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CRWD vs DDOG
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. Datadog (DDOG) Stock Comparison
Key Takeaways
- Both CRWD and DDOG are high-growth, AI-exposed software leaders, but they operate in distinct markets: cybersecurity versus observability and cloud monitoring.
- CRWD has posted the stronger relative momentum, with shares climbing more than 130% year to date amid accelerating subscription growth.
- DDOG offers a more mature profitability profile, with non-GAAP operating margins in the low-20s percentage range, but faces customer-concentration uncertainty.
- Tickeron AI Verdict: Based on trend consistency, catalysts, and relative positioning, Tickeron's AI currently favors CRWD over DDOG.
- For deeper coverage, explore CRWD Major News and CRWD Today's Price Move, as well as DDOG Major News and DDOG Today's Price Move.
- To see how AI-driven strategies are applying these signals in real time, explore Trending AI Robots.
Introduction
Investors weighing exposure to artificial-intelligence-adjacent software often land on the same short list, and CrowdStrike Holdings and Datadog frequently sit near the top of it. Although both are best known as cloud-native, subscription-driven businesses, they address different problems: CrowdStrike protects endpoints and workloads from cyber threats, while Datadog monitors the performance and reliability of applications and infrastructure. This stock comparison is most relevant to growth-oriented traders and investors evaluating relative performance, market positioning, and risk across two names that have both delivered triple-digit-caliber rallies but carry very different valuation and profitability profiles.
CRWD Overview and Recent Performance
CrowdStrike Holdings (CRWD) is an AI-native cybersecurity vendor best known for its Falcon platform, which spans endpoint protection, cloud security, identity, and threat intelligence. In recent quarters the company has leaned aggressively into the "AI security" narrative, launching products such as Falcon AI Detection and Response and extending the Falcon platform into marketplaces run by OpenAI and Snowflake, moves designed to tap budgets already committed to AI infrastructure.
Recent market activity has been notably strong. Fiscal first-quarter results, reported in early June, showed revenue up roughly 26% year over year and record net new annual recurring revenue (ARR), a key subscription metric, alongside a four-for-one stock split. Subsequent quarters showed an acceleration in net new ARR, and the stock's year-to-date gain has exceeded 130% at points during recent weeks. That momentum has come at a cost: the shares trade at a premium valuation well above the broader market, and the company still reports a modest GAAP operating loss even as non-GAAP profitability (which excludes stock-based compensation and certain other items) continues to improve.
DDOG Overview and Recent Performance
Datadog (DDOG) provides an observability and security platform that lets enterprises monitor cloud infrastructure, applications, logs, and increasingly AI workloads such as GPU fleets and large language models. Its growth has been broad-based, driven by cloud migration, multi-product adoption, and AI-related observability demand rather than a single catalyst.
Datadog's recent performance has been strong but more volatile than CrowdStrike's. First-quarter results showed revenue climbing about 32% year over year to cross the $1 billion quarterly mark for the first time, and the company raised full-year guidance. However, mid-year results triggered a sharp sell-off after management flagged an expected usage decline from its largest customer, a reminder of the customer-concentration risk in its consumption-based model. More recent quarterly figures showed revenue up about 35% year over year, with its Infrastructure Monitoring suite exceeding $2 billion in ARR and GPU monitoring adoption rising rapidly. Non-GAAP operating margin sits in the low-20s percentage range, giving Datadog a more mature profitability profile than many of its high-growth peers.
Trending AI Robots
Tickeron maintains hundreds of AI trading bots that collectively trade thousands of different tickers, each built around distinct trading styles, strategies, timeframes, performance statistics, and stock universes. Because market conditions change constantly, not every bot is equally well suited to the current environment. That is why Tickeron curates a dedicated Trending AI Robots section, where only the strategies best aligned with today's market conditions are highlighted. Whether you are tracking momentum in cybersecurity names like CRWD or monitoring volatility in observability plays like DDOG, exploring these curated bots can offer a data-driven perspective on how automated systems are positioning themselves. Browse the Trending AI Robots page to see which strategies are currently leading the pack.
