DDOG · DATADOG, INC.

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Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workflow automation and App builder, event management, bits AI SRE, cloud cost management, cloud security, code security, cloud SIEM, threat management, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.

Close · 3M

+15.68%

Held by 4 AI ETFs

AIUP4.620%

as of Oct 23

AMOM1.660%

as of Oct 16

PQUS0.490%

as of Oct 23

AIVL0.274%

as of Oct 23

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals12

Win rate0% (0/12)

Avg buy return-3.57%

AIUPnow 4.620% of fund9 signals

AIUP · Weight decrease · 5d

weight 5.050% → 4.310% (-0.740 pp)·stock up 4.7% in the 30 days before

Oct 16·entry $247.11·now $269.65

+9.12%

since Oct 16

AIUP · Weight decrease · 4d

weight 5.050% → 4.420% (-0.630 pp)·stock up 15.4% in the 30 days before

Oct 15·entry $266.25·now $269.65

+1.28%

since Oct 15

AIUP · Weight decrease · 3d

weight 5.050% → 4.460% (-0.590 pp)·stock up 17.0% in the 30 days before

Oct 14·entry $269.33·now $269.65

+0.12%

since Oct 14

AIUP · Weight decrease · 2d

weight 5.050% → 4.490% (-0.560 pp)·stock up 23.2% in the 30 days before

Oct 13·entry $283.34·now $269.65

-4.83%

since Oct 13

AIUP · Sudden change · 1d

weight 5.050% → 4.520% (-0.530 pp)·stock up 29.9% in the 30 days before

Oct 12·entry $287.29·now $269.65

-6.14%

since Oct 12

AIUP · Weight increase · 2d

weight 4.600% → 5.050% (+0.450 pp)·stock up 32.3% in the 30 days before

Oct 9·entry $293.26·now $269.65Fresh

-8.05%

since Oct 9

AIUP · Accumulation · 5d

stock up 32.5% in the 30 days before

Oct 2·entry $277.22·now $269.65Fresh

-2.73%

since Oct 2

AIUP · Accumulation · 5d

stock up 23.5% in the 30 days before

Oct 1·entry $276.46·now $269.65Fresh

-2.46%

since Oct 1

AIUP · Accumulation · 6d

stock up 15.5% in the 30 days before

Sep 30·entry $273.85·now $269.65Fresh

-1.53%

since Sep 30

AMOMnow 1.660% of fund8 signals

AMOM · Weight decrease · 2d

weight 1.750% → 1.720% (-0.030 pp)·stock up 17.0% in the 30 days before

Oct 14·entry $269.33·now $269.65

+0.12%

since Oct 14

AMOM · Weight increase · 2d

weight 1.610% → 1.750% (+0.140 pp)·stock up 32.3% in the 30 days before

Oct 9·entry $293.26·now $269.65Fresh

-8.05%

since Oct 9

AMOM · Weight decrease · 5d

weight 1.930% → 1.610% (-0.320 pp)·stock up 29.1% in the 30 days before

Oct 7·entry $271.34·now $269.65

-0.62%

since Oct 7

AMOM · Weight decrease · 4d

weight 1.930% → 1.640% (-0.290 pp)·stock up 30.7% in the 30 days before

Oct 6·entry $278.24·now $269.65

-3.09%

since Oct 6

AMOM · Weight decrease · 3d

stock up 28.7% in the 30 days before

Oct 5·entry $276.42·now $269.65

-2.45%

since Oct 5

AMOM · Weight decrease · 2d

stock up 32.5% in the 30 days before

Oct 2·entry $277.22·now $269.65

-2.73%

since Oct 2

AMOM · Accumulation · 5d

stock up 23.5% in the 30 days before

Oct 1·entry $276.46·now $269.65Fresh

-2.46%

since Oct 1

AMOM · Accumulation · 6d

stock up 15.5% in the 30 days before

Sep 30·entry $273.85·now $269.65Fresh

-1.53%

since Sep 30

PQUSnow 0.490% of fund6 signals

PQUS · Weight increase · 2d

weight 0.440% → 0.490% (+0.050 pp)·stock up 10.4% in the 30 days before

Oct 21·entry $273.09·now $269.65Fresh

-1.26%

since Oct 21

PQUS · Weight decrease · 5d

weight 0.520% → 0.440% (-0.080 pp)·stock up 4.7% in the 30 days before

Oct 16·entry $247.11·now $269.65

+9.12%

since Oct 16

PQUS · Weight decrease · 4d

weight 0.520% → 0.470% (-0.050 pp)·stock up 15.4% in the 30 days before

