Autodesk vs Datadog

This page compares Autodesk and Datadog, presenting a neutral look at business models, financial performance, and market context. It highlights how each company creates value, sustains growth, and competes in its sector, without guidance or recommendations. Educational content, not financial advice.

This page compares Autodesk and Datadog, presenting a neutral look at business models, financial performance, and market context. It highlights how each company creates value, sustains growth, and com...

Comparison Snapshot

Key Financial Metrics

ADSK

Metric

DDOG

$54.18B

Market Cap

$45.25B

45.90%

Potential Profit

62.48%

Buy

Analyst Rating

Buy

Why It's Moving

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

Analysts Adjust Datadog Targets Ahead of Q4 Earnings, Balancing Recent Beats with Insider Sales.

Evercore ISI lowered its price target but kept 'outperform,' implying 35% upside, as DA Davidson reaffirmed 'buy' at $225.
Q3 revenue hit $886M, up 28% YoY with EPS of $0.55 beating forecasts, fueling optimism for upcoming results.
Insiders sold 1.04M shares worth $187M in three months, contrasting strong analyst consensus of Moderate Buy at $189 average target.

Sentiment:

⚖️Neutral

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

Analysts Adjust Datadog Targets Ahead of Q4 Earnings, Balancing Recent Beats with Insider Sales.

Evercore ISI lowered its price target but kept 'outperform,' implying 35% upside, as DA Davidson reaffirmed 'buy' at $225.
Q3 revenue hit $886M, up 28% YoY with EPS of $0.55 beating forecasts, fueling optimism for upcoming results.
Insiders sold 1.04M shares worth $187M in three months, contrasting strong analyst consensus of Moderate Buy at $189 average target.

Sentiment:

⚖️Neutral

Investment Analysis

Autodesk

ADSK

Pros

Autodesk has strong profitability with a non-GAAP EPS increase of 14.55% year-over-year and an excellent profitability score.
Revenue growth is expected to be robust at around 15.35% over the next year, supported by strong demand for its software.
Analysts have a positive outlook with an average price target implying a 23.52% upside from the current stock price.

Considerations

Autodesk’s technical rating is relatively low at 2 out of 10, indicating limited momentum or short-term trading strength.
There are some minor concerns about the company’s financial health despite its profitability.
Its price-to-earnings (PE) ratio is moderately high at around 65, which could suggest the stock is pricey compared to historical averages.

Datadog

DDOG

Pros

Datadog's revenue grew by over 26% in 2024, with net income increasing significantly by 278%, demonstrating strong operational growth.
The company has a wide product suite covering cloud observability, security, and performance monitoring, supporting broad market demand.
Datadog benefits from a solid analyst consensus with a buy rating from 83% of analysts and a strong recent stock price performance.

Considerations

Datadog’s PE ratio is extremely high (around 425 to 447), which indicates the stock is highly valued relative to current earnings and could be overvalued.
Although revenue and earnings have grown, the stock price target forecasts a potential decline of about 12.7% over the next year by some analysts.
Its beta of 1.23 suggests higher volatility and sensitivity to market fluctuations, posing greater risk in turbulent markets.

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