Datadog, Inc.

(NASDAQ Global Select)
Bullish +65

Datadog sets November 4 results date as Datadog stock trades at EUR 236.50

πŸ“… Datadog has announced its third-quarter fiscal year 2026 earnings report date as November 4, 2026, to be released before the U.S. market opens.

πŸ’° The company reported second-quarter revenue of USD 1.12 billion, marking a significant 36% year-over-year increase.

πŸ“ˆ Management guided third-quarter revenue to between USD 1.135 billion and USD 1.145 billion, implying 28% to 29% year-over-year growth.

πŸ’΅ Datadog expects non-GAAP operating income for the third quarter to range from USD 260 million to USD 270 million.

πŸ“Š RBC Capital raised its price target for DDOG from USD 280.00 to USD 320.00 while retaining an Outperform rating.

🏒 Datadog is listed on Nasdaq with a market capitalization of approximately USD 96.7 billion as of October 14, 2026.

πŸ“‰ The stock's 52-week trading range spans from USD 98.01 to USD 300.68, reflecting significant volatility and growth potential.

πŸ” Investors are focused on whether Datadog can sustain its second-quarter pace while managing specific customer usage reductions.

πŸ“… The upcoming earnings call is scheduled for November 4, 2026, at 8:00 a.m. Eastern Time to discuss the quarterly results.

Bullish Signals
  • Datadog reported second-quarter revenue of USD 1.12 billion, representing a robust 36% year-over-year increase that demonstrates strong business momentum.
  • Management guided third-quarter revenue to USD 1.135 billion to USD 1.145 billion, projecting sustained growth of 28% to 29% year over year.
  • RBC Capital raised its price target from USD 280.00 to USD 320.00 while maintaining an Outperform rating, signaling strong analyst confidence.
  • The company expects non-GAAP operating income for the third quarter to reach between USD 260 million and USD 270 million.
Risk Factors
  • Management noted tighter guidance assumptions following a period of accelerated growth, indicating potential caution in future revenue projections.
  • The upcoming report will test whether Datadog can sustain its second-quarter pace while managing a specific customer usage reduction.
Full Analysis
Datadog (DDOG) has officially set November 4, 2026, as the reporting date for its third-quarter fiscal year 2026 results, which will be released before the U.S. market opens at 8:00 a.m. Eastern Time. This announcement follows the company's strong second-quarter performance and serves as a key checkpoint for investors to evaluate whether Datadog can sustain its recent accelerated growth trajectory amidst evolving customer usage patterns. Following a robust second quarter where revenue reached USD 1.12 billion, representing a 36% year-over-year increase, management has provided specific guidance for the upcoming third quarter. The company projects third-quarter revenue between USD 1.135 billion and USD 1.145 billion, translating to growth of 28% to 29% year over year. Additionally, Datadog expects non-GAAP operating income for the quarter to range from USD 260 million to USD 270 million. Analyst sentiment remains positive ahead of the earnings release, highlighted by RBC Capital raising its price target from USD 280 to USD 320 while maintaining an Outperform rating. With a market capitalization of approximately USD 96.7 billion as of mid-October, the upcoming report will be critical in testing demand resilience and margin execution capabilities against the backdrop of tighter guidance assumptions. Datadog is listed on Nasdaq under ticker DDOG and operates within the Technology / Software - Application sector. The company's stock was trading at EUR 236.50 on October 15, 2026, with a 52-week range spanning from USD 98.01 to USD 300.68. Investors will be closely watching the November 4 results for confirmation of sustained growth and operational efficiency.