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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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I remain bearish on Datadog due to its stretched valuation, especially after its S&P 500 inclusion. The upcoming Q2 earnings (August 7) are likely to pull Datadog downward. Datadog trades at a significant premium to peers despite similar or slower growth, with little justification for its elevated multiples. Key risks for Q2 include potential revenue deceleration and declining operating margins, threatening its Rule of 40 status.
