Datadog, Inc.
At today's price, Datadog, Inc. (DDOG) is priced for today's economics sustained for ~19.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Datadog is an observability platform that monitors the software and infrastructure other companies run in the cloud, and it just crossed $1 billion in quarterly revenue for the first time, up 32% year over year, with AI workloads emerging as a genuine new growth driver [Source: Q1 2026 earnings release, May 2026]. • The biggest risk is the price, not the business: the stock trades at roughly 22 times revenue and assumes Datadog eventually earns a 32% operating margin and grows at its self-fund
Is DDOG overvalued? See what's priced in →
1,017 institutional managers reported holding DDOG in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 40%. 147 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 14.6M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DDOG's share count grew 14.7% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at DDOG over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DDOG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -18.4% | -3.0% |
| 2023-11-08 | +25.7% | +20.2% |
| 2024-02-24 | +1.0% | +1.5% |
| 2024-05-09 | -7.6% | +9.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DDOG's latest 8-K filings: 2026-06-16 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-04-22 (items 3.03, 5.03, 5.07, 8.01, 9.01); 2026-03-02 (items 5.02); 2026-02-10 (items 2.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.