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DDOG vs NTNX
Which Stock Would AI Choose? Datadog (DDOG) vs. Nutanix (NTNX) Stock Comparison
Key Takeaways
- Datadog (DDOG) reported 36% year-over-year revenue growth in Q2 2026 but saw its stock decline approximately 17% following earnings due to tempered guidance.
- Nutanix (NTNX) shares have shown resilience with approximately 27% gains over the past month amid preparations for fiscal Q4 results scheduled for August 26, 2026.
- Both companies operate in the broader cloud and infrastructure technology sector, with Datadog focused on observability and monitoring while Nutanix emphasizes hybrid cloud platforms and emerging AI automation capabilities.
- Datadog (DDOG) delivered stronger year-to-date returns near 71% compared with Nutanix (NTNX) year-to-date performance of approximately 31% as of mid-August 2026.
- Market sentiment for Datadog (DDOG) reflects post-earnings caution, whereas Nutanix (NTNX) benefits from upcoming catalysts and steady operational updates including agentic AI initiatives.
- Relative positioning highlights trade-offs between high-growth momentum in monitoring software versus hybrid cloud infrastructure stability.
Introduction
Traders and investors seeking to evaluate technology stocks in the cloud infrastructure space often compare companies with overlapping yet distinct business models. Datadog (DDOG) and Nutanix (NTNX) represent two such names, one specializing in observability platforms and the other in hybrid cloud solutions. This comparison provides a factual overview of their recent performance, operational focus, and market positioning to assist those analyzing relative value and momentum within the sector. Institutional and retail participants monitoring software and infrastructure trends may find the analysis relevant for portfolio allocation decisions.
DDOG Overview and Recent Performance
Datadog (DDOG) provides cloud-scale monitoring and analytics services to enterprises. In recent weeks, the company delivered Q2 2026 revenue of $1.12 billion, reflecting 36% year-over-year growth and surpassing analyst expectations. Despite the beat and a modest full-year guidance increase, shares declined sharply following the report amid concerns over sequential growth and margin trends. Year-to-date returns reached approximately 71% as of late August 2026, supported by broader adoption of its platform in artificial intelligence workloads. Sentiment shifted post-earnings as investors assessed valuation sustainability after a strong run earlier in the year.
NTNX Overview and Recent Performance
Nutanix (NTNX) delivers hybrid cloud infrastructure solutions designed to simplify enterprise IT operations. In recent market activity, shares advanced amid preparations for fiscal Q4 2026 earnings, expected after market close on August 26, 2026. The stock recorded gains of roughly 27% over the trailing month and approximately 31% year-to-date through mid-August 2026. Company updates highlighted progress in agentic AI automation features for hybrid environments. Performance reflected steady customer interest and operational efficiency measures, with market participants awaiting detailed quarterly results for further clarity on growth trajectories.
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Head-to-Head Comparison
Datadog (DDOG) operates a software-as-a-service model centered on observability, benefiting from recurring revenue and expansion within AI-driven workloads. Nutanix (NTNX) focuses on hybrid cloud infrastructure, offering hardware-agnostic platforms that appeal to enterprises managing mixed environments. Recent momentum favored Datadog (DDOG) on a year-to-date basis, yet Nutanix (NTNX) demonstrated more consistent near-term price stability ahead of its earnings release. Risk factors for Datadog (DDOG) include sensitivity to guidance perceptions, while Nutanix (NTNX) faces typical infrastructure spending cycles. Sector exposure overlaps in cloud technology, though Datadog (DDOG) leans toward application performance monitoring and Nutanix (NTNX) toward foundational infrastructure. Market sentiment currently shows caution toward post-earnings Datadog (DDOG) shares versus pre-earnings positioning for Nutanix (NTNX).
Tickeron AI Verdict
Based on observable trend consistency, upcoming catalysts, and relative positioning, Tickeron’s AI models assign a modestly higher probability of favorable near-term dynamics to Nutanix (NTNX) given its steadier recent price action and earnings proximity. Datadog (DDOG) exhibits stronger historical growth metrics but carries elevated post-report volatility. The assessment remains probabilistic and dependent on evolving market data rather than definitive forecasts.
