DDOG Classe A Datadog, Inc. - Class A Common Stock
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Informazioni su Datadog, Inc. - Class A Common Stock Panoramica della società da 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.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | DDOG | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 558.2media 5 anni ≈-284.7 | ≈-284.7 | 36.0 | Sopravvalutato | |
| P/S (TTM) | 25.3media 5 anni ≈17.0 | ≈17.0 | 7.7 | Sopravvalutato | |
| P/B (MRQ) | 22.9media 5 anni ≈16.9 | ≈16.9 | 12.4 | Sopravvalutato | |
| Price / FCF (Prezzo / FCF) | 99.3media 5 anni ≈56.6 | ≈56.6 | · | · | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 94.6media 5 anni ≈54.2 | ≈54.2 | 33.8 | Più costoso | |
| Prezzo / Valore contabile tangibile (MRQ) | 23.1media 5 anni ≈20.0 | ≈20.0 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | DDOG | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 79.5%media 5 anni ≈79.6% | ≈79.6% | 81.6% | In linea | |
| Margine Operativo (TTM) | 0.41%media 5 anni ≈-1.2% | ≈-1.2% | 27.9% | Debole | |
| Margine EBITDA (TTM) | 2.0%media 5 anni ≈0.42% | ≈0.42% | 27.9% | Debole | |
| Margine ante imposte (TTM) | 5.0%media 5 anni ≈2.0% | ≈2.0% | 30.6% | Debole | |
| Margine di Profitto Netto (TTM) | 4.5%media 5 anni ≈1.5% | ≈1.5% | 23.9% | Debole | |
| ROA (TTM) | 2.7%media 5 anni ≈0.82% | ≈0.82% | 10.6% | Debole | |
| ROE (TTM) | 4.7%media 5 anni ≈1.3% | ≈1.3% | 22.6% | Debole | |
| ROIC | -1.0%media 5 anni ≈-1.6% | ≈-1.6% | 17.8% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | DDOG | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 3.2media 5 anni ≈3.2 | ≈3.2 | 1.4 | Liquidità elevata | |
| Quick Ratio | 0.7media 5 anni ≈0.9 | ≈0.9 | 0.8 | Bassa liquidità |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | DDOG | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 27.7%media 5 anni ≈42.8% | ≈42.8% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 27.0%media 5 anni ≈38.9% | ≈38.9% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 41.5% | · | · | · | |
| EPS YoY | -40.4% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | -41.4% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | DDOG | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.6media 5 anni ≈0.6 | ≈0.6 | 0.6 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 5.1media 5 anni ≈4.9 | ≈4.9 | 5.7 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$423.1K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 6, 2026 | $0.65 | $0.61 | 7.2% |
| 31 Marzo 2026 | $0.60 | $0.52 | 14.8% | |
| 31 Dicembre 2025 | $0.59 | $0.57 | 4.3% | |
| 30 Settembre 2025 | $0.55 | $0.47 | 15.9% | |
| 30 Giugno 2025 | $0.46 | $0.43 | 7.9% | |
| 31 Marzo 2025 | $0.46 | $0.44 | 4.5% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · | · |
Redditività
| Metrica | Tendenza | 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% | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · | · | · |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 | · | · |
Tassi di Crescita
| Metrica | Tendenza | 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% | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · | · |
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B |
| Margine Lordo % | 80.0% | 80.8% | 80.7% | 79.3% | 77.2% |
| Margine Operativo % | -1.3% | 2.0% | -1.6% | -3.5% | -1.9% |
| Utile netto | $108M | $184M | $49M | $-50M | $-21M |
| EPS Diluito | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 3.4 | 2.6 | 3.2 | 3.1 | 3.5 |
| Quick Ratio | 0.7 | 1.0 | 0.8 | 1.0 | 1.0 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $1.00B | $836M | $632M | $383M | $277M |
