Datadog (DDOG) Deepens Customer Ties, Is The Stock A Bargain?

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AdvertisementCross selling momentum puts Datadog’s customer relationships in focus Recent commentary on Datadog (DDOG) highlights more enterprise clients adopting a wider range of its observability ...

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This broader usage signals deeper customer relationships and a more diversified revenue base.\nDatadog’s share price has pulled back around 10% over the past month and about 4% over the past quarter. However, the year-to-date share price return of 77.15% and 1-year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","DDOG":"Datadog","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4551":"寇图资本持仓","BK4607":"DeepSeek概念股","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","CLOU":"Global X Cloud Computing ETF","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4561":"索罗斯持仓","BK4023":"应用软件","EYES":"Corgi Data & Surveillance ETF","DOGD":"2倍做多DDOG ETF-Tradr","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","DAT":"ProShares Big Data Refiners ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","WCBR":"WisdomTree Cybersecurity Fund","LU1548497426.USD":"安联环球人工智能AT Acc","BK4528":"SaaS概念","BK4613":"AI应用软件"},"translate_title":"Datadog (DDOG) 加深客户关系，股票便宜吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DOGD":0.6,"WCBR":0.6,"EYES":0.6,"DAT":0.6,"DDOG":1.5,"DCF":1,"CLOU":0.6},"content_text":"AdvertisementCross selling momentum puts Datadog’s customer relationships in focus Recent commentary on Datadog (DDOG) highlights more enterprise clients adopting a wider range of its observability and security products. This broader usage signals deeper customer relationships and a more diversified revenue base. Datadog’s share price has pulled back around 10% over the past month and about 4% over the past quarter. However, the year-to-date share price return of 77.15% and 1-year total shareholder return of 73.38% indicate that momentum remains firmly positive. Compare Datadog’s cross selling story with other software and infrastructure companies by scanning the hand picked 56 AI infrastructure stocks. Datadog now trades about 20% below the average analyst price target and around 25% below one intrinsic value estimate, even after a strong year for the stock. Is that a bargain or justified caution? Most Popular Narrative: 5% Overvalued Datadog closed at $236.98 compared with a most popular narrative fair value of $225.76, so the story currently prices in a premium to that model.  Analysts are assuming Datadog's revenue will grow by 22.8% annually over the next 3 years. Analysts assume that profit margins will increase from 3.7% today to 8.7% in 3 years time.  Read the complete narrative. Curious what kind of revenue curve and margin profile could support that fair value gap. The narrative leans on compound growth, rising profitability and a rich future earnings multiple. Want to see exactly how those moving pieces fit together in the model. Result: Fair Value of $225.76 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Datadog’s story could change quickly if AI focused customers trim usage or if competitors and cloud providers pressure pricing and future margin assumptions. Find out about the key risks to this Datadog narrative. Another View on Datadog’s Valuation The first narrative implies Datadog is about 5% overvalued at $236.98 versus a fair value of $225.76. Our DCF model points in a different direction. It suggests fair value of about $318 per share, which frames the current price as trading at a sizeable discount. Which set of assumptions feels more realistic to you? Look into how the SWS DCF model arrives at its fair value. DDOG Discounted Cash Flow as at Aug 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Datadog for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 44 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With sentiment split between Datadog’s upside potential and the risks flagged in recent analysis, now is the moment to review the numbers yourself and decide how compelling the story really looks. To weigh the trade off between concerns and opportunities in one place, start with the 4 key rewards and 1 important warning sign. Looking for more investment ideas beyond Datadog? If Datadog has sparked fresh thinking about your portfolio, it is worth widening the search and seeing what other opportunities fit your risk and income goals.  Spot potential upside early by scanning 19 high quality undiscovered gems, which pairs solid fundamentals with under-the-radar stories before they gain broader attention. Strengthen your portfolio’s foundation through the list of solid balance sheet and fundamentals (51 results) and focus on companies with healthier finances backing their future plans. Build a more resilient return stream by checking the 12 dividend fortresses and focusing on companies that combine income potential with stability.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}