| DDOG |
Report |
Q2 Revenue |
BEAT |
pred ~$1.10B vs. cons $1.077B |
HIGH |
| DDOG |
Report |
Q2 Non-GAAP EPS |
BEAT |
pred ~$0.66 vs. cons $0.60 |
HIGH |
| DDOG |
Report |
Q2 Non-GAAP Operating Income |
BEAT |
pred ~$255M vs. cons $236M |
MEDIUM |
| DDOG |
Guide |
Q3'26 Revenue guide |
UNCHANGED |
guide ~$1.13B vs. cons $1.13B (Q3 2026) |
LOW |
| DDOG |
Guide |
FY26 Revenue guide (raise) |
BETTER |
guide ~$4.42B vs. cons $4.40B (FY2026) |
MEDIUM |
| DDOG |
Guide |
FY26 Non-GAAP EPS guide (raise) |
BETTER |
guide ~$2.55 vs. cons $2.48 (FY2026) |
MEDIUM |
| DDOG |
Guide |
Non-AI cohort growth / NRR commentary |
BETTER |
pred non-AI ~mid-20s% & NRR ~low-120s% vs. cons ~low-20s% (Q2 2026) |
MEDIUM |
| DDOG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| DDOG |
Return |
5-day cumulative residual |
+2.0% (FADE) |
Clean beat-and-raise drives an initial pop, but with the stock already doubled since Q1 and trading near highs into the print (rich valuation, heavy insider 10b5-1 selling), the whisper sits above the guide. Datadog's characteristic conservatism on its largest AI-native customer means the FY raise, while positive, likely trails the buy-side bar; out-period estimates rise only modestly, so part of the day-1 move gives back as positioning unwinds — net still positive but fading. |
LOW |