Datadog (NASDAQ:DDOG) Price Target Cut to $175.00 by Analysts at Evercore ISI

Datadog (NASDAQ:DDOG) had its price objective cut by Evercore ISI from $215.00 to $175.00 in a research report sent to investors on Monday morning,Benzinga reports. They currently have an outperform rating on the stock.

A number of other brokerages have also weighed in on DDOG. BMO Capital Markets lowered their price objective on Datadog from $215.00 to $170.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. The Goldman Sachs Group began coverage on Datadog in a research note on Monday, January 12th. They set a “sell” rating and a $113.00 target price for the company. Stifel Nicolaus set a $160.00 price target on shares of Datadog and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Jefferies Financial Group reduced their price objective on shares of Datadog from $220.00 to $180.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Finally, Wall Street Zen lowered shares of Datadog from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Thirty-five investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $189.36.

Datadog Price Performance

DDOG opened at $129.05 on Monday. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69. The firm has a market cap of $45.25 billion, a price-to-earnings ratio of 416.29, a PEG ratio of 23.07 and a beta of 1.26. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The company has a fifty day simple moving average of $138.92 and a 200 day simple moving average of $145.31.

Datadog (NASDAQ:DDOG) last issued 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 for the quarter, compared to analyst estimates of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm’s revenue was up 28.4% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Equities research analysts expect that Datadog will post 0.34 EPS for the current fiscal year.

Insider Activity

In other news, CTO Alexis Le-Quoc sold 32,418 shares of the stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $140.99, for a total transaction of $4,570,613.82. Following the sale, the chief technology officer directly owned 301,458 shares in the company, valued at approximately $42,502,563.42. This represents a 9.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO David M. Obstler sold 12,513 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total value of $1,984,561.80. Following the completion of the sale, the chief financial officer directly owned 374,138 shares in the company, valued at approximately $59,338,286.80. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,041,445 shares of company stock valued at $186,887,631 over the last quarter. Corporate insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

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

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $225 price target (about +74% vs current levels), providing a strong upside anchor for the stock. DA Davidson Buy Reaffirmed
• Positive Sentiment: Rosenblatt reiterated its buy rating for Datadog (reaffirmation of conviction from a covering shop can support sentiment). Rosenblatt Sticks to Buy
• Neutral Sentiment: Zacks noted DDOG is among the most-searched stocks by its users — high attention can increase volatility but is not a directional fundamental driver. Zacks: Investors Heavily Search Datadog
• Neutral Sentiment: Short-interest data in the report shows 0 shares and a 0.0‑day ratio — this looks like a data anomaly and should not be interpreted as a meaningful change in short pressure. (Low impact until corroborated by reliable reporting.)
• Negative Sentiment: Evercore ISI cut its price target from $215 to $175 while keeping an “outperform” rating — a sizable reduction in target that dampens upside expectations. Evercore Lowers Target
• Negative Sentiment: Rosenblatt (separate note) also trimmed its target into the $180–$185 range in recent updates — repeated target cuts from analysts are weighing on sentiment. Rosenblatt Cuts Target to $185
• Negative Sentiment: BMO lowered its price target to $170 but maintained “Outperform,” highlighting concerns (including competitive/OpenAI risks) that have led to valuation compression. BMO Lowers Target to $170
• Negative Sentiment: Insider selling: Datadog’s CTO sold roughly $4.57M of stock on Feb 2 — insider sales can raise short-term investor concern about timing/liquidity needs. CTO Insider Sale

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.