Datadog, Inc. Class A (DDOG)

Datadog's stock price experienced fluctuations in the past six months due to earnings reports, analyst sentiment, and market concerns about AI. In August 2025, the stock slumped due to investor concerns over Q2 2025 earnings, despite exceeding revenue and EPS expectations. In September-October 2025, analyst ratings varied, and the release of the 2025 State of Cloud Security report positively impacted the stock. In November 2025, strong Q3 2025 results led to a surge in the stock price. From December 2025 to February 2026, the stock declined due to broader market weakness and concerns about AI's impact, with some analysts lowering price targets.

Demand for Datadog's products is generally increasing due to the growing cloud and DevOps markets. Revenue depends on customer consumption, with a general upward trend but potential seasonal softness in December. Customers are scrutinizing costs, impacting ARPU growth. Datadog demonstrates robust land-and-expand dynamics, and its AI-native customer base is a significant driver of demand.

Datadog, Inc. is a key player in cloud-scale application observability and security, providing a platform to monitor and optimize IT environments. It operates in the Technology Services sector, offering a SaaS-based data analytics platform that integrates infrastructure monitoring, APM, and log management. Datadog's services include infrastructure and application performance monitoring, log management and data observability, digital experience monitoring, cloud security management, continuous profiler and database monitoring, network performance monitoring, cloud cost management, error tracking, incident management, sensitive data scanner, event management, and AI agents.

Datadog has a global presence with its headquarters in New York City. It has offices across North America, Latin America, Europe/Middle East, and Asia/Pacific, including locations in the United States, France, Ireland, Netherlands, Australia, India, Japan, Korea, and Singapore. Approximately 59% of its 6,500 employees were located in the U.S. as of 2024.

Datadog maintains a strong brand reputation for innovation in observability. It was named a leader in the 2025 Gartner® Magic Quadrant™ for Digital Experience Monitoring and included in Forbes' Global 2000 list. The annual DASH conference enhances its image as an innovator. However, some customer experiences reveal mixed opinions regarding its pricing model and the reliability of its metrics.

Datadog, Inc. has significant institutional ownership. As of December 31, 2025, institutional owners held 323,042,395 shares, accounting for approximately 72.5% of the company. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Fmr Llc. Top individual owners include Alexis Lê-Quôc (34.66%) and Olivier Pomel (31.1%).