DDOG Class A Datadog, Inc. - Class A Common Stock
NASDAQ · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$277.22
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$98.0152w low
$292.7252w high
Market Cap (MRQ)
$99.51B
P/E (TTM)
554.4
EPS (TTM)
$0.50
Revenue (TTM)
$3.97B
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52W Range
$98–$293
Analyst Rating
BUY
Price Target
$286
P/E
554.4
ROE
4.7%
Net Profit Margin
4.5%
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DDOG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$277.22
Market Cap (MRQ)
$99.51B
P/E (TTM)
554.4
EPS (TTM)
$0.50
Revenue (TTM)
$3.97B
ROE (TTM)
4.7%
52W Range
$98–$293
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About Datadog, Inc. - Class A Common Stock Company overview from Wikipedia
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
History
Founding years
Datadog was founded in New York City in 2010 by Olivier Pomel and Alexis Lê-Quôc, who met while undergraduates at Ecole Centrale Paris, and later worked together for nine years at Wireless Generation. After Wireless Generation was acquired by NewsCorp, the two set out to create a product that would reduce the friction they experienced between developer and systems administration teams, who were often working at cross-purposes.
They built Datadog to be a cloud infrastructure monitoring service, with dashboards, alerting, and visualizations of metrics. As cloud adoption increased, Datadog grew rapidly and expanded its product offerings to cover service providers including Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform, Red Hat OpenShift, VMware, and OpenStack.
Company growth
In 2015, Datadog opened a research and development office in Paris.
In 2016, Datadog moved its New York City headquarters to a full floor of the New York Times Building to support its growing team, which doubled over the course of the year. Datadog announced the beta-release of Application Performance Monitoring in 2016, offering for the first time a full-stack monitoring solution.
In April 2021, Datadog completed its acquisition of Sqreen, a cloud application security company, expanding its platform with runtime application security and application protection capabilities.
In April 2023, Datadog acquired Codiga, a static code analysis platform, expanding its software development lifecycle tools and code quality capabilities.
As of 2024, the company had approximately 6,500 employees in 33 countries, with offices in New York, Boston, Denver, San Francisco, Paris, Dublin, Amsterdam, Sydney, Tokyo, and Singapore. Around 59% of employees are located in the U.S.
In April 2025, Datadog acquired Metaplane, a data observability company, to expand its monitoring capabilities for data pipelines, data quality, and AI workloads.
In May 2025, Datadog acquired Eppo, a feature flagging and experimentation platform, integrating experimentation and feature management into its product analytics platform to support AI-powered application development.
Prior to Datadog's initial public offering (IPO) in September 2019, the company was offered over $7 billion to be acquired by Cisco, but rejected it in favor of going public.
Acquisitions
A timeline of acquisitions by Datadog can be found in the table below.
Products
Datadog offers a range of monitoring services to support engineering teams in effectively managing their cloud or hybrid environments. These services include Infrastructure Monitoring, Network Performance Monitoring, Network Device Monitoring, Serverless Monitoring, and Cloud Cost Management to help businesses maintain the reliability, performance, and cost-effectiveness of their infrastructure and applications.
Technology
Datadog uses a Go-based agent, rewritten from scratch since its major version 6.0.0 released on February 28, 2018. It was formerly Python-based, forked from the original created in 2009 by David Mytton for Server Density (previously called Boxed Ice). Its backend is built using a number of open and closed source technologies including D3, Apache Cassandra, Kafka, PostgreSQL, etc.
In 2014, Datadog support was broadened to multiple cloud service providers including Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform, and Red Hat OpenShift. As of October 2024, the company supports over 750 integrations.
Funding
In 2010, Datadog launched with a seed round, with participation by NYC Seed, Contour Venture Partners, IA Ventures, Jerry Neumann and Alex Payne, among others. In 2012, it raised a $6.2 million Series A round co-led by Index Ventures and RTP Ventures. In 2014, Datadog raised a $15 million Series B round led by OpenView Venture Partners, followed by a $31 million Series C round led by Index Ventures in 2015. Datadog opened 2016 with a $94.5 million Series D round led by ICONIQ Capital, one of the largest funding rounds for a New York City company during that year.
Datadog went public via an IPO on the Nasdaq exchange on September 19, 2019, selling 24 million shares and raising $648 million, valuing the company at $8.7 billion. Datadog's stock price rose by approximately 37% on its first day of trading, and the company's market capitalization reached nearly $10 billion by the end of its first trading day.
Datadog was added to the S&P 500 Index in July 2025.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees8,100
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$3.43B2017-12-31 → 2025-12-31
EPS$0.312017-12-31 → 2025-12-31
Free Cash Flow$1.00B2019-12-31 → 2025-12-31
Net margin4.5%2019-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | DDOG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 554.45Y avg ≈-284.7 | ≈-284.7 | 36.0 | Overvalued | |
