Datadog, Inc.
DDOGNasdaqTechnology · CIK 0001561550
Price
$260.99
Market cap
$94.1B
Last synced Jul 2, 2026, 5:30 PM
Analyst report
Numbers from SEC XBRL filings; narrative bound to those numbers only.
Generated · Jul 2, 2026, 5:30 PM
Overview
Datadog, Inc. is a company with a current financial posture characterized by $1.01B in revenue, $52.6M in net income, and $797.2M in gross profit as of Q1 2026. The company has demonstrated significant year-over-year growth, with revenue increasing by 32.2% and net income rising by 113.4%. Datadog's financial position is further supported by $426.4M in cash and equivalents and $3.99B in stockholders' equity.
Key metrics — latest reported
Revenue
Q1 · 2026-03-31$1.01B
The 32.2% year-over-year increase in revenue to $1.01B is significant as it indicates sustained growth and demand for the company's services.
SEC filing ↗Net income
Q1 · 2026-03-31$52.6M
The 113.4% year-over-year increase in net income to $52.6M is significant as it demonstrates the company's ability to translate revenue growth into profitability.
SEC filing ↗Diluted EPS
Q1 · 2026-03-31$0.15
Diluted EPS of $0.15 for Q1 2026 is up 114.3% year-over-year, per the company's SEC filing.
SEC filing ↗Gross profit
Q1 · 2026-03-31$797.2M
The 32% year-over-year increase in gross profit to $797.2M is significant as it suggests that the company is maintaining its pricing power and managing costs effectively.
SEC filing ↗Operating income
Q1 · 2026-03-31$7.3M
Operating income of $7.3M for Q1 2026 is up 159% year-over-year, per the company's SEC filing.
SEC filing ↗Operating cash flow
Q1 · 2026-03-31$334.6M
Operating cash flow of $334.6M for Q1 2026 is up 23.2% year-over-year, per the company's SEC filing.
SEC filing ↗R&D expense
Q1 · 2026-03-31$435.3M
R&D expense of $435.3M for Q1 2026 is up 27.6% year-over-year, per the company's SEC filing.
SEC filing ↗Cash & equivalents
Q1 · 2026-03-31$426.4M
Cash & equivalents of $426.4M for Q1 2026 is up 6.2% year-over-year, per the company's SEC filing.
SEC filing ↗Total assets
Q1 · 2026-03-31$6.95B
Total assets of $6.95B for Q1 2026 is up 4.6% year-over-year, per the company's SEC filing.
SEC filing ↗Stockholders' equity
Q1 · 2026-03-31$3.99B
Stockholders' equity of $3.99B for Q1 2026 is up 6.9% year-over-year, per the company's SEC filing.
SEC filing ↗Earnings take
The latest reported period, Q1 2026, shows substantial growth for Datadog, with a 32.2% year-over-year increase in revenue to $1.01B and a 113.4% year-over-year increase in net income to $52.6M. The company's diluted EPS also saw a significant increase of 114.3% year-over-year to $0.15. These metrics indicate a strong earnings performance for the company.
Risks
- !The 27.6% year-over-year increase in R&D expense to $435.3M may pose a risk to the company's profitability if not managed effectively.
- !The 8.3% quarter-over-quarter increase in R&D expense may indicate increasing competition or technological advancements that require significant investment.
- !The relatively slow growth in cash and equivalents, with a 6.2% year-over-year increase to $426.4M, may be a concern for investors seeking liquidity.
Watch next quarter
- →The company's ability to maintain its revenue growth trajectory in the face of increasing competition and technological advancements.
- →The impact of the acquisition of Adaptive ML on Datadog's financial performance and product offerings.
- →The company's operating cash flow, which increased by 23.2% year-over-year to $334.6M, as a indicator of its ability to generate cash and invest in growth initiatives.
Quarterly trend — SEC XBRL
As reported in 10-Q/10-K filings; newest quarter first.
| Metric | Q1 '26 | Q3 '25 | Q2 '25 | Q1 '25 | Q3 '24 | Q2 '24 | Q1 '24 | Q3 '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.01B | $885.7M | $826.8M | $761.6M | $690.0M | $645.3M | $611.3M | $547.5M |
| Net income | $52.6M | $33.9M | $2.6M | $24.6M | $51.7M | $43.8M | $42.6M | $22.6M |
| Diluted EPS | $0.15 | $0.10 | $0.01 | $0.07 | $0.14 | $0.12 | $0.12 | $0.06 |
| Gross profit | $797.2M | $709.2M | $660.8M | $603.9M | $552.3M | $521.8M | $501.2M | $444.2M |
| Operating income | $7.3M | -$5.8M | -$35.5M | -$12.4M | $20.3M | $12.6M | $12.0M | -$4.2M |
| Operating cash flow | $334.6M | — | — | $271.5M | — | — | $212.3M | — |
SEC filings
10-K annual, 10-Q quarterly, 8-K current events — earnings-related filings are flagged.
