Barclays Cuts Datadog (NASDAQ:DDOG) Price Target to $165.00

Datadog (NASDAQ:DDOG) had its target price decreased by Barclays from $195.00 to $165.00 in a report issued on Wednesday morning,Benzinga reports. Barclays currently has an overweight rating on the stock.

A number of other equities research analysts have also recently issued reports on the company. Guggenheim set a $105.00 price objective on Datadog in a research note on Thursday, November 6th. JPMorgan Chase & Co. lifted their price objective on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Robert W. Baird set a $180.00 target price on Datadog in a research report on Wednesday. Capital One Financial reduced their price target on Datadog from $219.00 to $156.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Finally, Daiwa Securities Group initiated coverage on shares of Datadog in a research report on Tuesday, January 27th. They set a “buy” rating and a $190.00 price target for the company. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.50.

Datadog Stock Performance

DDOG stock opened at $125.20 on Wednesday. The firm has a market cap of $43.90 billion, a PE ratio of 403.87, a price-to-earnings-growth ratio of 22.88 and a beta of 1.27. Datadog has a 1-year low of $81.63 and a 1-year high of $201.69. The stock has a 50-day moving average price of $132.23 and a 200-day moving average price of $143.64. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The firm 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 3.14%.The company’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, equities research analysts expect that Datadog will post 0.34 earnings per share for the current year.

Insider Activity

In other news, CEO Olivier Pomel sold 11,195 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total value of $1,544,126.35. Following the completion of the transaction, the chief executive officer owned 518,133 shares in the company, valued at $71,466,084.69. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Alexis Le-Quoc sold 43,106 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the transaction, the chief technology officer owned 490,798 shares in the company, valued at approximately $62,228,278.42. This trade represents a 8.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 582,023 shares of company stock worth $92,269,698. Corporate insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

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

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and bullish market reaction — Datadog reported a revenue and EPS beat and gave upbeat AI-related guidance that pushed the shares higher after earnings, supporting the thesis that Datadog can monetize AI-monitoring/security demand. Why Datadog (DDOG) Is Up 8.4% After Strong Q4 2025 Earnings And 2026 Revenue Guidance
• Positive Sentiment: Bullish broker commentary remains — Some sell-side analysts (e.g., Rosenblatt) remain constructive despite a cautious tone from management, reinforcing that several institutional investors still view DDOG as an AI/observability play. Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View
• Neutral Sentiment: Short-interest reporting is noisy and shows 0 shares (likely a reporting artifact), producing an effectively zero days-to-cover reading — not meaningful market pressure today.
• Neutral Sentiment: Investor commentary that AI isn’t the core problem — analysis arguing that AI fears are overstated and Datadog remains well-positioned may moderate panic selling but doesn’t immediately alter fundamentals. Datadog: AI Isn’t The Main Problem
• Negative Sentiment: Insider selling — CTO Alexis Le-Quoc sold ~43k shares (~$5.5M), trimming his stake ~8% on Feb 11; insider disposals can increase near-term selling pressure or signal liquidity needs. SEC Form 4 — Alexis Le-Quoc Sale
• Negative Sentiment: Multiple price-target downgrades — Needham, BTIG and Wolfe trimmed targets (to $155, $170 and $160 respectively), signalling reduced near-term expectations despite the beat; these downgrades can weigh on sentiment and limit upside. Needham Cuts Datadog Price Target BTIG Cuts Datadog Price Target Wolfe Research Cuts Datadog Price Target
• Negative Sentiment: Analyst concerns on slowing growth, costs and valuation — Several analyst pieces highlight that despite the beat, longer-term growth appears to be slowing, costs are rising and valuation remains rich, which can cap multiple expansion. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

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.