| DDOG |
Report |
Revenue |
BEAT |
pred ~$1.095B vs. cons $1.080B |
MEDIUM |
| DDOG |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.610 vs. cons $0.591 |
MEDIUM |
| DDOG |
Report |
Net revenue retention |
IN-LINE |
pred ~123.0% vs. cons 122.0% |
MEDIUM |
| DDOG |
Guide |
Q3 2026 revenue |
BETTER |
guide ~$1.120B-$1.128B vs. cons $1.108B |
MEDIUM |
| DDOG |
Guide |
Q3 2026 adjusted EPS |
BETTER |
guide ~$0.62-$0.64 vs. cons $0.618 |
MEDIUM |
| DDOG |
Guide |
FY 2026 revenue |
UNCHANGED |
guide ~$4.38B-$4.40B vs. cons $4.357B |
MEDIUM |
| DDOG |
Guide |
FY 2026 adjusted EPS |
BETTER |
guide ~$2.50-$2.54 vs. cons $2.488 |
LOW |
| DDOG |
Guide |
FY demand / AI commentary |
UNCHANGED |
guide ~broad strength but continued largest-customer conservatism vs. current posture |
MEDIUM |
| DDOG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| DDOG |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - limited FY estimate revision versus a high bar |
LOW |