BTIG Research Cuts Datadog (NASDAQ:DDOG) Price Target to $170.00

Datadog (NASDAQ:DDOG) had its target price lowered by BTIG Research from $221.00 to $170.00 in a research note issued to investors on Tuesday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

A number of other equities research analysts have also recently commented on DDOG. Capital One Financial cut their price target on shares of Datadog from $219.00 to $156.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Barclays lowered their price objective on Datadog from $215.00 to $195.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Truist Financial decreased their price target on Datadog from $195.00 to $140.00 and set a “hold” rating for the company in a research note on Wednesday, January 7th. DA Davidson reaffirmed a “buy” rating and set a $225.00 price target on shares of Datadog in a report on Monday, February 2nd. Finally, UBS Group set a $195.00 price objective on Datadog in a research report on Monday. Thirty-seven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $179.50.

Datadog Price Performance

DDOG opened at $126.13 on Tuesday. The firm has a market cap of $44.23 billion, a PE ratio of 406.87, a P/E/G ratio of 22.75 and a beta of 1.27. The stock has a 50-day moving average price of $132.76 and a 200-day moving average price of $143.82. Datadog has a 1 year low of $81.63 and a 1 year high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same period in the prior year, the firm posted $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. Sell-side analysts predict that Datadog will post 0.34 earnings per share for the current fiscal year.

Insider Transactions at Datadog

In other Datadog news, COO Adam Blitzer sold 8,023 shares of the stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total value of $1,240,436.03. Following the transaction, the chief operating officer owned 165,197 shares of the company’s stock, valued at approximately $25,541,108.17. This represents a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the completion of the transaction, the director directly owned 340,701 shares in the company, valued at $42,550,147.89. The trade was a 2.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 538,917 shares of company stock worth $86,804,288 in the last three months. 8.70% of the stock is owned by insiders.

Institutional Trading of Datadog

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Rothschild Investment LLC boosted its stake in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its holdings in Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the period. Westside Investment Management Inc. lifted its position in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. JPL Wealth Management LLC bought a new stake in Datadog during the third quarter valued at about $27,000. Finally, Tripletail Wealth Management LLC bought a new stake in Datadog during the third quarter valued at about $28,000. 78.29% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results beat consensus — revenue, EPS and ARR growth topped estimates and management highlighted AI-driven demand; the print triggered an immediate rally earlier in the week. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: Multiple analysts reiterated or raised bullish ratings/targets (DA Davidson buy with $225 PT; Rosenblatt reaffirmed buy at $185; Capital One nudged its target higher to $157), supporting upside expectations. Capital One adjusts price target on Datadog to $157
• Neutral Sentiment: Short-interest data reported as a large increase appears to be a data error (0 shares / NaN); current days-to-cover is reported as ~0 — this is unreliable and likely not a true market signal. (internal data entry)
• Neutral Sentiment: Some shops issued mixed/market‑perform notes (Citizens Jmp reaffirmed market perform) — the street is divided, which can produce volatility but not a clear directional signal. Citizens Jmp market perform note
• Negative Sentiment: Analyst and media caution: several pieces warn about slowing 2026 growth, rising costs and a premium valuation despite the beat — these critiques are pressuring the multiple. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Competitive/comparative pieces argue other cloud names (eg. MongoDB) may be better buys as AI/Atlas exposure looks stronger — increased competition and capital allocation trade-offs are a headwind narrative. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

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.