DDOG
Datadog, Inc.Evidence as of 2026-09-26The desk's Snapshot
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Overview · Datadog, Inc.
Datadog, Inc. operates an observability and security platform for cloud applications in North America and internationally. The company's products include infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, network monitoring, incident management, observability pipelines, cloud cost management, universal service monitoring, clo…
Management team
- Mr. Sean Michael Walters · Chief Revenue OfficerFind on LinkedIn
- Mr. Alexis Le-Quoc · Co-Founder, CTO & DirectorFind on LinkedIn
- Mr. Olivier Pomel · Co-Founder, CEO & DirectorFind on LinkedIn
- Ms. Sara Varni · Chief Marketing OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Cautious ( - 0.5 of a possible + 2 ) with high confidence. Revenue rose sequentially from $ 1,006,426,000 in fiscal Q1 2026 (fiscal quarter ended 2026-03-31) to $ 1,121,454,000 in fiscal Q2 2026 (fiscal quarter ended 2026-06-30), and is up versus year-ago comparatives of $ 826,760,000 in fiscal Q2 2025 (fiscal quarter ended 2025-06-30) and $ 885,651,000 in fiscal Q3 2025 (fiscal quarter ended 2025-09-30). Gross profit margin shows mild compression from about 80.1% in fiscal Q3 2025 to ~ 79.2% in fiscal Q1 2026 and ~ 78.6% in fiscal Q2 2026, while operating income remained small and variable at $ 7,327,000 in fiscal Q1 2026 and $ 5,455,000 in fiscal Q2 2026.
Diluted EPS and net income slipped sequentially from $ 0.15 and $ 52,574,000 in fiscal Q1 2026 to $ 0.12 and $ 44,558,000 in fiscal Q2 2026, alongside a rise in weighted-average diluted shares to 371,023,000 in fiscal Q2 2026. Cash and cash equivalents increased to $ 434,957,000 as of 2026-06-30, R&D expense climbed to $ 477,968,000 in fiscal Q2 2026, and the FY 2025 Annual Report shows revenue of $ 3,427.2 million for the year ended 2025-12-31. Valuation inputs in the packet show trailing twelve‑month FCF of $ 909,217,000 and a price‑to‑FCF of 109.42, an implied FCF growth rate of 56.83% under the model’s discount/terminal assumptions, trailing EPS of $ 0.38 (trailing P/E 705.61), and several other institutional, insider, and news items (institutional 13F holdings $ 81.15B across 1,287 holders; notable insider sales including Olivier Pomel’s 89,497 shares for roughly $ 18.7M; and press coverage noting a sharp share move on 25 September 2026 tied to broker initiation and AI demand themes).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue rose sequentially from 1,006,426,000 USD in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to 1,121,454,000 USD in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo); year-ago quarterly comparatives show growth from 826,760,000 USD in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) and 885,651,000 USD in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo).
XBRL companyfacts · 0001628280-26-032328Gross profit as a percent of revenue shows mild compression: fiscal Q1 2026 gross profit 797,198,000 USD on 1,006,426,000 USD revenue (~79.2%) versus fiscal Q2 2026 gross profit 881,341,000 USD on 1,121,454,000 USD revenue (~78.6%); earlier quarters were ~80.1% in fiscal Q3 2025 (709,194,000 USD gross on 885,651,000 USD revenue).
XBRL companyfacts · 0001628280-26-054458Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
In the Annual Report on Form 10-K filed 18 February 2026, the company reported revenue of $3,427.2 million, $2,684.3 million and $2,128.4 million for the years ended December 31, 2025, 2024 and 2023, respectively.
Item 1A risk-factor diff · 0001628280-26-008819 vs 0001561550-25-000025The 10-K filed 18 February 2026 adds or materially rewords risk-factor language to call out specific regulatory and cybersecurity frameworks, including the EU NIS2 directive and the OECD Pillar Two administrative guidance dated January 5, 2026, as potential sources of compliance cost or impact on results of operations.
Item 1A risk-factor diff · 0001628280-26-008819 vs 0001561550-25-000025Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings in the quarter ended 2026-06-30 total $81.15B across 1,287 holders, with BlackRock, Inc. holding $9.25B, VANGUARD CAPITAL MANAGEMENT LLC $5.62B, and FMR LLC $5.14B.
13F holdings · 1287 filers · as of 2026-06-30As of 2026-09-22 and 2026-09-23, Datadog appears in major index ETFs IVV at 0.13% weight of the fund and VTI at 0.06% weight of the fund, respectively.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets report that Datadog shares rose sharply on 25 September 2026, with coverage describing a rally and elevated short-term momentum for the stock.
News · finance.yahoo.com · 2026-09-25Several headlines link the stock's move to specific catalysts in coverage on 25 September 2026, including initiation of coverage by a broker and growing attention to AI-related demand themes.
News · stockstory.org · 2026-09-25Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Olivier Pomel (Chief Executive Officer) sold a total of 89,497 shares across multiple blocks (10800; 3000; 10048; 19287; 24283; 8006; 14073) with aggregate proceeds shown of about $18.7M in the filing and the filing states the trades were made under a 10b5-1 plan.
Form 4 · Pomel Olivier (Chief Executive Officer) · $0 code C · 2026-09-08Julie Richardson (Director) reported a Code C acquisition of 5,625 shares and sales of 5,212 shares ($1.1M) and 413 shares ($88k) in the filing, and the filing states the trades were made under a 10b5-1 plan.
Form 4 · Richardson Julie (Director) · $0 code C · 2026-09-04Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports an implied free-cash-flow (FCF) growth rate of 56.83% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeDatadog's trailing twelve-month free cash flow (FCF) is $909,217,000 and the price-to-FCF ratio is 109.42.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows clear top-line acceleration (sequential and year-over-year revenue growth) alongside rising cash balances and very strong operating cash flow for the trailing twelve months, which jointly support a favorable operational-read case. Substantial R&D investment is documented quarter-to-quarter, consistent with reinvestment into growth-sensitive product initiatives, and institutional ownership and recent analyst buy-side interest coincide with multiple outlets reporting a price rally and momentum. The bear points on lofty valuation multiples and insider sales rest on surface-level metrics; however the high reported OCF and historical revenue expansion provide substantive operational context that weakens pure multiple-based critiques. Where EPS and operating income are small or variable, the combination of growing revenue, positive net income in recent quarters, and available NOL carryforwards are factual supports for a constructive interpretation of the company’s operational trajectory.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.29
29 surviving claims rest on 16 distinct sources; the heaviest analyst carries 21% of them, and 100% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a relatively small set of analysts — one analyst accounts for a fifth of surviving claims — which increases sensitivity to that contributor's framing. Because every issue the desk raised survived review, the set is internally consistent, but source concentration and analyst dependence mean individual new filings or a corrected source could materially change the balance of evidence.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.0 to the score
12 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.4 to the score
3 holdings records· 2 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.3 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
4 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−1.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on DDOG Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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