Analyst Consensus ?
ConsensusBuy47 ratings
Bullish4187.2%
Neutral510.7%
Bearish12.1%
Datadog, Inc. · DDOG · FY2024 Q4 · Calendar Q1 2025
Datadog: AI and platform expansion support growth, but risks remain
The supplied analysis provides evidence for the hypothesis that resilient demand and earnings growth can support Datadog over the next year: revenue grew 25%, ARR surpassed $3 billion, bookings were a record, and product adoption broadened. The counterevidence is the conservative outlook, ongoing AI monetization uncertainty, competitive pressure and a negative market reaction.
Reported Before market openNASDAQTechnology
$98.06B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.44
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $713.9M
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-8.2%
Event window
SPY move
+1.1%
Same window
Abnormal move
-9.3%
Stock minus SPY
Volume
4.2×
Versus trailing sessions
Subsequent drift
-25.1%
Up to 20 sessions
DDOGSPY benchmark
Ask FN2 about DDOG FY2024 Q4
Transcript, numbers and history already loaded
What drove DDOG's -8.2% move after FY2024 Q4 earnings?What changed in DDOG's guidance and outlook in FY2024 Q4?Give me the bull and bear case for DDOG after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Datadog's Q4 analysis points to continued platform expansion: ARR exceeded $3 billion, bookings topped $1 billion for the first time, AI-native customers contributed about five percentage points of year-over-year revenue growth, and Flex Logs reached general availability. Compared with the prior analysis, management remained confident and maintained guidance, while the latest concerns emphasize monetization durability, revenue timing and competition.
Guidance delta
Management maintained guidance and projected FY2025 revenue growth of 18%-19%; the outlook was described as conservative.
Key takeaways
- Revenue grew 25% year over year to $738 million and ARR exceeded $3 billion.
- Record bookings, deeper multi-product adoption and Flex Logs expansion strengthen the demand case.
- AI-native revenue is an emerging growth driver, but its durability and monetization remain open questions.
- The stock's event-session move was negative, indicating the market focused on expectations and forward risk.
Management priorities
- Scale Bits AI, LLM observability and other AI capabilities.
- Expand Flex Logs, OnCall and cloud security products.
- Increase sales capacity in underserved geographies and through channel partners.
- Extend infrastructure monitoring across GPU, IoT and network use cases.
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Analyst 52W Price Targets
$258.41Current
$75.76Low
$232.9Average
$350High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 22, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Bernstein | Outperform | Market Perform | Upgrade | Oct 19, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Oct 15, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 13, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 12, 2026 |
| CIBC | Outperform | Outperform | Maintain | Oct 9, 2026 |
| UBS | Buy | Buy | Maintain | Aug 7, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Aug 7, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Aug 7, 2026 |
| Needham | Buy | Buy | Maintain | Aug 7, 2026 |
