Five AI-focused Internet Software stocks, PLTR, SNOW, DDOG, TEAM and ZM, are set to capitalize on digital transformation momentum heading into 2026.
The headline numbers for Datadog (DDOG) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
DDOG's Q3 results top estimates with double-digit gains in earnings and revenues, fueled by rising customer adoption and multi-product use.
Datadog delivered a standout Q3, beating revenue and EPS expectations, with backlog growth surging 53% year-over-year. The company's robust demand, especially in AI-native products, and strong usage growth from both new and existing customers signal accelerating platform adoption. Management raised adjusted operating margin guidance and maintains a strong capital structure, supporting higher confidence in future earnings growth.
Datadog (DDOG) shares soared Thursday after the cloud-based monitoring and security platform posted quarterly results that topped analysts' estimates and raised its outlook.
Datadog (DDOG) shares soared Thursday after the cloud-based monitoring and security platform posted quarterly results that topped analysts' estimates and raised its outlook.
Wedbush analysts raised their target price on Datadog Inc (NASDAQ:DDOG) to $215 per share from $170 to reflect greater confidence in the company's growth story. The cloud software firm posted third quarter 2025 revenue that rose 28% year over year to $885.7 million, topping the $852.8 million Wall Street forecast.
Tech stocks are struggling for direction this morning, but don't tell Datadog Inc (NASDAQ:DDOG).
Datadog (NASDAQ: DDOG) crushed third-quarter expectations this morning, sending shares surging 21% in pre-market trading.
Datadog (DDOG) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.46 per share a year ago.
Datadog Inc (NASDAQ:DDOG), a cloud-based monitoring and analytics platform for developers, will report its third quarter earnings on Thursday before US markets open, with Wedbush analysts expecting a robust performance driven by growing demand for observability and AI capabilities. The analysts believe Wall Street's consensus estimates, calling for revenue of $853.6 million and non-GAAP earnings per share of $0.45, “are relatively conservative.
Datadog (NASDAQ: DDOG) is a high-growth SaaS leader in observability and cloud security, but currently trades at a steep premium. DDOG delivered another double-beat quarter with 28% revenue growth, strong customer expansion, and impressive margins, supporting its premium valuation. Despite robust fundamentals and exposure to fast-growing markets, DDOG's forward P/E of 85 suggests limited near-term upside and potential for consolidation.