Advertisement
DDOG vs NTNX
Which Stock Would AI Choose? Datadog (DDOG) vs. Nutanix (NTNX) Stock Comparison
Key Takeaways
- Datadog reported first-quarter 2026 revenue of $1.006 billion, a 32% year-over-year increase, driving significant post-earnings stock momentum.
- Nutanix is scheduled to report third-quarter fiscal 2026 results on May 27, 2026, following prior-quarter earnings beats and ongoing hybrid cloud initiatives.
- Over recent weeks, DDOG has delivered substantially stronger year-to-date returns compared with NTNX, reflecting heightened investor focus on AI-related observability platforms.
- Both companies operate in the broader technology sector but serve distinct end markets: Datadog emphasizes cloud monitoring and security, while Nutanix focuses on hybrid multicloud infrastructure.
- Analyst sentiment has shown pronounced upward revisions for Datadog price targets in the recent period, whereas Nutanix maintains steady buy ratings amid upcoming earnings.
- Relative performance highlights trade-offs between high-growth AI-adjacent software and established hybrid-cloud infrastructure plays.
Introduction
This comparison examines DDOG and NTNX to provide traders and investors with an objective view of their recent market positioning. The analysis centers on verifiable developments from the past several weeks, including earnings outcomes, analyst revisions, and price behavior. It is relevant for market participants evaluating technology stocks with exposure to cloud infrastructure, observability, and hybrid computing trends. The focus remains on observable factors such as revenue growth, relative momentum, and sector dynamics rather than forward projections.
DDOG Overview and Recent Performance
Datadog, Inc. provides an AI-powered observability and security platform used by organizations to monitor cloud-scale applications. In the recent period, the company reported first-quarter 2026 revenue of $1.006 billion, representing 32% year-over-year growth, alongside expansion in large customers. Following the May 7 earnings release, shares experienced a sharp increase exceeding 30% in a single session, establishing new highs near the upper end of the 52-week range. Year-to-date returns have reached approximately 63%, significantly outpacing broader market benchmarks. Multiple analyst firms raised price targets in the ensuing weeks, citing the company's positioning in AI-driven monitoring. Sentiment has been supported by robust customer metrics and guidance updates amid ongoing cloud migration and artificial intelligence adoption.
NTNX Overview and Recent Performance
Nutanix, Inc. delivers hybrid multicloud computing solutions that enable organizations to manage infrastructure across private and public clouds. In recent market activity, the stock has shown measured gains, closing at $47.12 on May 22, 2026. The company previously delivered earnings beats in its second fiscal quarter and maintains an upcoming third-quarter report scheduled for May 27. Recent developments include expanded share repurchase authorizations and strategic share sales. Year-to-date performance has been more modest relative to high-growth software peers. Analyst coverage remains constructive with maintained buy ratings, though attention centers on execution in hybrid cloud demand and upcoming financial results. Market positioning reflects steady interest in infrastructure modernization without the same degree of recent momentum observed in adjacent AI software names.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of AI trading bots designed for copy trading across stocks, ETFs, and crypto. The platform maintains hundreds of AI Trading Bots that trade thousands of different tickers, yet only the strongest performers suited to prevailing market conditions are featured in the Trending section. Current curation includes 25+ bots selected from a total of 351 available options, spanning multiple timeframes such as 60-minute, 15-minute, and 5-minute intervals, as well as varying volatility tolerances and analytical approaches. Each bot employs distinct trading styles, strategies, performance statistics, and ticker sets. Readers interested in exploring these tools can visit the Trending AI Robots page for additional details.
Head-to-Head Comparison
Datadog and Nutanix differ markedly in business models. Datadog centers on software-as-a-service observability and security, benefiting from recurring revenue tied to cloud workloads and AI integration. Nutanix emphasizes hybrid multicloud infrastructure, generating revenue through subscriptions and support for on-premises and public-cloud environments. Growth drivers for Datadog have included recent quarterly revenue acceleration and customer expansion, while Nutanix has highlighted consistent ARR growth in hybrid deployments. Recent momentum favors Datadog following its earnings-driven rally, whereas Nutanix has exhibited more stable but lower-magnitude price movements ahead of its next report. Risk factors include valuation sensitivity for high-growth software names and execution or macro exposure for infrastructure providers. Sector exposure places both within technology, yet Datadog aligns more closely with AI software themes and Nutanix with enterprise infrastructure modernization. Market sentiment, as reflected in analyst revisions, has tilted more aggressively toward Datadog in the recent period.
