What AI bubble is DDOG in?

Datadog, Inc. (DDOG) is mapped to the Enterprise SaaS AI bubble on QuantAbundancia. Classifier 2026-05-07: primary tier, corr 0.80 to ai-software centroid (29 obs, 2nd: hyperscalers 0.457). is_primary_bubble=FALSE.

What sector is DDOG in?

Datadog, Inc. is classified under GICS Information Technology (Application Software).

What is DDOG's last close price?

DDOG last closed at $262.32 on 2026-07-16.

DDOG

NASDAQNext earnings·Aug 6AnalystsStrong Buy·46-6%

Datadog, Inc.

Information Technology · Application Software

$262.32last close

+88.2%~252d

Price

+88.23% over 1Y

Tese

em 2026-07-16

Cloud observability SaaS leader. Q1 2026 revenue $1.01B (+32% YoY) beat $959M est; FY26 guide raised to $4.32B midpoint (+$240M from prior); +29% post-print pop. AI-native customer cohort and Bits AI agent suite offset OpenAI (~10% of revenue) optimization migration tracking to Q4 2026.

•2026-05-07 - Q1 2026 print: revenue $1.01B (+32.2% YoY) vs $959.6M est, adj EPS $0.60 vs $0.51 est, OCF $335M, FCF $289M
•2026-05-07 - FY2026 guide raised to $4.30-4.34B (from $4.06-4.10B prior), 25-27% growth, non-GAAP op-income $940-980M (22-23% margin)
•2026-05-07 - Q2 2026 guide $1.07-1.08B (29-31% YoY); record sequential ARR additions; AI-native cohort grew above plan
•2025-12 - Bits AI SRE launched at DASH conference (Limited Availability); AI agent investigates alerts and surfaces root cause autonomously
•2025-06 - Three Bits AI agents introduced (SRE, Dev, Security Analyst); autonomous investigation, code fixes, Cloud SIEM triage
•OpenAI = largest single customer at ~10% of revenue per analyst estimates; full migration off DDOG expected ~Q4 2026
•2025-07 - Guggenheim downgraded to Sell pre-print citing OpenAI optimization risk; thesis re-rated on Q1 print
•Snapshot 2026-05-07: price ~$189, mcap ~$64B, FY26 guide $4.32B → forward P/S ~15x; +29% post-print + 4.9% intraday follow-through
•Setup tension: AI workload observability TAM growth (32% YoY revenue) outpacing largest-customer optimization drag; bear thesis priced Q4-Q1, bull thesis (AI-native cohort + Bits AI monetization) reaccelerating

Analyze DDOG· interactive tools

Bubbles· capital-flow co-movement

Top correlated· 252d co-movement

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Frequently asked questions

Is DDOG in VO?: Yes, Vanguard Mid-Cap ETF (VO) holds DDOG with 0.83% (as of 2026-07-16).
What ETFs hold DDOG?: Datadog, Inc. (DDOG) is held by VO (0.83%).
What AI bubble is DDOG in?: Datadog, Inc. (DDOG) is mapped to the Enterprise SaaS AI bubble on QuantAbundancia. Classifier 2026-05-07: primary tier, corr 0.80 to ai-software centroid (29 obs, 2nd: hyperscalers 0.457). is_primary_bubble=FALSE.
What sector is DDOG in?: Datadog, Inc. is classified under GICS Information Technology (Application Software).
What is DDOG's last close price?: DDOG last closed at $262.32 on 2026-07-16.

DDOG

Price

Tese

Analyze DDOG· interactive tools

Bubbles· capital-flow co-movement

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching DDOG

Recent news· high-signal only

Held by ETFs

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Facts