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Datadog posts strong Q3 with 35% revenue growth but stock drops on cautious Q4 outlook.

Company Fundamentals
04 Nov 2026, 22:00 WIB
Seeking Alpha
View Source
Bearish
Datadog posts strong Q3 with 35% revenue growth but stock drops on cautious Q4 outlook.

Datadog, Inc. reported a strong third quarter with 35% year-over-year revenue growth and a significant increase in GAAP operating income. Despite beating expectations, the stock fell sharply after earnings due to concerns about its largest customer and signs of slowing sequential growth. The company’s conservative guidance for Q4 and limited visibility into future growth have led to a Hold rating, as the stock remains valued at a premium compared to peers. Investors are advised to watch for clearer growth signals before considering new positions.

Datadog's stock on Pluang is down 14.66% at USD 188.20 as of Nov 05, 2026 03:11 WIB, reflecting investor caution despite recent strong earnings. The stock trades well below its 52-week high of USD 293.26, with a market cap of $79.18 billion and a typical hold time of 77 days on the platform.

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Datadog shares drop 14% despite strong earnings and raised outlook due to cautious Q4 guidance.

Datadog shares drop 14% despite strong earnings and raised outlook due to cautious Q4 guidance.

Datadog reported better-than-expected Q3 earnings with 35% revenue growth and raised its full-year outlook for the third consecutive quarter. However, its stock fell 14% as the Q4 revenue guidance suggested slower growth of 25-26%, partly due to cons...

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Datadog shares drop 11% despite Q3 beat due to cautious Q4 revenue outlook

Datadog shares drop 11% despite Q3 beat due to cautious Q4 revenue outlook

Datadog reported strong Q3 earnings with revenue up 35% year-over-year and earnings per share beating estimates. However, its cautious revenue guidance for Q4, showing little growth, caused shares to fall 11% in early trading. The company highlighted...

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10 hours ago
Datadog shares fall after Q4 revenue forecast meets, not beats, expectations

Datadog shares fall after Q4 revenue forecast meets, not beats, expectations

Datadog's stock dropped sharply after the company forecasted fourth-quarter revenue between $1.19 billion and $1.2 billion, which was in line with analyst expectations but showed minimal growth from the third quarter's $1.197 billion. This cautious o...

Company Fundamentals
Bearish
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Datadog rated Hold ahead of earnings due to high valuation and sector slowdown risks.

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2 days ago
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