| Macquarie | Outperform | Outperform | Maintain | Aug 7, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 7, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 7, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 4, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 28, 2026 |
| BTIG | Buy | Buy | Maintain | Jul 28, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 22, 2026 |
| Guggenheim | Buy | Buy | Maintain | Jul 22, 2026 |
| Jefferies | Hold | Buy | Downgrade | Jul 21, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 21, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 20, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 20, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Jul 20, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 16, 2026 |
| Benchmark | Buy | Buy | Maintain | Jul 2, 2026 |
| Truist Securities | Buy | Hold | Upgrade | Jun 15, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Jun 10, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Jun 10, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 8, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | May 12, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Feb 11, 2026 |
| Stifel | Buy | Hold | Upgrade | Jan 22, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Nov 7, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Feb 18, 2025 |
| JMP Securities | Market Perform | Market Perform | Maintain | Feb 14, 2025 |
| Loop Capital | Buy | Buy | Maintain | Dec 23, 2024 |
| Baird | Outperform | Outperform | Maintain | Nov 8, 2024 |
| Monness, Crespi, Hardt | Buy | Neutral | Upgrade | Nov 7, 2024 |
| JP Morgan | Overweight | Neutral | Upgrade | Nov 8, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 9, 2023 |
| MoffettNathanson | Buy | Buy | Maintain | Sep 22, 2022 |
| SMBC Nikko | Neutral | Neutral | Maintain | Mar 18, 2022 |
| Berenberg | Buy | Hold | Upgrade | May 7, 2021 |
| Monness Crespi Hardt | Neutral | Neutral | Maintain | Nov 23, 2020 |
| FBN Securities | Outperform | Outperform | Maintain | Jul 10, 2020 |
| William Blair | Outperform | Outperform | Maintain | Oct 14, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Oct 14, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $258.41. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Bernstein | Peter Weed | $350 | $247.11 | +35.4% | Oct 19, 2026 |
| Mizuho Securities | Analyst unavailable | $330 | $269.33 | +27.7% | Oct 15, 2026 |
| Barclays | Analyst unavailable | $300 | $287.29 | +16.1% | Oct 13, 2026 |
| RBC Capital | Matthew Hedberg | $320 | $291.98 | +23.8% | Oct 12, 2026 |
| Jefferies | Analyst unavailable | $300 | $293.26 | +16.1% | Oct 11, 2026 |
| CIBC | Analyst unavailable | $315 | $286.13 | +21.9% | Oct 9, 2026 |
| FBN Securities | Shebly Seyrafi | $325 | $276.46 | +25.8% | Oct 2, 2026 |
| Robert W. Baird | Analyst unavailable | $300 | $236.85 | +16.1% | Aug 7, 2026 |
| UBS | Karl Keirstead | $280 | $237.19 | +8.4% | Aug 7, 2026 |
| BMO Capital | Analyst unavailable | $300 | $237.7 | +16.1% | Aug 7, 2026 |
| Scotiabank | Patrick Colville | $285 | $229.29 | +10.3% | Aug 7, 2026 |
| Needham | Jack Andrews | $300 | $229.29 | +16.1% | Aug 7, 2026 |
| Goldman Sachs | Gabriela Borges | $158 | $229.29 | -38.9% | Aug 7, 2026 |
| Macquarie | Steve Koenig | $260 | $229.29 | +0.6% | Aug 7, 2026 |
| Raymond James | Analyst unavailable | $280 | $231.5 | +8.4% | Aug 6, 2026 |
| Jefferies | Analyst unavailable | $260 | $234.3 | +0.6% | Aug 6, 2026 |
