Datadog, Inc. (NASDAQ:DDOG) Receives $179.62 Average PT from Brokerages

Shares of Datadog, Inc. (NASDAQ:DDOG) have received an average rating of “Moderate Buy” from the forty-two brokerages that are presently covering the stock, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell rating, four have assigned a hold rating and thirty-six have assigned a buy rating to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $179.6154.

A number of analysts have weighed in on DDOG shares. Citizens Jmp restated a “market perform” rating on shares of Datadog in a research report on Wednesday, February 11th. Mizuho cut their price objective on Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Capital One Financial boosted their price objective on Datadog from $156.00 to $157.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Scotiabank dropped their target price on Datadog from $180.00 to $160.00 and set a “sector outperform” rating for the company in a research report on Wednesday, February 11th. Finally, Morgan Stanley lifted their price target on Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a research note on Friday, November 7th.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced a strategic partnership with Sakana AI to jointly research, build, and commercialize tools to monitor and scale advanced AI systems — starting with large Japanese enterprises and expanding globally. The tie-up strengthens Datadog’s position in enterprise AI observability and could expand product demand in a key growth area. Article Title
• Positive Sentiment: Datadog released its State of DevSecOps Report showing 87% of organizations run software with known exploitable vulnerabilities — a finding that highlights rising demand for observability and security tools. That industry data supports Datadog’s addressable market for security and monitoring offerings. Article Title
• Positive Sentiment: Recent quarterly results (Feb 10) showed Datadog beat EPS and revenue expectations and provided FY26 and Q1 guidance — evidence of continued revenue growth and management confidence that underpins multi-year growth narratives. (Earnings/guidance details from recent filings and reports.)
• Neutral Sentiment: Datadog is drawing investor attention and search interest (Zacks/Yahoo coverage), which can increase volatility but doesn’t by itself change fundamentals. Article Title
• Neutral Sentiment: Benzinga and other outlets amplified the Sakana AI story; media coverage can boost short-term interest but also invites profit-taking. Article Title
• Neutral Sentiment: Reported short-interest data for February appears to contain anomalies (zeros/NaN and a 0.0 days-to-cover figure), so there’s no clear short-squeeze signal from that dataset; treat the short-interest entry with caution.
• Negative Sentiment: Separate coverage highlights recent share-price weakness and questions about valuation — the stock has fallen over recent weeks and some pieces frame DDOG as having high expectations relative to current price, which can pressure shares as investors re-price growth and multiples. Article Title

Insider Buying and Selling at Datadog

In related news, 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 transaction of $988,629.24. Following the completion of the transaction, the director directly owned 340,701 shares of the company’s stock, valued at $42,550,147.89. This trade represents a 2.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Olivier Pomel sold 11,195 shares of Datadog stock in a transaction dated 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 transaction, the chief executive officer directly 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 SEC filing for this sale provides additional information. Insiders sold 337,291 shares of company stock worth $48,909,907 over the last quarter. Insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

A number of hedge funds have recently made changes to their positions in DDOG. Vanguard Group Inc. increased 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 valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the period. Price T Rowe Associates Inc. MD boosted its stake in shares of Datadog by 7.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock valued at $1,961,496,000 after purchasing an additional 956,993 shares during the last quarter. State Street Corp increased its position in shares of Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after buying an additional 7,091,075 shares during the period. Geode Capital Management LLC raised its stake in Datadog by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after buying an additional 197,816 shares during the last quarter. Finally, Jennison Associates LLC raised its stake in Datadog by 43.7% during the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after buying an additional 2,316,994 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Datadog Stock Performance

Datadog stock opened at $111.96 on Tuesday. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock has a market cap of $39.47 billion, a PE ratio of 361.16, a P/E/G ratio of 30.77 and a beta of 1.27. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The business’s 50-day moving average price is $126.24 and its two-hundred day moving average price is $142.15.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping 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 net margin of 3.14% and a return on equity of 4.14%. The business’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $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, analysts expect that Datadog will post 0.34 earnings per share 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.