KeyCorp Forecasts Datadog’s FY2025 Earnings (NASDAQ:DDOG)

Datadog, Inc. (NASDAQ:DDOG) – Analysts at KeyCorp issued their FY2025 earnings per share (EPS) estimates for Datadog in a report issued on Monday, January 12th. KeyCorp analyst E. Heath expects that the company will post earnings of $0.41 per share for the year. KeyCorp has a “Overweight” rating and a $170.00 price target on the stock. The consensus estimate for Datadog’s current full-year earnings is $0.34 per share. KeyCorp also issued estimates for Datadog’s Q3 2026 earnings at $0.22 EPS.

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

A number of other research firms also recently issued reports on DDOG. DA Davidson increased their target price on shares of Datadog from $180.00 to $225.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Scotiabank upped their price target on shares of Datadog from $150.00 to $217.00 and gave the stock a “sector outperform” rating in a research note on Friday, November 7th. Barclays reduced their price objective on Datadog from $215.00 to $195.00 and set an “overweight” rating for the company in a research report on Monday. Bank of America upped their target price on Datadog from $180.00 to $215.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Robert W. Baird raised their price target on Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Thirty-three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and an average target price of $197.89.

Datadog Stock Performance

DDOG stock opened at $120.86 on Thursday. The firm has a 50 day simple moving average of $151.27 and a 200 day simple moving average of $146.41. Datadog has a 52 week low of $81.63 and a 52 week high of $201.69. The stock has a market cap of $42.38 billion, a P/E ratio of 389.87, a P/E/G ratio of 22.11 and a beta of 1.26. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66.

Insider Buying and Selling at Datadog

In other news, Director Matthew Jacobson sold 404,306 shares of the company’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $199.60, for a total transaction 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 represents a 96.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total value of $10,674,036.88. Following the transaction, the chief technology officer directly owned 395,661 shares in the company, valued at approximately $78,336,921.39. This represents a 11.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,082,904 shares of company stock worth $194,318,545 over the last three months. Corporate insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

A number of institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of 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 purchasing an additional 9,748,738 shares during the period. State Street Corp lifted its stake in shares of 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 buying an additional 7,091,075 shares during the period. Brown Advisory Inc. grew its position in Datadog by 23.3% during the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after buying an additional 1,130,675 shares in the last quarter. Geode Capital Management LLC increased its stake in Datadog by 4.3% during the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock valued at $780,727,000 after acquiring an additional 242,273 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its holdings in Datadog by 0.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock valued at $610,835,000 after acquiring an additional 40,276 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while publishing updated quarterly and FY estimates that show improving EPS over FY2025–FY2026 (analyst forecasts imply earnings growth ahead). This supports the case for upside versus today’s price. KeyCorp research / MarketBeat
• Positive Sentiment: A bullish analyst piece (Seeking Alpha) reiterates why Datadog remains a long‑term buy based on product leadership and secular cloud monitoring demand — sentiment that can underpin rebounds when the stock dips. Seeking Alpha
• Neutral Sentiment: Media pieces highlight elevated analyst attention and Datadog’s strong showing in recent cloud‑monitoring earnings roundups — useful context but not new company‑specific data. MSN analysts watching MSN earnings review
• Negative Sentiment: BNP Paribas Exane trimmed its price target to $175 from $210 (keeps Outperform) — a meaningful downgrade to prior upside that can pressure sentiment despite the still‑positive rating. MarketScreener
• Negative Sentiment: An insider (director Shardul Shah) sold ~7,916 shares (~$988k) on Jan 13, modestly reducing his stake. Insider sales can be read negatively by traders even when not unusual. SEC Form 4
• Negative Sentiment: Market commentary (Zacks) flagged that Datadog underperformed the broader market recently, amplifying short‑term selling pressure. Zacks

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.