Proprietari istituzionali (13F) 1.407 filer · $85.5B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 317 (+113 vs trimestre precedente) | 81 (-63 vs trimestre precedente) | 442 (+4 vs trimestre precedente) | 464 (+97 vs trimestre precedente) | +15.8M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $9.254.895.473 | 35.546.533 | 10,83% | Azioni |
| VANGUARD GROUP INC | $5.699.739.079 | 41.912.928 | 6,67% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.624.886.436 | 21.604.265 | 6,58% | Azioni |
| FMR LLC | $5.144.369.822 | 19.758.680 | 6,02% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.571.508.408 | 17.558.413 | 5,35% | Azioni |
| STATE STREET CORP | $3.829.213.717 | 14.707.381 | 4,48% | Azioni |
| Invesco Ltd. | $3.443.635.137 | 13.226.437 | 4,03% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $2.474.163.894 | 9.536.964 | 2,89% | Azioni |
| JENNISON ASSOCIATES LLC | $1.786.240.706 | 6.860.657 | 2,09% | Azioni |
| JANE STREET GROUP, LLC | $1.284.720.384 | 4.934.400 | 1,50% | Opzione Call |
| MORGAN STANLEY | $1.208.950.150 | 4.643.376 | 1,41% | Azioni |
| GOLDMAN SACHS GROUP INC | $1.127.252.221 | 4.329.591 | 1,32% | Azioni |
| JPMORGAN CHASE & CO | $1.106.593.644 | 4.451.836 | 1,29% | Azioni |
| NORGES BANK | $1.060.322.869 | 4.072.526 | 1,24% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $977.444.553 | 3.754.204 | 1,14% | Azioni |
| JANUS HENDERSON GROUP PLC | $905.570.048 | 7.749.569 | 1,06% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $859.569.427 | 3.301.465 | 1,01% | Azioni |
| UBS Group AG | $855.751.248 | 3.286.800 | 1,00% | Opzione Call |
| NORTHERN TRUST CORP | $761.961.243 | 2.926.568 | 0,89% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $725.519.176 | 2.786.600 | 0,85% | Opzione Call |
| FIRST TRUST ADVISORS LP | $723.819.771 | 2.780.074 | 0,85% | Azioni |
| Bank of New York Mellon Corp | $722.288.906 | 2.774.193 | 0,84% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $710.183.972 | 2.727.700 | 0,83% | Opzione Put |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $689.602.254 | 2.648.649 | 0,81% | Azioni |
| Amundi | $632.715.936 | 2.430.158 | 0,74% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $571.634.439 | 2.195.554 | 0,67% | Azioni |
| Legal & General Group Plc | $569.583.839 | 2.187.678 | 0,67% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $543.034.674 | 2.085.707 | 0,64% | Azioni |
| CITADEL ADVISORS LLC | $522.438.376 | 2.006.600 | 0,61% | Opzione Call |
| CITADEL ADVISORS LLC | $517.179.104 | 1.986.400 | 0,60% | Opzione Put |
| FRANKLIN RESOURCES INC | $516.805.747 | 1.984.966 | 0,60% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $494.850.110 | 1.900.638 | 0,58% | Azioni |
| JANE STREET GROUP, LLC | $463.649.088 | 1.780.800 | 0,54% | Opzione Put |
| BANK OF AMERICA CORP /DE/ | $456.183.915 | 1.752.128 | 0,53% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $454.854.909 | 1.798.627 | 0,53% | Azioni |
| Nuveen, LLC | $407.728.194 | 1.566.018 | 0,48% | Azioni |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $383.294.743 | 1.465.168 | 0,45% | Azioni |
| CITADEL ADVISORS LLC | $370.461.818 | 1.422.883 | 0,43% | Azioni |
| Employees Provident Fund Board | $364.504.000 | 1.400.000 | 0,43% | Azioni |
| UBS Group AG | $357.656.532 | 1.373.700 | 0,42% | Azioni |
| BAILLIE GIFFORD & CO | $350.801.253 | 1.347.370 | 0,41% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $330.388.244 | 1.268.967 | 0,39% | Azioni |
| FEDERATED HERMES, INC. | $314.510.975 | 1.207.985 | 0,37% | Azioni |
| WELLS FARGO & COMPANY/MN | $313.949.539 | 1.205.829 | 0,37% | Azioni |
| ROYAL BANK OF CANADA | $313.747.000 | 1.205.057 | 0,37% | Azioni |
| BROWN ADVISORY INC | $312.223.774 | 1.199.183 | 0,37% | Azioni |
| VAN ECK ASSOCIATES CORP | $308.336.277 | 1.184.269 | 0,36% | Azioni |
