Datadog, Inc. (NASDAQ:DDOG) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of Datadog, Inc. (NASDAQ:DDOG) have earned a consensus rating of “Moderate Buy” from the forty-two research firms that are currently covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, four have given a hold recommendation and thirty-six have given a buy recommendation to the company. The average 12-month price objective among analysts that have covered the stock in the last year is $179.6154.

Several brokerages have recently commented on DDOG. Raymond James Financial reduced their price objective on Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 10th. Canaccord Genuity Group restated a “buy” rating on shares of Datadog in a research report on Wednesday, February 11th. BNP Paribas Exane cut their target price on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research note on Thursday, January 15th. Robert W. Baird set a $180.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Finally, TD Cowen reissued a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched AI-focused capabilities to production: MCP Server reached general availability and a new Cohesity integration links real‑time observability to automated recovery for AI workloads — this strengthens Datadog’s position in AI observability and could expand customer use cases and retention. Datadog (DDOG) Valuation Check As New AI Observability And Resilience Tools Reach General Availability
• Positive Sentiment: An external analyst house issued a new Buy rating, providing short‑term demand support and reinforcing institutional interest. New Buy Rating for Datadog (DDOG), the Technology Giant
• Neutral Sentiment: Datadog is pushing into regulated sectors with AI‑driven observability and compliance features — a strategic product push that may take time to translate into material revenue. Datadog Targets AI Driven Observability And Compliance Focused Growth In Regulated Sectors
• Neutral Sentiment: Reported short‑interest data appears anomalous (zero/NaN), so it provides no clear signal to traders; treat that data point cautiously. (No external article link — data summary.)
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold ~42.4k shares and director Amit Agarwal sold 20k shares in mid‑March — large, disclosed sales that can create near‑term selling pressure and raise investor questions about timing. SEC Filing — Olivier Pomel sale SEC Filing — Amit Agarwal sale
• Negative Sentiment: Valuation concerns persist: multiple commentaries label Datadog “high quality, high valuation,” and coverage notes the stock’s rich P/E and muted near‑term earnings growth — a backdrop that can limit upside despite product gains. Datadog: High Quality, High Valuations

Insider Buying and Selling at Datadog

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the sale, the chief executive officer directly owned 704,821 shares in the company, valued at $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CRO Sean Michael Walters sold 22,330 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive directly owned 238,384 shares in the company, valued at $29,960,101.12. This trade represents a 8.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 440,112 shares of company stock worth $54,788,144 in the last 90 days. 6.67% of the stock is owned by company insiders.

Institutional Investors Weigh In On Datadog

Institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in Datadog by 30.3% during the 3rd 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 last quarter. State Street Corp lifted its position in Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares during the last quarter. Norges Bank bought a new stake in Datadog in the fourth quarter valued at approximately $469,461,000. Jennison Associates LLC boosted its stake in shares of Datadog by 43.7% during the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the period. Finally, Invesco Ltd. boosted its stake in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after purchasing an additional 2,216,402 shares during the period. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Stock Performance

NASDAQ DDOG opened at $125.08 on Friday. Datadog has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a fifty day moving average of $122.54 and a 200-day moving average of $141.39. The company has a market capitalization of $44.10 billion, a P/E ratio of 403.48, a P/E/G ratio of 35.71 and a beta of 1.31. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG) last released its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. During the same quarter in the prior year, the firm earned $0.49 earnings per share. The firm’s revenue 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, equities research analysts predict that Datadog will post 0.34 EPS for the current fiscal year.

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.