Datadog stock pairs 35% growth with new AI model Scout 1.0
Published on 11/07/2026 at 10:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSDatadog combines growth with AI expansion
- Third-quarter revenue reached 1.20 billion US dollars, up 35 percent year over year.
- Datadog guided for fourth-quarter revenue of 1.19 billion to 1.20 billion US dollars.
- Scout 1.0 adds a specialized model to the company's AI product portfolio.
Datadog reported strong third-quarter growth on Wednesday, November 4, while adding a new specialized artificial intelligence model to its platform. The company said in its third-quarter financial release that revenue rose 35 percent year over year to 1.20 billion US dollars for the period ended September 30.
Growth remains strong, outlook moderates
Datadog reported 75 million US dollars in GAAP operating income and 334 million US dollars in non-GAAP operating income. Non-GAAP diluted earnings per share reached 0.81 US dollars, while free cash flow was 251 million US dollars.
The company guided for 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. Full-year 2026 revenue guidance stands at 4.515 billion to 4.525 billion US dollars.
AI products add to the investment case
Datadog also introduced Scout 1.0, its first specialized model from the AI Research team. The model powers Bits Investigation and is intended to support earlier investigations of production issues while reducing inference costs.
The company had about 4,860 customers with annual recurring revenue of at least 100,000 US dollars at the end of September, up from about 4,060 a year earlier. That customer expansion gives investors an important measure of enterprise demand as Datadog broadens its observability, security and AI offering.
Datadog stock traded at 161.50 euros on Lang & Schwarz at 10:56:53 CET on Saturday, November 7, 2026. The real-time quote of Datadog stock provides the current market view.
Datadog company facts
- Company: Datadog, Inc.
- ISIN: US23804L1035
- Home exchange: Nasdaq
- Quote: 161.50 euros on Lang & Schwarz, Saturday, November 7, 2026, at 10:56:53 CET
- Third-quarter revenue: 1.20 billion US dollars
US technology shares remain sensitive to expectations for artificial intelligence investment and enterprise software demand. Current S&P 500 market reports provide the broader market context.