| Canaccord Genuity | Analyst unavailable | $295 | $273.6 | +14.2% | Aug 4, 2026 |
| D.A. Davidson | Analyst unavailable | $315 | $269.26 | +21.9% | Jul 31, 2026 |
| Morgan Stanley | Sanjit Singh | $300 | $251.86 | +16.1% | Jul 28, 2026 |
| BTIG | Gray Powell | $289 | $251.86 | +11.8% | Jul 28, 2026 |
| Guggenheim | Analyst unavailable | $300 | $254.79 | +16.1% | Jul 22, 2026 |
| Barclays | Raimo Lenschow | $290 | $263.2 | +12.2% | Jul 21, 2026 |
| Jefferies | Brent Thill | $280 | $263.2 | +8.4% | Jul 21, 2026 |
| Oppenheimer | Analyst unavailable | $300 | $258.69 | +16.1% | Jul 20, 2026 |
| RBC Capital | Matthew Hedberg | $280 | $259.59 | +8.4% | Jul 16, 2026 |
| UBS | Analyst unavailable | $315 | $262.52 | +21.9% | Jul 16, 2026 |
| KeyBanc | Analyst unavailable | $320 | $264.46 | +23.8% | Jul 16, 2026 |
| Mizuho Securities | Analyst unavailable | $300 | $270.73 | +16.1% | Jul 15, 2026 |
| Bernstein | Peter Weed | $226 | $260.36 | -12.5% | Jul 6, 2026 |
| Scotiabank | Patrick Colville | $275 | $219.64 | +6.4% | Jun 18, 2026 |
| Truist Financial | Miller Jump | $300 | $229.9 | +16.1% | Jun 15, 2026 |
| BMO Capital | Analyst unavailable | $260 | $235.54 | +0.6% | Jun 12, 2026 |
| New Street | Analyst unavailable | $260 | $227.63 | +0.6% | Jun 11, 2026 |
| Cantor Fitzgerald | Thomas Blakey | $226 | $227.63 | -12.5% | Jun 11, 2026 |
| Wolfe Research | Alex Zukin | $295 | $227.63 | +14.2% | Jun 11, 2026 |
| CIBC | Todd Coupland | $280 | $228.3 | +8.4% | Jun 10, 2026 |
| Wedbush | Dan Ives | $260 | $232.8 | +0.6% | Jun 10, 2026 |
| Piper Sandler | Analyst unavailable | $275 | $227.34 | +6.4% | Jun 10, 2026 |
| Canaccord Genuity | Kingsley Crane | $250 | $227.34 | -3.3% | Jun 10, 2026 |
| Barclays | Raimo Lenschow | $260 | $227.34 | +0.6% | Jun 10, 2026 |
| RBC Capital | Matthew Hedberg | $250 | $225.24 | -3.3% | May 29, 2026 |
| D.A. Davidson | Gil Luria | $250 | $220.96 | -3.3% | May 22, 2026 |
| Goldman Sachs | Analyst unavailable | $139 | $202.32 | -46.2% | May 12, 2026 |
| CIBC | Analyst unavailable | $250 | $191.52 | -3.3% | May 8, 2026 |
| Scotiabank | Analyst unavailable | $225 | $191.66 | -12.9% | May 8, 2026 |
| UBS | Karl Keirstead | $220 | $191.32 | -14.9% | May 8, 2026 |
| Needham | Analyst unavailable | $225 | $190.86 | -12.9% | May 8, 2026 |
| Wedbush | Analyst unavailable | $220 | $190.76 | -14.9% | May 8, 2026 |
| Morgan Stanley | Sanjit Singh | $225 | $190.42 | -12.9% | May 8, 2026 |
| Robert W. Baird | William Power | $210 | $191.37 | -18.7% | May 8, 2026 |
| Truist Financial | Miller Jump | $190 | $190.5 | -26.5% | May 8, 2026 |
| Bernstein | Analyst unavailable | $180 | $190 | -30.3% | May 8, 2026 |
| Canaccord Genuity | Analyst unavailable | $225 | $188.73 | -12.9% | May 8, 2026 |
| KeyBanc | Analyst unavailable | $225 | $188.73 | -12.9% | May 8, 2026 |
| Barclays | Raimo Lenschow | $215 | $188.73 | -16.8% | May 8, 2026 |
| Jefferies | Analyst unavailable | $210 | $188.73 | -18.7% | May 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $305 | $188.73 | +18.0% | May 7, 2026 |
| Evercore ISI | Analyst unavailable | $225 | $188.73 | -12.9% | May 7, 2026 |
| Guggenheim | Analyst unavailable | $225 | $183.92 | -12.9% | May 7, 2026 |
| Redburn Partners | Analyst unavailable | $170 | $132.14 | -34.2% | Apr 23, 2026 |
| CIBC | Analyst unavailable | $215 | $128.4 | -16.8% | Apr 20, 2026 |
| Barclays | Raimo Lenschow | $148 | $127.03 | -42.7% | Apr 20, 2026 |
