Datadog (NASDAQ:DDOG) Price Target Raised to $157.00

Datadog (NASDAQ:DDOG) had its target price raised by Capital One Financial from $156.00 to $157.00 in a research note issued to investors on Wednesday morning,MarketScreener reports. They currently have an overweight rating on the stock.

Other equities research analysts have also recently issued reports about the company. Robert W. Baird set a $180.00 target price on Datadog in a research note on Wednesday. Canaccord Genuity Group cut their price objective 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. Barclays reduced their price objective on shares of Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a research note on Wednesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a report on Wednesday, January 21st. Finally, Truist Financial cut their price target 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. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $179.50.

Datadog Trading Down 0.7%

Shares of NASDAQ DDOG opened at $125.20 on Wednesday. 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. The firm has a 50-day moving average of $132.23 and a 200 day moving average of $143.64. The stock has a market cap of $43.90 billion, a P/E ratio of 403.87, a price-to-earnings-growth ratio of 22.88 and a beta of 1.27.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same quarter last year, the firm earned $0.49 earnings per share. The business’s revenue for the quarter was up 29.2% on a year-over-year basis. 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, sell-side analysts expect that Datadog will post 0.34 EPS for the current fiscal year.

Insider Activity at Datadog

In other news, COO Adam Blitzer sold 8,023 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total transaction of $1,240,436.03. Following the transaction, the chief operating officer directly owned 165,197 shares of the company’s stock, valued at $25,541,108.17. This represents a 4.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction on 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 owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 582,023 shares of company stock worth $92,269,698. Company insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

Institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. raised its position in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. State Street Corp grew its position in shares of Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Geode Capital Management LLC increased its stake in shares of Datadog by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after purchasing an additional 197,816 shares in the last quarter. Jennison Associates LLC raised its holdings in Datadog by 43.7% in the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after purchasing an additional 2,316,994 shares during the period. Finally, Brown Advisory Inc. raised its holdings in Datadog by 23.3% in the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after purchasing an additional 1,130,675 shares during the period. Institutional investors own 78.29% of the company’s stock.

Key Datadog News

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

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.