Cantor Fitzgerald Issues Pessimistic Forecast for Datadog (NASDAQ:DDOG) Stock Price

Datadog (NASDAQ:DDOG) had its price objective lowered by stock analysts at Cantor Fitzgerald from $220.00 to $150.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Cantor Fitzgerald’s price target would suggest a potential upside of 34.30% from the stock’s current price.

Several other equities research analysts also recently weighed in on DDOG. Morgan Stanley increased their price target on Datadog from $165.00 to $180.00 and gave the stock an “equal weight” rating in a research report on Friday, November 7th. Scotiabank cut their target price on shares of Datadog from $217.00 to $180.00 and set a “sector outperform” rating for the company in a report on Tuesday, January 27th. Raymond James Financial lifted their price objective on shares of Datadog from $170.00 to $205.00 in a report on Thursday, November 6th. Arete Research upped their price objective on shares of Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Finally, UBS Group lifted their price target on Datadog from $189.00 to $225.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Datadog currently has an average rating of “Moderate Buy” and an average target price of $186.38.

Datadog Trading Up 4.6%

Datadog stock opened at $111.69 on Friday. The stock has a 50-day moving average price of $135.28 and a 200 day moving average price of $144.43. The company has a market capitalization of $39.17 billion, a price-to-earnings ratio of 360.29, a price-to-earnings-growth ratio of 19.95 and a beta of 1.27. Datadog has a 52 week low of $81.63 and a 52 week high of $201.69. 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 issued its quarterly earnings results on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.10. The company had revenue of $885.65 million for the quarter, compared to the consensus estimate of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. Datadog’s quarterly revenue was up 28.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.46 EPS. Sell-side analysts anticipate that Datadog will post 0.34 EPS for the current year.

Insider Activity at Datadog

In other Datadog 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 completion of the transaction, the chief technology officer owned 301,458 shares of the company’s stock, valued at $42,502,563.42. This represents a 9.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Olivier Pomel sold 11,195 shares of Datadog stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 518,133 shares in the company, valued at $71,466,084.69. This represents a 2.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,028,945 shares of company stock worth $184,544,256 in the last quarter. Corporate insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

A number of hedge funds have recently modified their holdings of DDOG. Rothschild Investment LLC grew its stake in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. lifted its stake 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 in the last quarter. Westside Investment Management Inc. boosted its holdings in shares of Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Datadog in the third quarter valued at approximately $27,000. Finally, Tripletail Wealth Management LLC purchased a new stake in shares of Datadog in the third quarter valued at approximately $28,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Jefferies cut its price target to $160 but kept a Buy rating, highlighting continued confidence in Datadog’s growth profile even after the pullback; the new target still implies meaningful upside from current levels. Jefferies adjusts Datadog price target to $160 from $180; maintains buy
• Positive Sentiment: Cantor Fitzgerald lowered its target to $150 but kept an Overweight rating, signaling the firm still sees sizeable upside despite trimming near‑term expectations. Cantor Fitzgerald lowers price target to $150
• Positive Sentiment: Rosenblatt reduced its target (to $185) but reiterated a constructive growth outlook and Buy stance, suggesting analysts view recent weakness as more of a valuation reset than a change to fundamentals. Rosenblatt stays constructive on Datadog despite target cut
• Neutral Sentiment: Coverage pieces are framing the pullback as a potential buying opportunity for long‑term investors, but emphasize valuation and near‑term macro risks — these are perspective pieces rather than new company developments. Is There Now An Opportunity In Datadog After Recent Share Price Weakness
• Neutral Sentiment: Reported short‑interest data in recent filings appears anomalous (showing zero shares), so short‑interest signals are unreliable right now and shouldn’t be driving the move. (Likely data/reporting issue.)
• Negative Sentiment: KeyBanc flagged guidance uncertainty as a central debate for Datadog — growing concern that management’s near‑term guidance and macro/headcount dynamics could keep multiples under pressure. KeyBanc flags guidance uncertainty as key debate around Datadog
• Negative Sentiment: Sector pressure: a recent selloff in software stocks tied to the release of Anthropic’s Claude Cowork agentic tool has pushed the iShares Expanded Tech‑Software ETF into a bear market, a headwind for sentiment and multiples across peers including Datadog. Software Bear Market: 3 Stocks With 47% to 63% Upside

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.