Capital One Financial Cuts Datadog (NASDAQ:DDOG) Price Target to $156.00

Datadog (NASDAQ:DDOG) had its target price lowered by Capital One Financial from $219.00 to $156.00 in a research note published on Friday,MarketScreener reports. The brokerage currently has an overweight rating on the stock.

A number of other equities analysts have also recently weighed in on the company. Scotiabank boosted their price target on Datadog from $150.00 to $217.00 and gave the stock a “sector outperform” rating in a report on Friday, November 7th. Needham & Company LLC boosted their target price on shares of Datadog from $175.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Arete Research upped their target price on shares of Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, December 11th. TD Cowen lifted their price target on shares of Datadog from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Moffett Nathanson reissued a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Thirty-four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $195.84.

Datadog Stock Performance

Shares of DDOG opened at $119.02 on Friday. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The stock has a market cap of $41.74 billion, a P/E ratio of 383.94, a PEG ratio of 21.50 and a beta of 1.26. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The company has a 50-day moving average of $149.83 and a two-hundred day moving average of $146.48.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The business had revenue of $885.65 million during the quarter, compared to analysts’ expectations of $852.77 million. During the same period last year, the company posted $0.46 EPS. The company’s revenue was up 28.4% on a year-over-year basis. 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, research analysts predict that Datadog will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Olivier Pomel sold 100,754 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the completion of the sale, the chief executive officer directly owned 533,358 shares in the company, valued at $96,633,802.44. This represents a 15.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Matthew Jacobson sold 404,306 shares of the stock in a transaction on Monday, November 10th. The stock was sold at an average price of $199.60, for a total value of $80,699,477.60. Following the completion of the transaction, the director directly owned 12,859 shares in the company, valued at $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. Over the last quarter, insiders sold 1,082,904 shares of company stock valued at $194,318,545. Insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after purchasing an additional 9,748,738 shares during the period. State Street Corp lifted its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after buying an additional 7,091,075 shares in the last quarter. Brown Advisory Inc. grew its stake in Datadog by 23.3% during the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after buying an additional 1,130,675 shares during the period. Geode Capital Management LLC increased its position in shares of Datadog by 4.3% in the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after acquiring an additional 242,273 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of Datadog by 0.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock valued at $610,835,000 after acquiring an additional 40,276 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Datadog

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

About Datadog

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.