DDOG vs PATH: AI Stock Comparison

Datadog, Inc. vs UiPath, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$DDOG
Datadog, Inc.
Cloud monitoring and security, including for AI apps.
$PATH
UiPath, Inc.
Automation software moving to agentic AI.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)Not shown (multiple share classes or no recent cover-page figure)
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $1.20B
10-Q period ended 2026-09-30; +35% y/y · SEC filing
Gross margin 80.2%
Gross profit / revenue, same quarter · SEC filing
Operating income $74.7M
Same quarter; 6% operating margin · SEC filing
Revenue (latest quarter) $410.3M
10-Q period ended 2026-07-31; +13% y/y · SEC filing
Gross margin 80.4%
Gross profit / revenue, same quarter · SEC filing
Operating income $31.6M
Same quarter; 8% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Most recent reported
Nov 4, 2026
Datadog, Inc. reports quarterly results · source
Observability spend from AI-native customers. Q3 revenue $1.20B (+35% y/y); GAAP operating income $75M; free cash flow $251M.
Not yet announced / not on our calendar
Key risks
  • “We use artificial intelligence in our products and services which may result in operational challenges, legal liability, reputational harm, competitive risks and regulatory concerns that…” — 10-K risk factor (filed 2026-02-18) · source
  • “If we fail to adapt and respond effectively to rapidly changing technology, evolving industry standards, changing regulations, or to changing customer needs, requirements or preferences…” — 10-K risk factor (filed 2026-02-18) · source
  • “We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.” — 10-K risk factor (filed 2026-03-25) · source
  • “We have incurred net losses in the past, anticipate continuing to incur significant operating expenses in the future, and may not sustain consistent profitability.” — 10-K risk factor (filed 2026-03-25) · source
AI angle

Datadog monitors infrastructure and applications, with AI-native customers and LLM observability as growth areas.

UiPath's platform automates business processes; it is adding AI agents to its robots, which its 10-K names as a key development area.

Full analysis: $DDOG →Full analysis: $PATH →

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Related matchups

Deep dives: DDOG next earnings & catalysts · PATH next earnings & catalysts · AI earnings this week