Datadog, Inc. (NASDAQ:DDOG) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Datadog, Inc. (NASDAQ:DDOG) have earned an average rating of “Moderate Buy” from the forty-two analysts that are covering the company, MarketBeat.com reports. Two analysts have rated the stock with a sell recommendation, four have given a hold recommendation and thirty-six have issued a buy recommendation on the company. The average twelve-month price target among brokers that have covered the stock in the last year is $179.6154.

Several analysts have commented on DDOG shares. JPMorgan Chase & Co. increased their target price on Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Arete Research increased their price objective on Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. TD Cowen reiterated a “buy” rating on shares of Datadog in a report on Wednesday, January 21st. BNP Paribas Exane lowered their target price on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. Finally, Royal Bank Of Canada dropped their price target on shares of Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a report on Monday, February 9th.

Datadog Stock Performance

Shares of DDOG stock opened at $102.61 on Tuesday. Datadog has a one year low of $81.63 and a one year high of $201.69. The company’s 50-day moving average is $128.48 and its 200 day moving average is $142.76. The company has a market capitalization of $35.98 billion, a price-to-earnings ratio of 331.00, a price-to-earnings-growth ratio of 31.79 and a beta of 1.27. 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 (NASDAQ:DDOG) last issued its earnings results 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. The business had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period in the previous year, the company earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Sell-side analysts expect that Datadog will post 0.34 EPS for the current fiscal year.

Insiders Place Their Bets

In other Datadog news, General Counsel Kerry Acocella sold 5,018 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total transaction of $795,854.80. Following the completion of the sale, the general counsel directly owned 88,401 shares in the company, valued at approximately $14,020,398.60. The trade was a 5.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Adam Blitzer sold 8,023 shares of the stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $154.61, for a total value of $1,240,436.03. Following the transaction, the chief operating officer directly owned 165,197 shares in the company, valued at $25,541,108.17. The trade was a 4.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 337,291 shares of company stock worth $48,909,907 in the last 90 days. Insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

A number of large investors have recently made changes to their positions in DDOG. Elevation Point Wealth Partners LLC lifted its stake in shares of Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after purchasing an additional 55 shares during the period. Chicago Partners Investment Group LLC increased its holdings in Datadog by 1.6% during 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 last quarter. Vivaldi Capital Management LP increased its holdings in Datadog by 2.8% during 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 last quarter. Westside Investment Management Inc. raised its position in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares during the period. Finally, Nilsine Partners LLC boosted its stake in shares of Datadog by 2.4% during the 3rd quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after acquiring an additional 78 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

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.