Datadog, Inc. (NASDAQ:DDOG) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Datadog, Inc. (NASDAQ:DDOG) have received an average recommendation of “Moderate Buy” from the forty-one analysts that are presently covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell rating, four have given a hold rating and thirty-five have given a buy rating to the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $190.7692.

A number of research analysts have weighed in on DDOG shares. Raymond James Financial raised their price objective on Datadog from $170.00 to $205.00 in a report on Thursday, November 6th. BNP Paribas Exane decreased their price target on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. TD Cowen restated a “buy” rating on shares of Datadog in a research report on Wednesday, January 21st. Wall Street Zen downgraded shares of Datadog from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Finally, Guggenheim set a $105.00 target price on shares of Datadog in a research note on Thursday, November 6th.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: The Iconic customer win highlights continued enterprise demand for Datadog’s monitoring platform, supporting recurring revenue growth. THE ICONIC boosts platform reliability with Datadog
• Positive Sentiment: Scotiabank continues to view DDOG as a “safe AI monitoring” play in the sector and kept an Outperform/sector-preferred stance, underlining confidence in Datadog’s strategic positioning despite the PT cut. Scotiabank Sees Datadog (DDOG) as Safe AI Monitoring Play
• Positive Sentiment: Recent analyst/market commentary and a video overview reiterate the high-growth SaaS narrative for Datadog, which can attract longer-term growth investors. Datadog (DDOG) stock analysis | High growth SaaS stock
• Neutral Sentiment: Daiwa issued a new rating on DDOG — the presence of fresh coverage can increase liquidity/attention but is neutral until details affect guidance or PTs. Datadog (DDOG) Receives a New Rating from Daiwa
• Neutral Sentiment: Coverage on “bullish DDOG notes” and possible shifts in Datadog’s AI-platform strategy flags investor interest in how the company leverages AI, but strategic details remain evolving. Are Bullish DDOG Notes Revealing a Deeper Shift
• Negative Sentiment: BMO cut its price target from $215 to $170 (while keeping an Outperform), which likely triggered short-term selling and contributed to downward momentum. DDOG: Price target lowered by BMO Capital Markets
• Negative Sentiment: Scotiabank trimmed its PT from $217 to $180 — even with a positive view, the PT cut reduces marginal upside for some investors and can pressure short-term sentiment. Scotiabank Issues Pessimistic Forecast for Datadog
• Negative Sentiment: Elevated trading volume and a spike in sell-side activity (reflected in today’s heavier-than-average volume) amplified downward price moves; reported short-interest data appears anomalous and not explanatory. (No link)

Datadog Trading Down 8.8%

DDOG stock opened at $128.18 on Friday. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The business’s 50-day moving average is $140.08 and its 200 day moving average is $145.40. 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 stock has a market cap of $44.95 billion, a price-to-earnings ratio of 413.48, a PEG ratio of 25.07 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.10. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The business had revenue of $885.65 million for the quarter, compared to the consensus estimate of $852.77 million. During the same quarter last year, the business posted $0.46 earnings per share. The business’s quarterly revenue was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. On average, sell-side analysts anticipate that Datadog will post 0.34 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Olivier Pomel sold 100,754 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the transaction, the chief executive officer owned 533,358 shares of the company’s stock, valued at approximately $96,633,802.44. The trade was a 15.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief technology officer directly owned 395,661 shares of the company’s stock, valued at $78,336,921.39. This represents a 11.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,071,709 shares of company stock valued at $192,590,597. Insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

Institutional investors and hedge funds have recently bought and sold shares of the company. Brighton Jones LLC purchased a new stake in shares of Datadog during the 4th quarter valued at approximately $209,000. Bison Wealth LLC purchased a new position in Datadog in the fourth quarter worth approximately $228,000. Empowered Funds LLC increased its stake in Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. raised its position in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in shares of Datadog in the 2nd quarter valued at $509,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

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.