| 1832 Asset Management L.P. | $298.528.776 | 1.146.600 | 0,35% | Azioni |
| CITIGROUP INC | $296.142.837 | 1.137.436 | 0,35% | Azioni |
| Clearbridge Investments, LLC | $295.667.336 | 1.135.610 | 0,35% | Azioni |
Insider aziendali 20 insider · 11 dirigenti · 10 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Olivier Pomel | Chief Executive Officer | 08 Settembre 2026 C | 586.416 | 0 | 133 | $-293.500.958 |
| David M Obstler | Chief Financial Officer | 21 Settembre 2026 C | 0 | 0 | 55 | $-50.085.772 |
| Adam Blitzer | Chief Operating Officer | 03 Settembre 2026 S | 237.927 | 0 | 34 | $-22.029.096 |
| Alexis Le-Quoc | Chief Technology Officer | 23 Settembre 2026 C | 488.033 | 0 | 194 | $-208.524.097 |
| Kerry Acocella | General Counsel and Secretary | 14 Settembre 2026 S | 115.243 | 0 | 26 | $-11.387.133 |
| Sean Michael Walters | Chief Revenue Officer | 11 Settembre 2026 S | 233.135 | 0 | 26 | $-23.035.547 |
| Yanbing Li | Chief Product Officer | 11 Settembre 2026 S | 250.446 | 0 | 11 | $-15.677.298 |
| David Galloreese | Chief People Officer | 02 Settembre 2026 S | 116.431 | 0 | 6 | $-5.011.881 |
| Armelle De Madre | Chief People Officer | 27 Giugno 2024 S | 92.025 | 0 | 0 | $0 |
| Laszlo Kopits | General Counsel | 04 Gennaio 2022 S | 144.456 | 0 | 0 | $0 |
| Dan Fougere | Chief Revenue Officer | 02 Giugno 2021 S | 327.010 | 0 | 0 | $0 |
| Dominic Phillips | Direttore | 01 Ottobre 2026 A | 6.368 | 0 | 0 | $0 |
| Julie Richardson | Direttore | 04 Settembre 2026 C | 3.178 | 0 | 6 | $-3.323.999 |
| Amit Agarwal | Direttore | 13 Agosto 2026 C | 1.640 | 0 | 132 | $-76.052.990 |
| Michael James Callahan | Direttore | 04 Agosto 2026 C | 14.996 | 0 | 15 | $-54.213.138 |
| Ami Prafullchandra Vora | Direttore | 15 Giugno 2026 A | 5.383 | 0 | 0 | $0 |
| Titilope Cole | Direttore | 15 Giugno 2026 A | 2.288 | 0 | 3 | $-1.271.839 |
| Shardul Shah | Direttore | 15 Giugno 2026 A | 3.178 | 0 | 31 | $-7.875.080 |
| Dev Ittycheria | Direttore | 15 Giugno 2026 A | 40.307 | 0 | 6 | $-34.331.459 |
| Matthew Jacobson | · | 14 Agosto 2026 S | 524.708 | 0 | 22 | $-122.066.035 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 156 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| NUMG · Nushares ETF Trust | 5,11% | 66.718 NS | 31 Luglio 2026 | N-PORT |
| JXX · Janus Detroit Street Trust | 4,20% | 4.176 NS | 31 Luglio 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 3,49% | 1.270 NS | 31 Luglio 2026 | N-PORT |
| FMTM · EA Series Trust | 3,40% | 31.998 NS | 31 Luglio 2026 | N-PORT |
| TEC · Harbor ETF Trust | 2,78% | 659 NS | 31 Luglio 2026 | N-PORT |
| AIFD · TCW ETF Trust | 2,74% | 12.798 NS | 31 Luglio 2026 | N-PORT |
| IVES · Wedbush Series Trust | 2,72% | 100.006 NS | 31 Luglio 2026 | N-PORT |
| ARKW · ARK ETF Trust | 2,62% | 157.347 NS | 31 Luglio 2026 | N-PORT |
| IGV · iShares Trust | 2,52% | 1.514.198 SH | 11 Settembre 2026 | Giornaliero |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2,52% | 39.128 NS | 31 Luglio 2026 | N-PORT |
| DECO · SSGA Active Trust | 2,38% | 1.819 NS | 31 Luglio 2026 | N-PORT |
| HECO · SSGA Active Trust | 2,37% | 7.249 NS | 31 Luglio 2026 | N-PORT |
| TEKX · SSGA Active Trust | 2,35% | 1.398 NS | 31 Luglio 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 2,31% | 2.041 NS | 31 Luglio 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 2,26% | 7.900 NS | 31 Luglio 2026 | N-PORT |
| QQQG · Pacer Funds Trust | 2,23% | 1.693 NS | 31 Luglio 2026 | N-PORT |
| GRW · TCW ETF Trust | 2,14% | 5.186 NS | 31 Luglio 2026 | N-PORT |
| IWP · iShares Trust | 2,14% | 1.851.736 SH | 11 Settembre 2026 | Giornaliero |
| ABOT · Abacus FCF ETF Trust | 2,06% | 311 NS | 31 Luglio 2026 | N-PORT |