| P/S (TTM) | 25.15Y avg ≈17.0 | ≈17.0 | 7.7 | Overvalued | |
| P/B (MRQ) | 22.85Y avg ≈16.9 | ≈16.9 | 12.4 | Overvalued | |
| Price / FCF | 98.65Y avg ≈56.6 | ≈56.6 | · | · | |
| Price / Cash Flow | 93.95Y avg ≈54.2 | ≈54.2 | 33.8 | Pricier | |
| Price / Tangible Book (MRQ) | 22.95Y avg ≈20.0 | ≈20.0 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | DDOG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 79.5%5Y avg ≈79.6% | ≈79.6% | 81.6% | In line | |
| Operating Margin (TTM) | 0.41%5Y avg ≈-1.2% | ≈-1.2% | 27.9% | Weak | |
| EBITDA Margin (TTM) | 2.0%5Y avg ≈0.42% | ≈0.42% | 27.9% | Weak | |
| Pretax Margin (TTM) | 5.0%5Y avg ≈2.0% | ≈2.0% | 30.6% | Weak | |
| Net Profit Margin (TTM) | 4.5%5Y avg ≈1.5% | ≈1.5% | 23.9% | Weak | |
| ROA (TTM) | 2.7%5Y avg ≈0.82% | ≈0.82% | 10.6% | Weak | |
| ROE (TTM) | 4.7%5Y avg ≈1.3% | ≈1.3% | 22.6% | Weak | |
| ROIC | -1.0%5Y avg ≈-1.6% | ≈-1.6% | 17.8% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | DDOG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 3.25Y avg ≈3.2 | ≈3.2 | 1.4 | Strong liquidity | |
| Quick Ratio | 0.75Y avg ≈0.9 | ≈0.9 | 0.8 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | DDOG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 27.7%5Y avg ≈42.8% | ≈42.8% | · | · | |
| Revenue CAGR 3Y | 27.0%5Y avg ≈38.9% | ≈38.9% | · | · | |
| Revenue CAGR 5Y | 41.5% | · | · | · | |
| EPS YoY | -40.4% | · | · | · | |
| Net Income YoY | -41.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | DDOG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.6 | ≈0.6 | 0.6 | Weak | |
| Receivables Turnover | 5.15Y avg ≈4.9 | ≈4.9 | 5.7 | Weak | |
| Revenue / Employee | ≈$423.1K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
9.1%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 6, 2026 | $0.65 | $0.61 | 7.2% |
| March 31, 2026 | $0.60 | $0.52 | 14.8% | |
| Dec. 31, 2025 | $0.59 | $0.57 | 4.3% | |
| Sept. 30, 2025 | $0.55 | $0.47 | 15.9% | |
| June 30, 2025 | $0.46 | $0.43 | 7.9% | |
| March 31, 2025 | $0.46 | $0.44 | 4.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B | $603M | $363M | $198M | $101M | |
| Cost of Revenue | $687M | $516M | $410M | $347M | $234M | $130M | $89M | $47M | $23M | |
| Gross Profit | $2.74B | $2.17B | $1.72B | $1.33B | $795M | $473M | $274M | $152M | $77M | |
| R&D Expense | $1.55B | $1.15B | $962M | $752M | $420M | $211M | $111M | $55M | $25M | |
| SG&A Expense | $280M | $205M | $180M | $139M | $94M | $63M | $36M | $19M | $11M | |
| Operating Expenses | $2.78B | $2.11B | $1.75B | $1.39B | $814M | $487M | $294M | $163M | $80M | |
| Operating Income | $-44M | $54M | $-33M | $-59M | $-19M | $-14M | $-20M | $-11M | $-3M | |
| Interest Expense | · | · | $6M | $17M | $21M | $30M | $32.0K | · | · | |
| Interest Income | $194M | $155M | $103M | $35M | · | · | · | · | · | |
| Other Non-op | $-12M | $1M | $-3M | $2M | $734.0K | $-8M | $4M | $793.0K | $843.0K | |
| Pretax Income | $127M | $204M | $60M | $-38M | $-18M | $-22M | $-16M | $-10M | $-2M | |
| Income Tax | $19M | $20M | $12M | $12M | $2M | $2M | $734.0K | $522.0K | $457.0K | |
| Net Income | $108M | $184M | $49M | $-50M | $-21M | $-25M | $-17M | $-11M | $-3M | |
| EPS (Basic) | $0.31 | $0.55 | $0.15 | $-0.16 | $-0.07 | $-0.08 | $-0.12 | $-0.15 | $-0.04 | |
| EPS (Diluted) | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 | $-0.08 | $-0.12 | $-0.15 | $-0.04 | |
| Shares (Basic) | 347,309,000 | 336,172,000 | 324,033,000 | 315,410,000 | 309,048,000 | 300,350,000 | 139,873,000 | 70,951,000 | 61,321,000 | |
| Shares (Diluted) | 363,472,000 | 358,636,000 | 350,292,000 | 315,410,000 | 309,048,000 | 300,350,000 | 139,873,000 | 70,951,000 | 61,321,000 | |
| EBITDA | $5M | $103M | $2M | $-32M | $-656.0K | $727.0K | $-9M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $401M | $1.25B | $330M | $339M | $271M | $225M | $597M | $54M | $60M | |
| Receivables | $741M | $599M | $509M | $400M | $269M | $163M | $102M | $56M | · | |
| Prepaid Expense | $90M | $67M | $41M | $27M | $24M | $24M | $19M | $9M | · | |
| Current Assets | $5.38B | $4.91B | $3.18B | $2.34B | $1.87B | $1.72B | $904M | $122M | · | |
| PP&E (Net) | $338M | $227M | $172M | $125M | $75M | $47M | $33M | $22M | · | |
| PP&E (Gross) | $520M | $420M | $301M | $209M | $130M | $83M | $53M | $31M | · | |
| Accum. Depreciation | $181M | $193M | $129M | $84M | $55M | $36M | $21M | $9M | · | |
| Goodwill | $531M | $360M | $353M | $348M | $292M | $18M | $9M | $8M | $6M | |
| Intangibles | $15M | $4M | $10M | $16M | $16M | $2M | $1M | $1M | · | |
| Other Non-current Assets | $37M | $24M | $23M | $24M | $20M | $17M | $17M | $9M | · | |
| Total Assets | $6.64B | $5.79B | $3.94B | $3.00B | $2.38B | $1.89B | $1.04B | $180M | · | |
| Accounts Payable | $149M | $108M | $88M | $23M | $25M | $21M | $15M | $13M | · | |
| Accrued Liabilities | · | · | · | $25M | $16M | $20M | $13M | $7M | · | |
| Current Liabilities | $1.59B | $1.86B | $1.00B | $760M | $529M | $298M | $200M | $112M | · | |
| Capital Leases | $256M | $197M | $138M | $77M | $52M | $51M | $49M | · | · | |
| Other Non-current Liabilities | $12M | $9M | $6M | $6M | $9M | $4M | $3M | $1M | · | |
| Total Liabilities | $2.91B | $3.07B | $1.91B | $1.59B | $1.34B | $933M | $256M | $115M | · | |
| Retained Earnings | $138M | $30M | $-154M | $-202M | $-152M | $-148M | $-124M | $-107M | · | |
| AOCI | $15M | $-5M | $-2M | $-12M | $-4M | $2M | $133.0K | $31.0K | · | |
| Stockholders' Equity | $3.73B | $2.71B | $2.03B | $1.41B | $1.04B | $957M | $782M | $-76M | $-76M | |
| Liabilities + Equity | $6.64B | $5.79B | $3.94B | $3.00B | $2.38B | $1.89B | $1.04B | $180M | · | |
