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Datadog, US23804L1035

Datadog stock posts 35% revenue growth and lifts full-year outlook

Published on 11/04/2026 at 17:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Datadog stock enters its next phase after a strong third quarter. New guidance puts customer expansion and AI products at the center of the investment case.

What the results change for investors

  • Enterprise customer growth remained strong, while Datadog expanded its AI product portfolio with Scout 1.0.
  • Management raised its full-year revenue outlook and set a fourth-quarter forecast that keeps execution and customer demand in focus.
  • Cash generation and the non-GAAP margin support continued investment, but adjusted figures exclude material stock-based compensation and related costs.
Datadog, US23804L1035, Illustration mit AI erstellt.
Datadog, US23804L1035, Illustration mit AI erstellt.

Datadog reported third-quarter 2026 results on Wednesday, November 4, with revenue of 1.20 billion US dollars, up 35% year over year, according to the company's GlobeNewswire release. The quarter ended September 30 and exceeded the growth bar set by the prior outlook.

Enterprise demand supports expansion

Datadog ended the quarter with about 4,860 customers generating at least 100,000 US dollars in annual recurring revenue, up from about 4,060 a year earlier. Management also introduced Scout 1.0, a specialized model for investigating production issues that is available in preview and powers Bits Investigation.

GAAP operating income reached 75 million US dollars, compared with a 5.8 million US dollar operating loss a year earlier. Non-GAAP operating income was 334 million US dollars, producing a 28% adjusted operating margin. GAAP diluted earnings per share came to 0.32 US dollars, while non-GAAP diluted earnings per share reached 0.81 US dollars. Operating cash flow was 290 million US dollars and free cash flow was 251 million US dollars.

Guidance sets the next test

Datadog expects fourth-quarter revenue of 1.19 billion to 1.20 billion US dollars, non-GAAP operating income of 280 million to 290 million US dollars and adjusted diluted earnings per share of 0.69 to 0.71 US dollars. Full-year revenue guidance is 4.515 billion to 4.525 billion US dollars, with non-GAAP operating income of 1.095 billion to 1.105 billion US dollars and adjusted diluted earnings per share of 2.73 to 2.75 US dollars.

Datadog stock traded at 170.30 euros on Lang & Schwarz at 17:09 CET on Wednesday, November 4, 2026.

Since the previous report at 14:07 CET, the quote moved from 160.20 to 170.30 euros, a 6.30% increase. Investors can follow the real-time quote of Datadog stock.

Datadog at a glance

  • Company: Datadog, Inc.
  • ISIN: US23804L1035
  • US ticker: DDOG
  • Primary venue: Nasdaq
  • Lang & Schwarz quote: 170.30 euros at 17:09 CET on November 4, 2026
  • Change since the previous report: 6.30% from 160.20 euros at 14:07 CET
  • Third-quarter revenue: 1.20 billion US dollars, up 35% year over year
  • Non-GAAP diluted earnings per share: 0.81 US dollars

The S&P 500 remains the relevant US equity backdrop for growth stocks.

More news and analyses on Datadog stock will follow as investors assess enterprise demand, AI adoption and fourth-quarter delivery.

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