Barclays Issues Pessimistic Forecast for Datadog (NASDAQ:DDOG) Stock Price

Datadog (NASDAQ:DDOG) had its price objective decreased by stock analysts at Barclays from $195.00 to $165.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s target price indicates a potential upside of 30.82% from the stock’s previous close.

Several other analysts also recently issued reports on DDOG. Wall Street Zen downgraded Datadog from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Robert W. Baird set a $180.00 target price on shares of Datadog in a research note on Wednesday. Mizuho reduced their target price on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Raymond James Financial lowered their price target on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a report on Tuesday. Finally, BMO Capital Markets set a $165.00 price objective on shares of Datadog in a research report on Wednesday. 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $179.50.

Datadog Stock Down 0.9%

Shares of NASDAQ DDOG opened at $126.13 on Wednesday. The firm’s 50-day moving average is $132.76 and its two-hundred day moving average is $143.82. The company has a market capitalization of $44.23 billion, a PE ratio of 406.87, a price-to-earnings-growth ratio of 22.75 and a beta of 1.27. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66.

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, 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 the consensus estimate of $916.53 million. During the same period in the previous year, the firm posted $0.49 EPS. The company’s quarterly revenue 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. Equities analysts anticipate that Datadog will post 0.34 EPS for the current fiscal year.

Insider Activity

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the transaction, the chief technology officer owned 295,448 shares of the company’s stock, valued at $45,513,764.40. This trade represents a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 100,754 shares of Datadog stock in a transaction on Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the completion of the transaction, the chief executive officer owned 533,358 shares in the company, valued at approximately $96,633,802.44. This trade represents a 15.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 538,917 shares of company stock worth $86,804,288. 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. Rothschild Investment LLC boosted its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its holdings in shares of Datadog by 315.2% in 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. Westside Investment Management Inc. raised its holdings in shares of Datadog by 74.3% in 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. JPL Wealth Management LLC acquired a new position in shares of Datadog in the 3rd quarter valued at about $27,000. Finally, Tripletail Wealth Management LLC purchased a new stake in shares of Datadog during the 3rd quarter worth about $28,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Datadog

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.