
Datadog (DDOG) Stock Forecast & Price Target
Datadog (DDOG) Analyst Ratings
Bulls say
Datadog demonstrated robust financial performance in its most recent quarter, with total revenue increasing by 25% year-over-year to $738 million, surpassing consensus estimates by $23 million. The company's strategic investments in research and development and sales and marketing, which saw year-over-year increases of 29% and 31% respectively, highlight its commitment to sustaining growth and expanding its product offerings. Furthermore, the strong annual recurring revenue (ARR) potential indicates that Datadog is well-positioned to capitalize on industry trends and customer demands for enhanced data consolidation and analysis.
Bears say
Datadog's financial outlook is notably negative due to disappointing revenue growth from AI-native clients and lower-than-expected guidance for FY25, with projected revenue of $3,175 million to $3,195 million falling short of consensus estimates. Additionally, there is a concern regarding the anticipated operating margin degradation, expected to decline by over 400 basis points year-over-year to 21% non-GAAP, which contrasts sharply with the company's long-term target of exceeding 25%. The company's performance metrics indicate that although it maintains a positive free cash flow margin of approximately 33%, the overall growth trajectory appears to be weakening, contributing to a pessimistic forecast for its stock.
This aggregate rating is based on analysts' research of Datadog and is not a guaranteed prediction by Public.com or investment advice.
Datadog (DDOG) Analyst Forecast & Price Prediction
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