| Shares Outstanding | 352,525,971 | 342,118,782 | 331,079,746 | 319,189,843 | 313,365,437 | 305,880,063 | 0 | 78,180,606 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $49M | $48M | $36M | $27M | $18M | $14M | $12M | $6M | $2M | |
| Stock-based Comp | $751M | $570M | $482M | $363M | $164M | $74M | $19M | $5M | $3M | |
| Deferred Tax | $-1M | $-2M | $-885.0K | $-394.0K | $-44.0K | $-38.0K | $-359.0K | $90.0K | $-121.0K | |
| Amort. of Intangibles | $6M | $6M | $9M | $8M | $4M | $900.0K | $800.0K | $500.0K | $500.0K | |
| Other Non-cash | $144M | $70M | $94M | $79M | $125M | $45M | $11M | · | · | |
| Operating Cash Flow | $1.05B | $871M | $660M | $418M | $287M | $109M | $24M | $11M | $14M | |
| CapEx | $50M | $35M | $28M | $35M | $10M | $5M | $13M | $10M | $2M | |
| Investing Cash Flow | $-1.33B | $-737M | $-731M | $-385M | $-274M | $-1.15B | $-202M | $-17M | $-13M | |
| Financing Cash Flow | $-572M | $787M | $58M | $36M | $35M | $670M | $714M | $8M | $462.0K | |
| Net Change in Cash | $-846M | $917M | $-12M | $68M | $46M | $-372M | $536M | $1M | $1M | |
| Taxes Paid | $18M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.00B | $836M | $632M | $383M | $277M | $104M | $11M | · | · | |
| Levered FCF | · | · | $627M | $361M | $253M | $70M | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 80.0% | 80.8% | 80.7% | 79.3% | 77.2% | 78.4% | 75.5% | · | · | |
| Operating Margin | -1.3% | 2.0% | -1.6% | -3.5% | -1.9% | -2.3% | -5.5% | · | · | |
| Net Margin | 3.1% | 6.9% | 2.3% | -3.0% | -2.0% | -4.1% | -4.6% | · | · | |
| Pretax Margin | 3.7% | 7.6% | 2.8% | -2.3% | -1.8% | -3.7% | -4.4% | · | · | |
| EBITDA Margin | 0.14% | 3.8% | 0.10% | -1.9% | -0.06% | 0.12% | -2.4% | · | · | |
| ROA | 1.7% | 3.8% | 1.4% | -1.9% | -0.97% | -1.7% | -2.7% | · | · | |
| ROE | 3.1% | 6.9% | 2.5% | -3.7% | -2.1% | -2.6% | -2.1% | · | · | |
| ROIC | -1.0% | 1.8% | -1.3% | -5.5% | -2.1% | -1.6% | -2.7% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.4 | 2.6 | 3.2 | 3.1 | 3.5 | 5.8 | 4.5 | · | · | |
| Quick Ratio | 0.7 | 1.0 | 0.8 | 1.0 | 1.0 | 1.3 | 3.5 | · | · | |
| Interest Coverage | · | · | -5.3 | -3.5 | -0.9 | -0.5 | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.4 | 0.6 | · | · | |
| Receivables Turnover | 5.1 | 4.8 | 4.7 | 5.0 | 4.8 | 4.5 | 4.6 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.59 | $7.93 | $6.12 | · | · | · | · | · | · | |
| Revenue / Share | $9.43 | $7.48 | $6.08 | $5.31 | $3.33 | · | · | · | · | |
| Cash Flow / Share | $2.89 | $2.43 | $1.88 | $1.33 | $0.93 | · | · | · | · | |
| Cash / Share | $1.14 | $3.64 | $1.00 | · | · | · | · | · | · | |
| EPS (TTM) | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 | $-0.08 | $-0.12 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 27.7% | 26.1% | 27.1% | 62.8% | 70.5% | · | · | · | · | |
| Revenue CAGR 3Y | 27.0% | 37.7% | 52.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 41.5% | · | · | · | · | · | · | · | · | |
| EPS YoY | -40.4% | 271.4% | · | · | · | · | · | · | · | |
| Net Income YoY | -41.4% | 278.3% | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B | $603M | $363M | · | · | |
| Net Income TTM | $108M | $184M | $49M | $-50M | $-21M | $-25M | $-17M | · | · | |
| Market Cap | $47.94B | $48.89B | $40.19B | · | · | · | $0 | · | · | |
| P/E | 438.7 | 274.8 | 867.0 | -459.4 | -2544.4 | -1230.5 | -314.8 | · | · | |
| P/S | 14.0 | 18.2 | 18.9 | · | · | · | 0.0 | · | · | |
| P/B | 12.8 | 18.0 | 19.8 | · | · | · | · | · | · | |
| P / Tangible Book | 15.0 | 20.8 | 24.2 | · | · | · | · | · | · | |
| P / Cash Flow | 45.7 | 56.2 | 60.9 | · | · | · | 0.0 | · | · | |
| P / FCF | 47.9 | 58.5 | 63.5 | · | · | · | 0.0 | · | · | |
| Earnings Yield | 0.23% | 0.36% | 0.12% | -0.22% | -0.04% | -0.08% | -0.32% | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.12B | $1.01B | $953M | $886M | $827M | $762M | $738M | $690M | $645M | $611M | $590M | $548M | $509M | $482M | $469M | $437M | |
| Cost of Revenue | $240M | $209M | $187M | $176M | $166M | $158M | $144M | $138M | $123M | $110M | $105M | $103M | $102M | $100M | $97M | $94M | |
| Gross Profit | $881M | $797M | $766M | $709M | $661M | $604M | $594M | $552M | $522M | $501M | $485M | $444M | $408M | $382M | $373M | $343M | |
| R&D Expense | $478M | $435M | $418M | $402M | $387M | $341M | $316M | $292M | $275M | $270M | $253M | $240M | $239M | $229M | $219M | $205M | |
| SG&A Expense | $86M | $75M | $75M | $74M | $70M | $61M | $60M | $52M | $48M | $45M | $44M | $51M | $43M | $42M | $39M | $39M | |
| Operating Expenses | $876M | $790M | $757M | $715M | $696M | $616M | $584M | $532M | $509M | $489M | $457M | $448M | $430M | $417M | $407M | $374M | |
| Operating Income | $5M | $7M | $9M | $-6M | $-36M | $-12M | $9M | $20M | $13M | $12M | $28M | $-4M | $-22M | $-35M | $-35M | $-31M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $1M | $2M | $2M | · | $4M | |
| Interest Income | $51M | $49M | $47M | $46M | $51M | $51M | $43M | $40M | $37M | $35M | $33M | $29M | · | · | · | · | |
| Other Non-op | $-1M | $5M | $-615.0K | $-2M | $-6M | $-4M | $5M | $-3M | $-589.0K | $128.0K | $-40M | $1M | $21M | $15M | $-10M | $8M | |
| Pretax Income | $52M | $59M | $53M | $36M | $6M | $32M | $54M | $56M | $48M | $46M | $57M | $24M | $-908.0K | $-20M | $-26M | $-23M | |
| Income Tax | $7M | $6M | $7M | $2M | $3M | $7M | $8M | $4M | $4M | $4M | $3M | $2M | $3M | $4M | $3M | $3M | |
| Net Income | $45M | $53M | $47M | $34M | $3M | $25M | $46M | $52M | $44M | $43M | $54M | $23M | $-4M | $-24M | $-29M | $-26M | |
| EPS (Basic) | $0.13 | $0.15 | $0.13 | $0.10 | $0.01 | $0.07 | $0.14 | $0.15 | $0.13 | $0.13 | $0.17 | $0.07 | $-0.01 | $-0.08 | $-0.09 | $-0.08 | |
