1Sem.·

🚀 $DDOG Q4 2024 Earnings Incoming – What to Expect! 📊

This morning, Datadog will release its Q4 2024 financial results.


Looking at its recent performance, Datadog has shown strong revenue growth and improving profitability:

✅ Revenue Growth: +27.06% YoY, reaching $690.02M in Q3 2024

✅ Gross Margin: A solid 80%, showcasing strong pricing power

✅ Net Income: +196.83% YoY, hitting $51.70M

✅ Free Cash Flow: +69.03% YoY to $203.60M


💰 Financial Strength & Market Position

🔹 Cash: $337.42M | Debt-to-Equity: 0.76 (low risk)

🔹 Market Cap: $49.40B | 5-Year Return: +213.88%


⚠️ Premium Valuation – High Expectations?

With a P/E of 257.1x, P/S of 19.5x, and P/B of 18.8x, the market is pricing in strong future growth.


👉 Will Datadog’s Q4 earnings justify its valuation, or is the stock at risk of a pullback? 


Are you bullish or bearish on DDOG? 


𝗧𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗰𝗼𝗽𝘆 𝗺𝗲 𝗼𝗻 𝗲𝗧𝗼𝗿𝗼—𝗱𝗼𝗻’𝘁 𝗺𝗶𝘀𝘀 𝘁𝗵𝗶𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗺𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.


😎 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice. $TSLA (-2,79 %)
$AMZN (-2,21 %)
$DDOG (-3,03 %)
$AAPL (-0,3 %)
$GOOGL (-1,14 %)
$CRWD (-3,91 %)

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8 Commentaires

-7% premarket
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@Watchman666 2025 guidance below the market expected. But don't changes anything about this great company.
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Great company and products, but even with the expected growth-rates overpriced in 2029. And average expected earning move from the option-market is round about 9-12%. Do you have a position @Diefor ?
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@derMantarochen Yes. Datadog its one of the best companies I know. Future its bright for the company.
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@Diefor When do you expect a fair valuation for the current price? In my calculation for 2028: EPS 3,53 USD so P/E is 37,4. For 2029: EPS 4,21 USD so P/E is 31,35
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Normally i keep my fingers away from such valuations, but the growth rate is too awesome :) I also opened a small position after the EC today - just for the case ...
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@derMantarochen We need to play the long run. Datadog its working for the long run and not focusing only on each quarter.
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@Diefor For sure, but even for the best Company/product/business model the wrong valuation can beat up your stock
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