Perfil de la empresa · Technology

Datadog Inc

DDOG · EE. UU.
Bolsa
EE. UU.
País / Región
USA
Fecha de salida a bolsa
19 de septiembre de 2019
Empleados
8100
Precio actual
$251.86
En vivo · 27 de julio de 2026
Puntuación de crecimiento Baillie
52/100
Media
Valor intrínseco · Rango en tres niveles Precio actual $251.86 En vivo · Por encima del techo optimista · crecimiento futuro sobregirado

Rango de valoración compuesto · conservador $60–$90 / razonable $95–$140 / optimista $150–$190. A $251.86, Por encima del techo optimista · crecimiento futuro sobregirado.

Al publicar $218.04 (22 de mayo de 2026)

Capitalización87,87 mil M US$
Ingresos (TTM)3672,03 M US$
EBITDA34,64 M US$
Margen neto3,7 %
ROE3,93 %
PER (TTM)632,97
PER previsto101,01
PEG1,53
BPA0,39 US$
Rango de 52 semanas98,01 US$ – 278,71 US$
Precio objetivo de analistas265,53 US$
Recomendación de analistas4.6 / 5

Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.

Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workflow automation and App builder, event management, bits AI SRE, cloud cost management, cloud security, code security, cloud SIEM, threat management, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.

Historia

Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York, founded by Olivier Pomel and Alexis Lê-Quôc, who still serve as CEO and CTO respectively. The company completed its IPO on September 19, 2019. It has since evolved from a monitoring tool into a unified observability, security, and AI platform. In 2025, Datadog made three acquisitions for total consideration of about $178.4 million (including $109.3 million cash, about $16.1 million holdback, and 770,000 restricted shares), and issued $1 billion of 0% convertible notes due 2029, raising net proceeds of about $979.1 million.

Posición en el sector

Datadog operates an observability and security platform for cloud applications in the United States and internationally, offering 26 products with over 1,000 integrations; 5 products have ARR above $100 million and 3 have ARR between $50 million and $100 million. By Q1 2026 it had about 33,200 customers, of which roughly 4,550 had annualized recurring revenue over $100,000, contributing about 90% of ARR. Full-year 2025 revenue was $3.427 billion, and Q1 2026 revenue first surpassed $1 billion at $1.006 billion. Competitors include Dynatrace (FY2026 revenue $2.018 billion) and Elastic (FY2026 revenue guidance midpoint about $1.735 billion), alongside hyperscaler tools and open-source stacks; management cites an IT Operations Management market opportunity of about $82 billion by 2029, with the observability segment about $39 billion.

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