2026 results exceeding the market’s revenue expectations , with sales up 32.2% year on year to $1.01 billion. On top of that, next quarter’s revenue guidance ($1.08 billion at the midpoint) was surprisingly good and 8.3% above what analysts were expecting. Its non-GAAP profit of $0.60 per share was 18.3% above analysts’ consensus estimates.
Is now the time to buy DDOG? Find out in our full research report (it’s free).
Datadog (DDOG) Q1 CY2026 Highlights:
Revenue: $1.01 billion vs analyst estimates of $959.6 million (32.2% year-on-year growth, 4.9% beat) Adjusted EPS: $0.60 vs analyst estimates of $0.51 (18.3% beat) Adjusted Operating Income: $223.5 million vs analyst estimates of $204 million (22.2% margin, 9.6% beat) The company lifted its revenue guidance for the full year to $4.32 billion at the midpoint from $4.08 billion, a 5.9% increase Management raised its full-year Adjusted EPS guidance to $2.40 at the midpoint, a 13.2% increase Operating Margin: 0.7%, up from -1.6% in the same quarter last year Customers: 4,550 customers paying more than $100,000 annually Annual Recurring Revenue: $4.23 billion (32.2% year-on-year growth, beat) Billings: $1.03 billion at quarter end, up 37.2% year on year Market Capitalization: $67.18 billion
StockStory’s Take
Datadog’s first quarter results were shaped by broad-based customer demand across both AI-native and traditional enterprise clients. Management attributed the 32% year-over-year revenue acceleration to increased multi-product adoption and the rapid onboarding of large enterprise customers, particularly in AI research and hyperscale technology sectors. CEO Olivier Pomel highlighted that Datadog’s platform is becoming increasingly mission-critical, emphasizing low customer churn and deeper engagement with existing clients through expanded product usage. The company also noted significant wins in consolidating legacy and open-source observability tools, enabling customers to unify their monitoring and security workloads with Datadog’s solutions.
Looking forward, Datadog’s raised outlook is grounded in expectations for continued AI-driven adoption, ongoing expansion of its observability and security suite, and growth from both new and existing customer segments. Management pointed to accelerating demand for new products such as GPU monitoring, AI security agents, and cloud infrastructure tools as key contributors to guidance. CFO David Obstler emphasized, “The ARR growth was broad-based, not concentrated, and we expect these trends to carry into the next quarter.” While Datadog is investing heavily in R&D and go-to-market capabilities, leadership acknowledged that further growth depends on maintaining platform relevance amid evolving market demands, including increasing requirements for data residency and security.
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Key Insights from Management’s Remarks
Management credited Datadog’s Q1 performance to increased demand from both AI and non-AI customers, rapid product adoption, and consolidation trends among large enterprises.
AI customer expansion: Datadog landed significant new contracts with leading AI research divisions, reflecting strong demand for products tailored to complex, large-scale AI workloads. These hyperscale customers are leveraging Datadog’s GPU monitoring and observability solutions to optimize and accelerate AI model training. Non-AI customer momentum: Revenue growth among non-AI customers accelerated, driven by continued cloud migration and increased adoption of Datadog’s expanding product suite. Management cited multiple large enterprises consolidating legacy and open-source monitoring tools onto the Datadog platform to reduce complexity and costs. Multi-product adoption: The proportion of customers using four or more Datadog products rose to 56%, as organizations increasingly seek integrated observability and security solutions. CEO Olivier Pomel noted that customers adopting multiple products achieve greater operational efficiency and visibility. Major product launches: New offerings this quarter included MCP Server for live debugging, AI-powered security agents for automated threat investigation, and GPU monitoring for advanced infrastructure visibility. These products address emerging needs in both traditional IT and AI-driven environments. Public sector and compliance progress: Datadog achieved FedRAMP High certification and announced plans for a new UK data center, positioning the company for growth in regulated industries and public sector markets. Management emphasized investments in compliance and data residency to meet evolving customer requirements.
Drivers of Future Performance
Management’s outlook centers on sustained AI adoption, new product traction, and platform expansion as key revenue and margin drivers.
AI and cloud migration tailwinds: The company expects secular trends in AI adoption and ongoing cloud migration to fuel demand for its observability and security products. Management noted that both AI-native and traditional enterprises are increasing usage, with AI-related workloads driving particularly strong growth. Product innovation and platform breadth: Datadog is investing heavily in R&D to expand its product portfolio, including tools for AI observability, agent-based automation, and compliance. Management believes the breadth and integration of the platform will be critical for winning larger deals and retaining customers as requirements evolve. Emerging risks and operational focus: Leadership highlighted potential risks from customer optimization cycles, macroeconomic uncertainty, and evolving data residency regulations. Datadog’s approach is to balance innovation with operational discipline, ensuring margin stability even as investments in sales, R&D, and compliance increase.
Catalysts in Upcoming Quarters
In upcoming quarters, our analysts will monitor (1) the pace of adoption for Datadog’s new AI and GPU monitoring products, (2) the company’s ability to maintain strong ARR growth and low churn across both AI-native and traditional customer bases, and (3) execution on public sector expansion, especially following new certifications and data center launches. Continued product launches and customer wins will also serve as key indicators of business momentum.
Datadog currently trades at $186.10, up from $143.71 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free for active Edge members).
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- Datadog (DDOG) Sees AI Deal Momentum as DA Davidson Reiterates Buy Rating
May 11, 2026
Datadog’s leadership position is seen to be strengthening as analyst firms point to accelerating growth and AI-driven deal momentum post earnings. This has earned it a place on our list of 12 AI Stocks Wall Street Is Watching Now.
