$DDOG

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (1m)

+13.5%

Win rate (1m)

100% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$DDOGr/ValueInvestingStock Analysisbullish

u/StormSmooth185 · 41d ago1 prior · awaiting results

Datadog: AI Growth Engine or Overpriced Infrastructure Trap?

Datadog operates as a non-discretionary utility for cloud-native firms with a strong switching-cost moat, supported by 120% net dollar retention and 75% of growth from existing customers. While infrastructure costs are rising 33% YoY, the company's $4.55B cash position and deeply integrated product create a defensible competitive position that justifies current valuation relative to growth trajectory.

At post $230.05Now $269.65+17.2% since postedas of Oct 23, 4:45 PM ET

1d—

3d+0.3%

1w-0.1%

1m+23.2%

3m—

6m—

1y—

original post →

$DDOGSEC Form 4bearish

Jacobson Matthew · Datadog, Inc. · 67d agono track record yet

Sold 59,424 @ $252.42 avg · $14,999,792 · 2026-08-13

Form 4: Jacobson Matthew sold DDOG

Jacobson Matthew (Director at Datadog, Inc.) reported an open-market sale of 59,424 shares of DDOG at an average $252.42, roughly $14,999,792, in a Form 4 filed 2026-08-17.

At post $247.32Now $269.65+9.0% since postedas of Oct 23, 4:45 PM ET

1d-0.5%

3d-6.0%

1w-8.7%

1m-6.7%

3m—

6m—

1y—

View filing on SEC.gov →

$DDOGr/wallstreetbetsGainbullish

u/ClippingTetris · 169d agono track record yet

The software sell off under-valued DataDog too much, knew that $DDOG is a fighter!

The software sector selloff has oversold DataDog, presenting a buying opportunity. The author believes the company is resilient and will recover, hence it's described as "a fighter."

At post $188.73Now $269.65+42.9% since postedas of Oct 23, 4:45 PM ET

1d+6.1%

3d+6.1%

1w+7.5%

1m+24.0%

3m+50.0%

6m—

1y—

original post →

End of results.