Head-to-Head Comparison
The clearest contrast between the two companies is their core function. CrowdStrike sells protection — a security platform that benefits from a steady stream of breaches and AI-driven threats, which supports strong pricing power and a high module-attachment rate. Datadog sells visibility — an observability platform whose revenue scales with customer usage, making it more exposed to fluctuations in consumption but also more deeply embedded in day-to-day operations.
On growth, both remain impressive, but momentum has diverged. CrowdStrike's net new ARR has been accelerating, and its share price has outpaced Datadog's year to date. Datadog, meanwhile, offers stronger current profitability and cash flow but carries a distinct risk: a single large customer's usage decisions can meaningfully move near-term revenue, as recent guidance has shown.
On valuation, both trade at premiums relative to the broader software sector, reflecting their growth and AI exposure. Sentiment differs, however. CrowdStrike is being priced for continued platform consolidation and AI-security execution, while Datadog faces a more divided debate between its accelerating core business and concerns about concentration and competitive pricing pressure.
Tickeron AI Verdict
Weighing trend consistency, momentum, catalyst visibility, and relative positioning, Tickeron's AI currently leans toward CRWD over DDOG. The preference reflects CrowdStrike's accelerating subscription growth, its clearer AI-security catalyst set, and a steadier relative uptrend in recent weeks, whereas Datadog's profile is complicated by customer-concentration uncertainty. This is a probabilistic assessment rather than a definitive forecast, and it may shift as new earnings data and market conditions emerge.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRWD is a Hold and DDOG is a Hold.
CRWD in downward trend: price dove below 50-day moving average on November 04, 2026
CRWD moved below its 50-day moving average on November 04, 2026 date and that indicates a change from an upward trend to a downward trend. In 24 of 33 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 73%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CRWD as a result. In 64 of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 72%.
The Moving Average Convergence Divergence Histogram (MACD) for CRWD turned negative on November 02, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 34 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 71%.
The 10-day moving average for CRWD crossed bearishly below the 50-day moving average on November 09, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 6 of 10 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 60%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CRWD declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
The Aroon Indicator for CRWD entered a downward trend on November 11, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where CRWD's RSI Oscillator exited the oversold zone, 24 of 28 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 86%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +4.06% 3-day Advance, the price is estimated to grow further. Considering data from situations where CRWD advanced for three days, in 287 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
CRWD may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 3 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 12 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. CRWD’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 89 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 100 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (43.533) is normal, around the industry mean (16.272). CRWD's P/E Ratio (5784.000) is considerably higher than the industry average of (52.956). Projected Growth (PEG Ratio) (8.296) is also within normal values, averaging (3.648). Dividend Yield (0.000) settles around the average of (0.430) among similar stocks. P/S Ratio (45.662) is also within normal values, averaging (103.889).
DDOG's Indicator enters downward trend
The Aroon Indicator for DDOG entered a downward trend on November 11, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 215 similar instances where the Aroon Indicator formed such a pattern. In 175 of the 215 cases the stock moved lower. This puts the odds of a downward move at 81%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 29, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on DDOG as a result. In 56 of 78 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 72%.
The Moving Average Convergence Divergence Histogram (MACD) for DDOG turned negative on October 15, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In 31 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
DDOG moved below its 50-day moving average on October 30, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for DDOG crossed bearishly below the 50-day moving average on November 04, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 67%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where DDOG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
Bullish Trend Analysis
The RSI Indicator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an Uptrend is expected.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +2.88% 3-day Advance, the price is estimated to grow further. Considering data from situations where DDOG advanced for three days, in 235 of 311 cases, the price rose further within the following month. The odds of a continued upward trend are 76%.