| EPS (Diluted) | $0.12 | $0.15 | $0.13 | $0.10 | $0.01 | $0.07 | $0.14 | $0.14 | $0.12 | $0.12 | $0.17 | $0.06 | $-0.01 | $-0.08 | $-0.09 | $-0.08 | |
| Shares (Basic) | 356,253,000 | 353,272,000 | · | 348,645,000 | 346,185,000 | 343,097,000 | · | 337,562,000 | 334,941,000 | 331,806,000 | · | 325,557,000 | 322,215,000 | 319,286,000 | · | 315,990,000 | |
| Shares (Diluted) | 371,023,000 | 364,731,000 | · | 362,001,000 | 358,725,000 | 363,078,000 | · | 357,635,000 | 356,740,000 | 355,979,000 | · | 351,309,000 | 322,215,000 | 319,286,000 | · | 315,990,000 | |
| EBITDA | $23M | $24M | · | $7M | $-24M | $-2M | · | $33M | $24M | $23M | · | $5M | $-14M | $-27M | · | $-24M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $435M | $426M | $401M | $541M | $489M | $1.08B | $1.25B | $337M | $411M | $282M | · | $261M | $291M | $223M | $339M | $295M | |
| Receivables | $827M | $680M | $741M | $550M | $604M | $490M | $599M | $487M | $533M | $451M | · | $401M | $333M | $367M | · | $349M | |
| Prepaid Expense | $108M | $104M | $90M | $81M | $67M | $78M | $67M | $51M | $49M | $55M | · | $37M | $44M | $43M | · | $32M | |
| Current Assets | $6.01B | $5.63B | $5.38B | $4.84B | $4.64B | $5.08B | $4.91B | $3.79B | $3.59B | $3.33B | · | $2.82B | $2.60B | $2.46B | · | $2.18B | |
| PP&E (Net) | $410M | $379M | $338M | $308M | $283M | $250M | $227M | $216M | $199M | $182M | · | $158M | $145M | $138M | · | $111M | |
| PP&E (Gross) | $635M | $581M | $520M | $470M | $428M | $379M | $420M | $390M | $356M | $325M | · | $273M | $249M | $231M | · | $188M | |
| Accum. Depreciation | $225M | $202M | $181M | $163M | $145M | $129M | $193M | $174M | $157M | $143M | · | $115M | $103M | $93M | · | $77M | |
| Goodwill | $707M | $541M | $531M | $530M | $531M | $362M | $360M | $353M | $351M | $351M | · | $349M | $350M | $349M | · | $333M | |
| Intangibles | $23M | $15M | $15M | $17M | $17M | $3M | $4M | $4M | $6M | $7M | · | $10M | $12M | $14M | · | $16M | |
| Other Non-current Assets | $49M | $43M | $37M | $35M | $35M | $26M | $24M | $20M | $21M | $20M | · | $22M | $22M | $24M | · | $20M | |
| Total Assets | $7.55B | $6.95B | $6.64B | $6.05B | $5.82B | $6.01B | $5.79B | $4.63B | $4.41B | $4.14B | · | $3.54B | $3.31B | $3.14B | · | $2.80B | |
| Accounts Payable | $314M | $175M | $149M | $135M | $199M | $98M | $108M | $92M | $116M | $64M | · | $85M | $48M | $42M | · | $28M | |
| Current Liabilities | $1.87B | $1.66B | $1.59B | $1.32B | $1.35B | $1.85B | $1.86B | $1.78B | $1.79B | $973M | · | $842M | $761M | $773M | · | $674M | |
| Capital Leases | $248M | $259M | $256M | $261M | $243M | $228M | $197M | $197M | $194M | $191M | · | $128M | $126M | $86M | · | $77M | |
| Other Non-current Liabilities | $21M | $13M | $12M | $20M | $19M | $9M | $9M | $7M | $6M | $6M | · | $8M | $8M | $6M | · | $9M | |
| Total Liabilities | $3.18B | $2.96B | $2.91B | $2.61B | $2.63B | $3.09B | $3.07B | $2.00B | $2.01B | $1.94B | · | $1.74B | $1.66B | $1.63B | · | $1.51B | |
| Retained Earnings | $235M | $190M | $138M | $91M | $57M | $55M | $30M | $-16M | $-67M | $-111M | · | $-208M | $-230M | $-226M | · | $-173M | |
| AOCI | $-7M | $-3M | $15M | $12M | $8M | $1M | $-5M | $13M | $-10M | $-8M | · | $-14M | $-12M | $-6M | · | $-25M | |
| Stockholders' Equity | $4.37B | $3.99B | $3.73B | $3.44B | $3.20B | $2.92B | $2.71B | $2.63B | $2.41B | $2.20B | $2.03B | $1.81B | $1.65B | $1.51B | $1.41B | $1.29B | |
| Liabilities + Equity | $7.55B | $6.95B | $6.64B | $6.05B | $5.82B | $6.01B | $5.79B | $4.63B | $4.41B | $4.14B | · | $3.54B | $3.31B | $3.14B | · | $2.80B | |
| Shares Outstanding | 358,956,785 | 355,845,568 | 352,525,971 | 350,554,677 | 348,608,581 | 344,910,809 | 342,118,782 | 339,270,410 | 336,769,659 | 333,965,590 | 331,079,746 | 328,245,659 | · | · | 319,189,843 | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $18M | $16M | $15M | $13M | $11M | $10M | $14M | $12M | $11M | $11M | $10M | $9M | $8M | $8M | $8M | $7M | |
| Stock-based Comp | · | $197M | $205M | $201M | $180M | $164M | $158M | $142M | $135M | $135M | $128M | $123M | $118M | $113M | $113M | $101M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $69M | · | · | · | $73M | · | · | · | $24M | · | · | · | $37M | · | · | |
| Operating Cash Flow | · | $335M | $327M | $251M | $200M | $272M | $265M | $229M | $164M | $212M | $220M | $153M | $153M | $134M | $114M | $84M | |
| CapEx | · | $11M | $9M | $17M | $15M | $9M | $8M | $8M | $4M | $14M | $10M | $6M | $2M | $9M | $10M | $10M | |
| Investing Cash Flow | · | $-315M | $-498M | $-202M | $-191M | $-443M | $-109M | $-307M | $-60M | $-261M | $-174M | $-191M | $-110M | $-256M | $-89M | $-26M | |
| Financing Cash Flow | · | $10M | $30M | $1M | $-605M | $2M | $759M | $1M | $24M | $2M | $21M | $10M | $25M | $2M | $14M | $2M | |
| Net Change in Cash | · | $25M | $-139M | $52M | $-591M | $-167M | $910M | $-74M | $129M | $-48M | $69M | $-30M | $69M | $-120M | $44M | $56M | |
| Free Cash Flow | · | $323M | · | · | · | $263M | · | · | · | $198M | · | · | · | $125M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $197M | · | · | · | $122M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.6% | 79.2% | · | 80.1% | 79.9% | 79.3% | · | 80.0% | 80.9% | 82.0% | · | 81.1% | 80.0% | 79.3% | · | 78.6% | |
| Operating Margin | 0.49% | 0.73% | · | -0.66% | -4.3% | -1.6% | · | 2.9% | 2.0% | 2.0% | · | -0.77% | -4.3% | -7.3% | · | -7.2% | |
| Net Margin | 4.0% | 5.2% | · | 3.8% | 0.32% | 3.2% | · | 7.5% | 6.8% | 7.0% | · | 4.1% | -0.78% | -5.0% | · | -5.9% | |
| Pretax Margin | 4.6% | 5.9% | · | 4.0% | 0.74% | 4.2% | · | 8.1% | 7.4% | 7.6% | · | 4.4% | -0.18% | -4.2% | · | -5.3% | |
| EBITDA Margin | 2.1% | 2.4% | · | 0.85% | -2.9% | -0.30% | · | 4.7% | 3.6% | 3.7% | · | 0.94% | -2.7% | -5.6% | · | -5.5% | |
