Profil de l'entreprise · Technology

Datadog Inc

DDOG · États-Unis
Bourse
États-Unis
Pays / Région
USA
Date d'introduction en bourse
19 septembre 2019
Effectif
8 100
Cours actuel
$251.86
En direct · 27 juillet 2026
Score de croissance Baillie
52/100
Moyen
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel $251.86 En direct · Au-dessus du plafond optimiste · croissance future déjà escomptée

Fourchette de valorisation composite · prudent $60–$90 / raisonnable $95–$140 / optimiste $150–$190. À $251.86, Au-dessus du plafond optimiste · croissance future déjà escomptée.

À la publication $218.04 (22 mai 2026)

Capitalisation87,87 Md $US
Chiffre d'affaires (TTM)3,67 Md $US
EBITDA34,64 M $US
Marge nette3,7 %
ROE3,93 %
PER (TTM)632,97
PER prévisionnel101,01
PEG1,53
BPA0,39 $US
Fourchette sur 52 semaines98,01 $US – 278,71 $US
Objectif de cours des analystes265,53 $US
Recommandation des analystes4.6 / 5

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

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.

Historique

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.

Position dans le secteur

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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