DDOGDatadog
$208.69-1.99%Real quote · delayedObservability🏛️ Company factsSEC filings + FINRA official data
Annual revenue $3.4B · latest quarter up 35.6% YoY · profitable (FY net income $108M) · short activity below its recent average — bears covering.
FY revenue
$3.4B
2025-12
Latest Q YoY
+35.6%
Gross margin
80%
FY net income
$108M
Diluted EPS
$0.31
Short volume
47.2%
20d avg 54.9% · shorts covering
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 72/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$0.18 vs $0.13+38.46%
- Mar 2026$0.17 vs $0.06+183.33%
- Dec 2025$0.15 vs $0.14+7.14%
- Sep 2025$0.11 vs $0.07+57.14%
The takeaway
This company habitually beats by +71.5% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
3 direct · 14 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Subject of the filing; averaged a 71.5% EPS beat over four quarters, but the 8-K itself carries no numbers, so direction depends on revenue and guidance; consensus reliability is moderate (9 analysts)
Also named: DT · ESTC · MDB · SNOW
Observability and cloud-consumption growth track higher enterprise AI/data spend
Also named: SNOW · MDB · PLTR · AMZN · MSFT
Cloud observability tracks closely with data spend; SNOW's momentum supports usage-based cloud software revenue expectations
Also named: SNOW · MDB · PLTR
- #4▲1.26%2nd-orderSnowflake Soars 23% as AI-Fueled Guidance Raise Tops Estimates, Oracle Advances 3%, Cloudflare Edges Higher5d ago
Cloud observability and analytics demand move in tandem, so Snowflake's strong guide lifts sentiment for peer SaaS names.
Also named: SNOW · MDB · ORCL · NET · MSFT
As a fellow consumption-based cloud leader, Datadog benefits as Snowflake's strong AI usage growth signals a broader cloud-spend recovery
Also named: SNOW · MDB · CFLT
- #6▲1.15%2nd-orderSnowflake's stock soars as the company blows away estimates with its AI-fueled forecast6d ago
A consumption-based SaaS peer that benefits from Snowflake's confirmation of accelerating enterprise AI cloud spend
Also named: SNOW · MDB · CFLT · PLTR
- #7▲1.13%2nd-orderInvestors Pulled $700 Million From IGV Hours Before Snowflake Reignited Software1d ago
As a comparable high-growth observability/data platform, it benefits from the broader sentiment-driven rebound across the software sector.
Also named: SNOW · MDB · PLTR · CRWD · NOW
Cloud observability shares the consumption-SaaS model; SNOW's AI-led growth spills over into sector sentiment
Also named: SNOW · MDB · PLTR · AMZN · MSFT
As a fellow consumption-based cloud software name, Snowflake's strong demand read-through boosts confidence in a data/observability spending recovery.
Also named: SNOW · MDB · MSFT · AMZN
As a high-growth observability leader (+35.6% YoY revenue), it has the highest valuation-rebound sensitivity to improving sector sentiment
Also named: NOW · IGV · CRM · ORCL · ADBE · MSFT
The rest, archived by time · 7
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📜 Call history (newest first
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