Royal Bank Of Canada Lowers Datadog (NASDAQ:DDOG) Price Target to $150.00

Datadog (NASDAQ:DDOG) had its target price dropped by analysts at Royal Bank Of Canada from $175.00 to $150.00 in a research note issued on Monday, Marketbeat Ratings reports. The firm currently has an “outperform” rating on the stock. Royal Bank Of Canada’s price objective would indicate a potential upside of 15.68% from the stock’s current price.

A number of other research firms also recently commented on DDOG. Canaccord Genuity Group cut their target price on shares of Datadog from $225.00 to $210.00 and set a “buy” rating on the stock in a research report on Friday, December 19th. BMO Capital Markets dropped their price objective on shares of Datadog from $215.00 to $170.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Truist Financial cut their price objective on shares of Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a report on Wednesday, January 7th. Evercore reduced their price objective on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a research note on Monday, February 2nd. Finally, Cantor Fitzgerald lowered their target price on Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Thirty-seven investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $181.88.

Datadog Trading Up 13.7%

DDOG opened at $129.67 on Monday. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. The stock’s fifty day moving average is $133.87 and its two-hundred day moving average is $144.06. The company has a market capitalization of $45.47 billion, a P/E ratio of 418.29, a PEG ratio of 20.37 and a beta of 1.27. Datadog has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 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 29.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts forecast that Datadog will post 0.34 earnings per share for the current year.

Insider Buying and Selling at Datadog

In related news, CEO Olivier Pomel sold 100,754 shares of the business’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 transaction, the chief executive officer directly owned 533,358 shares in the company, valued at $96,633,802.44. The trade was a 15.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $154.05, for a total value of $8,305,143.60. Following the transaction, the chief technology officer directly owned 295,448 shares in the company, valued at $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 538,917 shares of company stock worth $86,804,288 over the last ninety days. Corporate insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

A number of large investors have recently modified their holdings of the business. Brighton Jones LLC acquired a new stake in Datadog in the 4th quarter worth approximately $209,000. Bison Wealth LLC acquired a new position in Datadog during the 4th quarter valued at approximately $228,000. Empowered Funds LLC raised its holdings in shares of Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after buying an additional 672 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after buying an additional 115 shares during the period. Finally, Sivia Capital Partners LLC acquired a new stake in shares of Datadog during the second quarter worth $509,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and strong forward guidance — Datadog posted $953M revenue (+29% YoY) and $0.59 adjusted EPS, topping Street estimates, and raised Q1 and FY2026 guidance well above consensus (Q1 EPS guide 0.49–0.51 vs. ~0.35 estimate; FY EPS guide 2.08–2.16 vs. ~1.60). This is the primary catalyst for the rally. Read More.
• Positive Sentiment: Product and customer momentum — Datadog announced GA launches (Bits AI SRE Agent, Storage Management, Feature Flags, Data Observability) and reported 603 customers with $1M+ ARR (up from 462), supporting recurring revenue durability and AI-led upsell potential. Read More.
• Positive Sentiment: Strong cash flow metrics highlighted — management cited robust operating and free cash flow ($1,050M operating; $915M free cash flow for FY2025), which reduces execution risk and supports valuation debate. Read More.
• Neutral Sentiment: Market context: software rebound and AI narrative — strategists say recent AI-driven sell-off created buying opportunities for high-quality software names, helping DDOG’s recovery alongside broader software strength. Read More.
• Neutral Sentiment: Coverage and media commentary — multiple outlets (Barron’s, Zacks, Proactive, Seeking Alpha transcript) covered the beat and call; coverage can amplify intraday flows but is informational rather than directional. Read More.
• Neutral Sentiment: Short-interest note is not meaningful — filings show effectively zero reported short interest in the latest snapshot, so short-covering likely did not materially drive the move. (Data published 2/10)
• Negative Sentiment: Analyst price-target trims — several firms lowered targets ahead of or after earnings (Needham to $155, Wolfe to $160, RBC/Cantor/Jefferies to ~$150–160) which tempers the near-term valuation narrative despite buy/outperform ratings. Read More.

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.