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

$57.74B

Market Cap

$47.92B

39.09%

Potential Profit

52.14%

Buy

Analyst Rating

Buy

Why It's Moving

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

Datadog Stock Dips Sharply but Bullish Signals Emerge Amid Volatility.

Stock corrected over 40% to around $118-$122 levels, forming a triangle and falling wedge pattern that hints at upcoming volatility with bullish setups developing.
Bearish Bull Bear Power indicator trends upward while trading volumes rise, pointing to possible reversal as DDOG lags S&P 500 but attracts long trade ideas targeting $165+.
Recent analyst upgrades and ClearBridge Investments' new stake rebuild confidence in Datadog's 16% annual revenue growth forecast and observability expansions despite premium valuation.

Sentiment:

🌋Volatile

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

Datadog Stock Dips Sharply but Bullish Signals Emerge Amid Volatility.

Stock corrected over 40% to around $118-$122 levels, forming a triangle and falling wedge pattern that hints at upcoming volatility with bullish setups developing.
Bearish Bull Bear Power indicator trends upward while trading volumes rise, pointing to possible reversal as DDOG lags S&P 500 but attracts long trade ideas targeting $165+.
Recent analyst upgrades and ClearBridge Investments' new stake rebuild confidence in Datadog's 16% annual revenue growth forecast and observability expansions despite premium valuation.

Sentiment:

🌋Volatile

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.

Related Market Insights

The Digital Design Revolution: Why Software Stocks Are Surging

Autodesk's surge signals a digital revolution in AEC. Discover compelling investment opportunities in specialised software stocks driving efficiency & growth.