Upwind rejects $4b acquisition offer - report

en.globes.co.il · 2026-10-22

According to The Information, the Israeli cybersecurity company received the offer from Datadog, but decided on a fund-raising round instead.

TickrTrends take: Datadog's acquisition of Upwind at a reported valuation of 4 billion dollars represents a significant capital deployment that could pressure near-term profitability metrics at a time when TickrTrends already assesses the company as overvalued. Investors focused on valuation multiples should monitor how this acquisition affects Datadog's price-to-sales and price-to-earnings ratios in upcoming quarters, particularly given the integration costs typical of technology sector acquisitions of this scale. The deal's impact on free cash flow and return on invested capital will be relevant data points for evaluating whether TickrTrends' overvaluation assessment remains justified.

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