← BackDatadog, Inc. · SoftwareDDOG
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 36% in the latest quarter vs a year ago
- Profitable
- Sales up 28% last year
Money moves
- Insiders sold $14.8M in the last 30 days, all through pre-planned sales
- Institutions added 6.7% to their holdings in the quarter ending June 2026 (719 bought, 518 sold)
- Held by George Soros (Soros Fund), Cathie Wood (ARK Invest)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$280.26+3.9% that day
- Company value
- $104.0B
- Share price times all shares
- Price vs sales
- 26.2x
- No profit over the last year, so this compares value with sales instead
- Cash vs value
- 0%
- Cash as a share of company value
From DDOG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.1B+36% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $4.0B, up 32% from the 12 months before. Over 5 years, sales grew about 42% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.3.3%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.1%
- MissProfitable every yearSteady profits, not one good year.3 of 9 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.0B
- MissShare count not growingNot diluting owners. Falling means buybacks.+15.2% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.80.0%
- Revenue
- $3.4B
- +27.7% vs prior year
- 5-year growth
- +41.5%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 3.38x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.1B
- +35.6% YoY
- EPS
- $0.12
- vs $0.01
- Op. margin
- 0.5%
- +4.8 pts
- Gross margin
- 78.6%
- -1.3 pts
- Free cash flow
- $306.0M
- Share count
- +3.4%
- vs a year ago
Insider rating
Last 90 days
43Mixed
- Pre-planned sales of $25.7M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 5.6
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+6.7%Institutions added 6.7% to their holdings. 719 bought, 518 sold. 2 quarters of net buying in a row.
Shares held by institutions304.2M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+4.8%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
371MNext reportAround Nov 5 (est.)Estimated from the same quarter last year
- Results filedAug 6
- Results filedMay 7
- Results filedFeb 10
- Results filedNov 6, 2025
- Results filedAug 7, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days Bought$00 insiders
Sold$25.7M1 insider, 2 pre-planned
| Insider | Trade | Shares | Avg price | Value | Owns after | Date |
|---|
Alexis Le-quocChief Technology Officer | Sell | 54K | $273.60 | $14.8M | 488K | |
- -9.9% of their holdings
- $271.40 to $280.43 across 9 trades
- Pre-planned sale (10b5-1)
- Also Director
- Filed 2 days after
|
Alexis Le-quocChief Technology Officer | Sell | 43K | $252.17 | $10.9M | 488K | |
- -8.1% of their holdings
- $249.21 to $256.15 across 8 trades
- Pre-planned sale (10b5-1)
- Also Director
- Filed 2 days after
|
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldAlexis Le-quocChief Technology Officer, Director
53,912 shares at $273.60 avg ($271.40 to $280.43) · $14.8M
- -10% of holdings
- Now owns 488,033 shares
- Pre-planned sale (10b5-1)
- 9 transactions
- Filed 2 days after trade
- Also: Option exercise, Conversion
Stock awardDominic PhillipsDirector
57 shares at $273.85 · $16K
- +1% of holdings
- Now owns 6,368 shares
- Filed 1 day after trade
SoldAlexis Le-quocChief Technology Officer, Director
43,224 shares at $252.17 avg ($249.21 to $256.15) · $10.9M
- -8% of holdings
- Now owns 488,033 shares
- Pre-planned sale (10b5-1)
- 8 transactions
- Filed 2 days after trade
- Also: Conversion
SoldDavid M ObstlerChief Financial Officer
16,000 shares at $241.25 · $3.9M
- -100% of holdings
- Owns no shares after
- Pre-planned sale (10b5-1)
- Held by Trust
- 3 transactions
- Filed 2 days after trade
- Also: Conversion
SoldKerry AcocellaGeneral Counsel and Secretary
5,280 shares at $228.85 avg ($221.63 to $233.37) · $1.2M
- -4% of holdings
- Now owns 115,243 shares
- Pre-planned sale (10b5-1)
- 10 transactions
- Filed 2 days after trade
SoldDavid M ObstlerChief Financial Officer
24,000 shares at $227.48 avg ($221.24 to $233.30) · $5.5M
- -100% of holdings
- Owns no shares after
- Pre-planned sale (10b5-1)
- Held by Trust
- 26 transactions
- Filed 2 days after trade
- Also: Conversion