Datadog (DDOG)
Unifies cloud observability, security, and developer workflows on one data platform.
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Provides a cloud-delivered observability and security platform spanning infrastructure, applications, logs, user experience, developer workflows, and security. Subscription revenue combines committed and usage-based consumption, with expansion driven by customers monitoring more workloads and adopting additional products on the same platform.
Unifies infrastructure monitoring, application performance monitoring, log management, digital experience monitoring, cloud and application security, developer observability, service management, and product analytics in one cloud-delivered platform. A shared tagging model correlates metrics, traces, logs, sessions, and security signals, while self-service deployment and broad integrations let teams add use cases without replacing the underlying platform.
Generates substantially all revenue from software subscriptions, combining committed usage with charges tied to actual consumption. Growth relies heavily on existing customers increasing monitored workloads and adopting additional products, linking demand to cloud activity and data volumes. Serves customers globally, though most revenue comes from North America. Delivery depends on third-party cloud infrastructure, and international operations face varying privacy and data-security rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Robert W. Baird | Target | Target: $210 | Target: $300 |
| Aug 7, 2026 | UBS | Reiterate | Rating: —Target: $315 | Target: $280 |
| Aug 7, 2026 | BMO Capital | Target | Target: $260 | Target: $300 |
| Aug 7, 2026 | Scotiabank | Reiterate | Rating: —Target: $275 | Target: $285 |
| Aug 7, 2026 | Needham | Reiterate | Rating: —Target: $225 | Target: $300 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.99B · Total debt $1.28B · Total assets $7.55B · Shareholders' equity $4.37B
- Revenue
- $1.12B
- Operating income
- $5.5M
- Net income
- $44.6M
No dividends on record.
| Institutions | 86.03% | 306.24M shares | |
|---|---|---|---|
| 1,375 holders · as of Jun 30, 2026 | |||
| Insiders | 12.85% | 45.73M shares | |
| 8 holders · as of Sep 15, 2026 | |||
| Other | 1.12% | 3.99M shares | |
| remainder | |||
355.96M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.99% | 35.55M A | as of Jun 30, 2026 |
Olivier Pomel1Insiderdirector, officer: Chief Executive Officer | 7.97% | 586,416 A · 8.73M B · 317,784 | filed Feb 11, 2022 |
Vanguard Capital Management LLCInstitution | 6.07% | 21.60M A | as of Jun 30, 2026 |
FMR LLCInstitution | 5.55% | 19.76M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.93% | 17.56M A | as of Jun 30, 2026 |
- The filed share classes (A, B, COMMON) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Kerry Acocella | officer: General Counsel and Secretary | −5,280 | $228.85 |
| Sep 14, 2026 | David M. Obstler | officer: Chief Financial Officer | −64,000 | $227.47 |
| Sep 11, 2026 | Yanbing Li | officer: Chief Product Officer | −12,700 | $221.26 |
| Sep 11, 2026 | Sean Michael Walters | officer: Chief Revenue Officer | −11,710 | $221.04 |
| Sep 8, 2026 | Olivier Pomel | director, officer: Chief Executive Officer | −89,497 | $207.86 |
- Dynatrace
Full-stack observability and AIOps platform; most direct head-to-head rival
- Cisco Systems
AppDynamics + Splunk stack creates a unified enterprise observability/SIEM rival
- Microsoft
Azure Monitor competes at default-tooling layer for Azure workloads
- Elastic
ELK-based log management and search observability with SIEM overlap
- Amazon
AWS CloudWatch is the default zero-friction monitoring stack for AWS workloads
- CrowdStrike
Falcon LogScale + CNAPP/CSPM contest Datadog's log and cloud security pillars
- Palo Alto Networks
Cortex Cloud + XSIAM contest Datadog cloud security and SIEM products
- PagerDuty
On-call scheduling and incident management platform, contested by Datadog OnCall
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Datadog | $247.36 | −0.00% | $87.23B | 496.5 | 93.0 | 22.0 | +35.6% |
| Dynatrace | $57.20 | +0.05% | $16.44B | 113.2 | 28.0 | 7.8 | +16.2% |
| Cisco Systems | $106.24 | −0.19% | $439.31B | 33.5 | 20.8 | 6.9 | +17.6% |
| Microsoft | $498.00 | −0.01% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| Elastic | $89.22 | −0.08% | $9.33B | 25.1 | 25.3 | 5.2 | +15.1% |
| Amazon | $255.05 | +0.01% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| CrowdStrike | $249.43 | −0.26% | $253.90B | 7,104.0 | 177.4 | 47.1 | +25.8% |
| Palo Alto Networks | $374.21 | −0.10% | $302.98B | 844.9 | 89.5 | 26.4 | +34.5% |
| PagerDuty | $14.40 | −0.64% | $1.32B | 7.2 | 10.3 | 2.7 | +0.8% |
| Median | 30.7 | 26.4 | 7.4 | +17.7% |