기업 프로필 · Technology

Datadog Inc

DDOG · 미국
거래소
미국
국가 / 지역
USA
상장일
2019년 9월 19일
직원 수
8,100
웹사이트
www.datadoghq.com
현재가
$251.86
실시간 · 2026년 7월 27일
베일리 성장 점수
52/100
보통
내재가치 · 3단계 구간 현재가 $251.86 실시간 · 낙관적 상단 위 · 미래 성장 과도 반영

종합 밸류에이션 구간 · 보수적 $60–$90 / 적정 $95–$140 / 낙관적 $150–$190. $251.86 기준, 낙관적 상단 위 · 미래 성장 과도 반영.

보고서 발행 시 $218.04(2026년 5월 22일)

시가총액US$878.72억
매출 (TTM)US$36.72억
EBITDAUS$3463.9만
순이익률3.7%
ROE3.93%
PER (TTM)632.97
선행 PER101.01
PEG1.53
EPSUS$0.39
52주 범위US$98.01 – US$278.71
애널리스트 목표주가US$265.53
애널리스트 평가4.6 / 5

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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.

연혁

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.

업계 내 위치

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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