Datadog
Unifies cloud observability, security, and developer workflows on one data platform.
Something off on this page? Send us feedback.
Profile
Provides a cloud-delivered observability and security platform spanning infrastructure, applications, logs, user experience, developer workflows, and security. Subscription revenue combines committed and usage-based consumption, with expansion driven by customers monitoring more workloads and adopting additional products on the same platform.
Unifies infrastructure monitoring, application performance monitoring, log management, digital experience monitoring, cloud and application security, developer observability, service management, and product analytics in one cloud-delivered platform. A shared tagging model correlates metrics, traces, logs, sessions, and security signals, while self-service deployment and broad integrations let teams add use cases without replacing the underlying platform.
Generates substantially all revenue from software subscriptions, combining committed usage with charges tied to actual consumption. Growth relies heavily on existing customers increasing monitored workloads and adopting additional products, linking demand to cloud activity and data volumes. Serves customers globally, though most revenue comes from North America. Delivery depends on third-party cloud infrastructure, and international operations face varying privacy and data-security rules.
Company facts
Categories
Key statistics
Year to date +77.1% · Average volume (30d) 4.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Robert W. Baird | Target | $210 | $300 | |
| Aug 7, 2026 | UBS | Reiterate | Buy | $315 | $280 |
| Aug 7, 2026 | BMO Capital | Target | $260 | $300 | |
| Aug 7, 2026 | Scotiabank | Reiterate | Outperform | $275 | $285 |
| Aug 7, 2026 | Needham | Reiterate | Buy | $225 | $300 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.58 | $0.65 | +11.5% | $1.08B | $1.12B | +3.9% | −19.03% |
| May 7, 2026Q1 FY26 | $0.51 | $0.60 | +18.1% | $960.1M | $1.01B | +4.8% | +6.06% |
| Feb 10, 2026Q4 FY25 | $0.56 | $0.59 | +6.3% | $918.7M | $953.2M | +3.8% | −1.80% |
| Nov 6, 2025Q3 FY25 | $0.46 | $0.55 | +20.2% | $852.8M | $885.7M | +3.9% | +0.22% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $761.6M | $826.8M | $885.7M | $953.2M | $1.01B | $1.12B | |
| Gross profit | $603.9M | $660.8M | $709.2M | $766.3M | $797.2M | $881.3M | |
| Operating income | −$12.4M | −$34.1M | −$5.8M | $8.0M | $7.3M | $5.5M | |
| Net income | $24.6M | $2.6M | $33.9M | $46.6M | $52.6M | $44.6M | |
| Diluted EPS | $0.07 | $0.01 | $0.09 | $0.13 | $0.15 | $0.12 | |
| Gross margin | 79.3% | 79.9% | 80.1% | 80.4% | 79.2% | 78.6% | |
| Operating margin | -1.6% | -4.1% | -0.7% | 0.8% | 0.7% | 0.5% |
Fiscal years (4-quarter sums)FY21 $1.03B · FY22 $1.68B · FY23 $2.13B · FY24 $2.68B · FY25 $3.43B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $4.99B · Total debt $1.28B · Total assets $7.55B · Shareholders' equity $4.37B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 355.96M · Float 328.91M · 92.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 35.55M | 9.99% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 21.60M | 6.07% | 13F | Aug 13, 2026 |
| FMR LLC | 19.76M | 5.55% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 17.56M | 4.93% | 13F | Aug 13, 2026 |
| State Street Corp | 14.71M | 4.13% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Alexis Le-Quoc | director, officer: Chief Technology Officer | −43,224 | $228.63 |
| Aug 19, 2026 | Olivier Pomel | director, officer: Chief Executive Officer | −47,054 | $235.49 |
| Aug 13, 2026 | Amit Agarwal | director | −20,000 | $249.32 |
| Aug 14, 2026 | Matthew Jacobson | director | −19,512 | $256.25 |
| Aug 13, 2026 | Matthew Jacobson | director | −39,912 | $250.55 |
Peers
- Dynatrace
Full-stack observability and AIOps platform; most direct head-to-head rival
- Cisco Systems
AppDynamics + Splunk stack creates a unified enterprise observability/SIEM rival
- Microsoft
Azure Monitor competes at default-tooling layer for Azure workloads
- Elastic
ELK-based log management and search observability with SIEM overlap
- Amazon
AWS CloudWatch is the default zero-friction monitoring stack for AWS workloads
- CrowdStrike
Falcon LogScale + CNAPP/CSPM contest Datadog's log and cloud security pillars
- Palo Alto Networks
Cortex Cloud + XSIAM contest Datadog cloud security and SIEM products
- PagerDuty
On-call scheduling and incident management platform, contested by Datadog OnCall
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Datadog | $237.00 | +0.02% | $84.36B | 480.1 | 89.2 | 21.3 | +35.6% |
| Dynatrace | $53.28 | −0.71% | $15.64B | 107.7 | 26.3 | 7.5 | +16.2% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Elastic | $99.56 | −0.33% | $10.39B | 28.0 | 28.5 | 5.8 | +15.1% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| PagerDuty | $13.81 | −0.08% | $1.26B | 6.9 | 10.0 | 2.5 | +0.8% |
| Median | 30.8 | 27.4 | 7.2 | +17.7% |