Citizens Jmp Reiterates “Market Perform” Rating for Datadog (NASDAQ:DDOG)

Datadog (NASDAQ:DDOG)‘s stock had its “market perform” rating reissued by stock analysts at Citizens Jmp in a report issued on Wednesday,Benzinga reports.

A number of other brokerages have also weighed in on DDOG. BMO Capital Markets set a $165.00 price target on shares of Datadog in a research note on Wednesday. Oppenheimer boosted their target price on Datadog from $165.00 to $195.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. BNP Paribas Exane lowered their price target on Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a research report on Thursday, January 15th. JPMorgan Chase & Co. upped their price objective on Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Finally, Wolfe Research decreased their target price on Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a research note on Tuesday. Thirty-seven research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $179.50.

Datadog Trading Down 0.9%

NASDAQ:DDOG opened at $126.13 on Wednesday. The stock has a market cap of $44.23 billion, a price-to-earnings ratio of 406.87, a PEG ratio of 22.75 and a beta of 1.27. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.66 and a current ratio of 3.38. Datadog has a 1 year low of $81.63 and a 1 year high of $201.69. The business has a fifty day moving average of $132.76 and a 200-day moving average of $143.82.

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

Insiders Place Their Bets

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the business’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 sale, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at $45,513,764.40. The trade was a 15.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 completion of the transaction, the chief executive officer owned 533,358 shares of the company’s stock, valued at $96,633,802.44. This trade represents a 15.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 538,917 shares of company stock worth $86,804,288 over the last 90 days. Insiders own 8.70% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. raised 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 during the period. State Street Corp boosted its stake in Datadog by 106.8% in 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 period. Geode Capital Management LLC grew its position in Datadog by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after purchasing an additional 197,816 shares in the last quarter. Jennison Associates LLC raised 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 during the period. Finally, Brown Advisory Inc. raised its stake in Datadog by 23.3% during the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after purchasing an additional 1,130,675 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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?

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.