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 DDOG is a Hold and NTNX is a StrongBuy.
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 undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DDOG’s FA Score shows that 1 FA rating(s) are green whileNTNX’s FA Score has 0 green FA rating(s).
- DDOG’s FA Score: 1 green, 4 red.
- NTNX’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.
DDOG’s TA Score shows that 3 TA indicator(s) are bullish while NTNX’s TA Score has 3 bullish TA indicator(s).
- DDOG’s TA Score: 3 bullish, 7 bearish.
- NTNX’s TA Score: 3 bullish, 4 bearish.
Price Growth
DDOG (@Packaged Software) experienced а -10.15% price change this week, while NTNX (@Computer Communications) price change was -1.59% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.84%. For the same industry, the average monthly price growth was -1.07%, and the average quarterly price growth was +15.21%.
Reported Earning Dates
DDOG is expected to report earnings on Nov 05, 2026.
NTNX is expected to report earnings on Dec 02, 2026.
Industries' Descriptions
@Packaged Software (-3.96% 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.
@Computer Communications (-1.84% 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.
| DDOG | NTNX | DDOG / NTNX | |
| Capitalization | 76.5B | 18.4B | 416% |
| EBITDA | 282M | 373M | 76% |
| Gain YTD | 56.578 | 31.670 | 179% |
| P/E Ratio | 425.86 | 13.16 | 3,235% |
| Revenue | 3.97B | 2.75B | 144% |
| Total Cash | 4.99B | 2.02B | 247% |
| Total Debt | 1.28B | 1.53B | 84% |
DDOG | NTNX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 92 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 63 | 62 | |
SMR RATING 1..100 | 84 | 100 | |
PRICE GROWTH RATING 1..100 | 48 | 39 | |
P/E GROWTH RATING 1..100 | 29 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 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.
NTNX's Valuation (73) in the Packaged Software industry is in the same range as DDOG (92) in the null industry. This means that NTNX’s stock grew similarly to DDOG’s over the last 12 months.
NTNX's Profit vs Risk Rating (62) in the Packaged Software industry is in the same range as DDOG (63) in the null industry. This means that NTNX’s stock grew similarly to DDOG’s over the last 12 months.
DDOG's SMR Rating (84) in the null industry is in the same range as NTNX (100) in the Packaged Software industry. This means that DDOG’s stock grew similarly to NTNX’s over the last 12 months.
NTNX's Price Growth Rating (39) in the Packaged Software industry is in the same range as DDOG (48) in the null industry. This means that NTNX’s stock grew similarly to DDOG’s over the last 12 months.
DDOG's P/E Growth Rating (29) in the null industry is significantly better than the same rating for NTNX (100) in the Packaged Software industry. This means that DDOG’s stock grew significantly faster than NTNX’s over the last 12 months.
| DDOG | NTNX | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 78% | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 85% | 3 days ago 87% |
| Momentum ODDS (%) | 3 days ago 70% | N/A |
| MACD ODDS (%) | 3 days ago 71% | 3 days ago 74% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 75% |
| Advances ODDS (%) | 11 days ago 77% | 4 days ago 75% |
| Declines ODDS (%) | 5 days ago 79% | 6 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 90% | 3 days ago 76% |
| Aroon ODDS (%) | 3 days ago 85% | 3 days ago 72% |
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NTNX and
Correlation & Price change
A.I.dvisor indicates that over the last year, NTNX has been loosely correlated with ADSK. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if NTNX jumps, then ADSK could also see price increases.
| Ticker / NAME | Correlation To NTNX | 1D Price Change % | ||
|---|---|---|---|---|
| NTNX | 100% | -0.03% | ||
| ADSK - NTNX | 61% Loosely correlated | -8.26% | ||
| NOW - NTNX | 60% Loosely correlated | -2.97% | ||
| HUBS - NTNX | 59% Loosely correlated | -2.95% | ||
| DDOG - NTNX | 58% Loosely correlated | -0.85% | ||
| ZS - NTNX | 55% Loosely correlated | -4.50% | ||
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