{ "ticker": "DDOG", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/DDOG.json", "analysis_sha256": "4aa033d564c5b77f2d8334c69347e5a4dd745de8369a3ccd7aa7157abac422e4", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Datadog : une croissance de 36 %, un premier client qui réduit son usage et un gap du 6 août encore ouvert. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Datadog : revenus +36 %, baisse d’usage du premier client depuis juillet, titre revenu à 251 $ sous le gap du 6 août ; niveaux à surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T17:54:06.162186104Z", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T17:54:06.162186104Z", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.lastEvent.date", "value": "2026-09-14", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.lastEvent.date" }, { "path": "meta.lastEvent.close", "value": 230.05, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/meta/lastEvent/close" }, { "path": "meta.lastEvent.horizon", "value": 10, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/meta/lastEvent/horizon" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-16T04:35:54.763Z", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "jamais déclenché — fenêtre de 10 séances écoulée le 2026-09-14", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 230.05, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "meta.statusHistory.1.at", "value": "2026-09-24T17:54:06.162186104Z", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.at" }, { "path": "meta.statusHistory.1.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.note" }, { "path": "meta.statusHistory.1.close", "value": 251.49, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/meta/statusHistory/1/close" }, { "path": "header.price", "value": 251.49, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": 1.620332956198478, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "SURVEILLER — ACTIVATION AU-DESSUS DU 10 AOÛT", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "90,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "2,83 M", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "21,8×", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 57, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Datadog a publié le 6 août un trimestre à 1,12 Md$ de revenus, en hausse de 36 %. Le même jour, son 10-Q signalait une baisse d’usage de son premier client, non nommé, depuis le début du troisième trimestre, « qui peut ralentir la croissance ». Le titre a ouvert 19,7 % sous la veille et n’a jamais refermé ce gap. Il est remonté depuis de 209,23 $ le 2 septembre à 251,49 $, sans dépasser le haut de sa base d’août. À 21,8 fois les revenus des douze derniers mois, il se paie au niveau de Snowflake (21,8×) et bien au-dessus de MongoDB (11,6×) et de Dynatrace (7,6×). Signal utile : une clôture au-dessus de 262,99 $, le plus haut du 10 août. L’entrée resterait étroite : le plafond d’achat n’est qu’à 2,65 $ au-dessus.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Revenus du deuxième trimestre de 1,12 Md$, en hausse de 36 %, et flux libre de 279 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Environ 4 720 clients à plus de 100 000 $ de revenus annuels récurrents, contre environ 3 850 un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Rétention nette en dollars dans le bas de la fourchette de 120 % : les clients existants dépensent plus.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Liquidités et titres négociables de 4,99 Md$ au 30 juin, contre 0,99 Md$ d’obligations convertibles.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Le premier client, non nommé, réduit son usage depuis le début du troisième trimestre ; le 10-Q prévient que cela peut ralentir la croissance.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "La prévision du troisième trimestre, 1,135 à 1,145 Md$, n’ajoute que 1 à 2 % au trimestre précédent.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Au close du 23 septembre, la valeur d’entreprise représente 21,8 fois les revenus GAAP des douze mois clos le 30 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Le résultat opérationnel GAAP du trimestre n’est que de 5 M$, contre 23 % de marge ajustée : la rémunération en actions absorbe presque tout.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Le 10-Q du 6 août signale une baisse d’usage du premier client depuis le troisième trimestre ; sa part des revenus n’est pas publiée et il n’est pas nommé.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "business.overview", "value": "

Datadog vend un tableau de bord unique pour surveiller serveurs, applications, journaux et sécurité dans le cloud, facturé à l’usage. Au deuxième trimestre 2026, les revenus ont atteint 1,12 Md$, en hausse de 36 %, et environ 4 720 clients dépensaient plus de 100 000 $ par an. La marge opérationnelle ajustée est de 23 %, mais le résultat GAAP reste presque nul, à 5 M$, une fois la rémunération en actions comptée.

La croissance récente repose en partie sur une petite cohorte de clients natifs de l’IA, qui inclut le premier client. Le 10-K rapportait qu’elle avait apporté environ sept points de croissance au quatrième trimestre 2025 ; le 10-Q de juin parle d’un apport « à un chiffre élevé ». Le même document signale que ce premier client réduit son usage depuis le début du troisième trimestre. Son nom et sa part des revenus ne sont pas publiés.

Deux dépôts de 2026 changent le cadre sans toucher au capital : le transfert du siège juridique au Nevada, voté en avril par 332,2 millions de voix contre 199,6 millions, les actions B portant dix voix, et une demande auprès de la SEC pour ne pas être classée société d’investissement, ses placements de trésorerie dépassant 40 % de ses actifs hors titres d’État.

", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.moat", "value": "L’avantage tient à l’étendue de la plateforme : une fois les agents installés, chaque nouveau produit se vend au même client sans nouvelle intégration. Il est fort face aux spécialistes, plus discutable face aux outils natifs des grands clouds, que le 10-K cite comme concurrents, et face à des clients qui optimisent leur facture.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.moat" }, { "path": "business.sourceRefs.0.name", "value": "Datadog 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/ex-991x20260630x8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Datadog 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026054458/ddog-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Datadog 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026008819/ddog-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-02-18", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué et 10-Q du 6 août ; date du troisième trimestre non annoncée.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Obligations 2029, options plafonnées et deux classes d’actions séparées.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 30 juin 2026, reconstitués depuis les données XBRL officielles.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Gap de −19,7 % le jour du communiqué", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le communiqué est publié avant l’ouverture, la conférence ayant lieu à 8 h, heure de New York. Le titre ouvre à 227,45 $, 19,68 % sous la clôture de la veille, 283,17 $, et clôture à 229,29 $ (−19,03 %). IGV a perdu 1,87 % et Dynatrace 3,91 % : environ 17 points de la baisse sont propres au titre.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Point bas à 209,23 $, puis rebond", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Clôture la plus basse depuis le gap le 2 septembre ; le titre gagne ensuite +20,2 % jusqu’au 23. Sur vingt et une séances, il fait +11,4 % contre +5,5 % pour IGV : environ 5,9 points propres au titre.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-08-13", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.detail", "value": "Les placements de trésorerie dépassent 40 % des actifs hors titres d’État : démarche juridique, sans effet sur l’activité.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000094787126000790/ss6680462_40app.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "1,12 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+36 % sur un an, communiqué du 6 août", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "1,135 à 1,145 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Soit 1 à 2 % de plus qu’au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.metric", "value": "Prévision de revenus 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.metric" }, { "path": "fundamentals.rows.2.value", "value": "4,45 à 4,47 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Sur environ 376 millions d’actions diluées", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "279 M$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Flux opérationnel de 316 M$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.metric", "value": "Clients à plus de 100 000 $ par an", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.metric" }, { "path": "fundamentals.rows.4.value", "value": "Environ 4 720", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Contre environ 3 850 un an plus tôt", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "3,97 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "16,3 M$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "177,6 M$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026, produits financiers compris", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "1,23 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.metric", "value": "Obligations 2029 au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "985,5 M$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Valeur comptable pour 1,0 Md$ de nominal, incluse dans la valeur d’entreprise", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.metric", "value": "Liquidités et titres négociables au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "4,99 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.11.value", "value": "21,8×", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23, actions A et B au 31 juillet, sur revenus GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.11.comparison", "value": "Versus Snowflake à 21,8×, MongoDB à 11,6× et Dynatrace à 7,6× (statistiques courantes du 24 septembre, non point-in-time) : Datadog se paie comme Snowflake, près du double de MongoDB et de Dynatrace.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.comparison" }, { "path": "fundamentals.rows.12.value", "value": "22,8×", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Même calcul au close du 2026-09-23 avec les 376 millions d’actions diluées retenues par la guidance 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.source", "value": "Clôture certifiée, XBRL SEC et communiqué du 6 août", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.source" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus la base de 359,1 millions d’actions : les attributions salariales et la partie des convertibles dans la monnaie ajoutent environ un point de multiple.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.metric", "value": "EV sur revenus prévus pour 2026", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.metric" }, { "path": "fundamentals.rows.13.value", "value": "19,4×", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur le milieu de la prévision de la société (4,46 Md$)", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.source", "value": "Clôture certifiée, XBRL SEC et communiqué du 6 août", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.source" }, { "path": "fundamentals.rows.14.value", "value": "143,70 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Scénario : multiple ramené à douze fois les revenus GAAP douze mois au 2026-06-30 par hypothèse, bilan du 30 juin, soit −43 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus MongoDB à 11,6× : douze fois correspond à peu près au multiple de ce pair facturé à l’usage ; ce que coûterait un alignement, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Datadog 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/ex-991x20260630x8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Datadog 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026054458/ddog-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : revenus de 1,12 Md$ (+36 %), résultat opérationnel GAAP de 5 M$ et marge ajustée de 23 %, bénéfice par action GAAP de 0,12 $ et ajusté de 0,65 $. La guidance vise 1,135 à 1,145 Md$ au troisième trimestre et 4,45 à 4,47 Md$ sur 2026, pour un bénéfice ajusté de 2,50 à 2,54 $ par action. Elle intègre, selon le 10-Q, une baisse d’usage du premier client depuis juillet. La date du troisième trimestre reste non annoncée par la société.