DDOG
DatadogPrevious close
235.27
Change
−30.57 / −11.50%
P/E (TTM) ?
530.9
Market Cap
$83.7B
1M
−14.09%
S&P 500 −0.91% over same period
Volume / Avg Volume
5.9M / 2.9M
2.05× average
Latest earnings analysisFY2026 Q2Reported 2026-08-06
DDOG Q2 FY26: revenue up 36% to $1.12 billion, EPS beats
Datadog's second quarter of fiscal 2026 was a clean bottom-line beat and another quarter of fast growth: revenue rose 36% to $1.12 billion and non-GAAP EPS of $0.65 beat the $0.61 consensus. Read the scorecard with one caveat: the GAAP numbers are thin, because roughly $46.28 million of profit comes from interest on the company's $5.0 billion cash pile, not from selling software.
Read the full analysis →Revenue$1.12BYoY +35.60%
EPS (non-GAAP)$0.65Beatest. $0.61
Next-quarter revenue guidance$1.14B ±0.44%YoY +1.70%
Next-day move+2.02%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-06 | $1.1B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-07 | $1.0B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-10 | $3.4B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-06 | $886M | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-07 | $827M | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-06 | $762M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 77 of its 5-year rangeExpensive
5-year range 202.0 – 882.9 · Median 375.9
No buybacks or dividends in the last four quarters
P/E (TTM)
530.9
P/B
21.6
P/S
23.8
PEG
5.06
Earnings Reaction
Over the last 6 reports, the stock moved ±2.4% on average on the first trading day after, rising 3 times
Most recent +2.02%
Volatility & Correlation
1-year beta 1.35 · Correlation with S&P 500 0.24High beta
Annualized volatility 72% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 6 · $45.5MNet selling $45.5M
- 10-28Le-Quoc AlexisChief Technology OfficerSell$12.1M43,224 shares · 9 trades · Avg price 278.90
- 10-07Le-Quoc AlexisChief Technology OfficerSell$14.8M53,912 shares · 9 trades · Avg price 273.60
- 09-23Le-Quoc AlexisChief Technology OfficerSell$10.9M43,224 shares · 8 trades · Avg price 252.17
- 09-21OBSTLER DAVID MChief Financial OfficerSell$3.9M16,000 shares · 3 trades · Avg price 241.25
- 09-14Acocella KerryGeneral Counsel and SecretarySell$1.2M5,280 shares · 10 trades · Avg price 228.85
- 09-14OBSTLER DAVID MChief Financial OfficerSell$2.7M12,000 shares · 13 trades · Avg price 227.49
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 1.12 | +35.6% | 78.6% | 0.04 | 0.12 |
| FY2026 Q1 | 1.01 | +32.2% | 79.2% | 0.05 | 0.15 |
| FY2025 Q4 | 0.95 | +29.2% | 80.4% | 0.05 | 0.13 |
| FY2025 Q3 | 0.89 | +28.4% | 80.1% | 0.03 | 0.10 |
| FY2025 Q2 | 0.83 | +28.1% | 79.9% | 0.00 | 0.01 |
| FY2025 Q1 | 0.76 | +24.6% | 79.3% | 0.02 | 0.07 |
| FY2024 Q4 | 0.74 | +25.1% | 80.5% | 0.05 | 0.14 |
| FY2024 Q3 | 0.69 | +26.0% | 80.0% | 0.05 | 0.14 |
| FY2024 Q2 | 0.65 | +26.7% | 80.9% | 0.04 | 0.12 |
| FY2024 Q1 | 0.61 | +26.9% | 82.0% | 0.04 | 0.12 |
| FY2023 Q4 | 0.59 | +25.6% | 82.2% | 0.05 | 0.17 |
| FY2023 Q3 | 0.55 | +25.4% | 81.1% | 0.02 | 0.06 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| DDOG | 530.9 | +35.6% | 78.6% | −14.09% | Bullish |
| NVDA | 25.8 | +105.9% | 75.0% | −10.39% | Bullish |
| AAPL | 39.3 | +16.4% | 50.1% | +3.49% | Bullish |
| MSFT | 27.2 | +18.8% | 67.8% | +1.76% | Bullish |
| AVGO | 40.4 | +85.5% | 69.1% | −7.15% | Bullish |
| MU | 11.8 | +379.3% | 86.8% | −16.93% | Bullish |
| AMD | 143.0 | +50.1% | 53.8% | −17.48% | Bullish |
| INTC | — | +20.9% | 43.0% | −45.30% | Bullish |
| PLTR | 156.5 | +92.8% | 84.7% | −1.57% | Bullish |