BMO Capital Markets Cuts Datadog (NASDAQ:DDOG) Price Target to $170.00

Datadog (NASDAQ:DDOG) had its price target decreased by BMO Capital Markets from $215.00 to $170.00 in a report issued on Thursday, Marketbeat reports. BMO Capital Markets currently has an outperform rating on the stock.

A number of other research firms have also commented on DDOG. Bank of America lifted their price objective on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, November 7th. BTIG Research boosted their price objective on Datadog from $184.00 to $221.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Macquarie increased their target price on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Robert W. Baird lifted their price target on Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Finally, Needham & Company LLC lifted their price target on shares of Datadog from $175.00 to $220.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Thirty-five investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average target price of $190.38.

Datadog Trading Up 0.9%

Shares of NASDAQ:DDOG opened at $129.32 on Thursday. Datadog has a 52-week low of $81.63 and a 52-week high of $201.69. The stock has a market cap of $45.35 billion, a price-to-earnings ratio of 417.16, a PEG ratio of 22.87 and a beta of 1.26. The business has a 50-day moving average price of $139.51 and a 200-day moving average price of $145.37. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, November 6th. The company reported $0.55 EPS for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The business had revenue of $885.65 million during the quarter, compared to analysts’ expectations of $852.77 million. During the same period in the previous year, the business earned $0.46 earnings per share. The business’s revenue was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Equities analysts predict that Datadog will post 0.34 EPS for the current year.

Insider Transactions at Datadog

In other Datadog news, Director Matthew Jacobson sold 404,306 shares of the stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $199.60, for a total value of $80,699,477.60. Following the completion of the sale, the director owned 12,859 shares in the company, valued at approximately $2,566,656.40. This trade represents a 96.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the sale, the chief technology officer owned 395,661 shares in the company, valued at $78,336,921.39. The trade was a 11.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,104,127 shares of company stock valued at $197,161,211. Corporate insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

Several hedge funds have recently added to or reduced their stakes in DDOG. Rothschild Investment LLC boosted its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. raised its stake in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its stake in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in Datadog in the third quarter worth about $27,000. Finally, Tripletail Wealth Management LLC purchased a new position in Datadog during the 3rd quarter worth $28,000. 78.29% of the stock is owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
• Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
• Neutral Sentiment: Analyst consensus remains modestly positive — databases show a “Moderate Buy” consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer‑term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le‑Quoc
• Negative Sentiment: Price‑target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near‑term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
• Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

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.