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Datadog 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/ex-991x20260630x8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "earnings.sourceRefs.1.name", "value": "Datadog 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.name" }, { "path": "earnings.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026054458/ddog-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.url" }, { "path": "earnings.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "334 904 614 actions A et 24 170 410 actions B au 31 juillet 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions A et B en circulation. Elles passent de 352,5 millions fin 2025 à 359,1 millions au 31 juillet, soit environ 1,9 % de plus en sept mois, par la rémunération en actions et la conversion des obligations 2025, réglées en 634,1 M$ de numéraire et 1 354 569 actions. Passage au nombre dilué : la guidance 2026 retient environ 376 millions d’actions diluées. Les obligations 2029, 1,0 Md$ de nominal, se convertissent à 217,60 $, soit 4,6 millions d’actions potentielles ; au cours du 23 septembre, elles sont dans la monnaie, mais les options plafonnées compensent la dilution jusqu’à 322,38 $. Aucun programme d’émission sur le marché ni de rachat d’actions n’est relevé.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Datadog 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026054458/ddog-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Datadog 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000119312526168261/d81305d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-04-22", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés. Le point central est une phrase du 10-Q : le premier client réduit son usage depuis juillet. Le reste, siège au Nevada et demande d’exemption auprès de la SEC, change le cadre juridique sans toucher aux comptes ni au capital.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001628280-26-053829", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du deuxième trimestre, publié avant l’ouverture : revenus de 1,12 Md$ (+36 %), résultat opérationnel GAAP de 5 M$, flux libre de 279 M$. Prévision de 1,135 à 1,145 Md$ au troisième trimestre et de 4,45 à 4,47 Md$ sur l’année.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/ex-991x20260630x8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001628280-26-054458", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel au 30 juin 2026 : baisse d’usage du premier client, non nommé, depuis le début du troisième trimestre, qui peut ralentir la croissance ; la cohorte des clients natifs de l’IA a apporté un gain de croissance « à un chiffre élevé ». 359,1 millions d’actions A et B au 31 juillet ; obligations 2029 de 1,0 Md$ convertibles à 217,60 $.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026054458/ddog-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-18", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001628280-26-008819", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel 2025 : la cohorte des clients natifs de l’IA, qui inclut le premier client, a représenté environ sept points de la croissance du quatrième trimestre 2025 ; les grands clouds sont cités comme concurrents en supervision du cloud.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026008819/ddog-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-04-22", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001193125-26-168261", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Transfert du siège juridique du Delaware au Nevada, approuvé par 332 195 858 voix contre 199 605 477, les actions B portant dix voix : aucun effet sur le nombre d’actions.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000119312526168261/d81305d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-08-13", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "40-APP", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0000947871-26-000790", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Demande à la SEC de déclarer que Datadog n’est pas une société d’investissement : ses placements financiers dépassent 40 % de ses actifs hors titres d’État et liquidités. Démarche juridique, sans effet sur l’activité ni sur le capital.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1561550/000094787126000790/ss6680462_40app.htm", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.2", "value": "Les outils natifs des grands clouds, cités comme concurrents par le 10-K, pèsent sur les prix.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "filingsReview.contrarianRisks.3", "value": "Transfert au Nevada voté par 332,2 millions de voix contre 199,6 millions. Déduction, le détail par classe n’étant pas publié : si les quelque 24,5 millions d’actions B du 30 juin, soit environ 245 millions de voix, ont toutes voté pour, les actions A auraient voté contre à environ 70 %.