Fortinet vs Datadog
Fortinet and Datadog are compared on this page to provide an accessible overview of their business models, financial performance, and the market context in which they operate. The aim is to present clear distinctions and similarities so readers can understand how each company positions itself within its sector, without advice or forecasts. Educational content, not financial advice.
Fortinet and Datadog are compared on this page to provide an accessible overview of their business models, financial performance, and the market context in which they operate. The aim is to present cl...
Why It's Moving
Fortinet Sparks Optimism with AI-Powered Pivot and Strong Billings Outlook Amid Analyst Hold Consensus.
- Fortinet beat Q4 estimates with EPS of $0.81 versus $0.74 expected and revenue of $1.91 billion up 14.8% year-over-year, highlighting resilient demand for its firewall and network security solutions.
- Management projected 13% billings growth for 2026, exceeding the consensus 11% view, driven by momentum in Secure Access Service Edge (SASE) and large enterprise deals.
- Launch of FortiOS 8.0 on March 10 embeds AI across products, positioning Fortinet to capture rising threats and expand its platform edge in a competitive cybersecurity landscape.
Datadog Stock Faces Headwinds Despite Q4 Earnings Beat as FY2026 Guidance Disappoints
- Q4 earnings of $0.59 beat analyst estimates of $0.55, while revenue of $953M exceeded consensus of $917M, demonstrating operational strength in the quarter
- FY2026 revenue guidance of $4.06B-$4.10B fell short of the $4.11B analyst consensus, signaling slower-than-expected growth momentum heading into the new fiscal year
- Stock has declined 38.35% over the last three months and 21.57% over the past 12 months, with shares trading around $114-$120 range as of mid-March, reflecting broader market skepticism about Datadog's growth trajectory
Fortinet Sparks Optimism with AI-Powered Pivot and Strong Billings Outlook Amid Analyst Hold Consensus.
- Fortinet beat Q4 estimates with EPS of $0.81 versus $0.74 expected and revenue of $1.91 billion up 14.8% year-over-year, highlighting resilient demand for its firewall and network security solutions.
- Management projected 13% billings growth for 2026, exceeding the consensus 11% view, driven by momentum in Secure Access Service Edge (SASE) and large enterprise deals.
- Launch of FortiOS 8.0 on March 10 embeds AI across products, positioning Fortinet to capture rising threats and expand its platform edge in a competitive cybersecurity landscape.
Datadog Stock Faces Headwinds Despite Q4 Earnings Beat as FY2026 Guidance Disappoints
- Q4 earnings of $0.59 beat analyst estimates of $0.55, while revenue of $953M exceeded consensus of $917M, demonstrating operational strength in the quarter
- FY2026 revenue guidance of $4.06B-$4.10B fell short of the $4.11B analyst consensus, signaling slower-than-expected growth momentum heading into the new fiscal year
- Stock has declined 38.35% over the last three months and 21.57% over the past 12 months, with shares trading around $114-$120 range as of mid-March, reflecting broader market skepticism about Datadog's growth trajectory
Investment Analysis
Fortinet
FTNT
Pros
- Fortinet has a strong market capitalisation of approximately $61 billion and reported annual revenue of $6.55 billion, reflecting solid business scale.
- The company specializes in converged networking and cybersecurity solutions, positioning it well in a critical and growing market segment.
- Fortinet maintains a relatively moderate stock volatility of about 6.49%, indicating lower share price fluctuation compared to peers like Datadog.
Considerations
- The stock currently has an analyst consensus of 'Hold' with limited upside potential, reflecting moderate market expectations.
- Its price-to-earnings ratio around 32.8 suggests the stock might be fairly valued or slightly expensive relative to earnings.
- Fortinet’s stock has seen a significant drawdown historically, with past declines over 50%, indicating potential downside risk during adverse market conditions.
Datadog
DDOG
Pros
- Datadog operates as a leading provider of observability and security for cloud-based applications, a rapidly expanding technology area.
- Despite higher volatility than Fortinet, Datadog's recent year-to-date performance has been strong, showing robust investor interest and growth potential.
