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Datadog DDOG

Datadog scores average on business quality (5.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$293.26Oct 9, 2026
Business qualityAverage
Next earningsNov 5, 2026, before the open
Insiders, 90 daysSelling

Why it matters

  1. What Datadog does

    Datadog sells cloud monitoring and security software, charging enterprises subscription fees to track application performance.

  2. What it does best

    Datadog delivers top-decile revenue growth at 27.7%, outstripping software peers by scaling its unified telemetry suite. This broad platform approach makes replacing it painful for engineering teams.

  3. The main risk

    A thin interest coverage of 1.7x leaves little margin for error if profitability falters while servicing its total debt of $983.0M.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margins sit near zero at 0.5% despite a 79.5% gross margin, showing heavy operating expenses consume scale benefits.

MoatFair

An 81st percentile gross margin of 79.5% highlights strong pricing power among enterprise developers, though low profitability limits durable switching leverage.

GrowthFast

Revenue growth hit 27.7% over the latest period, pacing well above historical multi-year expansion rates.

Financial healthFair

Net cash of $3.5B cushions a fragile interest coverage of 1.7x, supporting $1.1B in free cash flow that makes the balance sheet softer than it appears.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

9 sold $39.6M outside pre-planned sales.

Our sealed record on DDOG

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DDOG a good business?

Datadog scores average on the Cluenex quality check (5.6 of 10), measured against its own industry. Profitability is weak, moat fair, growth fast and financial health fair.

Are insiders buying DDOG?

In the last 90 days of SEC Form 4 filings: 9 sold $39.6M outside pre-planned sales.

When does DDOG report earnings?

Nov 5, 2026, before the open.

For members

See DDOG today

  • Today's verdict on DDOG, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Datadog (DDOG)”, https://cluenex.com/stocks/ddog/, data as of Oct 10, 2026.