Datadog’s (DDOG) “Buy” Rating Reaffirmed at DA Davidson

DA Davidson restated their buy rating on shares of Datadog (NASDAQ:DDOG) in a report released on Tuesday,Benzinga reports. They currently have a $225.00 target price on the stock.

A number of other research analysts have also recently weighed in on DDOG. Macquarie Infrastructure raised their price objective on shares of Datadog from $175.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. KeyCorp lowered their target price on Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Truist Financial cut their price target on Datadog from $195.00 to $140.00 and set a “hold” rating for the company in a report on Wednesday, January 7th. Canadian Imperial Bank of Commerce raised Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 price objective on the stock in a research note on Friday, November 7th. Finally, Wedbush dropped their price objective on Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and an average price target of $179.62.

Datadog Trading Down 2.1%

Shares of DDOG stock opened at $122.56 on Tuesday. Datadog has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The stock has a market cap of $42.98 billion, a P/E ratio of 395.35, a P/E/G ratio of 34.26 and a beta of 1.27. The business has a fifty day simple moving average of $131.05 and a 200-day simple moving average of $143.36. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

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

Insider Buying and Selling

In other news, Director Shardul Shah sold 7,916 shares of the stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the transaction, the director directly owned 340,701 shares in the company, valued at $42,550,147.89. This represents a 2.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Kerry Acocella sold 5,018 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total transaction of $795,854.80. Following the completion of the sale, the general counsel directly owned 88,401 shares in the company, valued at $14,020,398.60. This represents a 5.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 380,515 shares of company stock worth $55,760,478 over the last ninety days. Insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

A number of institutional investors and hedge funds have recently made changes to their positions in DDOG. Vanguard Group Inc. lifted its stake in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares in the last quarter. State Street Corp raised its holdings in Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after buying an additional 7,091,075 shares during the period. Norges Bank acquired a new position in Datadog during the fourth quarter valued at approximately $469,461,000. Jennison Associates LLC grew its stake in Datadog by 43.7% during the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after buying an additional 2,316,994 shares during the period. Finally, Invesco Ltd. grew its stake in Datadog by 119.2% during 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 period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” and set a $225 price target (large implied upside vs. current levels), which supports bullish investor expectations. DA Davidson Reaffirmation
• Positive Sentiment: QSIC announced it is using Datadog to improve retail-media reliability — a commercial/partnership win that supports revenue/ADOPTION narratives. QSIC Customer Win
• Neutral Sentiment: Datadog published an analyst/investor day transcript (useful for long-term model/strategy details), but the immediate market impact is unclear until new guidance or metrics emerge. Investor Day Transcript
• Neutral Sentiment: Zacks flagged DDOG as a “trending” stock—higher attention/volume can amplify moves but doesn’t by itself change fundamentals. Zacks Trending Note
• Neutral Sentiment: Reports show a “large increase” in short interest for February, but the published figures appear to be zero/NaN — likely a data/reporting error; treat this as unreliable until clarified.
• Negative Sentiment: Cantor Fitzgerald cut its price target to $150 from $220 (while keeping Overweight), lowering near-term upside expectations and likely putting downward pressure on the stock. Cantor Fitzgerald PT Cut
• Negative Sentiment: Datadog’s CTO sold about $5.47M in stock — a sizable insider disposition that can be perceived negatively by the market even if motivated by diversification or liquidity needs. Insider Sale

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.