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Latest ideas and analyses related to Datadog Inc. Class A Common Stock

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CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+46 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 60, Votes: 5, Responses: 1, Attachments: 1
GTLB , TEAM , ORCL , ALTR , INFA , SNOW , MDB , CRM , DDOG , NOW , MSFT

+50 pts



Framework for navigating turbulence: $GTLB/$TEAM to Buy; Reinstate $ORCL at Sell, $ALTR to Sell

By ethonomics on June 27, 2022, 3:31 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 40, Votes: 9, Responses: 0, Attachments: 1
MSFT , PEP , UNH , ORLY , AMZN , CMG , ENPH , CRM , DK , OGN , MOS , XOM , RGA , AMD , FANG , DDOG , HLT , GLW , URI , BMY , SU , INVH , EQH , EBAY , MUSA , RL

+61 pts



Identifying Opportunities Through the Lens of Quality and FCF Profitability

By ethonomics on June 23, 2022, 6:10 p.m.
Tagged topics: stock ideas

Views: 81, Votes: 13, Responses: 2, Attachments: 1
SNOW , DDOG

+47 pts



Software: What's New in the New Stack? Feedback on Our Deep-dive Report into Consumption Models

By realmomobags on June 15, 2022, 2:23 a.m.
Tagged topics: software , cloud , SaaS

Views: 42, Votes: 9, Responses: 0, Attachments: 1
MSFT , CRM , DDOG , NOW , WDAY , INTU

+31 pts



Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...

By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m.
Tagged topics: buy the dip

Views: 46, Votes: 12, Responses: 0, Attachments: 0
MSFT , CRM , NOW , DDOG , INTU , WDAY

+55 pts



Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results

By ethonomics on May 31, 2022, 2:28 p.m.
Tagged topics: buy the dip

Views: 69, Votes: 12, Responses: 1, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 28, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 37, Votes: 5, Responses: 1, Attachments: 1
DDOG

+152 pts



Datadog, Inc. A Very Good Start to the Year; Significantly Raises 2022 Outlook

By Thomasidea on May 15, 2022, 12:46 a.m.
Tagged topics: technology , US

Views: 40, Votes: 4, Responses: 0, Attachments: 1
DDOG

+43 pts



$DDOG - Resilient demand and strong enterprise adoption drive beat

By ethonomics on May 6, 2022, 4:49 p.m.
Tagged topics: earnings results

Views: 42, Votes: 6, Responses: 0, Attachments: 1
DDOG , SPLK , DT , ESTC , NEWR

+43 pts



A Different Take on the Observability Battle

By realjoe on April 20, 2022, 4:07 p.m.
Tagged topics: deep dive

Views: 44, Votes: 6, Responses: 0, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 686, Votes: 10, Responses: 1, Attachments: 1
PANW , CRWD , SPLK , DDOG , NOW , SMAR , DXC

+18 pts



As Gavin Baker said sometimes doing the obvious thing fast could be a great investment decision- in this case buying cyber security shares such as...

By yrc7777 on March 30, 2022, 12:58 a.m.
Tagged topics: analyst checks

Views: 27, Votes: 7, Responses: 0, Attachments: 0
SPLK , CRWD , DDOG , NOW , PANW , DXC , SMAR

+42 pts



Margins matter

By labjordan on March 28, 2022, 11:26 a.m.
Tagged topics: analyst checks

Views: 26, Votes: 3, Responses: 2, Attachments: 1
CRWD , DDOG , FROG , NET , QLYS , RPD , S , TENB , ZS

+39 pts



Snyk Private Company: Leading the Charge in "Shift-Left" Security

By labjordan on March 22, 2022, 10:18 a.m.
Tagged topics: deep dive , security software

Views: 25, Votes: 4, Responses: 0, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 79, Votes: 4, Responses: 0, Attachments: 1
DDOG

+42 pts



$DDOG - strong execution amid multiple growth levers likely to drive outperformance

By ethonomics on Feb. 22, 2022, 3:38 p.m.
Tagged topics: Goldman Sachs , conviction buy

Views: 145, Votes: 6, Responses: 0, Attachments: 1
DDOG

+11 pts



Datadog

By tvalerttelegram on Feb. 11, 2022, 12:28 p.m.
Tagged topics: earnings results

Views: 14, Votes: 2, Responses: 0, Attachments: 0
DDOG

+10 pts



Datadog, Inc. | North America Datadog, Inc. North America 4Q21 Results: Winning the Category and Leading Observability Into the Next Era; Remain OW and Raise PT to $210

By tvalerttelegram on Feb. 11, 2022, 12:01 p.m.
Tagged topics: Morgan Stanley

Views: 11, Votes: 1, Responses: 0, Attachments: 0
DDOG

+37 pts



$DDOG - Transforming into an Observability Leader; Growth Accelerates Again

By realjoe on Feb. 11, 2022, 10:21 a.m.
Tagged topics: earnings results

Views: 31, Votes: 4, Responses: 0, Attachments: 1