| DDOG |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$1.10B vs. cons $1.078B |
MEDIUM |
| DDOG |
Report |
Q2 2026 Non-GAAP EPS |
BEAT |
pred ~$0.61 vs. cons $0.58 |
MEDIUM |
| DDOG |
Report |
Q2 2026 Non-GAAP Operating Margin |
BEAT |
pred ~23.5% vs. cons ~22.5% |
MEDIUM |
| DDOG |
Guide |
Q3 2026 Revenue Guidance |
BETTER |
guide ~$1.155B vs. cons ~$1.14B (Q3 2026) |
MEDIUM |
| DDOG |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$4.43B vs. cons ~$4.40B (FY2026) |
MEDIUM |
| DDOG |
Guide |
FY2026 Non-GAAP EPS Guidance |
BETTER |
guide ~$2.52 vs. cons ~$2.46 (FY2026) |
MEDIUM |
| DDOG |
Guide |
Net Revenue Retention / Large-Customer ARR commentary |
UNCHANGED |
guide ~low-120s% NRR vs. cons ~low-120s% NRR (Q2 2026, qualitative) |
LOW |
| DDOG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| DDOG |
Return |
5-day cumulative residual |
-5.5% (FADE) |
Stock has already run +90% since last print and is priced for a clean beat-and-raise, so even a solid beat-and-raise likely gets partially sold as valuation/'priced-for-perfection' concerns dominate (echoing this week's AMD/Uber reactions where beats + guides still sold off). Implied back-half deceleration in the raised FY guide (tougher AI-native comps, embedded conservatism on the single largest customer) gives sell-side room to trim out-period numbers even after raising near-term estimates, producing a fade over the following days as initial pop reverses. |
LOW |