Yes, iShares Expanded Tech-Software Sector ETF (IGV) holds DDOG with 0.39% (as of 2026-09-22).

Datadog, Inc. (DDOG) is held by IGV (0.39%).

What AI bubble is DDOG in?

Datadog, Inc. (DDOG) is mapped to the Enterprise SaaS AI bubble on QuantAbundance. 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 $254.80 on 2026-09-24.

DDOG

NASDAQNext earnings·Nov 5AnalystsStrong Buy·46+12%

Datadog, Inc.

Information Technology · Application Software

$254.80last close

+86.6%~252d

Price

+86.57% over 1Y

1 auto-fib

Thesis

as of 2026-09-23

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

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Analyze DDOG· interactive tools

Bubbles· capital-flow co-movement

Top correlated· 252d co-movement

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Frequently asked questions

Is DDOG in IGV?: Yes, iShares Expanded Tech-Software Sector ETF (IGV) holds DDOG with 0.39% (as of 2026-09-22).
What ETFs hold DDOG?: Datadog, Inc. (DDOG) is held by IGV (0.39%).
What AI bubble is DDOG in?: Datadog, Inc. (DDOG) is mapped to the Enterprise SaaS AI bubble on QuantAbundance. 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 $254.80 on 2026-09-24.

Key levels

$218.34
0.382 retr of 98.01->292.72 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+16.7%
$195.37
0.5 retr of 98.01->292.72 (52w) · 2026-09-24
Out of reach · reference only
+30.4%
$172.39
0.618 retr of 98.01->292.72 (52w) · 2026-09-24
Out of reach · reference only
+47.8%
$139.68
0.786 retr of 98.01->292.72 (52w) · 2026-09-24
Out of reach · reference only
+82.4%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $90.30B
Last update: 2026-09-24

Revenue (TTM)$4.0B

P/E513.2×

P/S22.8×

Net margin4.5%