| COWG · Pacer Funds Trust | 2,05% | 169.413 NS | 31 Luglio 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 2,03% | 8.557 NS | 31 Luglio 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 1,89% | 2.534.490 SH | 19 Agosto 2026 | Giornaliero |
| NULG · Nushares ETF Trust | 1,74% | 173.453 NS | 31 Luglio 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 1,70% | 119.912 SH | 02 Ottobre 2026 | Giornaliero |
| UPSD · ETF Series Solutions | 1,60% | 6.968 NS | 31 Luglio 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,58% | 352.491 SH | 02 Ottobre 2026 | Giornaliero |
| ALTL · Pacer Funds Trust | 1,46% | 5.015 NS | 31 Luglio 2026 | N-PORT |
| QNXT · iShares Trust | 1,41% | 1.731 SH | 11 Settembre 2026 | Giornaliero |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,36% | 130.654 NS | 31 Luglio 2026 | N-PORT |
| FOWF · Pacer Funds Trust | 1,25% | 737 NS | 31 Luglio 2026 | N-PORT |
| QFLR · Innovator ETFs Trust | 1,17% | 22.886 NS | 31 Luglio 2026 | N-PORT |
| WINN · Harbor ETF Trust | 1,13% | 47.651 NS | 31 Luglio 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 1,13% | 982 NS | 31 Luglio 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 1,11% | 39.612 NS | 31 Luglio 2026 | N-PORT |
| QQQE · Direxion Shares ETF Trust | 1,10% | 54.953 NS | 31 Luglio 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 1,10% | 5.159 NS | 31 Luglio 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 1,06% | 7.926 NS | 31 Luglio 2026 | N-PORT |
| PALC · Pacer Funds Trust | 1,04% | 8.178 NS | 31 Luglio 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 1,00% | 49.359 NS | 31 Luglio 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,98% | 2.757 NS | 31 Luglio 2026 | N-PORT |
| IMCG · iShares Trust | 0,96% | 172.714 SH | 11 Settembre 2026 | Giornaliero |
| ESLG · Strategy Shares | 0,94% | 814 NS | 31 Luglio 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,93% | 5.585 SH | 02 Ottobre 2026 | Giornaliero |
| JOET · Virtus ETF Trust II | 0,84% | 7.654 NS | 31 Luglio 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,84% | 479 NS | 31 Luglio 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,83% | 7.169.362 SH | 19 Agosto 2026 | Giornaliero |
| TRFM · ETF Series Solutions | 0,78% | 7.217 NS | 31 Luglio 2026 | N-PORT |
| ESUM · Strategy Shares | 0,65% | 4.392 NS | 31 Luglio 2026 | N-PORT |
| MTUM · iShares Trust | 0,57% | 620.470 SH | 11 Settembre 2026 | Giornaliero |
| FFLG · FIDELITY COVINGTON TRUST | 0,56% | 12.385 NS | 31 Luglio 2026 | N-PORT |
| IWR · iShares Trust | 0,54% | 1.346.189 SH | 11 Settembre 2026 | Giornaliero |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,50% | 10.727 NS | 31 Luglio 2026 | N-PORT |
| IMCB · iShares Trust | 0,48% | 36.613 SH | 11 Settembre 2026 | Giornaliero |
| HQGO · Lattice Strategies Trust | 0,48% | 885 NS | 31 Luglio 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,48% | 44.537 NS | 31 Luglio 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,46% | 27.060 NS | 31 Luglio 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,46% | 140.032 NS | 31 Luglio 2026 | N-PORT |
| TECL · Direxion Shares ETF Trust | 0,42% | 80.819 NS | 31 Luglio 2026 | N-PORT |
| XOEF · iShares Trust | 0,41% | 417 SH | 11 Settembre 2026 | Giornaliero |
| QYLD · Global X Funds | 0,41% | 124.963 NS | 31 Luglio 2026 | N-PORT |
| QYLG · Global X Funds | 0,41% | 2.417 NS | 31 Luglio 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,41% | 301.246 NS | 31 Luglio 2026 | N-PORT |
| PTNQ · Pacer Funds Trust | 0,41% | 18.099 NS | 31 Luglio 2026 | N-PORT |
| QRMI · Global X Funds | 0,40% | 216 NS | 31 Luglio 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,40% | 761 NS | 31 Luglio 2026 | N-PORT |
| QTR · Global X Funds | 0,40% | 114 NS | 31 Luglio 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,40% | 5.940 NS | 31 Luglio 2026 | N-PORT |
