Datadog (DDOG) is slated to report first-quarter 2025 results on May 6.For the first quarter of 2025, Datadog expects revenues between $737 million and $741 million. It anticipates non-GAAP net income per share between 41 and 43 cents.The Zacks Consensus Estimate for first-quarter revenues is pegged at $739.37 million, suggesting year-over-year growth of 20.96%. The consensus mark for earnings is pinned at 42 cents per share, which has remained unchanged over the past 60 days. The estimate indicates a year- ...

Datadog (DDOG) has expanded its cloud monitoring platform with the acquisition of Metaplane, a company that specializes in end-to-end data observability. Metaplane’s machine learning-powered tools help businesses detect, prevent, and fix data quality issues across their entire data stack, helping build greater trust in the information that powers AI models and modern applications.This move builds on Datadog’s earlier launches like Data Jobs Monitoring and Data Streams Monitoring, strengthening its push into ...

Datadog (DDOG) closed the most recent trading day at $101.47, moving +1.88% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.74%. Elsewhere, the Dow saw an upswing of 0.05%, while the tech-heavy Nasdaq appreciated by 1.26%.Coming into today, shares of the data analytics and cloud monitoring company had lost 5.01% in the past month. In that same time, the Computer and Technology sector lost 6.23%, while the S&P 500 lost 4.77%.The investment community will ...

Datadog's State of DevSecOps 2025 Report Finds Only 18% of Critical Vulnerabilities Are Truly Worth PrioritizingThe report also found that exploitable vulnerabilities are especially prevalent in Java applicationsApril 23, 2025 4:05 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - April 23, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today released its new report, the State of DevSecOps 2025, which found that only a fract ...

Cloud monitoring and security platform Datadog on Wednesday announced that it has acquired Metaplane, an AI-powered data observability startup, for an undisclosed amount. In a press release, Datadog said that the deal “accelerates” its expansion into data observability, building on the launch of related products. Metaplane will continue supporting existing and new customers through a rebranded “Metaplane by Datadog” offering. “Observability is no longer just for developers and IT teams; it’s now an essenti ...

For me, Datadog, Inc. (NASDAQ: DDOG ) is the best investment tied to observability. The company has a good R&D department, it executes well land-and-expand and produces FCF with high efficiency. Compared to CrowdStrike it looks cheap. Considering the reverse DCF looks fairly valued. I rateI'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocksAnalyst’s Disclosure: I/we have a beneficial l ...

Datadog (DDOG) and Elastic (ESTC) are at the forefront of the observability market, helping businesses navigate the growing complexity of modern IT environments. As companies accelerate digital transformation, the surge in cloud-native applications is driving unprecedented data growth, and with it, the need for real-time insights.Observability platforms play a vital role in ensuring performance, reliability, and security across these dynamic ecosystems. With AI-driven analytics and continuous monitoring cap ...

Datadog Announces Date of First Quarter Fiscal Year 2025 Earnings CallApril 15, 2025 4:05 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - April 15, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that it will report its first quarter fiscal year 2025 financial results before the U.S. financial markets open on Tuesday, May 6, 2025. In conjunction with this announcement, Datadog will host a conference call on ...

Datadog Named a Leader in AIOps by Independent Research FirmDatadog received the highest score possible in multiple criteria, including innovation, log management, data governance and lineage, cloud and infrastructure, APM, and moreApril 15, 2025 1:30 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - April 15, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it has been named a Leader in The Forrester Wave™: AI ...

Core Insights - Yiannis Zourmpanos, founder of Yiazou IQ, emphasizes an AI-driven approach to stock research, focusing on identifying high-potential investment opportunities before they gain traction [1] - The investment strategy prioritizes asymmetric opportunities, aiming for a minimum upside potential of 2-3 times the downside risk, while maintaining a strong margin of safety [1] - The investment horizon is set at 4-5 years, allowing the company to endure market volatility and achieve significant long-term returns through disciplined capital allocation [1] Investment Methodology - **Leadership & Management Analysis**: The company looks for proven track records in scaling businesses, smart capital allocation, insider ownership, consistent revenue growth, and credible guidance [1] - **Market Disruption & Competitive Positioning**: Focus on strong technology moats, first-mover advantages, and network effects that facilitate exponential growth in high-growth industries [1] - **Financial Health & Risk Management**: Emphasis on sustainable revenue growth, efficient cash flow, a strong balance sheet, and avoiding excessive dilution [1] - **Valuation & Asymmetric Risk/Reward**: Utilizes revenue multiples compared to peers, DCF modeling, and institutional backing to ensure downside protection while maximizing upside potential [1] - **Portfolio Construction & Risk Control**: Core positions (50-70%) in high-confidence plays, growth bets (20-40%) in high-risk opportunities, and speculative investments (5-10%) in potential disruptors [1]