Datadog (NASDAQ:DDOG) Price Target Cut to $156.00 by Analysts at Capital One Financial

Datadog (NASDAQ:DDOG) had its target price lowered by stock analysts at Capital One Financial from $219.00 to $156.00 in a report released on Friday,MarketScreener reports. The firm currently has an “overweight” rating on the stock. Capital One Financial‘s price objective would indicate a potential upside of 31.07% from the company’s current price.

Other equities analysts also recently issued research reports about the company. DA Davidson upped their target price on Datadog from $180.00 to $225.00 and gave the company a “buy” rating in a research report on Friday, November 7th. KeyCorp decreased their price objective on Datadog from $230.00 to $170.00 and set an “overweight” rating on the stock in a report on Monday. Piper Sandler dropped their target price on Datadog from $225.00 to $195.00 and set an “overweight” rating for the company in a report on Monday, January 5th. Barclays decreased their price target on shares of Datadog from $215.00 to $195.00 and set an “overweight” rating on the stock in a research note on Monday. Finally, BTIG Research lifted their price objective on shares of Datadog from $184.00 to $221.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Thirty-four analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus target price of $195.84.

Datadog Stock Down 1.5%

Shares of DDOG stock opened at $119.02 on Friday. Datadog has a 52-week low of $81.63 and a 52-week high of $201.69. The stock has a market cap of $41.74 billion, a price-to-earnings ratio of 383.94, a PEG ratio of 21.83 and a beta of 1.26. The firm’s 50-day moving average is $149.83 and its 200-day moving average is $146.31. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, topping the consensus estimate of $0.45 by $0.10. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The company had revenue of $885.65 million during the quarter, compared to the consensus estimate of $852.77 million. During the same period in the previous year, the company posted $0.46 EPS. The firm’s revenue for the quarter was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Sell-side analysts predict that Datadog will post 0.34 EPS for the current year.

Insider Activity at Datadog

In related news, CEO Olivier Pomel sold 11,195 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the sale, the chief executive officer owned 518,133 shares in the company, valued at approximately $71,466,084.69. This trade represents a 2.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the transaction, the director owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This represents a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,082,904 shares of company stock worth $194,318,545 in the last 90 days. Corporate insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

Several institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC bought a new position in shares of Datadog in the fourth quarter worth about $209,000. Bison Wealth LLC acquired a new position in Datadog during the 4th quarter worth approximately $228,000. Empowered Funds LLC lifted its stake in Datadog by 7.0% in the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after purchasing an additional 672 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in Datadog by 17.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares during the last quarter. Finally, Aaron Wealth Advisors LLC acquired a new stake in Datadog in the second quarter valued at approximately $259,000. 78.29% of the stock is currently owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑term selling pressure. Zacks

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.