| QCLR · Global X Funds | 0,40% | 49 NS | 31 Luglio 2026 | N-PORT |
| QQQM · Invesco Exchange-Traded Fund Trust … | 0,39% | 1.540.911 SH | 02 Ottobre 2026 | Giornaliero |
| QQQ · Invesco QQQ Trust, Series 1 | 0,39% | 7.014.439 SH | 02 Ottobre 2026 | Giornaliero |
| QSIX · Pacer Funds Trust | 0,37% | 255 NS | 31 Luglio 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,37% | 2.394.490 SH | 19 Agosto 2026 | Giornaliero |
| IYW · iShares Trust | 0,36% | 407.690 SH | 11 Settembre 2026 | Giornaliero |
| IGM · iShares Trust | 0,33% | 156.358 SH | 11 Settembre 2026 | Giornaliero |
| HDUS · Lattice Strategies Trust | 0,31% | 2.325 NS | 31 Luglio 2026 | N-PORT |
| TYLG · Global X Funds | 0,29% | 154 NS | 31 Luglio 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,28% | 1.884 NS | 31 Luglio 2026 | N-PORT |
| EGLE · Global X Funds | 0,28% | 23 NS | 31 Luglio 2026 | N-PORT |
| USXF · iShares Trust | 0,28% | 18.669 SH | 11 Settembre 2026 | Giornaliero |
| IXN · iShares Trust | 0,27% | 112.976 SH | 11 Settembre 2026 | Giornaliero |
| VUG · VANGUARD INDEX FUNDS | 0,26% | 3.731.437 SH | 19 Agosto 2026 | Giornaliero |
| RSP · Invesco Exchange-Traded Fund Trust | 0,25% | 867.272 SH | 02 Ottobre 2026 | Giornaliero |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,25% | 520.338 SH | 19 Agosto 2026 | Giornaliero |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,24% | 245.771 SH | 19 Agosto 2026 | Giornaliero |
| IWF · iShares Trust | 0,22% | 1.234.649 SH | 11 Settembre 2026 | Giornaliero |
| RECS · Columbia ETF Trust I | 0,22% | 47.602 NS | 31 Luglio 2026 | N-PORT |
| ILCG · iShares Trust | 0,22% | 30.403 SH | 11 Settembre 2026 | Giornaliero |
| IVW · iShares Trust | 0,21% | 705.570 SH | 11 Settembre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,20% | 291.246 SH | 11 Settembre 2026 | Giornaliero |
| GLBL · Pacer Funds Trust | 0,19% | 8 NS | 31 Luglio 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,19% | 16.711 SH | 11 Settembre 2026 | Giornaliero |
| EGUS · iShares Trust | 0,19% | 239 SH | 11 Settembre 2026 | Giornaliero |
| SIZE · iShares Trust | 0,19% | 3.647 SH | 11 Settembre 2026 | Giornaliero |
| ROUS · Lattice Strategies Trust | 0,17% | 4.385 NS | 31 Luglio 2026 | N-PORT |
| GARP · iShares Trust | 0,15% | 20.756 SH | 11 Settembre 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,15% | 74.294 SH | 19 Agosto 2026 | Giornaliero |
| CATH · Global X Funds | 0,15% | 7.056 NS | 31 Luglio 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,14% | 1.993 SH | 02 Ottobre 2026 | Giornaliero |
| WRND · New York Life Investments ETF Trust | 0,14% | 55 NS | 31 Luglio 2026 | N-PORT |
| XYLD · Global X Funds | 0,14% | 17.013 NS | 31 Luglio 2026 | N-PORT |
| XYLG · Global X Funds | 0,14% | 335 NS | 31 Luglio 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,14% | 386.376 SH | 19 Agosto 2026 | Giornaliero |
| CHRI · Global X Funds | 0,14% | 41 NS | 31 Luglio 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,14% | 16.621 NS | 31 Luglio 2026 | N-PORT |
| TOPC · iShares Trust | 0,14% | 201 SH | 11 Settembre 2026 | Giornaliero |
| XRMI · Global X Funds | 0,14% | 253 NS | 31 Luglio 2026 | N-PORT |
| XCLR · Global X Funds | 0,14% | 18 NS | 31 Luglio 2026 | N-PORT |
| ACIO · ETF Series Solutions | 0,13% | 11.747 NS | 31 Luglio 2026 | N-PORT |
| XTR · Global X Funds | 0,13% | 24 NS | 31 Luglio 2026 | N-PORT |
| ADME · ETF Series Solutions | 0,13% | 1.451 NS | 31 Luglio 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,13% | 54.469 SH | 02 Ottobre 2026 | Giornaliero |
| BKLC · BNY Mellon ETF Trust | 0,13% | 26.837 NS | 31 Luglio 2026 | N-PORT |
| USCL · iShares Trust | 0,13% | 16.633 SH | 11 Settembre 2026 | Giornaliero |