Tickeron AI Verdict
Based on observable factors such as earnings delivery, post-report price consistency, and analyst target revisions, Tickeron’s AI would currently assign a higher probability of relative strength to DDOG over NTNX. The verdict reflects Datadog’s demonstrated revenue acceleration and sustained momentum in AI-adjacent categories, contrasted with Nutanix’s positioning ahead of scheduled results. This assessment uses probabilistic language grounded in recent data trends and does not constitute investment advice.
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 Hold.
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 1 green FA rating(s).
- DDOG’s FA Score: 1 green, 4 red.
- NTNX’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while NTNX’s TA Score has 3 bullish TA indicator(s).
- DDOG’s TA Score: 4 bullish, 5 bearish.
- NTNX’s TA Score: 3 bullish, 5 bearish.
Price Growth
DDOG (@Packaged Software) experienced а -4.80% price change this week, while NTNX (@Computer Communications) price change was -4.69% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.09%. For the same industry, the average monthly price growth was +0.34%, and the average quarterly price growth was +4.38%.
The average weekly price growth across all stocks in the @Computer Communications industry was +1.76%. For the same industry, the average monthly price growth was +5.97%, and the average quarterly price growth was +29.96%.
Reported Earning Dates
DDOG is expected to report earnings on Aug 06, 2026.
NTNX is expected to report earnings on Sep 02, 2026.
Industries' Descriptions
@Packaged Software (-2.09% 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 (+1.76% 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 | 79.4B | 12.7B | 625% |
| EBITDA | 229M | 373M | 61% |
| Gain YTD | 63.983 | -9.267 | -690% |
| P/E Ratio | 571.79 | 49.37 | 1,158% |
| Revenue | 3.67B | 2.75B | 134% |
| Total Cash | 4.76B | 2.02B | 236% |
| Total Debt | 1.29B | 1.53B | 84% |
DDOG | NTNX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 3 Undervalued | |
PROFIT vs RISK RATING 1..100 | 48 | 77 | |
SMR RATING 1..100 | 88 | 100 | |
PRICE GROWTH RATING 1..100 | 38 | 59 | |
P/E GROWTH RATING 1..100 | 10 | 93 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
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 (3) in the Packaged Software industry is significantly better than the same rating for DDOG (95) in the null industry. This means that NTNX’s stock grew significantly faster than DDOG’s over the last 12 months.
DDOG's Profit vs Risk Rating (48) in the null industry is in the same range as NTNX (77) in the Packaged Software industry. This means that DDOG’s stock grew similarly to NTNX’s over the last 12 months.
DDOG's SMR Rating (88) 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.
DDOG's Price Growth Rating (38) in the null industry is in the same range as NTNX (59) in the Packaged Software industry. This means that DDOG’s stock grew similarly to NTNX’s over the last 12 months.
DDOG's P/E Growth Rating (10) in the null industry is significantly better than the same rating for NTNX (93) 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 53% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 84% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 72% | 3 days ago 66% |
| MACD ODDS (%) | 3 days ago 63% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 75% | 3 days ago 70% |
| TrendMonth ODDS (%) | 3 days ago 75% | 3 days ago 69% |
| Advances ODDS (%) | 10 days ago 77% | 6 days ago 72% |
| Declines ODDS (%) | 3 days ago 76% | 4 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 59% | 3 days ago 80% |
| Aroon ODDS (%) | 3 days ago 73% | 3 days ago 73% |
Advertisement
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% | +0.93% | ||
| ADSK - NTNX | 61% Loosely correlated | +0.39% | ||
| NOW - NTNX | 60% Loosely correlated | -0.46% | ||
| HUBS - NTNX | 59% Loosely correlated | -0.38% | ||
| DDOG - NTNX | 58% Loosely correlated | -1.60% | ||
| OKTA - NTNX | 55% Loosely correlated | +4.23% | ||
More | ||||