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 59.99, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 1.17, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": -2.92, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 234.48, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 235.25, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 200.49, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 11.75, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "Gap du 6 août encore ouvert", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 247.6, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 244.13, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 228.6, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 256.71, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 257.96, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 262.99, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 251,49 $, au-dessus de ses moyennes à vingt, cinquante et deux cents séances, dans le gap ouvert le 6 août entre 243,00 $, plus haut du 6, et 283,00 $, plus bas du 5 ; la clôture du 5 août, 283,17 $, en marque le haut et forme la première résistance au-dessus du déclencheur. Avant activation, aucune entrée ; une clôture sous 228,60 $, le bas du 18 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $262.99, le plus haut du 10 août. Après activation, stop sous $247.60, le plus bas du 23 septembre, soit 1,31 ATR sous le déclencheur. Supports : 247,60 $, 244,13 $ et 228,60 $. Résistances : 256,71 $, 257,96 $ et 262,99 $, puis 292,72 $, plus haut de l’année le 5 août.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "3,51 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "2,03 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "251,49 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+8,97 %", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+11,39 %", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Datadog tient en une phrase du 10-Q : le premier client réduit son usage depuis juillet, et la société ne dit ni qui il est ni combien il pèse. La prochaine publication dira si le reste de la clientèle compense. D’ici là, le titre est payé 21,8 fois ses revenus et l’entrée proposée laisse peu de marge : le stop est à 1,31 ATR du déclencheur.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.1.points.0", "value": "21,8 fois les revenus des douze derniers mois.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Snowflake à 21,8×, Dynatrace à 7,6×.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.2.title", "value": "Gap du 6 août ouvert", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.2.title" }, { "path": "risks.riskCards.2.points.0", "value": "Ouverture à −19,7 % le jour du communiqué.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.verdict", "value": "Chaque remontée dans la zone du gap rencontre des acheteurs d’avant le 6 août qui veulent sortir.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.2.verdict" }, { "path": "risks.riskCards.3.points.0", "value": "Plafond à 2,65 $ au-dessus du déclencheur.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Environ 15 % des ouvertures récentes auraient dépassé cet écart.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Le 6 août a montré ce qu’est un gap : le titre a ouvert près de 20 % sous la veille, et aucun stop placé la veille n’a pu être exécuté à son prix. Le slippage, l’écart entre prix voulu et prix obtenu dans une séance normale, reste faible sur environ 743 M$ échangés par séance ; c’est le gap de publication qui compte. Dimensionner la position sur la distance au stop, et ne pas la porter jusqu’à la prochaine publication sans l’avoir réduite.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 228,60 $ abandonne le scénario. Activation : clôture au-dessus de 262,99 $, puis achat à l’ouverture suivante seulement sous 265,64 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 262,99 $ et jamais laissé actif sur une ouverture sous 247,60 $. Après activation : stop sous 247,60 $. L’ancien plan, jamais déclenché, a expiré le 14 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 262.99, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 247.6, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 292.72, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 297.38, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-5.9%", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+11.3%", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+13.1%", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.93 TP1 / 1:2.23 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 10 août, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 265,64 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond est à 2,65 $ au-dessus du déclencheur, soit 0,23 ATR. Mesure : sur les 250 dernières séances, 37 ouvertures ont dépassé la clôture de la veille de plus de 2,65 $, soit environ 15 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 1,46 $. Après une clôture de déclenchement au-delà de 265,64 $, l’achat n’a lieu que si l’ouverture suivante revient sous ce plafond. Sur la série, 18 clôtures ont cassé un plus haut de vingt séances : 5 ont fini à moins de 1,01 % au-dessus du niveau cassé, l’écart relatif du plafond, et 5 ont ensuite ouvert sous ce seuil, soit environ 28 % des cassures : l’entrée à l’ouverture reste étroite. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 265,64 $, valable trois séances, garde le même R/R et le même stop tant que ses bornes tiennent ; sur 13 cassures non achetables à l’ouverture, le cours est revenu sous ce seuil dans les trois séances 7 fois, dont 0 avec le stop touché la même séance. Bornes de cet ordre : il est annulé après toute clôture sous le déclencheur, 262,99 $ ; il n’est pas laissé actif à l’ouverture d’une séance qui ouvre sous le stop, 247,60 $, ni si le stop est touché avant exécution. Sans ces bornes, un gap sous le stop le ferait exécuter bien plus bas, et le R/R annoncé serait faux. Objectifs : TP1 au plus haut du 5 août, sommet de l’année ; TP2 à une hauteur de base au-dessus du déclencheur. Résistance intermédiaire : la clôture du 5 août, 283,17 $, haut du gap ; une sortie à ce niveau ne donnerait qu’un R/R de 1,31 depuis le déclencheur et de 0,97 depuis le plafond. Liquidité : environ 743 M$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 18,04 $ par action, donne 5 actions.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le marché a sanctionné le 6 août la dépendance à un grand client de l’IA, puis a racheté le titre avec le reste du logiciel. Une clôture au-dessus de $262.99, le haut de la base d’août, montrerait que les acheteurs acceptent de remonter dans le gap. Avant activation, une clôture sous 228,60 $ abandonne le dossier. Après activation, le stop sous $247.60 limite le coût d’un faux départ. TP1 à 292,72 $, plus haut du 5 août, au-delà de la résistance du haut du gap à 283,17 $, et TP2 à 297,38 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 10 août, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 228,60 $, bas de la base, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 247,60 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 265,64 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 265,64 $ reste valable trois séances.