Datadog (NASDAQ:DDOG) Given New $220.00 Price Target at Rosenblatt Securities

Datadog (NASDAQ:DDOG) had its price objective raised by Rosenblatt Securities from $178.00 to $220.00 in a report published on Friday,Benzinga reports. Rosenblatt Securities currently has a buy rating on the stock.

Other analysts have also issued research reports about the stock. Citizens Jmp raised shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price target for the company in a report on Thursday. Wedbush lowered their target price on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, February 11th. KeyCorp lifted their target price on shares of Datadog from $155.00 to $225.00 and gave the stock an “overweight” rating in a report on Friday. Robert W. Baird set a $180.00 target price on shares of Datadog in a report on Wednesday, February 11th. Finally, BNP Paribas Exane lowered their target price on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $211.76.

Datadog Stock Performance

Shares of Datadog stock opened at $200.16 on Friday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.38. The firm has a market cap of $70.57 billion, a P/E ratio of 526.75, a P/E/G ratio of 68.31 and a beta of 1.30. The firm has a 50 day simple moving average of $124.41 and a 200 day simple moving average of $136.98. Datadog has a fifty-two week low of $98.01 and a fifty-two week high of $201.69.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. Datadog’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts predict that Datadog will post 0.32 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction on Monday, April 27th. The shares were sold at an average price of $131.47, for a total transaction of $2,629,400.00. Following the transaction, the director directly owned 1,640 shares of the company’s stock, valued at $215,610.80. This trade represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Kerry Acocella sold 13,857 shares of Datadog stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $150.00, for a total transaction of $2,078,550.00. Following the transaction, the general counsel directly owned 140,489 shares in the company, valued at approximately $21,073,350. This represents a 8.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 654,018 shares of company stock worth $80,903,197. Corporate insiders own 6.67% of the company’s stock.

Hedge Funds Weigh In On Datadog

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. PNC Financial Services Group Inc. boosted its position in shares of Datadog by 36.6% during the first quarter. PNC Financial Services Group Inc. now owns 56,704 shares of the company’s stock worth $6,694,000 after purchasing an additional 15,186 shares in the last quarter. Andra AP fonden boosted its position in shares of Datadog by 43.3% during the first quarter. Andra AP fonden now owns 56,962 shares of the company’s stock worth $6,724,000 after purchasing an additional 17,200 shares in the last quarter. Amova Asset Management Americas Inc. boosted its position in shares of Datadog by 15.0% during the first quarter. Amova Asset Management Americas Inc. now owns 140,788 shares of the company’s stock worth $16,616,000 after purchasing an additional 18,322 shares in the last quarter. Earned Wealth Advisors LLC boosted its position in shares of Datadog by 52.2% during the first quarter. Earned Wealth Advisors LLC now owns 7,473 shares of the company’s stock worth $882,000 after purchasing an additional 2,563 shares in the last quarter. Finally, Meeder Advisory Services Inc. boosted its position in shares of Datadog by 1.7% during the first quarter. Meeder Advisory Services Inc. now owns 7,473 shares of the company’s stock worth $882,000 after purchasing an additional 128 shares in the last quarter. 78.29% of the stock is owned by institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

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.