Wall Street Zen Downgrades Datadog (NASDAQ:DDOG) to Hold

Datadog (NASDAQ:DDOG) was downgraded by Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday.

A number of other research analysts have also issued reports on the stock. Citigroup reduced their target price on shares of Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a research note on Friday. UBS Group lifted their price target on Datadog from $189.00 to $225.00 and gave the company a “buy” rating in a report on Friday, November 7th. TD Cowen increased their price objective on Datadog from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Friday, November 7th. CIBC upgraded Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 target price on the stock in a research report on Friday, November 7th. Finally, KeyCorp reduced their price target on Datadog from $230.00 to $170.00 and set an “overweight” rating for the company in a research report on Monday. Thirty-three equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $196.45.

Datadog Stock Down 1.5%

NASDAQ:DDOG opened at $119.02 on Friday. The firm has a market capitalization of $41.74 billion, a PE ratio of 383.94, a price-to-earnings-growth ratio of 21.83 and a beta of 1.26. The stock has a 50 day moving average of $149.83 and a 200-day moving average of $146.31. Datadog has a 52 week low of $81.63 and a 52 week high of $201.69. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29.

Datadog (NASDAQ:DDOG) last released 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 during the quarter, compared to analyst estimates of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The business’s revenue for the quarter was up 28.4% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Analysts predict that Datadog will post 0.34 EPS for the current year.

Insider Activity

In related news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the transaction, the chief technology officer directly owned 395,661 shares of the company’s stock, valued at $78,336,921.39. The trade was a 11.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Matthew Jacobson sold 404,306 shares of the business’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $199.60, for a total transaction of $80,699,477.60. Following the completion of the sale, the director owned 12,859 shares in the company, valued at approximately $2,566,656.40. This trade represents a 96.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,082,904 shares of company stock worth $194,318,545. 8.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Datadog

Hedge funds have recently made changes to their positions in the business. Perigon Wealth Management LLC boosted its position in shares of Datadog by 8.4% in the fourth quarter. Perigon Wealth Management LLC now owns 2,534 shares of the company’s stock worth $345,000 after buying an additional 196 shares during the period. Aberdeen Group plc boosted its position in Datadog by 1.4% during the 4th quarter. Aberdeen Group plc now owns 166,057 shares of the company’s stock worth $22,582,000 after acquiring an additional 2,333 shares during the period. Linden Thomas Advisory Services LLC boosted its position in Datadog by 3.8% during the 4th quarter. Linden Thomas Advisory Services LLC now owns 14,159 shares of the company’s stock worth $1,925,000 after acquiring an additional 518 shares during the period. Compagnie Lombard Odier SCmA grew its stake in Datadog by 2.0% during the 4th quarter. Compagnie Lombard Odier SCmA now owns 442,746 shares of the company’s stock valued at $60,209,000 after acquiring an additional 8,699 shares in the last quarter. Finally, LeConte Wealth Management LLC increased its holdings in shares of Datadog by 11.4% in the 4th quarter. LeConte Wealth Management LLC now owns 3,595 shares of the company’s stock valued at $489,000 after purchasing an additional 367 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑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.