DDOG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 80 (best 1 - 100 worst), indicating slightly worse than average price growth. DDOG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 83 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. DDOG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock better than average.
The Tickeron SMR rating for this company is 84 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 87 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 99 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (14.721) is normal, around the industry mean (-1.906). DDOG's P/E Ratio (358.080) is considerably higher than the industry average of (9.554). Projected Growth (PEG Ratio) (1.362) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.069) among similar stocks. P/S Ratio (21.368) is also within normal values, averaging (70.383).
CRWD | DDOG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 99 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 83 | |
SMR RATING 1..100 | 89 | 84 | |
PRICE GROWTH RATING 1..100 | 43 | 80 | |
P/E GROWTH RATING 1..100 | 3 | 87 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DDOG's Valuation (99) in the null industry is in the same range as CRWD (100). This means that DDOG’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (12) in the null industry is significantly better than the same rating for DDOG (83). This means that CRWD’s stock grew significantly faster than DDOG’s over the last 12 months.
DDOG's SMR Rating (84) in the null industry is in the same range as CRWD (89). This means that DDOG’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Price Growth Rating (43) in the null industry is somewhat better than the same rating for DDOG (80). This means that CRWD’s stock grew somewhat faster than DDOG’s over the last 12 months.
CRWD's P/E Growth Rating (3) in the null industry is significantly better than the same rating for DDOG (87). This means that CRWD’s stock grew significantly faster than DDOG’s over the last 12 months.
| CRWD | DDOG | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 86% | 1 day ago 87% |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 84% |
| Momentum ODDS (%) | 1 day ago 72% | 1 day ago 72% |
| MACD ODDS (%) | 1 day ago 71% | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 72% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 76% |
| Advances ODDS (%) | 16 days ago 82% | 3 days ago 76% |
| Declines ODDS (%) | 6 days ago 72% | 7 days ago 79% |
| BollingerBands ODDS (%) | 1 day ago 86% | 1 day ago 87% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 81% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRWD’s FA Score shows that 2 FA rating(s) are green while DDOG’s FA Score has 0 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 red.
- DDOG’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRWD’s TA Score shows that 4 TA indicator(s) are bullish while DDOG’s TA Score has 4 bullish TA indicator(s).
- CRWD’s TA Score: 4 bullish, 6 bearish.
- DDOG’s TA Score: 4 bullish, 6 bearish.
Price Growth
CRWD (@Computer Communications) experienced а -4.95% price change this week, while DDOG (@Packaged Software) price change was -2.30% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.28%. For the same industry, the average monthly price growth was -11.85%, and the average quarterly price growth was -5.28%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.38%. For the same industry, the average monthly price growth was -3.83%, and the average quarterly price growth was +4.03%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
DDOG is expected to report earnings on Feb 18, 2027.
Industries' Descriptions
@Computer Communications (-2.28% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Packaged Software (-2.38% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with PANW. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then PANW could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | +1.46% | ||
| PANW - CRWD | 86% Closely correlated | +2.48% | ||
| OKTA - CRWD | 79% Closely correlated | +2.18% | ||
| RBRK - CRWD | 74% Closely correlated | -0.07% | ||
| TENB - CRWD | 71% Closely correlated | +2.31% | ||
| S - CRWD | 71% Closely correlated | +1.49% | ||
More | ||||
DDOG and
Correlation & Price change
A.I.dvisor indicates that over the last year, DDOG has been loosely correlated with COIN. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if DDOG jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To DDOG | 1D Price Change % | ||
|---|---|---|---|---|
| DDOG | 100% | +3.35% | ||
| COIN - DDOG | 63% Loosely correlated | +3.13% | ||
| CLSK - DDOG | 60% Loosely correlated | +5.18% | ||
| CRWD - DDOG | 58% Loosely correlated | +1.46% | ||
| NET - DDOG | 58% Loosely correlated | +3.01% | ||
| ZS - DDOG | 58% Loosely correlated | -0.58% | ||
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