| Mizuho Securities | Gregg Moskowitz | $145 | $110.08 | -43.9% | Apr 14, 2026 |
| Guggenheim | Analyst unavailable | $175 | $108.98 | -32.3% | Apr 9, 2026 |
| Scotiabank | Analyst unavailable | $160 | $125.46 | -38.1% | Feb 11, 2026 |
| Wedbush | Analyst unavailable | $190 | $123.43 | -26.5% | Feb 11, 2026 |
| Robert W. Baird | Analyst unavailable | $180 | $129.67 | -30.3% | Feb 11, 2026 |
| BMO Capital | Analyst unavailable | $165 | $129.67 | -36.1% | Feb 11, 2026 |
| Raymond James | Adam Tindle | $170 | $129.67 | -34.2% | Feb 10, 2026 |
| RBC Capital | Matthew Hedberg | $150 | $112.84 | -42.0% | Feb 9, 2026 |
| UBS | Analyst unavailable | $195 | $113.04 | -24.5% | Feb 9, 2026 |
| BMO Capital | Keith Bachman | $170 | $130.37 | -34.2% | Jan 29, 2026 |
| Scotiabank | Pat Colville | $180 | $137.06 | -30.3% | Jan 27, 2026 |
| Daiwa | Analyst unavailable | $190 | $136.64 | -26.5% | Jan 27, 2026 |
| Stifel Nicolaus | Brad Reback | $160 | $123.46 | -38.1% | Jan 22, 2026 |
| Cowen & Co. | Analyst unavailable | $200 | $124.8 | -22.6% | Jan 21, 2026 |
| Mizuho Securities | Analyst unavailable | $170 | $117 | -34.2% | Jan 21, 2026 |
| KeyBanc | Eric Heath | $170 | $125.49 | -34.2% | Jan 12, 2026 |
| Barclays | Analyst unavailable | $195 | $125.49 | -24.5% | Jan 12, 2026 |
| Morgan Stanley | Analyst unavailable | $180 | $125.49 | -30.3% | Jan 12, 2026 |
| Goldman Sachs | Gabriela Borges | $113 | $125.49 | -56.3% | Jan 12, 2026 |
| Truist Financial | Miller Jump | $140 | $137.1 | -45.8% | Jan 7, 2026 |
| Jefferies | Analyst unavailable | $180 | $134.33 | -30.3% | Jan 5, 2026 |
| Piper Sandler | Rob Owens | $195 | $133.77 | -24.5% | Jan 5, 2026 |
| RBC Capital | Analyst unavailable | $175 | $133.77 | -32.3% | Jan 5, 2026 |
| Mizuho Securities | Gregg Moskowitz | $200 | $142 | -22.6% | Dec 16, 2025 |
| Mizuho Securities | Analyst unavailable | $215 | $184.1 | -16.8% | Nov 7, 2025 |
| Guggenheim | Analyst unavailable | $105 | $193.94 | -59.4% | Nov 6, 2025 |
| Evercore ISI | Analyst unavailable | $215 | $193.94 | -16.8% | Nov 6, 2025 |
| Stifel Nicolaus | Brad Reback | $205 | $193.94 | -20.7% | Nov 6, 2025 |
| Rosenblatt Securities | Blair Abernethy | $200 | $190.82 | -22.6% | Nov 6, 2025 |
| Canaccord Genuity | Kingsley Crane | $185 | $162.81 | -28.4% | Nov 3, 2025 |
| Robert W. Baird | William Power | $165 | $155.8 | -36.1% | Oct 29, 2025 |
| BTIG | Gray Powell | $184 | $156.25 | -28.8% | Oct 22, 2025 |
| Oppenheimer | Analyst unavailable | $195 | $153 | -24.5% | Oct 17, 2025 |
| UBS | Analyst unavailable | $189 | $163.67 | -26.9% | Oct 9, 2025 |
| Bernstein | Analyst unavailable | $170 | $154.52 | -34.2% | Oct 8, 2025 |
| D.A. Davidson | Analyst unavailable | $180 | $153.91 | -30.3% | Oct 3, 2025 |
| Wells Fargo | Analyst unavailable | $190 | $142.4 | -26.5% | Sep 30, 2025 |
| Canaccord Genuity | Kingsley Crane | $160 | $130.91 | -38.1% | Aug 8, 2025 |
| Barclays | Raimo Lenschow | $170 | $136.96 | -34.2% | Aug 7, 2025 |
| D.A. Davidson | Gil Luria | $160 | $132.94 | -38.1% | Aug 5, 2025 |
| Jefferies | Brent Thill | $160 | $139.13 | -38.1% | Aug 4, 2025 |
| Needham | Jack Andrews | $140 | $122.68 | -45.8% | Jun 12, 2025 |
| D.A. Davidson | Gil Luria | $125 | $106.06 | -51.6% | May 7, 2025 |
| Scotiabank | Patrick Colville | $130 | $106.06 | -49.7% | May 7, 2025 |
| Barclays | Raimo Lenschow | $128 | $106.06 | -50.5% | May 6, 2025 |
