Capital One Financial Boosts Datadog (NASDAQ:DDOG) Price Target to $157.00

Datadog (NASDAQ:DDOG) had its price target raised by equities researchers at Capital One Financial from $156.00 to $157.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm presently has an “overweight” rating on the stock. Capital One Financial‘s target price would indicate a potential upside of 24.47% from the stock’s current price.

A number of other research firms also recently commented on DDOG. Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the company a “buy” rating in a research report on Thursday, January 22nd. KeyCorp cut their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. TD Cowen reissued a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st. Evercore ISI lowered their target price on Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. Finally, Macquarie Infrastructure lifted their price target on Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Thirty-seven equities research 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $179.50.

Datadog Trading Down 0.9%

DDOG opened at $126.13 on Wednesday. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock’s fifty day moving average is $132.76 and its two-hundred day moving average is $143.82. The company has a market capitalization of $44.23 billion, a P/E ratio of 406.87, a PEG ratio of 22.75 and a beta of 1.27. Datadog has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts forecast that Datadog will post 0.34 earnings per share for the current year.

Insider Buying and Selling at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the transaction, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 100,754 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $181.18, for a total value of $18,254,609.72. Following the sale, the chief executive officer owned 533,358 shares of the company’s stock, valued at approximately $96,633,802.44. This represents a 15.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 538,917 shares of company stock worth $86,804,288 over the last ninety days. Corporate insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in shares of Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares in the last quarter. State Street Corp grew its position in Datadog by 106.8% during the 3rd 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 last quarter. Norges Bank acquired a new position in Datadog during the 4th quarter valued at approximately $469,461,000. Jennison Associates LLC increased its stake in Datadog by 43.7% during the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after buying an additional 2,216,402 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results beat consensus — revenue, EPS and ARR growth topped estimates and management highlighted AI-driven demand; the print triggered an immediate rally earlier in the week. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: Multiple analysts reiterated or raised bullish ratings/targets (DA Davidson buy with $225 PT; Rosenblatt reaffirmed buy at $185; Capital One nudged its target higher to $157), supporting upside expectations. Capital One adjusts price target on Datadog to $157
• Neutral Sentiment: Short-interest data reported as a large increase appears to be a data error (0 shares / NaN); current days-to-cover is reported as ~0 — this is unreliable and likely not a true market signal. (internal data entry)
• Neutral Sentiment: Some shops issued mixed/market‑perform notes (Citizens Jmp reaffirmed market perform) — the street is divided, which can produce volatility but not a clear directional signal. Citizens Jmp market perform note
• Negative Sentiment: Analyst and media caution: several pieces warn about slowing 2026 growth, rising costs and a premium valuation despite the beat — these critiques are pressuring the multiple. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Competitive/comparative pieces argue other cloud names (eg. MongoDB) may be better buys as AI/Atlas exposure looks stronger — increased competition and capital allocation trade-offs are a headwind narrative. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

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.