Datadog, Inc.(DDOG)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #714 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DDOG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Datadog, Inc. (DDOG), a Technology sector company. 13F Pro's AI-powered ranking engine scores DDOG at 62.9/100 on a 32-signal composite quality model, placing it at rank #714 of 2,879 stocks — the top 25% of the AI-ranked universe. DDOG scores in the top quartile across earnings quality (89.8), revenue growth (86.0), free cash flow (85.3). Areas of concern include profitability (37.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Datadog, Inc. reports quarterly revenue of $1.0B, net income of $52.6M, an operating margin of 0.7%. Top institutional holders of DDOG by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DDOG trades on the Nasdaq exchange and files with the SEC under CIK 1561550. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DDOG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Datadog, Inc. directly from SEC EDGAR. Datadog, Inc.'s 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 62.9 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$1.0B
Net Income
Q1 2026
$52.6M
Free Cash Flow
Q1 2026
$323.3M
Operating Margin
Q1 2026
0.7%
ROIC
Q1 2026
0.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+27.7% YoYNet Income
-41.4% YoYOperating Income
-181.7% YoYEPS (Diluted)
-40.4% YoYTotal Assets
+14.8% YoYOp. Cash Flow
+20.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $3.43B +27.7% | $2.68B +26.1% | $2.13B +27.1% | $1.68B +62.8% | $1.03B +183.6% | $362.8M |
| Net Income | $107.7M -41.4% | $183.7M +278.3% | $48.6M +196.8% | $-50.2M -141.8% | $-20.7M -24.1% | $-16.7M |
| Operating Income | $-44.4M -181.7% | $54.3M +262.2% | $-33.5M +43.0% | $-58.7M -206.4% | $-19.2M +4.9% | $-20.1M |
| EPS (Diluted) | $0.31 -40.4% | $0.52 +271.4% | $0.14 +187.5% | $-0.16 -128.6% | $-0.07 +41.7% | $-0.12 |
| Total Assets | $6.64B +14.8% | $5.79B +47.0% | $3.94B +31.0% | $3.00B +26.2% | $2.38B +129.4% | $1.04B |
| Operating Cash Flow | $1.05B +20.6% | $870.6M +31.9% | $660.0M +57.7% | $418.4M +46.0% | $286.5M +1082.4% | $24.2M |
AI Insight: DDOG Financial Trends
Revenue accelerating consistently while profitability rebounds, but operating margins remain volatile and below prior-year peaks.
• Revenue grew 56% from Q2 2024 ($645M) to Q1 2026 ($1,006M), with sequential growth steady each quarter—no slowdown visible.
• Operating cash flow climbed to $335M in Q1 2026 from $164M in Q2 2024, demonstrating improving cash generation despite operating income swings.
• Net income rebounded to $53M in Q1 2026 after collapsing to $3M in Q2 2025, signaling stabilization and cost control improvement.
⚠ Operating income turned negative in Q1–Q2 2025 (−$12M, −$36M) before recovery; Q1 2026 op income remains below Q4 2024 levels.
⚠ Equity rose 65% to $3,988M since Q2 2024; debt remains absent but monitor dilution if growth investment accelerates.
AI Insight: DDOG Ratio Trends
Datadog's profitability metrics collapsed in mid-2025 before stabilizing, but remain well below 2024 levels with operating margin near breakeven.
• Operating margin fell from 2.9% in Q3 2024 to -4.3% in Q2 2025, recovering only to 0.7% in Q1 2026.
• Net profit margin declined from 7.5% in Q3 2024 to 0.3% in Q2 2025, stabilizing at 5.2% in Q1 2026 but still below prior-year.
• ROIC turned negative in Q1 2025 (-1.7%), reached -4.4% in Q2 2025, and remains barely positive at 0.7% in Q1 2026.
⚠ TTM operating margin at -0.7% vs 2.0% in Q2 2024 signals sustained profitability pressure despite recent quarterly stabilization.
⚠ Q1 2026 ROIC (0.7%) approaching breakeven—monitor whether margin recovery is durable or faces further deterioration.
Get alerted when DDOG's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Datadog, Inc. including:
Top Institutional Holders of DDOG
BlackRock, Inc.
$4.2B35,251,123 shVANGUARD CAPITAL MANAGEMENT LLC
$2.5B21,320,127 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B17,575,658 shSTATE STREET CORP
$1.7B14,060,951 shFMR LLC
$1.6B13,288,419 shGEODE CAPITAL MANAGEMENT, LLC
$1.1B9,338,282 shJENNISON ASSOCIATES LLC
$699.2M5,922,887 shMORGAN STANLEY
$597.6M5,062,213 shInvesco Ltd.
$559.5M4,739,730 shGOLDMAN SACHS GROUP INC
$503.2M4,262,710 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $4.2B | 35,251,123 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5B | 21,320,127 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 17,575,658 |
| STATE STREET CORP | $1.7B | 14,060,951 |
| FMR LLC | $1.6B | 13,288,419 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 9,338,282 |
| JENNISON ASSOCIATES LLC | $699.2M | 5,922,887 |
| MORGAN STANLEY | $597.6M | 5,062,213 |
| Invesco Ltd. | $559.5M | 4,739,730 |
| GOLDMAN SACHS GROUP INC | $503.2M | 4,262,710 |
More Technology Companies
View all Technology →Put DDOG on your watchlist
Track score changes the day Datadog, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is DDOG a good stock to buy?
13F Pro's AI-powered analysis of Datadog, Inc. (DDOG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DDOG are available on the DDOG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DDOG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DDOG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Datadog, Inc.'s investment landscape.