| Stifel Nicolaus | Brad Reback | $120 | $106.06 | -53.6% | May 6, 2025 |
| BTIG | Gray Powell | $136 | $106.06 | -47.4% | May 6, 2025 |
| UBS | Karl Keirstead | $120 | $92.55 | -53.6% | Apr 15, 2025 |
| Jefferies | Brent Thill | $135 | $87.93 | -47.8% | Apr 7, 2025 |
| D.A. Davidson | Analyst unavailable | $165 | $145.5 | -36.1% | Feb 10, 2025 |
| Stifel Nicolaus | Analyst unavailable | $140 | $151.89 | -45.8% | Jan 28, 2025 |
| RBC Capital | Matthew Hedberg | $170 | $144.28 | -34.2% | Jan 3, 2025 |
| Stifel Nicolaus | Brad Reback | $165 | $150.2 | -36.1% | Dec 18, 2024 |
| BMO Capital | Keith Bachman | $145 | $124.45 | -43.9% | Nov 8, 2024 |
| Barclays | Raimo Lenschow | $155 | $125.9 | -40.0% | Nov 8, 2024 |
| Monness | Brian White | $155 | $129.79 | -40.0% | Nov 7, 2024 |
| Bernstein | Peter Weed | $151 | $128.12 | -41.6% | Oct 21, 2024 |
| UBS | Karl Keirstead | $150 | $126.22 | -42.0% | Oct 17, 2024 |
| D.A. Davidson | Gil Luria | $140 | $115.06 | -45.8% | Oct 1, 2024 |
| BMO Capital | Keith Bachman | $132 | $114.06 | -48.9% | Aug 9, 2024 |
| Scotiabank | Pat Colville | $135 | $114.06 | -47.8% | Aug 9, 2024 |
| BTIG | Gray Powell | $143 | $113.1 | -44.7% | Aug 1, 2024 |
| Stifel Nicolaus | Brad Reback | $140 | $121.22 | -45.8% | Jul 22, 2024 |
| Mizuho Securities | Gregg Moskowitz | $155 | $129.42 | -40.0% | Jul 16, 2024 |
| Evercore ISI | Kirk Materne | $150 | $127.8 | -42.0% | Jul 15, 2024 |
| Loop Capital Markets | Yun Kim | $160 | $131.5 | -38.1% | Jul 5, 2024 |
| BMO Capital | Keith Bachman | $140 | $127.11 | -45.8% | Jun 27, 2024 |
| Mizuho Securities | Gregg Moskowitz | $135 | $125.34 | -47.8% | Jun 27, 2024 |
| Monness | Brian White | $98 | $115.86 | -62.1% | Jun 14, 2024 |
| Goldman Sachs | Kash Rangan | $143 | $112.99 | -44.7% | Jun 10, 2024 |
| Morgan Stanley | Sanjit Singh | $137 | $117.28 | -47.0% | May 8, 2024 |
| Robert W. Baird | William Power | $140 | $117.28 | -45.8% | May 8, 2024 |
| Cantor Fitzgerald | Yi Fu Lee | $150 | $112.4 | -42.0% | May 7, 2024 |
| RBC Capital | Matt Hedberg | $151 | $126.97 | -41.6% | May 7, 2024 |
| Wells Fargo | Andrew Nowinski | $150 | $122.07 | -42.0% | Apr 23, 2024 |
| RBC Capital | Matthew Hedberg | $120 | $99.99 | -53.6% | Nov 8, 2023 |
| Robert W. Baird | William Power | $84 | $80.82 | -67.5% | Oct 30, 2023 |
| Citigroup | Tyler Radke | $191 | $93.58 | -26.1% | Aug 22, 2023 |
| Mizuho Securities | Gregg Moskowitz | $98 | $86.76 | -62.1% | Aug 9, 2023 |
| Needham | Mike Cikos | $75.76 | $75.27 | -70.7% | May 4, 2023 |
| Needham | Mike Cikos | $105 | $72.81 | -59.4% | Mar 31, 2023 |
| Barclays | Analyst unavailable | $83 | $65.94 | -67.9% | Jan 10, 2023 |
| Morgan Stanley | Analyst unavailable | $110 | $77.77 | -57.4% | Dec 19, 2022 |
| Wedbush | Analyst unavailable | $101 | $80.48 | -60.9% | Dec 15, 2022 |
| BTIG | Gray Powell | $104 | $75.01 | -59.8% | Nov 3, 2022 |
| Rosenblatt Securities | Blair Abernethy | $120 | $75.01 | -53.6% | Nov 3, 2022 |
| Needham | Mike Cikos | $90 | $75.01 | -65.2% | Nov 3, 2022 |
| Canaccord Genuity | Kingsley Crane | $110 | $82.34 | -57.4% | Oct 20, 2022 |
| Robert W. Baird | William Power | $120 | $93.57 | -53.6% | Sep 20, 2022 |
| Mizuho Securities | Gregg Moskowitz | $130 | $105 | -49.7% | Aug 24, 2022 |
| KeyBanc | Michael Turits | $127 | $113.35 | -50.9% | Aug 5, 2022 |
| Needham | Mike Cikos | $145 | $86.64 | -43.9% | Jun 14, 2022 |