On May 8, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $125.00 price target.
Starting with a strong start to 2025, Datadog has had experienced consistent growth as AI native customers drove consistent usage in the quarter. This growth outlook has been improving with the company continuing to invest heavily in product investments where it sees traction.
That said, the firm sees its view unchanged after results. Quarterly revenue for the company topped $1 billion dollars for the first time, along with new contract wins with two major hyperscaler customers for training in their superintelligence labs.
We continue to highlight DDOG as a top pick. We reiterate our BUY rating and price target of $125.Datadog (DDOG) Sees AI Deal Momentum as DA Davidson Reiterates Buy Rating
Datadog, Inc. (NASDAQ:DDOG) offers a cloud-based SaaS platform for monitoring and analytics, specializing in cloud computing and AI-powered cybersecurity products.
While we acknowledge the potential of DDOG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- CIO says software infrastructure stocks still attractive
May 11, 2026
STORY: "Software as a whole sold off massively in the first quarter. We went on record in the first quarter saying that was the biggest opportunity of 2026. We loaded up on on names and the key distinction being if the software business had a subscription based revenue model or usage based revenue model," he said.Hegener also pointed to Datadog and cloud-based data platform Snowflake as names to watch.
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- Datadog, Inc. (DDOG) is Attracting Investor Attention: Here is What You Should Know
May 11, 2026
Datadog (DDOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this data analytics and cloud monitoring company have returned +90% over the past month versus the Zacks S&P 500 composite's +9.1% change. The Zacks Internet - Software industry, to which Datadog belongs, has gained 3.6% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings Estimates
Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Datadog is expected to post earnings of $0.50 per share, indicating a change of +8.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $2.15 points to a change of +4.9% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $2.61 indicates a change of +21.6% from what Datadog is expected to report a year ago. Over the past month, the estimate has changed +0.9%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Datadog is rated Zacks Rank #3 (Hold).
Story Continues
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS12-month consensus EPS estimate for DDOG
Projected Revenue Growth
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Datadog, the consensus sales estimate of $1.08 billion for the current quarter points to a year-over-year change of +30.3%. The $4.25 billion and $5.04 billion estimates for the current and next fiscal years indicate changes of +23.9% and +18.7%, respectively.
Last Reported Results and Surprise History
Datadog reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of +32.2%. EPS of $0.6 for the same period compares with $0.46 a year ago.
Compared to the Zacks Consensus Estimate of $956.88 million, the reported revenues represent a surprise of +5.18%. The EPS surprise was +20%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
Valuation
Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Datadog is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Datadog. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
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Datadog, Inc. (DDOG) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Jim Cramer Says “You Can’t Really Teach an Old Dog New Tricks Unless It’s a Datadog”
May 9, 2026
Datadog, Inc. (NASDAQ:DDOG) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the stock’s rally after the company posted its earnings, as he stated:
You can’t really teach an old dog new tricks unless it’s a Datadog… Today, Datadog blew away the numbers with accelerating revenue growth or ARG for both its artificial intelligence offerings and its so-called legacy business. In return, the market rewarded it with one of the biggest trophies I’ve ever seen, a stunning 31% gain. You’d think the company caught a takeover bid. It moved like that because finally, an enterprise software company shocked people with the magnificent upside surprise…
When I saw the Dog soar in pre-market trading, I knew that, in advance, it would come at the expense of hardware because there isn’t a lot of new money coming into this market. Without new money, anytime you buy something, it means you gotta sell something. The astonishing software gains meant that even the best of the hardware stocks would indeed get hammered, and that’s exactly what happened.
Photo by Yiorgos Ntrahas on Unsplash
Datadog, Inc. (NASDAQ:DDOG) provides an observability and security platform designed to monitor cloud applications through infrastructure monitoring, log management, and network analysis.
While we acknowledge the potential of DDOG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years
Disclosure: None. Follow Insider Monkey on Google News.
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- Datadog, Inc. Just Beat EPS By 103%: Here's What Analysts Think Will Happen Next
May 9, 2026
Datadog, Inc. (NASDAQ:DDOG) investors will be delighted, with the company turning in some strong numbers with its latest results. It was overall a positive result, with revenues beating expectations by 4.8% to hit US$1.0b. Datadog also reported a statutory profit of US$0.15, which was an impressive 103% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.NasdaqGS:DDOG Earnings and Revenue Growth May 9th 2026
Taking into account the latest results, the most recent consensus for Datadog from 45 analysts is for revenues of US$4.32b in 2026. If met, it would imply a solid 18% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to leap 40% to US$0.53. Before this earnings report, the analysts had been forecasting revenues of US$4.12b and earnings per share (EPS) of US$0.32 in 2026. So it seems there's been a definite increase in optimism about Datadog's future following the latest results, with a great increase in the earnings per share forecasts in particular.
See our latest analysis for Datadog
With these upgrades, we're not surprised to see that the analysts have lifted their price target 21% to US$214per share. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Datadog, with the most bullish analyst valuing it at US$305 and the most bearish at US$121 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Datadog'shistorical trends, as the 24% annualised revenue growth to the end of 2026 is roughly in line with the 28% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 17% annually. So it's pretty clear that Datadog is forecast to grow substantially faster than its industry.
Story Continues
The Bottom Line
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Datadog following these results. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Datadog analysts - going out to 2028, and you can see them free on our platform here.
You should always think about risks though. Case in point, we've spotted 3 warning signs for Datadog you should be aware of.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Nvidia Stock Option Over Earnings Offers Potential 39% Annualized Return
May 8, 2026
This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.
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