TD Cowen Lowers Datadog (NASDAQ:DDOG) Price Target to $190.00

Datadog (NASDAQ:DDOG) had its price objective reduced by stock analysts at TD Cowen from $215.00 to $190.00 in a report released on Wednesday, MarketBeat Ratings reports. The firm currently has a “buy” rating on the stock. TD Cowen’s price objective points to a potential upside of 53.88% from the stock’s previous close.

DDOG has been the topic of several other research reports. Evercore dropped their price target on Datadog from $215.00 to $175.00 and set an “outperform” rating on the stock in a research note on Monday, February 2nd. Truist Financial dropped their price target on Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a research note on Wednesday, January 7th. Capital One Financial lifted their target price on Datadog from $156.00 to $157.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Raymond James Financial lowered their target price on Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 10th. Finally, Wedbush lowered their target price on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 11th. Thirty-eight research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and a consensus price target of $179.95.

Datadog Stock Performance

DDOG opened at $123.47 on Wednesday. The business’s 50-day moving average price is $119.67 and its two-hundred day moving average price is $138.88. Datadog has a 1 year low of $87.69 and a 1 year high of $201.69. The company has a market capitalization of $43.53 billion, a price-to-earnings ratio of 398.29, a P/E/G ratio of 33.27 and a beta of 1.29. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $916.53 million. During the same quarter last year, the business posted $0.49 EPS. The company’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 analysts expect that Datadog will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $122.28, for a total transaction of $2,445,600.00. Following the completion of the transaction, the director owned 1,640 shares in the company, valued at approximately $200,539.20. This trade represents a 92.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Michael Walters sold 22,330 shares of Datadog stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive owned 238,384 shares of the company’s stock, valued at $29,960,101.12. The trade was a 8.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 523,833 shares of company stock worth $63,581,080 in the last three months. Insiders own 6.67% of the company’s stock.

Hedge Funds Weigh In On Datadog

Hedge funds and other institutional investors have recently bought and sold shares of the business. Elevation Point Wealth Partners LLC boosted its holdings in shares of Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after acquiring an additional 55 shares during the period. Chicago Partners Investment Group LLC boosted its stake in shares of Datadog by 1.6% in the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after buying an additional 73 shares during the period. Vivaldi Capital Management LP boosted its stake in shares of Datadog by 2.8% in the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after buying an additional 74 shares during the period. Westside Investment Management Inc. boosted its stake in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the period. Finally, Nilsine Partners LLC boosted its stake in shares of Datadog by 2.4% in the third quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock valued at $484,000 after buying an additional 78 shares during the period. 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: 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.