| ROA | 0.67% | · | · | 0.63% | 0.05% | 0.49% | · | 1.3% | 1.1% | 1.2% | · | 0.71% | -0.13% | -0.85% | · | -1.0% | |
| ROE | 1.2% | · | · | 1.1% | 0.09% | 0.96% | · | 2.3% | 2.2% | 2.3% | · | 1.5% | -0.28% | -1.8% | · | -2.3% | |
| ROIC | 0.11% | · | · | -0.16% | -0.48% | -0.33% | · | 0.71% | 0.48% | 0.50% | · | -0.22% | -5.8% | -2.7% | · | -2.7% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | · | · | 3.7 | 3.4 | 2.7 | · | 2.1 | 2.0 | 3.4 | · | 3.3 | 3.4 | 3.2 | · | 3.2 | |
| Quick Ratio | 0.7 | · | · | 0.8 | 0.8 | 0.8 | · | 0.5 | 0.5 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 1.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.7 | · | -3.2 | -14.4 | -16.0 | · | -8.4 |
Efficiency
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.6 | · | · | 1.7 | 1.5 | 1.6 | · | 1.6 | 1.5 | 1.5 | · | 1.5 | 1.6 | 1.5 | · | 1.5 |
Per Share
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.17 | · | · | $9.81 | $9.17 | $8.46 | · | $7.75 | $7.15 | $6.59 | · | $5.50 | · | · | · | · | |
| Revenue / Share | $3.02 | $2.76 | · | $2.45 | $2.30 | $2.10 | · | $1.93 | $1.81 | $1.72 | · | $1.56 | $1.58 | $1.51 | · | $1.38 | |
| Cash Flow / Share | · | $0.92 | · | · | · | $0.75 | · | · | · | $0.60 | · | · | · | $0.42 | · | · | |
| Cash / Share | $1.21 | · | · | $1.54 | $1.40 | $3.13 | · | $0.99 | $1.22 | $0.85 | · | $0.80 | · | · | · | · | |
| EPS (TTM) | $0.50 | $0.33 | · | · | · | · | · | $0.55 | $0.47 | $0.34 | · | $-0.12 | $-0.26 | $-0.27 | · | $-0.05 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.97B | $3.48B | · | · | · | · | · | $2.54B | $2.39B | $2.26B | · | $2.01B | $1.90B | $1.79B | · | $1.53B | |
| Net Income TTM | $178M | $114M | · | · | · | · | · | $192M | $163M | $115M | · | $-34M | $-83M | $-84M | · | $-14M | |
| Market Cap | $93.46B | · | · | $49.92B | $46.83B | $34.22B | · | $39.04B | $43.68B | $41.28B | · | $29.90B | · | · | · | · | |
| P/E | 520.7 | 357.7 | · | · | · | · | · | 209.2 | 275.9 | 363.5 | · | -759.1 | -378.4 | -269.1 | · | -1775.6 | |
| P/S | 23.6 | · | · | · | · | · | · | 15.4 | 18.2 | 18.3 | · | 14.9 | · | · | · | · | |
| P/B | 21.4 | · | · | 14.5 | 14.7 | 11.7 | · | 14.8 | 18.1 | 18.7 | · | 16.6 | · | · | · | · | |
| P / Tangible Book | 25.7 | · | · | 17.3 | 17.7 | 13.4 | · | 17.2 | 21.3 | 22.4 | · | 20.7 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 126.0 | · | · | · | 194.5 | · | · | · | · | · | · | |
| Earnings Yield | 0.19% | 0.28% | · | · | · | · | · | 0.48% | 0.36% | 0.28% | · | -0.13% | -0.26% | -0.37% | · | -0.06% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B |
| Gross Margin % | 80.0% | 80.8% | 80.7% | 79.3% | 77.2% |
| Operating Margin % | -1.3% | 2.0% | -1.6% | -3.5% | -1.9% |
| Net Income | $108M | $184M | $49M | $-50M | $-21M |
| Diluted EPS | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 3.4 | 2.6 | 3.2 | 3.1 | 3.5 |
| Quick Ratio | 0.7 | 1.0 | 0.8 | 1.0 | 1.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.00B | $836M | $632M | $383M | $277M |
Institutional owners (13F) 1,407 filers · $85.5B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
1,407
Value held
$85.5B
New positions
317
Exited positions
81
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 317 (+113 vs prior Q) | 81 (-63 vs prior Q) | 442 (+4 vs prior Q) | 464 (+97 vs prior Q) | +15.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $9,254,895,473 | 35,546,533 | 10.83% | Shares |
| VANGUARD GROUP INC | $5,699,739,079 | 41,912,928 | 6.67% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $5,624,886,436 | 21,604,265 | 6.58% | Shares |
| FMR LLC | $5,144,369,822 | 19,758,680 | 6.02% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4,571,508,408 | 17,558,413 | 5.35% | Shares |
| STATE STREET CORP | $3,829,213,717 | 14,707,381 | 4.48% | Shares |
| Invesco Ltd. | $3,443,635,137 | 13,226,437 | 4.03% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $2,474,163,894 | 9,536,964 | 2.89% | Shares |
| JENNISON ASSOCIATES LLC | $1,786,240,706 | 6,860,657 | 2.09% | Shares |
| JANE STREET GROUP, LLC | $1,284,720,384 | 4,934,400 | 1.50% | Call option |
| MORGAN STANLEY | $1,208,950,150 | 4,643,376 | 1.41% | Shares |
| GOLDMAN SACHS GROUP INC | $1,127,252,221 | 4,329,591 | 1.32% | Shares |
| JPMORGAN CHASE & CO | $1,106,593,644 | 4,451,836 | 1.29% | Shares |
| NORGES BANK | $1,060,322,869 | 4,072,526 | 1.24% | Shares |
| AMERICAN CENTURY COMPANIES INC | $977,444,553 | 3,754,204 | 1.14% | Shares |
| JANUS HENDERSON GROUP PLC | $905,570,048 | 7,749,569 | 1.06% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $859,569,427 | 3,301,465 | 1.01% | Shares |
| UBS Group AG | $855,751,248 | 3,286,800 | 1.00% | Call option |
| NORTHERN TRUST CORP | $761,961,243 | 2,926,568 | 0.89% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $725,519,176 | 2,786,600 | 0.85% | Call option |
| FIRST TRUST ADVISORS LP | $723,819,771 | 2,780,074 | 0.85% | Shares |
| Bank of New York Mellon Corp | $722,288,906 | 2,774,193 | 0.84% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $710,183,972 | 2,727,700 | 0.83% | Put option |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $689,602,254 | 2,648,649 | 0.81% | Shares |
| Amundi | $632,715,936 | 2,430,158 | 0.74% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $571,634,439 | 2,195,554 | 0.67% | Shares |
| Legal & General Group Plc | $569,583,839 | 2,187,678 | 0.67% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $543,034,674 | 2,085,707 | 0.64% | Shares |
| CITADEL ADVISORS LLC | $522,438,376 | 2,006,600 | 0.61% | Call option |
| CITADEL ADVISORS LLC | $517,179,104 | 1,986,400 | 0.60% | Put option |
| FRANKLIN RESOURCES INC | $516,805,747 | 1,984,966 | 0.60% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $494,850,110 | 1,900,638 | 0.58% | Shares |
