Datadog (NASDAQ:DDOG) Coverage Initiated at Benchmark

Research analysts at Benchmark began coverage on shares of Datadog (NASDAQ:DDOG) in a report issued on Wednesday,MarketScreener reports. The brokerage set a “buy” rating on the stock.

DDOG has been the subject of several other research reports. BNP Paribas Exane dropped their price target on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. Canaccord Genuity Group reissued a “buy” rating on shares of Datadog in a research note on Wednesday, February 11th. KeyCorp dropped their price objective on Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Evercore cut their target price on Datadog from $215.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, February 2nd. Finally, Wedbush reduced their target price on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday, February 11th. Thirty-seven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and an average target price of $179.62.

Datadog Stock Performance

NASDAQ DDOG opened at $120.36 on Wednesday. The business’s 50-day moving average price is $122.17 and its 200 day moving average price is $140.42. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69. The company has a market capitalization of $42.44 billion, a PE ratio of 388.26, a price-to-earnings-growth ratio of 32.62 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last posted 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 company had revenue of $953.19 million during 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%. The company’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the company 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. On average, research analysts predict that Datadog will post 0.34 earnings per share for the current year.

Insider Buying and Selling at Datadog

In related news, CRO Sean Michael Walters sold 22,330 shares of Datadog stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the transaction, the executive owned 238,384 shares in the company, valued at approximately $29,960,101.12. The trade was a 8.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the sale, the chief executive officer directly owned 704,821 shares of the company’s stock, valued at approximately $77,910,913.34. This trade represents a 8.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 460,112 shares of company stock worth $57,007,923. 6.67% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Datadog

A number of large investors have recently modified their holdings of DDOG. Vanguard Group Inc. lifted 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 in the last quarter. State Street Corp grew 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 acquiring an additional 7,091,075 shares in the last quarter. Norges Bank purchased a new stake in shares of Datadog during the fourth quarter valued at approximately $469,461,000. Jennison Associates LLC raised 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. lifted its position in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Benchmark initiated coverage with a Buy rating and a $150 price target, citing Datadog as a top infrastructure pick positioned to capture a large AI opportunity — this fresh, bullish research has been a direct upward catalyst. Benchmark Initiates Coverage
• Positive Sentiment: Datadog launched Datadog Experiments (A/B testing and experimentation integrated into its observability platform), a product that can deepen customer stickiness and expand use cases amid the push for AI-driven product development. Datadog Experiments Launch
• Positive Sentiment: Coverage noting renewed institutional interest in Datadog within the Nasdaq Composite suggests improved investor demand and flows into the name. Institutional Interest Report
• Neutral Sentiment: Several brokerage/sell‑side writeups and roundup pieces reiterate an average “Buy” sentiment, keeping analyst momentum visible but reflecting mixed conviction across the street. Analysts’ coverage is supporting the stock, but consensus estimates remain elevated. Brokers Suggest Investing
• Neutral Sentiment: Market commentary notes DDOG outpaced broad market gains today, reflecting the net effect of positive coverage and product news rather than a single fundamental trigger. Intraday Performance Note
• Negative Sentiment: Counterpoints highlight valuation and recent volatility — some pieces urge investors to reassess whether current expectations already price in the company’s long‑term opportunity, a reminder that upside is tied to continued execution and AI monetization. Valuation/Reassessment Article

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.