| VOO · VANGUARD INDEX FUNDS | 0,13% | 8.595.424 SH | 19 Agosto 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,13% | 203 NS | 31 Luglio 2026 | N-PORT |
| TOV · EA Series Trust | 0,13% | 1.282 NS | 31 Luglio 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 43.060 NS | 31 Luglio 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,13% | 5.278 NS | 31 Luglio 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,13% | 1.248 NS | 31 Luglio 2026 | N-PORT |
| XVV · iShares Trust | 0,13% | 3.794 SH | 11 Settembre 2026 | Giornaliero |
| QDPL · Pacer Funds Trust | 0,13% | 7.961 NS | 31 Luglio 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,12% | 27 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,12% | 94.483 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,12% | 10.504.461 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,12% | 54.396 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,12% | 27.656 SH | 19 Agosto 2026 | Giornaliero |
| PHDG · Invesco Actively Managed Exchange-T… | 0,12% | 262 SH | 02 Ottobre 2026 | Giornaliero |
| SUSA · iShares Trust | 0,11% | 20.379 SH | 11 Settembre 2026 | Giornaliero |
| IVV · iShares Trust | 0,11% | 4.170.062 SH | 11 Settembre 2026 | Giornaliero |
| HCMT · Direxion Shares ETF Trust | 0,11% | 2.301 NS | 31 Luglio 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,11% | 28.000 NS | 31 Luglio 2026 | N-PORT |
| IYY · iShares Trust | 0,10% | 14.160 SH | 11 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,10% | 227.736 SH | 11 Settembre 2026 | Giornaliero |
| ILCB · iShares Trust | 0,10% | 6.046 SH | 11 Settembre 2026 | Giornaliero |
| SPXL · Direxion Shares ETF Trust | 0,10% | 25.867 NS | 31 Luglio 2026 | N-PORT |
| ESGU · iShares Trust | 0,10% | 81.303 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,10% | 429.011 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,10% | 90.253 SH | 11 Settembre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,10% | 8.359 NS | 31 Luglio 2026 | N-PORT |
| USMV · iShares Trust | 0,09% | 99.426 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,09% | 7.288 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,09% | 40.702 NS | 31 Luglio 2026 | N-PORT |
| TOK · iShares Trust | 0,08% | 865 SH | 11 Settembre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 2.281 SH | 02 Ottobre 2026 | Giornaliero |
| PWS · Pacer Funds Trust | 0,08% | 69 NS | 31 Luglio 2026 | N-PORT |
| URTH · iShares, Inc. | 0,08% | 27.979 SH | 11 Settembre 2026 | Giornaliero |
| DYNF · BlackRock ETF Trust | 0,07% | 133.031 SH | 11 Settembre 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 274.429 SH | 19 Agosto 2026 | Giornaliero |
| ACWI · iShares Trust | 0,07% | 101.185 SH | 11 Settembre 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,06% | 7.224 NS | 31 Luglio 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,06% | 5 NS | 31 Luglio 2026 | N-PORT |
| CRBN · iShares Trust | 0,05% | 2.817 SH | 11 Settembre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,04% | 76.279 NS | 31 Luglio 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,03% | 8.823 SH | 02 Ottobre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 7.689 SH | 02 Ottobre 2026 | Giornaliero |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.284 SH | 02 Ottobre 2026 | Giornaliero |
DDOG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
46 analisti · 2026-09-29Target medio $286.26 +2,6%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% | · |
| APP | $227.96B | 69.1 | 70.0% | 60.8% | 201.9% | · |
| 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% |
| 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% | · |
Ultime notizie Notizie recenti che menzionano questa società
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