| Jefferies | Brent Thill | $125 | $93.95 | -51.6% | May 23, 2022 |
| Morgan Stanley | Sanjit Singh | $159 | $110 | -38.5% | May 8, 2022 |
| Mizuho Securities | Gregg Moskowitz | $175 | $114 | -32.3% | May 6, 2022 |
| Rosenblatt Securities | Blair Abernethy | $180 | $120.2 | -30.3% | May 3, 2022 |
| Barclays | Raimo Lenschow | $190 | $122.29 | -26.5% | Apr 25, 2022 |
| KeyBanc | Michael Turits | $160 | $118.4 | -38.1% | Apr 25, 2022 |
| Truist Financial | Joel Fishbein | $200 | $146.84 | -22.6% | Mar 27, 2022 |
| Goldman Sachs | Kash Rangan | $250 | $158.94 | -3.3% | Feb 22, 2022 |
| Rosenblatt Securities | Blair Abernethy | $195 | $174.6 | -24.5% | Feb 10, 2022 |
| J.P. Morgan | Sterling Auty | $200 | $174.6 | -22.6% | Feb 10, 2022 |
| Needham | Mike Cikos | $190 | $174.6 | -26.5% | Feb 10, 2022 |
| Robert W. Baird | Jonathan Ruykhaver | $190 | $174.6 | -26.5% | Feb 10, 2022 |
| Barclays | Raimo Lenschow | $210 | $174.6 | -18.7% | Feb 10, 2022 |
| Jefferies | Brent Thill | $220 | $174.6 | -14.9% | Feb 10, 2022 |
| Raymond James | Adam Tindle | $210 | $174.6 | -18.7% | Feb 10, 2022 |
| Stifel Nicolaus | Brad Reback | $195 | $185.51 | -24.5% | Nov 5, 2021 |
| Loop Capital Markets | Yun Kim | $230 | $185.51 | -11.0% | Nov 5, 2021 |
| Wells Fargo | Andrew Nowinski | $80 | $77.29 | -69.0% | May 7, 2021 |
Track every rating change on DDOG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationDatadog, Inc. offers a comprehensive cloud-based monitoring and analytics solution, serving the needs of developers, IT operations personnel, and business stakeholders across North America and internationally. This Software-as-a-Service (SaaS) offering skillfully combines and automates several crucial functions, including infrastructure oversight, application performance tracking, log management, and security surveillance, all designed to deliver live, end-to-end visibility into its customers' technology environments. Additionally, the platform extends its capabilities to include user experience monitoring, network performance analytics, robust cloud security measures, specialized observability tools for developers, and efficient incident response management. It also comes equipped with standard features like configurable dashboards, sophisticated analytical tools, collaborative features, and proactive alert systems. The company was founded in 2010 and is based in New York, New York.
Historical context
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Latest beats and misses
Who reports nextBeat on EPS
- RSFY2026 Q3 · October 21, 2026+17.4% EPS-0.7% move
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- WCNFY2026 Q3 · October 21, 2026+3.9% EPS+8.8% move
- KMIFY2026 Q3 · October 21, 2026+9.2% EPS+1.2% move
- TXNFY2026 Q3 · October 21, 2026+7.4% EPS+2.5% move
- SEICFY2026 Q3 · October 21, 2026+3.8% EPS+1.2% move
Missed on EPS
- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
- GLFY2026 Q3 · October 21, 2026-1.2% EPS-3.8% move
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
- CCIFY2026 Q3 · October 21, 2026-2.5% EPS-3.1% move
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-30T00:03:07.291072+00:00
- Polygon adjusted daily market bars · 2026-10-22T14:00:43.955002+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T14:00:43.952219+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-22. For educational purposes only; not investment advice.