Scotiabank Lowers Datadog (NASDAQ:DDOG) Price Target to $160.00

Datadog (NASDAQ:DDOG) had its price objective lowered by stock analysts at Scotiabank from $180.00 to $160.00 in a report issued on Wednesday, Marketbeat Ratings reports. The brokerage currently has a “sector outperform” rating on the stock. Scotiabank’s price objective would suggest a potential upside of 26.85% from the stock’s current price.

DDOG has been the topic of a number of other research reports. Needham & Company LLC decreased their target price on shares of Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a research report on Tuesday. JPMorgan Chase & Co. boosted their price target on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Canadian Imperial Bank of Commerce raised shares of Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 price objective for the company in a research report on Friday, November 7th. Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Bank of America boosted their target price on Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Thirty-seven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus target price of $179.50.

Datadog Price Performance

DDOG stock opened at $126.13 on Wednesday. The business has a fifty day moving average of $132.76 and a two-hundred day moving average of $143.82. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock has a market cap of $44.23 billion, a price-to-earnings ratio of 406.87, a price-to-earnings-growth ratio of 22.75 and a beta of 1.27. Datadog has a 52-week low of $81.63 and a 52-week high of $201.69.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $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. As a group, research analysts anticipate that Datadog will post 0.34 earnings per share for the current year.

Insider Activity at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $154.05, for a total value of $8,305,143.60. Following the completion of the transaction, the chief technology officer owned 295,448 shares in the company, valued at $45,513,764.40. The trade was a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Olivier Pomel sold 100,754 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $181.18, for a total value of $18,254,609.72. Following the sale, the chief executive officer directly owned 533,358 shares in the company, valued at $96,633,802.44. This represents a 15.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 538,917 shares of company stock valued at $86,804,288 in the last three months. 8.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Datadog

A number of hedge funds have recently bought and sold shares of DDOG. Rothschild Investment LLC boosted its stake in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the period. Physician Wealth Advisors Inc. raised its holdings in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares in the last quarter. Westside Investment Management Inc. raised its holdings in 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 acquiring an additional 75 shares in the last quarter. JPL Wealth Management LLC purchased a new position in Datadog in the third quarter worth approximately $27,000. Finally, Tripletail Wealth Management LLC acquired a new position in Datadog during the 3rd quarter worth approximately $28,000. 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: 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.