Jefferies Financial Group Lowers Datadog (NASDAQ:DDOG) Price Target to $160.00

Datadog (NASDAQ:DDOG) had its target price reduced by investment analysts at Jefferies Financial Group from $180.00 to $160.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has a “buy” rating on the stock. Jefferies Financial Group’s price target indicates a potential upside of 43.25% from the company’s previous close.

DDOG has been the topic of a number of other research reports. Bank of America boosted their target price on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a report on Friday, November 7th. Daiwa Securities Group started coverage on Datadog in a research note on Tuesday, January 27th. They set a “buy” rating and a $190.00 price objective on the stock. Macquarie Infrastructure raised their target price on Datadog from $175.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. Thirty-six research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $186.38.

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $111.69 on Friday. The firm has a market capitalization of $39.17 billion, a PE ratio of 360.29, a P/E/G ratio of 19.95 and a beta of 1.27. 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 company has a 50-day moving average price of $135.28 and a two-hundred day moving average price of $144.43. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. The company had revenue of $885.65 million for the quarter, compared to analysts’ expectations of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. Datadog’s revenue was up 28.4% compared to the same quarter last year. During the same period in the prior year, the company posted $0.46 EPS. Equities analysts forecast that Datadog will post 0.34 EPS for the current year.

Insider Buying and Selling at Datadog

In other news, CEO Olivier Pomel sold 11,195 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the transaction, the chief executive officer directly owned 518,133 shares of the company’s stock, valued at approximately $71,466,084.69. This trade represents a 2.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CRO Sean Michael Walters sold 10,530 shares of the business’s stock in a transaction dated 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 sale, 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,028,945 shares of company stock valued at $184,544,256. 8.70% of the stock is currently owned by insiders.

Institutional Trading of Datadog

A number of institutional investors have recently made changes to their positions in the stock. Callan Family Office LLC lifted its position in Datadog by 145.6% in the 2nd quarter. Callan Family Office LLC now owns 22,680 shares of the company’s stock valued at $3,047,000 after acquiring an additional 13,445 shares in the last quarter. PKO Investment Management Joint Stock Co purchased a new position in shares of Datadog in the third quarter worth $1,709,000. Munro Partners bought a new position in shares of Datadog during the third quarter valued at $7,120,000. Hartford Investment Management Co. purchased a new stake in shares of Datadog during the third quarter valued at $2,689,000. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in shares of Datadog by 37.9% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after buying an additional 30,008 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

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

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.