- The company benefits from industry trends towards cloud migration and increasing IT infrastructure complexity, supporting long-term growth.
Considerations
- Datadog’s stock exhibits significantly higher volatility, about 11.87%, creating greater investment risk from price swings.
- The company has experienced large historical drawdowns exceeding 65%, highlighting possible vulnerability to market corrections or sector shifts.
- Its stock price is negatively impacted by recent market sentiment and technical indicators, suggesting some current weakness or uncertainty.
Related Market Insights
Trusted Partners: The New Digital Sovereignty Play
Explore the Digital Sovereignty Neme. Invest in U.S. tech firms like Oracle & Microsoft, poised to be trusted partners for foreign companies navigating data regulations. Start from £1 with Nemo.
Aimee Silverwood | Financial Analyst
September 16, 2025
Related Market Insights
Trusted Partners: The New Digital Sovereignty Play
Explore the Digital Sovereignty Neme. Invest in U.S. tech firms like Oracle & Microsoft, poised to be trusted partners for foreign companies navigating data regulations. Start from £1 with Nemo.
Aimee Silverwood | Financial Analyst
September 16, 2025
Fortinet (FTNT) Next Earnings Date
Fortinet's next earnings release is estimated for May 6, 2026, covering the Q1 2026 results. The company has not yet officially confirmed this date, but the estimate is based on historical earnings release patterns. Analysts expect the company to report earnings per share of approximately $0.62 for this period. Investors should monitor the company's investor relations announcements for official confirmation of the exact reporting date and time.
Datadog (DDOG) Next Earnings Date
Datadog's next earnings report is estimated to be released on May 5, 2026, though the company has not officially confirmed this date. The announcement will cover Q1 2026 results and is based on the company's historical earnings release pattern. Analysts currently expect the company to report earnings per share of approximately $0.50 for the quarter. The earnings announcement will likely be followed by a conference call for investors, consistent with Datadog's typical practice.
Fortinet (FTNT) Next Earnings Date
Fortinet's next earnings release is estimated for May 6, 2026, covering the Q1 2026 results. The company has not yet officially confirmed this date, but the estimate is based on historical earnings release patterns. Analysts expect the company to report earnings per share of approximately $0.62 for this period. Investors should monitor the company's investor relations announcements for official confirmation of the exact reporting date and time.
Datadog (DDOG) Next Earnings Date
Datadog's next earnings report is estimated to be released on May 5, 2026, though the company has not officially confirmed this date. The announcement will cover Q1 2026 results and is based on the company's historical earnings release pattern. Analysts currently expect the company to report earnings per share of approximately $0.50 for the quarter. The earnings announcement will likely be followed by a conference call for investors, consistent with Datadog's typical practice.
Which Baskets Do They Appear In?
Trusted Partners (Oracle MSFT NET CYBR & More)
Oracle's reported deal to manage TikTok's U.S. operations highlights a critical need for trusted technology partners to navigate geopolitical tensions. This creates an investment opportunity in U.S. companies that provide secure data infrastructure and cybersecurity services to foreign firms.
Published: September 16, 2025
Explore BasketWhich Baskets Do They Appear In?
Trusted Partners (Oracle MSFT NET CYBR & More)
Oracle's reported deal to manage TikTok's U.S. operations highlights a critical need for trusted technology partners to navigate geopolitical tensions. This creates an investment opportunity in U.S. companies that provide secure data infrastructure and cybersecurity services to foreign firms.
Published: September 16, 2025
Explore BasketBuy FTNT or DDOG in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Fortinet vs NXP
Fortinet vs NXP Semiconductors: compare business models, financials, and market context to understand each company’s strategy, growth drivers, and regional dynamics.
Fortinet vs Seagate
Neutral analysis of Fortinet and Seagate, comparing business models, financial metrics, and market context to help researchers evaluate which company to study further.
Fortinet vs Autodesk
Fortinet vs Autodesk contrasts business models, profitability, growth, and market context to help readers decide which stock to research further in a neutral review.