Jefferies Financial Group Issues Pessimistic Forecast for Datadog (NASDAQ:DDOG) Stock Price

Datadog (NASDAQ:DDOG) had its target price decreased by Jefferies Financial Group from $220.00 to $180.00 in a report released on Monday, Marketbeat Ratings reports. The brokerage presently has a “buy” rating on the stock. Jefferies Financial Group’s price objective would suggest a potential upside of 31.29% from the stock’s current price.

A number of other equities research analysts have also recently issued reports on the stock. Citigroup boosted their target price on shares of Datadog from $170.00 to $230.00 and gave the company a “buy” rating in a report on Wednesday, November 12th. Robert W. Baird lifted their price target on Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Wolfe Research decreased their price objective on Datadog from $240.00 to $185.00 and set an “outperform” rating on the stock in a research note on Monday, December 15th. Needham & Company LLC increased their price objective on Datadog from $175.00 to $220.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Finally, Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, November 15th. Thirty-three investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $205.32.

Datadog Stock Up 2.6%

DDOG stock opened at $137.10 on Monday. The stock has a fifty day moving average of $156.24 and a 200-day moving average of $146.79. Datadog has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The company has a market capitalization of $48.08 billion, a price-to-earnings ratio of 442.26, a PEG ratio of 24.77 and a beta of 1.26. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. The business had revenue of $885.65 million for the quarter, compared to analysts’ expectations of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The firm’s quarterly revenue was up 28.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.46 EPS. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. As a group, equities research analysts predict that Datadog will post 0.34 earnings per share for the current year.

Insiders Place Their Bets

In other Datadog news, CEO Olivier Pomel sold 100,754 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $181.18, for a total value of $18,254,609.72. Following the sale, the chief executive officer owned 533,358 shares of the company’s stock, valued at $96,633,802.44. This trade represents a 15.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the sale, the chief technology officer owned 395,661 shares of the company’s stock, valued at approximately $78,336,921.39. The trade was a 11.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,112,070 shares of company stock worth $200,732,790 in the last ninety days. 8.70% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in DDOG. Westside Investment Management Inc. lifted its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the last quarter. Rothschild Investment LLC increased its holdings in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the period. Tripletail Wealth Management LLC purchased a new position in shares of Datadog in the third quarter worth about $28,000. Physician Wealth Advisors Inc. lifted its stake in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC purchased a new stake in Datadog during the 3rd quarter valued at about $27,000. 78.29% of the stock is owned by hedge funds and other institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts raised and repriced targets into 2026, with MarketBeat highlighting Datadog as a “buy-the-dip”/50% upside opportunity driven by expanding security and AI exposure; this supports short-term buying interest and the view that consensus sentiment remains bullish. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Analysis of Datadog’s AI platform argues its products are “sticky” and that continued R&D investment could expand platform monetization (observability + security + AI), improving long-term revenue durability and investor confidence. Datadog’s Sticky AI Platform And R&D Spend Might Change The Case For Investing In DDOG
• Neutral Sentiment: Recent valuation-focused pieces note the share pullback has made Datadog appear more attractively priced versus its growth track record, but they stress investors should weigh high growth expectations against premium multiples. Datadog (DDOG) Valuation Check After Recent Share Price Pullback And Long Term Return Strength
• Neutral Sentiment: Another Yahoo piece similarly asks whether the recent weakness creates value for longer-term investors, reinforcing the narrative that today’s activity is largely a re‑rating debate rather than a fundamentals shock. Does Datadog (DDOG) Offer Value After Recent Share Price Weakness?
• Neutral Sentiment: Zacks and other coverage note Datadog’s recent outperformance versus the broader market and restate analyst views (consensus “Moderate Buy”), which helps sustain trading interest but doesn’t change the underlying valuation story. Datadog (DDOG) Exceeds Market Returns: Some Facts to Consider
• Negative Sentiment: Jefferies lowered its price target from $220 to $180 (still a Buy), a signal that some sell‑side models expect slower near-term upside; PT cuts like this can cap momentum and lead some holders to trim positions. Datadog price target lowered to $180 from $220 at Jefferies

Datadog Company Profile

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.