Scotiabank Cuts Datadog (NASDAQ:DDOG) Price Target to $160.00

Datadog (NASDAQ:DDOG) had its target price cut by Scotiabank from $180.00 to $160.00 in a research report report published on Wednesday morning, Marketbeat reports. They currently have a sector outperform rating on the stock. Scotiabank also issued estimates for Datadog’s FY2026 earnings at $0.31 EPS and FY2027 earnings at $0.74 EPS.

A number of other brokerages have also recently commented on DDOG. Raymond James Financial cut their price target on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a research note on Tuesday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. Stifel Nicolaus set a $160.00 price objective on shares of Datadog and gave the stock a “buy” rating in a research note on Thursday, January 22nd. KeyCorp decreased their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Finally, 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 report on Friday, December 19th. Thirty-seven analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $179.50.

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $125.20 on Wednesday. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The company has a market cap of $43.90 billion, a price-to-earnings ratio of 403.87, a PEG ratio of 22.88 and a beta of 1.27. The business has a 50 day moving average price of $132.23 and a 200 day moving average price of $143.64.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $916.53 million. During the same quarter in the previous year, the firm posted $0.49 earnings per share. Datadog’s revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Research analysts predict that Datadog will post 0.34 earnings per share for the current year.

Insider Buying and Selling

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the completion of the transaction, the chief technology officer owned 295,448 shares in the company, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 100,754 shares of the firm’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 533,358 shares of the company’s stock, valued at approximately $96,633,802.44. This trade represents a 15.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 582,023 shares of company stock valued at $92,269,698. Insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

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

Trending Headlines about 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

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.