Sanford C. Bernstein Issues Pessimistic Forecast for Datadog (NASDAQ:DDOG) Stock Price

Datadog (NASDAQ:DDOG) had its price objective lowered by stock analysts at Sanford C. Bernstein from $180.00 to $167.00 in a report issued on Wednesday,MarketScreener reports. The brokerage currently has an “outperform” rating on the stock. Sanford C. Bernstein’s price objective would suggest a potential upside of 30.61% from the company’s current price.

DDOG has been the topic of a number of other reports. Rothschild & Co Redburn initiated coverage on shares of Datadog in a research note on Thursday. They issued a “buy” rating and a $170.00 price target on the stock. TD Cowen reduced their price target on shares of Datadog from $215.00 to $190.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. BMO Capital Markets set a $165.00 price target on shares of Datadog in a research note on Wednesday, February 11th. Wedbush reduced their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Finally, Citigroup reissued a “buy” rating on shares of Datadog in a research note on Thursday. Thirty-nine research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $177.20.

Datadog Stock Down 3.2%

Shares of DDOG opened at $127.86 on Wednesday. The firm has a market cap of $45.08 billion, a P/E ratio of 412.45, a price-to-earnings-growth ratio of 36.28 and a beta of 1.29. Datadog has a 12-month low of $94.90 and a 12-month high of $201.69. The company’s 50-day moving average price is $120.41 and its 200 day moving average price is $138.20. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data 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. The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog’s revenue was up 29.2% on a year-over-year basis. During the same period in the previous year, the firm 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. On average, sell-side analysts forecast that Datadog will post 0.32 earnings per share for the current year.

Insiders Place Their Bets

In other Datadog news, CEO Olivier Pomel sold 42,443 shares of the business’s stock in a transaction dated Thursday, April 9th. The shares were sold at an average price of $111.14, for a total transaction of $4,717,115.02. Following the sale, the chief executive officer directly owned 835,679 shares in the company, valued at $92,877,364.06. This represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $125.98, for a total transaction of $2,519,600.00. Following the sale, the director owned 1,640 shares in the company, valued at $206,607.20. This trade represents a 92.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 607,057 shares of company stock worth $74,156,108 over the last three months. Company insiders own 6.67% of the company’s stock.

Institutional Investors Weigh In On Datadog

Large investors have recently bought and sold shares of the stock. Westside Investment Management Inc. increased its holdings in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the period. Rothschild Investment LLC increased its holdings in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the period. Tripletail Wealth Management LLC purchased a new stake in Datadog during the 3rd quarter worth about $28,000. Physician Wealth Advisors Inc. increased its holdings in Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the period. Finally, JPL Wealth Management LLC purchased a new stake in Datadog during the 3rd quarter worth about $27,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched GPU Monitoring to help customers manage capacity, performance and cloud GPU spend as they scale AI workloads — a product that directly targets rising observability demand tied to AI projects. Datadog Announces GPU Monitoring
• Positive Sentiment: Oppenheimer flagged Datadog as well positioned for sustained growth and sees modest upside to Q1 revenue — a near-term analyst endorsement that supports demand expectations. Datadog Well Positioned for Sustained Growth, Oppenheimer Says
• Positive Sentiment: Datadog’s “State of AI Engineering 2026” research highlights operational complexity as the main barrier to reliable AI — reinforcing the company’s TAM story for observability, cost control and reliability tooling. Datadog AI Report
• Neutral Sentiment: Bank of America and Sanford Bernstein trimmed price targets (BofA: $215→$170, Bernstein: $180→$167) but kept buy/outperform stances — supportive for medium-term thesis though the lower targets reduce upside expectations. BofA Adjusts Price Target Bernstein Adjusts Price Target
• Neutral Sentiment: Coverage pieces note DDOG lately “lapped the market” and remains a talked-about AI/observability name — positive PR but not a new fundamental catalyst. Datadog Laps the Stock Market
• Negative Sentiment: Insider selling: Director Amit Agarwal sold 20,000 shares (~$2.52M) under a 10b5-1 plan, and CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M). Multiple high-profile, pre-planned sales this month have reduced insider stakes and are being viewed as a near-term negative signal for sentiment. Amit Agarwal Insider Sale Alexis Le‑Quoc Insider Sale
• Negative Sentiment: Barclays and CIBC trimmed targets (Barclays to $148; CIBC to $215), adding downward pressure on sentiment — several analyst target cuts this week have likely contributed to the share pullback. Barclays Lowers Target CIBC Lowers Target

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.