News
Third-party headlines, each linked to its original source.
- Elastic (ESTC) Launches Unified Observability Platform To Win Over Prometheus Users
Yahoo · Jul 2, 01:16 PM
Elastic (NYSE:ESTC) has introduced a unified observability platform that combines metrics and logs in a single experience. The release adds native Prometheus and PromQL support, aiming to simplify adoption for existing open source monitoring users. Elastic is offering automated migration paths from Datadog and Grafana, targeting teams that want to consolidate tools. The platform includes integrated Kubernetes workflows designed for SRE and DevOps teams managing cloud native...
- Dow Jones Futures Rise With Tesla, Jobs Report Ahead
Yahoo · Jul 2, 11:55 AM
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
- Benchmark Maintains Buy on Datadog, Raises Price Target to $330
Benzinga · Jul 2, 09:11 AM
Benchmark analyst Yi Fu Lee maintains Datadog (NASDAQ:DDOG) with a Buy and raises the price target from $260 to $330.
- Dow Jones Futures: Techs Rise With Tesla, Jobs Report Ahead; Meta Jumps On AI Move
Yahoo · Jul 2, 01:50 AM
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
- Datadog and Elastic Stocks Trade Up, What You Need To Know
Yahoo · Jul 1, 11:13 PM
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
- Dow Jones Futures: Meta Jumps But Hits SpaceX, Micron; Tesla, Jobs Report Ahead
Yahoo · Jul 1, 09:56 PM
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
- Datadog (DDOG) Rises As Market Takes a Dip: Key Facts
Yahoo · Jul 1, 09:45 PM
Datadog (DDOG) concluded the recent trading session at $264.48, signifying a +1.58% move from its prior day's close.
- Datadog (DDOG) Acquires Adaptive ML To Push Further Into AI Observability
Yahoo · Jul 1, 08:15 PM
Datadog has acquired Adaptive ML, an AI startup focused on Reinforcement Learning Operations, to expand its observability and security platform. The deal is aimed at strengthening Datadog's AI research and product capabilities for customers using its monitoring and security tools. Datadog, traded as NasdaqGS:DDOG, is adding Adaptive ML's reinforcement learning expertise to its observability stack at a time when interest in AI driven monitoring is high. The company’s stock has a current...
- Datadog Acquires Adaptive ML to Pioneer RLOps: What's Ahead?
Yahoo · Jul 1, 02:36 PM
DDOG acquires Adaptive ML to bring RLOps into its AI Research, aiming to help enterprises build and improve specialized AI agents and models.
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ChartMill · Jul 1, 02:35 PM
Curious about the market action on Wednesday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
- About That 'Robust' Earnings Growth
SeekingAlpha · Jul 1, 01:08 PM
Equity markets posted strong H1 2026 gains, but S&P 500 earnings growth is narrowly concentrated in a few sectors and megacap tech names. Read the full analysis here.
- Stocks making the biggest moves midday: Meta, General Mills, Datadog, Sandisk & more
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- MongoDB: This Is Where I Will Put My Money Instead
SeekingAlpha · Jul 1, 10:58 AM
- Datadog Shares Climb After Company Acquires Reinforcement Learning Startup Adaptive ML
Benzinga · Jul 1, 10:03 AM
Datadog shares are trading higher. The company announced it acquired Adaptive ML to accelerate its investment in AI research and development.
- Datadog Acquires Adaptive ML to Accelerate Its Investment in AI Research and Development
Yahoo · Jun 30, 08:05 PM
Adaptive ML will join Datadog’s AI lab to build frontier AI infrastructure to address cutting-edge research challenges within observability and securityNEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ: DDOG), the leading AI-powered observability and security platform, today announced it has acquired Adaptive ML, a frontier AI startup developing the world's first Reinforcement Learning Operations (RLOps) platform, enabling enterprises to build, own, and deploy their own specializ