Oct 15·entry $266.25·now $269.65

+1.28%

since Oct 15

PQUS · Weight decrease · 3d

weight 0.520% → 0.480% (-0.040 pp)·stock up 17.0% in the 30 days before

Oct 14·entry $269.33·now $269.65

+0.12%

since Oct 14

PQUS · Weight decrease · 2d

weight 0.520% → 0.500% (-0.020 pp)·stock up 23.2% in the 30 days before

Oct 13·entry $283.34·now $269.65

-4.83%

since Oct 13

PQUS · Weight increase · 2d

weight 0.480% → 0.520% (+0.040 pp)·stock up 32.3% in the 30 days before

Oct 9·entry $293.26·now $269.65Fresh

-8.05%

since Oct 9

AIVLnow 0.274% of fund7 signals

AIVL · Weight decrease · 5d

weight 0.303% → 0.253% (-0.050 pp)·stock up 4.7% in the 30 days before

Oct 16·entry $247.11·now $269.65

+9.12%

since Oct 16

AIVL · Weight decrease · 4d

weight 0.303% → 0.273% (-0.030 pp)·stock up 15.4% in the 30 days before

Oct 15·entry $266.25·now $269.65

+1.28%

since Oct 15

AIVL · Weight decrease · 3d

weight 0.303% → 0.278% (-0.025 pp)·stock up 17.0% in the 30 days before

Oct 14·entry $269.33·now $269.65

+0.12%

since Oct 14

AIVL · Weight decrease · 2d

weight 0.303% → 0.292% (-0.011 pp)·stock up 23.2% in the 30 days before

Oct 13·entry $283.34·now $269.65

-4.83%

since Oct 13

AIVL · Accumulation · 5d

stock up 32.5% in the 30 days before

Oct 2·entry $277.22·now $269.65Fresh

-2.73%

since Oct 2

AIVL · Accumulation · 6d

stock up 23.5% in the 30 days before

Oct 1·entry $276.46·now $269.65Fresh

-2.46%

since Oct 1

AIVL · Accumulation · 6d

stock up 15.5% in the 30 days before

Sep 30·entry $273.85·now $269.65Fresh

-1.53%

since Sep 30

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Too hard to callas of Oct 18

All four AI ETFs holding DDOG (AIUP, AMOM, PQUS and AIVL) have been trimming for several sessions through mid-October 2026, after a brief round of buying on October 9, and AIUP is the largest holder at 4.31% after cutting about 0.74pp in one day. That direction of travel is consistent with a Too Hard verdict and a priced-for-perfection valuation, but the reason is probably momentum and risk management rather than a circle-of-competence judgment. AIUP's still-heavy weight is the sharpest disagreement with a Buffett-style read.

Circle of CompetenceDatadog sells usage-based observability software in a fast-moving cloud and AI infrastructure market where competitive winners and customer spending patterns are hard to project ten years out, which puts it outside a predictable-unit-economics circle of competence.
Economic MoatNot scored because the framework stops at Stage 1, though switching costs and product breadth are real but exposed to hyperscaler bundling and open-source competition.
ManagementNot scored because the framework stops at Stage 1, and the data provided does not show candor, buyback discipline or insider ownership.
Financial HealthNot scored because the framework stops at Stage 1, though the 4.57% ROE is well under the 15% threshold and would have been a concern anyway.
Margin of SafetyNot scored because the framework stops at Stage 1, though a 537x P/E and 89x EV/EBITDA leave no visible margin of safety.

Datadog is a strong grower, with revenue up 31.5%, but cloud-software demand and competition are too uncertain for the framework to project ten-year owner earnings with confidence. Current returns on equity are low and the valuation multiples demand flawless execution for years, so even if the business were understood there would be no obvious margin of safety. The framework therefore declines to score it.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.