Datadog (DDOG) Expected to Announce Earnings on Tuesday

Datadog (NASDAQ:DDOG) is anticipated to post its Q4 2025 results before the market opens on Tuesday, February 10th. Analysts expect Datadog to post earnings of $0.55 per share and revenue of $916.53 million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 8:00 AM ET.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm had revenue of $885.65 million for the quarter, compared to analyst estimates of $852.77 million. During the same quarter in the previous year, the firm posted $0.46 earnings per share. The business’s revenue was up 28.4% on a year-over-year basis. On average, analysts expect Datadog to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Datadog Stock Up 4.6%

Shares of DDOG stock opened at $111.69 on Friday. Datadog has a 12-month low of $81.63 and a 12-month 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. The firm has a fifty day moving average of $135.28 and a 200-day moving average of $144.43. The company has a market capitalization of $39.17 billion, a price-to-earnings ratio of 360.29, a P/E/G ratio of 19.95 and a beta of 1.27.

Insider Buying and Selling

In related news, CRO Sean Michael Walters sold 10,530 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total value of $1,670,058.00. Following the completion of the transaction, the executive directly owned 181,492 shares of the company’s stock, valued at approximately $28,784,631.20. This trade represents a 5.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the transaction, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,028,945 shares of company stock worth $184,544,256 in the last quarter. 8.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Datadog

A number of institutional investors and hedge funds have recently modified their holdings of the company. State Street Corp grew its holdings in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the period. Invesco Ltd. lifted its position in shares of Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after buying an additional 2,216,402 shares during the last quarter. AQR Capital Management LLC boosted its stake in shares of Datadog by 99.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after acquiring an additional 923,038 shares during the period. Northern Trust Corp increased its holdings in shares of Datadog by 45.0% during the 3rd quarter. Northern Trust Corp now owns 2,707,291 shares of the company’s stock worth $385,518,000 after acquiring an additional 840,633 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its stake in Datadog by 57.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,769,943 shares of the company’s stock valued at $237,758,000 after acquiring an additional 647,623 shares during the period. 78.29% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

DDOG has been the subject of a number of research reports. DA Davidson reiterated a “buy” rating and set a $225.00 target price on shares of Datadog in a report on Monday, February 2nd. Citigroup decreased their price objective on Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Sanford C. Bernstein reissued an “outperform” rating on shares of Datadog in a research report on Wednesday, January 21st. Canaccord Genuity Group reduced their price target on Datadog from $225.00 to $210.00 and set a “buy” rating for the company in a research report on Friday, December 19th. Finally, Jefferies Financial Group decreased their price target on shares of Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a research note on Friday. Thirty-six analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and a consensus price target of $186.38.

More Datadog News

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

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.