Datadog shares fall by 10% after 4 quarter, but institutions buy News ad

Datadog today

$ 131.01 -4.88 (-3.59%)

As of 02/14/2025 21:00

52-week range

$ 98.80

▼

$ 170.08

P/e ratio.

247.19

Value is valuable

$ 158.39

Datadog Nasdak: Dog It is located in a dog after the release of FQ4 2024 income, but this rollback is an opportunity to buy an excellent promotion at a reduced price. The reflection was caused by a cool leadership, but the leadership in the eyes of the viewer. Although slightly lower than the consensus forecasts reported by Marketbeat, the leadership is stronger and indicates the growth and increase in share value.

The balance emphasizes the impact of the initiatives of acquisition, R&D and growth, but the pure result is positive. Cash and equivalents increased, compensating for the increase in debt, with current and general assets for cash and property. The obligations also increased, but less than assets, leaving capital by $ 2.7 billion and increased by almost 35% compared to the previous year, which, as expected, will continue to grow. The company remains in a solid financial condition with the total amount of obligations 1.15 times of shares and net cash funds.

Datadog cannot impress his leadership of 2025

Datadog had a firm 2024 and greatly finished the year. The revenue of the 4th quarter grew by more than 25% compared to the previous year and the consensus surpassed more than 300 basic points. Strength was seen throughout the network, with noticeable performance among large customers. Large customers who make more than $ 1 million. USA ARR, increased by 16.6% and were aggravated by an improvement in maintenance.

The margin Q4 was also good. The expected reduction in margin was less than the predicted, leaving the adjusted EPS by 11% compared to last year. This is 1600 b.p. Above the forecasts, but the leadership overshadowed it. The company leads another solid year of growth, but the predictions of Q1 and are easy for the whole year. The income forecast for the whole year is the weakest, with a high level of consensus of high -class analysts. Nevertheless, the conclusion for investors is that the cash flow and prospects for income are sufficient to maintain a reliable balance and growth prospects. It is expected that Datadog will support CAGR in the middle of 20% over the next seven years, the high price of the company in 80x in 2025 falls up to 10 times in this scenario, and the price of the share remains the same.

Institutions provide a floor at the price of DDOG shares

The number on the sales side, including analysts and institutional activities, is bull. 33 Analysts tracking at the marketing rate, this is a branded moderate purchase, and 75% evaluates it at Buy or higher, providing a positive bias for data. The goal of cost, increasing by 18% in twelve months, suggests that the growth of shares is 18%, and the revision leads to a high -class range. This puts this market to the level of $ 200, and the target price set the day before the release of the results of the 4th quarter.

Institutional activity made noticeable changes in 2025. After sale in the balance sheet in the second quarter, quarter and 4024 years, the group returned to the purchase. The group not only returned to the purchase, but also for the purchase was reliable in the first six weeks, brought 1.6 billion dollars of shares or about 3.3% of market capitalization in mid -February. With this in mind in the game, it is unlikely that DDOG shares will fall significantly, because institutions are probably buying a drop in prices for shares.

Datadog retreats to support the goal

The price of Datadog shares significantly receded after the release, about 10%, but is unlikely to fall much further. This step puts the market on a critical level of support, which is more likely to make a rebound than not. The movement below the level of 132 dollars would be a bad sign and may indicate a breakdown in the market, which unexpectedly, given the leadership and long -term forecasts. The question is how long the DDOG shares will be bogged down on new minimums, and it can be weeks or months. The next significant visible catalyst, in addition to the results of other cybersecurity companies, is the release of FQ1, planned in mid -May.

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