| JANE STREET GROUP, LLC | $463,649,088 | 1,780,800 | 0.54% | Put option |
| BANK OF AMERICA CORP /DE/ | $456,183,915 | 1,752,128 | 0.53% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $454,854,909 | 1,798,627 | 0.53% | Shares |
| Nuveen, LLC | $407,728,194 | 1,566,018 | 0.48% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $383,294,743 | 1,465,168 | 0.45% | Shares |
| CITADEL ADVISORS LLC | $370,461,818 | 1,422,883 | 0.43% | Shares |
| Employees Provident Fund Board | $364,504,000 | 1,400,000 | 0.43% | Shares |
| UBS Group AG | $357,656,532 | 1,373,700 | 0.42% | Shares |
| BAILLIE GIFFORD & CO | $350,801,253 | 1,347,370 | 0.41% | Shares |
| RAYMOND JAMES FINANCIAL INC | $330,388,244 | 1,268,967 | 0.39% | Shares |
| FEDERATED HERMES, INC. | $314,510,975 | 1,207,985 | 0.37% | Shares |
| WELLS FARGO & COMPANY/MN | $313,949,539 | 1,205,829 | 0.37% | Shares |
| ROYAL BANK OF CANADA | $313,747,000 | 1,205,057 | 0.37% | Shares |
| BROWN ADVISORY INC | $312,223,774 | 1,199,183 | 0.37% | Shares |
| VAN ECK ASSOCIATES CORP | $308,336,277 | 1,184,269 | 0.36% | Shares |
| 1832 Asset Management L.P. | $298,528,776 | 1,146,600 | 0.35% | Shares |
| CITIGROUP INC | $296,142,837 | 1,137,436 | 0.35% | Shares |
| Clearbridge Investments, LLC | $295,667,336 | 1,135,610 | 0.35% | Shares |
Company insiders 20 insiders · 11 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Olivier Pomel | Chief Executive Officer | Sept. 8, 2026 C | 586,416 | 0 | 133 | $-293,500,958 |
| David M Obstler | Chief Financial Officer | Sept. 21, 2026 C | 0 | 0 | 55 | $-50,085,772 |
| Adam Blitzer | Chief Operating Officer | Sept. 3, 2026 S | 237,927 | 0 | 34 | $-22,029,096 |
| Alexis Le-Quoc | Chief Technology Officer | Sept. 23, 2026 C | 488,033 | 0 | 194 | $-208,524,097 |
| Kerry Acocella | General Counsel and Secretary | Sept. 14, 2026 S | 115,243 | 0 | 26 | $-11,387,133 |
| Sean Michael Walters | Chief Revenue Officer | Sept. 11, 2026 S | 233,135 | 0 | 26 | $-23,035,547 |
| Yanbing Li | Chief Product Officer | Sept. 11, 2026 S | 250,446 | 0 | 11 | $-15,677,298 |
| David Galloreese | Chief People Officer | Sept. 2, 2026 S | 116,431 | 0 | 6 | $-5,011,881 |
| Armelle De Madre | Chief People Officer | June 27, 2024 S | 92,025 | 0 | 0 | $0 |
| Laszlo Kopits | General Counsel | Jan. 4, 2022 S | 144,456 | 0 | 0 | $0 |
| Dan Fougere | Chief Revenue Officer | June 2, 2021 S | 327,010 | 0 | 0 | $0 |
| Dominic Phillips | Director | Oct. 1, 2026 A | 6,368 | 0 | 0 | $0 |
| Julie Richardson | Director | Sept. 4, 2026 C | 3,178 | 0 | 6 | $-3,323,999 |
| Amit Agarwal | Director | Aug. 13, 2026 C | 1,640 | 0 | 132 | $-76,052,990 |
| Michael James Callahan | Director | Aug. 4, 2026 C | 14,996 | 0 | 15 | $-54,213,138 |
| Ami Prafullchandra Vora | Director | June 15, 2026 A | 5,383 | 0 | 0 | $0 |
| Titilope Cole | Director | June 15, 2026 A | 2,288 | 0 | 3 | $-1,271,839 |
| Shardul Shah | Director | June 15, 2026 A | 3,178 | 0 | 31 | $-7,875,080 |
| Dev Ittycheria | Director | June 15, 2026 A | 40,307 | 0 | 6 | $-34,331,459 |
| Matthew Jacobson | · | Aug. 14, 2026 S | 524,708 | 0 | 22 | $-122,066,035 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 156 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| NUMG · Nushares ETF Trust | 5.11% | 66,718 NS | July 31, 2026 | N-PORT |
| JXX · Janus Detroit Street Trust | 4.20% | 4,176 NS | July 31, 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 3.49% | 1,270 NS | July 31, 2026 | N-PORT |
| FMTM · EA Series Trust | 3.40% | 31,998 NS | July 31, 2026 | N-PORT |
| TEC · Harbor ETF Trust | 2.78% | 659 NS | July 31, 2026 | N-PORT |
| AIFD · TCW ETF Trust | 2.74% | 12,798 NS | July 31, 2026 | N-PORT |
| IVES · Wedbush Series Trust | 2.72% | 100,006 NS | July 31, 2026 | N-PORT |
| ARKW · ARK ETF Trust | 2.62% | 157,347 NS | July 31, 2026 | N-PORT |
| IGV · iShares Trust | 2.52% | 1,514,198 SH | Sept. 11, 2026 | Daily |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2.52% | 39,128 NS | July 31, 2026 | N-PORT |
| DECO · SSGA Active Trust | 2.38% | 1,819 NS | July 31, 2026 | N-PORT |
| HECO · SSGA Active Trust | 2.37% | 7,249 NS | July 31, 2026 | N-PORT |
| TEKX · SSGA Active Trust | 2.35% | 1,398 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 2.31% | 2,041 NS | July 31, 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 2.26% | 7,900 NS | July 31, 2026 | N-PORT |
| QQQG · Pacer Funds Trust | 2.23% | 1,693 NS | July 31, 2026 | N-PORT |
| GRW · TCW ETF Trust | 2.14% | 5,186 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 2.14% | 1,851,736 SH | Sept. 11, 2026 | Daily |
| ABOT · Abacus FCF ETF Trust | 2.06% | 311 NS | July 31, 2026 | N-PORT |
| COWG · Pacer Funds Trust | 2.05% | 169,413 NS | July 31, 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 2.03% | 8,557 NS | July 31, 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 1.89% | 2,534,490 SH | Aug. 19, 2026 | Daily |
| NULG · Nushares ETF Trust | 1.74% | 173,453 NS | July 31, 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 1.70% | 119,912 SH | Oct. 2, 2026 | Daily |
| UPSD · ETF Series Solutions | 1.60% | 6,968 NS | July 31, 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1.58% | 352,491 SH | Oct. 2, 2026 | Daily |
| ALTL · Pacer Funds Trust | 1.46% | 5,015 NS | July 31, 2026 | N-PORT |
| QNXT · iShares Trust | 1.41% | 1,731 SH | Sept. 11, 2026 | Daily |
| FXL · First Trust Exchange-Traded AlphaDE… | 1.36% | 130,654 NS | July 31, 2026 | N-PORT |
| FOWF · Pacer Funds Trust | 1.25% | 737 NS | July 31, 2026 | N-PORT |
| QFLR · Innovator ETFs Trust | 1.17% | 22,886 NS | July 31, 2026 | N-PORT |
