KeyCorp Comments on Datadog’s Q4 Earnings (NASDAQ:DDOG)

Datadog, Inc. (NASDAQ:DDOG) – Analysts at KeyCorp issued their Q4 2025 earnings estimates for Datadog in a research report issued to clients and investors on Monday, January 12th. KeyCorp analyst E. Heath expects that the company will post earnings per share of $0.14 for the quarter. KeyCorp has a “Overweight” rating and a $170.00 price target on the stock. The consensus estimate for Datadog’s current full-year earnings is $0.34 per share. KeyCorp also issued estimates for Datadog’s Q1 2026 earnings at $0.08 EPS, Q2 2026 earnings at $0.12 EPS, Q4 2026 earnings at $0.23 EPS and FY2026 earnings at $0.65 EPS.

A number of other research analysts have also recently issued reports on DDOG. Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. Truist Financial reduced their price target on shares of Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a research note on Wednesday, January 7th. Macquarie lifted their price target on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, November 7th. JPMorgan Chase & Co. increased their price objective on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Finally, The Goldman Sachs Group started coverage on shares of Datadog in a research report on Monday. They issued a “sell” rating and a $113.00 target price on the stock. Thirty-three equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog presently has an average rating of “Moderate Buy” and an average target price of $197.89.

Datadog Price Performance

Shares of DDOG stock opened at $120.86 on Wednesday. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69. The company has a market cap of $42.38 billion, a P/E ratio of 389.87, a P/E/G ratio of 22.11 and a beta of 1.26. The business has a fifty day simple moving average of $151.27 and a 200 day simple moving average of $146.41.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.10. The firm had revenue of $885.65 million during 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 company’s quarterly revenue was up 28.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS.

Institutional Investors Weigh In On Datadog

A number of institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC acquired a new position in shares of Datadog in the fourth quarter worth approximately $209,000. Bison Wealth LLC bought a new position in Datadog during the 4th quarter worth approximately $228,000. Empowered Funds LLC raised its holdings in Datadog by 7.0% during the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in shares of Datadog by 17.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares during the period. Finally, Inspire Investing LLC boosted its stake in shares of Datadog by 70.4% in the 1st quarter. Inspire Investing LLC now owns 3,078 shares of the company’s stock valued at $305,000 after purchasing an additional 1,272 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

In related news, CTO Alexis Le-Quoc sold 43,106 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $133.93, for a total value of $5,773,186.58. Following the completion of the sale, the chief technology officer directly owned 301,458 shares in the company, valued at $40,374,269.94. This represents a 12.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Olivier Pomel sold 11,195 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total value of $1,544,126.35. Following the transaction, the chief executive officer directly owned 518,133 shares of the company’s stock, valued at approximately $71,466,084.69. This represents a 2.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,082,904 shares of company stock worth $194,318,545 over the last quarter. Insiders own 8.70% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while publishing updated quarterly and FY estimates that show improving EPS over FY2025–FY2026 (analyst forecasts imply earnings growth ahead). This supports the case for upside versus today’s price. KeyCorp research / MarketBeat
• Positive Sentiment: A bullish analyst piece (Seeking Alpha) reiterates why Datadog remains a long‑term buy based on product leadership and secular cloud monitoring demand — sentiment that can underpin rebounds when the stock dips. Seeking Alpha
• Neutral Sentiment: Media pieces highlight elevated analyst attention and Datadog’s strong showing in recent cloud‑monitoring earnings roundups — useful context but not new company‑specific data. MSN analysts watching MSN earnings review
• Negative Sentiment: BNP Paribas Exane trimmed its price target to $175 from $210 (keeps Outperform) — a meaningful downgrade to prior upside that can pressure sentiment despite the still‑positive rating. MarketScreener
• Negative Sentiment: An insider (director Shardul Shah) sold ~7,916 shares (~$988k) on Jan 13, modestly reducing his stake. Insider sales can be read negatively by traders even when not unusual. SEC Form 4
• Negative Sentiment: Market commentary (Zacks) flagged that Datadog underperformed the broader market recently, amplifying short‑term selling pressure. Zacks

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.