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "tradeIdea.invalidation.3", "value": "Ordre limité de repli annulé après une clôture sous 262,99 $, retiré avant toute ouverture sous le stop à 247,60 $ et si le stop est touché avant exécution.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.3" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Revenus +36 % au deuxième trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Flux libre de 279 M$ au trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Plus de 5 Md$ de liquidités et titres négociables.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "Gap du 6 août encore ouvert au-dessus du cours.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.2" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "blastRadius.asOf", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-24T17:54:06.162186104Z", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-03-26 au 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": "blastRadius.groups.0.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/order" }, { "path": "blastRadius.groups.0.symbols.0.correlation", "value": 0.604, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/symbols/0/correlation" }, { "path": "blastRadius.groups.0.symbols.0.beta", "value": 0.6447, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/symbols/0/beta" }, { "path": "blastRadius.groups.0.symbols.0.r2", "value": 0.3648, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/symbols/0/r2" }, { "path": "blastRadius.groups.0.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/symbols/0/observations" }, { "path": "blastRadius.groups.0.symbols.0.return5d", "value": 13.82, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/symbols/0/return5d" }, { "path": "blastRadius.groups.0.symbols.0.return21d", "value": 6.37, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/0/symbols/0/return21d" }, { "path": "blastRadius.groups.1.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/order" }, { "path": "blastRadius.groups.1.symbols.0.readThrough", "value": "Concurrent frontal cité par le 10-K ; sa croissance plus lente mesure la prime payée pour Datadog.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.0.readThrough" }, { "path": "blastRadius.groups.1.symbols.0.correlation", "value": 0.5226, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/0/correlation" }, { "path": "blastRadius.groups.1.symbols.0.beta", "value": 0.8013, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/0/beta" }, { "path": "blastRadius.groups.1.symbols.0.r2", "value": 0.2731, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/0/r2" }, { "path": "blastRadius.groups.1.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/0/observations" }, { "path": "blastRadius.groups.1.symbols.0.return5d", "value": 6.02, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/0/return5d" }, { "path": "blastRadius.groups.1.symbols.0.return21d", "value": 19.29, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/0/return21d" }, { "path": "blastRadius.groups.1.symbols.1.readThrough", "value": "Concurrent cité par le 10-K sur les journaux ; alternative moins chère pour les gros volumes.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.1.readThrough" }, { "path": "blastRadius.groups.1.symbols.1.correlation", "value": 0.4606, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/1/correlation" }, { "path": "blastRadius.groups.1.symbols.1.beta", "value": 0.5754, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/1/beta" }, { "path": "blastRadius.groups.1.symbols.1.r2", "value": 0.2121, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/1/r2" }, { "path": "blastRadius.groups.1.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/1/observations" }, { "path": "blastRadius.groups.1.symbols.1.return5d", "value": 7.35, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/1/return5d" }, { "path": "blastRadius.groups.1.symbols.1.return21d", "value": 9.66, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/1/return21d" }, { "path": "blastRadius.groups.1.symbols.2.readThrough", "value": "Concurrent cité par le 10-K en performance applicative et en journaux.", "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.2.readThrough" }, { "path": "blastRadius.groups.1.symbols.2.correlation", "value": 0.0849, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/2/correlation" }, { "path": "blastRadius.groups.1.symbols.2.beta", "value": 0.1594, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/2/beta" }, { "path": "blastRadius.groups.1.symbols.2.r2", "value": 0.0072, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/2/r2" }, { "path": "blastRadius.groups.1.symbols.2.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/2/observations" }, { "path": "blastRadius.groups.1.symbols.2.return5d", "value": -1.22, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/2/return5d" }, { "path": "blastRadius.groups.1.symbols.2.return21d", "value": -3.45, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/2/return21d" }, { "path": "blastRadius.groups.1.symbols.3.correlation", "value": 0.4919, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/3/correlation" }, { "path": "blastRadius.groups.1.symbols.3.beta", "value": 0.502, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/3/beta" }, { "path": "blastRadius.groups.1.symbols.3.r2", "value": 0.242, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/3/r2" }, { "path": "blastRadius.groups.1.symbols.3.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/3/observations" }, { "path": "blastRadius.groups.1.symbols.3.return5d", "value": 1.14, "as_of": "2026-09-23", "source_artifact": "analyses/DDOG/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c12d9d9efad0eb33629dd116998c1ebaa2c10c5f3ffa0668d4c3bc8aac36128f", "source_pointer": "/values/blastRadius/groups/1/symbols/3/return5d" }, { "path": 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