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 Gains Traction as Analyst Upgrades Signal Strength Ahead of Q4 Earnings
- Rosenblatt upgraded FTNT to Buy (PT $100), highlighting tax incentives and Cisco firewall replacements driving Q4 upside via reseller checks.
- TD Cowen followed with a Buy upgrade (PT $100), noting stable channel feedback and reasonable valuation to fuel investor interest.
- Fortinet rolled out FortiCNAPP enhancements for unified cloud threat management, reinforcing its competitive edge in cybersecurity.
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.
Fortinet Gains Traction as Analyst Upgrades Signal Strength Ahead of Q4 Earnings
- Rosenblatt upgraded FTNT to Buy (PT $100), highlighting tax incentives and Cisco firewall replacements driving Q4 upside via reseller checks.
- TD Cowen followed with a Buy upgrade (PT $100), noting stable channel feedback and reasonable valuation to fuel investor interest.
- Fortinet rolled out FortiCNAPP enhancements for unified cloud threat management, reinforcing its competitive edge in cybersecurity.
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.
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.
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Related Market Insights
Trusted Partners: The New Digital Sovereignty Play
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Fortinet (FTNT) Next Earnings Date
Fortinet (FTNT) is scheduled to release its next earnings report for Q4 2025 after market close on Thursday, February 5, 2026. This date aligns with the company's historical pattern of early February reporting for its fiscal fourth quarter ending December 2025. Investors should monitor for the official release and conference call following the announcement.
Datadog (DDOG) Next Earnings Date
Datadog (DDOG) is scheduled to report its next earnings on February 10, 2026, before market open. This release will cover the fiscal quarter ending December 2025 (Q4 2025). The date aligns with the company's historical pattern of early February reporting for Q4 results.
Fortinet (FTNT) Next Earnings Date
Fortinet (FTNT) is scheduled to release its next earnings report for Q4 2025 after market close on Thursday, February 5, 2026. This date aligns with the company's historical pattern of early February reporting for its fiscal fourth quarter ending December 2025. Investors should monitor for the official release and conference call following the announcement.
Datadog (DDOG) Next Earnings Date
Datadog (DDOG) is scheduled to report its next earnings on February 10, 2026, before market open. This release will cover the fiscal quarter ending December 2025 (Q4 2025). The date aligns with the company's historical pattern of early February reporting for Q4 results.
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
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