13F Pro Quality Score

62.9/100

Rank #714 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

86.0/100

Profitability

37.9/100

Balance Sheet

49.5/100

Earnings Quality

89.8/100

Free Cash Flow

85.3/100

Institutional Flow

42.7/100

Revenue Scale

72.4/100

Dilution Risk

8.5/100

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.

Fun facts about Datadog, Inc.

Quirks, history, and lore behind DDOG — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. software-as-a-service company · large-cap · listed on Nasdaq · headquartered in New York City.
  • 2
    The Numbers
    Annual revenue has grown to roughly $2+ billion, yet like many high-growth SaaS firms it spent years investing heavily before turning consistently profitable.
  • 3
    The History
    Founded around 2010 by two engineers who previously worked together at Wireless Generation, it went public in 2019 in one of that year's most-watched tech IPOs.
  • 4
    The Secret
    Its business model hinges on infrastructure observability — customers essentially pay to have their own cloud environments watched, logged, and alerted on 24/7.
  • 5
    The Lore
    The company's name is a nod to the lovable mixed-breed mutt that sniffs out problems anywhere — its mascot is literally a scrappy-looking dog, and engineers quietly adore it.
  • 6
    The Giveaway
    Its ticker is basically a dog breed with four letters, its platform unifies metrics, logs, and traces for DevOps teams, and yes — the logo is an adorable orange dog.
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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% YoY
$3.43BFY 2025
FY22 $1.68BFY23 $2.13BFY24 $2.68BFY25 $3.43B

Net Income

-41.4% YoY
$107.7MFY 2025
FY22 $-50.2MFY23 $48.6MFY24 $183.7MFY25 $107.7M

Operating Income

-181.7% YoY
$-44.4MFY 2025
FY22 $-58.7MFY23 $-33.5MFY24 $54.3MFY25 $-44.4M

EPS (Diluted)

-40.4% YoY
$0.31FY 2025
FY22 $-0.16FY23 $0.14FY24 $0.52FY25 $0.31

Total Assets

+14.8% YoY
$6.64BFY 2025
FY22 $3.00BFY23 $3.94BFY24 $5.79BFY25 $6.64B

Op. Cash Flow

+20.6% YoY
$1.05BFY 2025
FY22 $418.4MFY23 $660.0MFY24 $870.6MFY25 $1.05B

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.

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Available Research

13F Pro tracks comprehensive data for Datadog, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of DDOG

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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.