| WINN · Harbor ETF Trust | 1.13% | 47,651 NS | July 31, 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 1.13% | 982 NS | July 31, 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 1.11% | 39,612 NS | July 31, 2026 | N-PORT |
| QQQE · Direxion Shares ETF Trust | 1.10% | 54,953 NS | July 31, 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 1.10% | 5,159 NS | July 31, 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 1.06% | 7,926 NS | July 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 1.04% | 8,178 NS | July 31, 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 1.00% | 49,359 NS | July 31, 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0.98% | 2,757 NS | July 31, 2026 | N-PORT |
| IMCG · iShares Trust | 0.96% | 172,714 SH | Sept. 11, 2026 | Daily |
| ESLG · Strategy Shares | 0.94% | 814 NS | July 31, 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0.93% | 5,585 SH | Oct. 2, 2026 | Daily |
| JOET · Virtus ETF Trust II | 0.84% | 7,654 NS | July 31, 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.84% | 479 NS | July 31, 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.83% | 7,169,362 SH | Aug. 19, 2026 | Daily |
| TRFM · ETF Series Solutions | 0.78% | 7,217 NS | July 31, 2026 | N-PORT |
| ESUM · Strategy Shares | 0.65% | 4,392 NS | July 31, 2026 | N-PORT |
| MTUM · iShares Trust | 0.57% | 620,470 SH | Sept. 11, 2026 | Daily |
| FFLG · FIDELITY COVINGTON TRUST | 0.56% | 12,385 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.54% | 1,346,189 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.50% | 10,727 NS | July 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.48% | 36,613 SH | Sept. 11, 2026 | Daily |
| HQGO · Lattice Strategies Trust | 0.48% | 885 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.48% | 44,537 NS | July 31, 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.46% | 27,060 NS | July 31, 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.46% | 140,032 NS | July 31, 2026 | N-PORT |
| TECL · Direxion Shares ETF Trust | 0.42% | 80,819 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.41% | 417 SH | Sept. 11, 2026 | Daily |
| QYLD · Global X Funds | 0.41% | 124,963 NS | July 31, 2026 | N-PORT |
| QYLG · Global X Funds | 0.41% | 2,417 NS | July 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.41% | 301,246 NS | July 31, 2026 | N-PORT |
| PTNQ · Pacer Funds Trust | 0.41% | 18,099 NS | July 31, 2026 | N-PORT |
| QRMI · Global X Funds | 0.40% | 216 NS | July 31, 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0.40% | 761 NS | July 31, 2026 | N-PORT |
| QTR · Global X Funds | 0.40% | 114 NS | July 31, 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0.40% | 5,940 NS | July 31, 2026 | N-PORT |
| QCLR · Global X Funds | 0.40% | 49 NS | July 31, 2026 | N-PORT |
| QQQM · Invesco Exchange-Traded Fund Trust … | 0.39% | 1,540,911 SH | Oct. 2, 2026 | Daily |
| QQQ · Invesco QQQ Trust, Series 1 | 0.39% | 7,014,439 SH | Oct. 2, 2026 | Daily |
| QSIX · Pacer Funds Trust | 0.37% | 255 NS | July 31, 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.37% | 2,394,490 SH | Aug. 19, 2026 | Daily |
| IYW · iShares Trust | 0.36% | 407,690 SH | Sept. 11, 2026 | Daily |
| IGM · iShares Trust | 0.33% | 156,358 SH | Sept. 11, 2026 | Daily |
| HDUS · Lattice Strategies Trust | 0.31% | 2,325 NS | July 31, 2026 | N-PORT |
| TYLG · Global X Funds | 0.29% | 154 NS | July 31, 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0.28% | 1,884 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.28% | 23 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.28% | 18,669 SH | Sept. 11, 2026 | Daily |
| IXN · iShares Trust | 0.27% | 112,976 SH | Sept. 11, 2026 | Daily |
| VUG · VANGUARD INDEX FUNDS | 0.26% | 3,731,437 SH | Aug. 19, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.25% | 867,272 SH | Oct. 2, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.25% | 520,338 SH | Aug. 19, 2026 | Daily |
| VOOG · VANGUARD ADMIRAL FUNDS | 0.24% | 245,771 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.22% | 1,234,649 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.22% | 47,602 NS | July 31, 2026 | N-PORT |
| ILCG · iShares Trust | 0.22% | 30,403 SH | Sept. 11, 2026 | Daily |
| IVW · iShares Trust | 0.21% | 705,570 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.20% | 291,246 SH | Sept. 11, 2026 | Daily |
| GLBL · Pacer Funds Trust | 0.19% | 8 NS | July 31, 2026 | N-PORT |
| EUSA · iShares, Inc. | 0.19% | 16,711 SH | Sept. 11, 2026 | Daily |
| EGUS · iShares Trust | 0.19% | 239 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.19% | 3,647 SH | Sept. 11, 2026 | Daily |
| ROUS · Lattice Strategies Trust | 0.17% | 4,385 NS | July 31, 2026 | N-PORT |
| GARP · iShares Trust | 0.15% | 20,756 SH | Sept. 11, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.15% | 74,294 SH | Aug. 19, 2026 | Daily |
| CATH · Global X Funds | 0.15% | 7,056 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.14% | 1,993 SH | Oct. 2, 2026 | Daily |
| WRND · New York Life Investments ETF Trust | 0.14% | 55 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.14% | 17,013 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.14% | 335 NS | July 31, 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0.14% | 386,376 SH | Aug. 19, 2026 | Daily |
| CHRI · Global X Funds | 0.14% | 41 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.14% | 16,621 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.14% | 201 SH | Sept. 11, 2026 | Daily |
| XRMI · Global X Funds | 0.14% | 253 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.14% | 18 NS | July 31, 2026 | N-PORT |
| ACIO · ETF Series Solutions | 0.13% | 11,747 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.13% | 24 NS | July 31, 2026 | N-PORT |
