Datadog (NASDAQ:DDOG) Given New $135.00 Price Target at Capital One Financial

Datadog (NASDAQ:DDOG) had its target price cut by Capital One Financial from $157.00 to $135.00 in a report issued on Thursday,MarketScreener reports. They currently have an overweight rating on the stock.

DDOG has been the subject of several other reports. BMO Capital Markets set a $165.00 price target on Datadog in a research report on Wednesday, February 11th. Wedbush dropped their price target on Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. Mizuho dropped their price target on Datadog from $170.00 to $145.00 and set an “outperform” rating for the company in a research report on Tuesday. KeyCorp dropped their price target on Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, Royal Bank Of Canada dropped their price target on Datadog from $175.00 to $150.00 and set an “outperform” rating for the company in a research report on Monday, February 9th. Thirty-eight investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average target price of $179.95.

Datadog Stock Up 2.0%

Shares of DDOG opened at $123.47 on Thursday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. Datadog has a one year low of $87.69 and a one year high of $201.69. The stock has a market capitalization of $43.53 billion, a price-to-earnings ratio of 398.29, a PEG ratio of 33.27 and a beta of 1.29. The stock has a 50 day moving average price of $119.67 and a 200 day moving average price of $138.88.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results 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 return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same period in the previous year, the business earned $0.49 earnings per share. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. 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 research analysts forecast that Datadog will post 0.34 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $122.28, for a total value of $2,445,600.00. Following the completion of the sale, the director directly owned 1,640 shares in the company, valued at $200,539.20. This represents a 92.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 32,300 shares of the company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $116.46, for a total value of $3,761,658.00. Following the completion of the sale, the chief technology officer owned 531,311 shares of the company’s stock, valued at approximately $61,876,479.06. The trade was a 5.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 523,833 shares of company stock valued at $63,581,080 in the last quarter. Corporate insiders own 6.67% of the company’s stock.

Hedge Funds Weigh In On Datadog

Several large investors have recently modified their holdings of the business. Evolve Private Wealth LLC lifted its stake in shares of Datadog by 3.1% in the 1st quarter. Evolve Private Wealth LLC now owns 4,167 shares of the company’s stock valued at $492,000 after purchasing an additional 127 shares during the last quarter. Founders Financial Securities LLC lifted its stake in shares of Datadog by 18.3% in the 1st quarter. Founders Financial Securities LLC now owns 2,818 shares of the company’s stock valued at $307,000 after purchasing an additional 436 shares during the last quarter. Diversified Trust Co lifted its stake in shares of Datadog by 28.4% in the 1st quarter. Diversified Trust Co now owns 9,403 shares of the company’s stock valued at $1,110,000 after purchasing an additional 2,078 shares during the last quarter. Nations Financial Group Inc. IA ADV acquired a new position in shares of Datadog in the 1st quarter valued at $1,105,000. Finally, Peregrine Investment Management Inc. acquired a new position in shares of Datadog in the 1st quarter valued at $4,132,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Several brokers maintain bullish stances or highlight Datadog as a top infrastructure/observability pick, supporting investor appetite despite some target trims. Piper Sandler names DDOG a premier pick
• Positive Sentiment: TD Cowen lowered its price target but kept a Buy rating, signaling continued conviction in Datadog’s growth runway and AI exposure. TD Cowen note
• Positive Sentiment: Analyst commentary and press coverage emphasize strong AI-driven demand and say Datadog remains a “must-own” name for exposure to observability/security in cloud-native and AI stacks; this sentiment is cited as a reason for recent share strength. Barron’s article
• Positive Sentiment: Consensus analyst positioning is still tilted positive—Datadog carries an average recommendation in the “Moderate Buy” area, supporting demand from institutional investors. Analyst consensus piece
• Neutral Sentiment: Datadog set its Q1 FY2026 earnings release and conference call for May 7 (pre-market), which will be a key catalyst for near-term volatility as investors await top-line, margin, and guidance details. Earnings date release
• Neutral Sentiment: Market write-ups and previews are flagging expectations and modeling issues ahead of the print; these informational pieces keep the stock in focus but don’t change fundamentals by themselves. Earnings preview
• Neutral Sentiment: Capital One trimmed its price target from $157 to $135 but retained an overweight rating—this lowers upside expectations but leaves institutional support intact. Capital One adjustment
• Negative Sentiment: Truist cut its price target citing concentration risk, a reminder that customer concentration and margin pressure remain downside risks for the stock. Truist note
• Negative Sentiment: Insider activity: Datadog co-founder/CEO Olivier Pomel sold 42,443 shares, which can raise governance/market-sentiment questions even if sales are pre-arranged or diversified reasons apply. Insider sale report

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.