Datadog stock gains 1.64% as AI platform expands
Published on 11/10/2026 at 16:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSGrowth meets a measured outlook
- Datadog reported third-quarter revenue growth of 35 percent and expanded its larger-customer base.
- Scout 1.0 adds a specialized AI model for production-issue investigations through Bits Investigation.
- Fourth-quarter guidance points to slower year-over-year growth than in the latest quarter.
Datadog stock traded at 161.60 euros on Lang & Schwarz at 16:34 CET on Tuesday, November 10, 2026. The quote was 1.64 percent above the 159.00 euro level cited in the company's latest report published at 14:00 CET.
Datadog reported its third-quarter results on Wednesday, November 4, for the period ended September 30. According to the company's GlobeNewswire release, revenue increased 35 percent year over year to 1.20 billion US dollars.
Enterprise demand supports expansion
Datadog ended the quarter with about 4,860 customers generating at least 100,000 US dollars in annual recurring revenue, up from about 4,060 a year earlier. The company also reported GAAP operating income of 75 million US dollars and non-GAAP operating income of 334 million US dollars.
Cash generation remained material, with 290 million US dollars in operating cash flow and 251 million US dollars in free cash flow. For investors, the combination of larger accounts and positive reported operating income supports the platform-expansion case, while adjusted figures remain distinct from GAAP results.
Scout broadens the AI platform
Datadog introduced Scout 1.0, the first specialized model from its AI Research team. The model is in preview and powers Bits Investigation, a product designed to investigate production issues and support earlier incident response.
The launch gives Datadog another route to connect observability with customers' expanding use of artificial intelligence. Commercial adoption and usage by large accounts remain important variables for the company's growth profile.
Guidance sets the next test
Datadog expects fourth-quarter revenue of 1.19 billion to 1.20 billion US dollars, non-GAAP operating income of 280 million to 290 million US dollars and non-GAAP diluted earnings per share of 0.69 to 0.71 US dollars. The revenue range implies year-over-year growth of 25 percent to 26 percent, below the third-quarter pace.
For the full year, management projects revenue of 4.515 billion to 4.525 billion US dollars, non-GAAP operating income of 1.095 billion to 1.105 billion US dollars and non-GAAP diluted earnings per share of 2.73 to 2.75 US dollars. The next investment test is whether broader platform adoption can offset a more measured near-term growth outlook.
Datadog company facts
- Company: Datadog, Inc.
- ISIN: US23804L1035
- Ticker: DDOG
- Home exchange: Nasdaq
- Lang & Schwarz quote: 161.60 euros at 16:34 CET on Tuesday, November 10, 2026
- Third-quarter revenue: 1.197 billion US dollars for the period ended September 30, 2026
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