Live Report · Updated February 2, 2026

Datadog vs Seagate

Datadog Inc and Seagate Technology Public Ltd. Co. are analysed side by side to help readers understand how their business models, financial performance, and market context compare. This page presents neutral, accessible information about each company’s approach and position, without making predictions or offering advice. Educational content, not financial advice.

Datadog Inc and Seagate Technology Public Ltd. Co. are analysed side by side to help readers understand how their business models, financial performance, and market context compare. This page presents...

Comparison Snapshot

Key Financial Metrics

DDOG

Metric

STX

$45.25B

Market Cap

$94.41B

62.48%

Potential Profit

-33.44%

Buy

Analyst Rating

Buy

Why It's Moving

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

Seagate Surges on Stellar Q2 Earnings and AI Demand Sold Out Through 2026

Q2 revenue hit $2.83B, topping $2.73B forecasts, with EPS of $3.11 beating $2.77 expected, showcasing margin expansion and pricing power in nearline HDDs.
AI data center boom leaves Seagate sold out through 2026, bolstering guidance and triggering upgrades from Argus, Citigroup, Evercore, and others to a 'Moderate Buy' consensus.
National Pension Service boosted its stake by 28% to $59M, riding earnings momentum despite some insider sales and valuation debates.
sentiment_tag

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

Seagate Surges on Stellar Q2 Earnings and AI Demand Sold Out Through 2026

Q2 revenue hit $2.83B, topping $2.73B forecasts, with EPS of $3.11 beating $2.77 expected, showcasing margin expansion and pricing power in nearline HDDs.
AI data center boom leaves Seagate sold out through 2026, bolstering guidance and triggering upgrades from Argus, Citigroup, Evercore, and others to a 'Moderate Buy' consensus.
National Pension Service boosted its stake by 28% to $59M, riding earnings momentum despite some insider sales and valuation debates.
sentiment_tag

Sentiment:

🐃Bullish

Investment Analysis

Datadog

DDOG

Pros

Datadog reported strong Q3 2025 financial results, with revenue growing 28% year-over-year to $886 million and EPS significantly beating estimates.
The company benefits from accelerating trends in cloud migration and AI adoption, strengthening its leadership in digital experience monitoring and AI observability.
Datadog maintains a solid balance sheet with $4.1 billion in cash and securities, supporting financial flexibility and growth investments.

Considerations

Datadog's valuation metrics are relatively high, with a price-to-earnings ratio around 82.84, which may reflect elevated risk or premium expectations.
Analyst price targets show a mixed outlook, with average forecasts suggesting a possible near-term price decline despite long-term growth potential.
The company faces execution risks common to high-growth SaaS firms, including sustaining rapid revenue growth and managing increased competition.

Seagate

STX

Pros

Seagate is a leading player in data storage, benefiting from growing global data creation and demand for high-capacity storage solutions.
The company has strong cash flow generation and a history of returning capital to shareholders through dividends and share repurchases.
Seagate's diversified product portfolio and technology advancements help it maintain competitiveness amid evolving storage technologies.

Considerations

Seagate's business is exposed to cyclical demand fluctuations in the technology sector, which can lead to volatile revenue and profitability.
The company faces pressure from technological shifts, such as the rise of solid-state drives, that may impact legacy hard drive sales.
Geopolitical and supply chain risks could disrupt Seagate's manufacturing and distribution, affecting operational stability.

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