| ADME · ETF Series Solutions | 0.13% | 1,451 NS | July 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.13% | 54,469 SH | Oct. 2, 2026 | Daily |
| BKLC · BNY Mellon ETF Trust | 0.13% | 26,837 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.13% | 16,633 SH | Sept. 11, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.13% | 8,595,424 SH | Aug. 19, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.13% | 203 NS | July 31, 2026 | N-PORT |
| TOV · EA Series Trust | 0.13% | 1,282 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 43,060 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.13% | 5,278 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.13% | 1,248 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.13% | 3,794 SH | Sept. 11, 2026 | Daily |
| QDPL · Pacer Funds Trust | 0.13% | 7,961 NS | July 31, 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0.12% | 27 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.12% | 94,483 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.12% | 10,504,461 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.12% | 54,396 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.12% | 27,656 SH | Aug. 19, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.12% | 262 SH | Oct. 2, 2026 | Daily |
| SUSA · iShares Trust | 0.11% | 20,379 SH | Sept. 11, 2026 | Daily |
| IVV · iShares Trust | 0.11% | 4,170,062 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.11% | 2,301 NS | July 31, 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0.11% | 28,000 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.10% | 14,160 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.10% | 227,736 SH | Sept. 11, 2026 | Daily |
| ILCB · iShares Trust | 0.10% | 6,046 SH | Sept. 11, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.10% | 25,867 NS | July 31, 2026 | N-PORT |
| ESGU · iShares Trust | 0.10% | 81,303 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.10% | 429,011 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.10% | 90,253 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.10% | 8,359 NS | July 31, 2026 | N-PORT |
| USMV · iShares Trust | 0.09% | 99,426 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.09% | 7,288 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.09% | 40,702 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.08% | 865 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.08% | 2,281 SH | Oct. 2, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.08% | 69 NS | July 31, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.08% | 27,979 SH | Sept. 11, 2026 | Daily |
| DYNF · BlackRock ETF Trust | 0.07% | 133,031 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.07% | 274,429 SH | Aug. 19, 2026 | Daily |
| ACWI · iShares Trust | 0.07% | 101,185 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.06% | 7,224 NS | July 31, 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0.06% | 5 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.05% | 2,817 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.04% | 76,279 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.03% | 8,823 SH | Oct. 2, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 7,689 SH | Oct. 2, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,284 SH | Oct. 2, 2026 | Daily |
DDOG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 56 analysts
BUY
Median target
$297.50
+7.3%
15 26.8%
Strong Buy
36 64.3%
Buy
4 7.1%
Hold
1 1.8%
Sell
0 0.0%
Strong Sell
12-Month Price Target
46 analysts · 2026-09-29Mean target $286.26 +3.3%
Now
Current price $277.22
Low$158.00
Mean$286.26
High$340.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| DDOG | $47.94B | 438.7 | 27.7% | 3.1% | 3.1% | 80.0% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
| CRM | $197.22B | 27.2 | 9.6% | 18.0% | 12.4% | 77.7% |
| CDNS | $84.96B | 77.0 | 14.1% | 20.9% | 21.2% | · |
| SNPS | $84.41B | 56.4 | 15.1% | 18.9% | 7.1% | 77.0% |
| ADBE | $132.21B | 19.2 | 10.5% | 30.0% | 61.8% | 89.3% |
| APP | $227.96B | 69.1 | 70.0% | 60.8% | 201.9% | · |
| INTU | $84.83B | 19.2 | 13.9% | 21.3% | 24.0% | · |
| MSTR | · | -10.0 | 3.0% | -806.3% | -8.4% | 68.7% |
| ADSK | $53.90B | 48.6 | 17.5% | 15.6% | 39.0% | 91.0% |
| WDAY | $45.51B | 67.8 | 13.1% | 7.3% | 8.2% | · |
Latest News Recent headlines mentioning this company
Notable Friday Option Activity: DDOG, RDDT, MRVL
Nasdaq · 1 week, 1 day ago
Datadog Crashes Most On Record As 2Q Gross Margin Disappoints Despite Forecast Boost
ZeroHedge · 1 month, 3 weeks ago
Truist Just Upgraded Datadog Stock. Here's Why.
Yahoo Finance · 3 months, 2 weeks ago
Datadog (DDOG): AI Observability Push Shows Why Cloud Monitoring Demand Is Broadening
Yahoo Finance · 3 months, 2 weeks ago
Datadog (DDOG) Among the Best Performers of May 2026
Yahoo Finance · 3 months, 3 weeks ago
Why Wedbush Is Pounding the Table on Datadog Stock Here
Yahoo Finance · 4 months ago
Datadog Stock Went from Zero to Hero as AI Demand Drives Results
Yahoo Finance · 4 months, 2 weeks ago
Jim Cramer Says “You Can’t Really Teach an Old Dog New Tricks Unless It’s a Datadog”
Yahoo Finance · 4 months, 3 weeks ago
Datadog Cashes in on Every Company's Need to Upgrade AI
Yahoo Finance · 4 months, 3 weeks ago
Datadog Boosts FY26 Outlook; Shares Soar 29.6% - Update
Nasdaq · 4 months, 3 weeks ago
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Target hit
risk 1
reward 5.00
entry
$205.56
R:R 5.00
BLUECHIP_DIP
Stopped out
risk 1
reward 4.80
entry
$240.36
R:R 4.80
RANGE
Stopped out
risk 1
reward 5.00
entry
$114.96
R:R 5.00
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Aug 6, 2026