BNP Paribas Exane Cuts Datadog (NASDAQ:DDOG) Price Target to $175.00

Datadog (NASDAQ:DDOG) had its price target cut by BNP Paribas Exane from $210.00 to $175.00 in a research note released on Thursday morning,MarketScreener reports. They currently have an outperform rating on the stock.

Several other analysts have also recently commented on DDOG. Wolfe Research lowered their target price on Datadog from $240.00 to $185.00 and set an “outperform” rating on the stock in a research report on Monday, December 15th. Cowen reissued a “buy” rating on shares of Datadog in a report on Thursday, November 6th. TD Cowen lifted their price objective on shares of Datadog from $180.00 to $235.00 and gave the company a “buy” rating in a research note on Friday, November 7th. UBS Group upped their price objective on shares of Datadog from $189.00 to $225.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Bank of America raised their target price on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Thirty-four research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $195.84.

Datadog Stock Down 1.5%

DDOG stock opened at $119.02 on Thursday. The stock has a market cap of $41.74 billion, a PE ratio of 383.94, a price-to-earnings-growth ratio of 21.50 and a beta of 1.26. The firm’s 50-day simple moving average is $149.83 and its 200 day simple moving average is $146.40. Datadog has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29.

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

Insider Buying and Selling

In related news, CTO Alexis Le-Quoc sold 43,106 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $133.93, for a total transaction of $5,773,186.58. Following the completion of the sale, the chief technology officer directly owned 301,458 shares of the company’s stock, valued at $40,374,269.94. This represents a 12.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the transaction, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,082,904 shares of company stock worth $194,318,545 in the last ninety days. Insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

A number of hedge funds have recently modified their holdings of DDOG. Perigon Wealth Management LLC lifted its holdings in shares of Datadog by 8.4% during the fourth quarter. Perigon Wealth Management LLC now owns 2,534 shares of the company’s stock valued at $345,000 after purchasing an additional 196 shares during the last quarter. Aberdeen Group plc raised its holdings in Datadog by 1.4% during the 4th quarter. Aberdeen Group plc now owns 166,057 shares of the company’s stock worth $22,582,000 after buying an additional 2,333 shares during the period. Linden Thomas Advisory Services LLC raised its holdings in Datadog by 3.8% during the 4th quarter. Linden Thomas Advisory Services LLC now owns 14,159 shares of the company’s stock worth $1,925,000 after buying an additional 518 shares during the period. Compagnie Lombard Odier SCmA lifted its stake in Datadog by 2.0% during the fourth quarter. Compagnie Lombard Odier SCmA now owns 442,746 shares of the company’s stock valued at $60,209,000 after buying an additional 8,699 shares in the last quarter. Finally, LeConte Wealth Management LLC boosted its holdings in shares of Datadog by 11.4% in the fourth quarter. LeConte Wealth Management LLC now owns 3,595 shares of the company’s stock worth $489,000 after buying an additional 367 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

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.