Datadog (NASDAQ:DDOG) Given New $185.00 Price Target at Rosenblatt Securities

Datadog (NASDAQ:DDOG) had its price objective reduced by Rosenblatt Securities from $200.00 to $185.00 in a report published on Friday,Benzinga reports. They currently have a buy rating on the stock.

Several other research firms have also weighed in on DDOG. Scotiabank cut their target price on Datadog from $217.00 to $180.00 and set a “sector outperform” rating on the stock in a report on Tuesday. Oppenheimer increased their price objective on Datadog from $165.00 to $195.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Wolfe Research reduced their target price on Datadog from $240.00 to $185.00 and set an “outperform” rating for the company in a report on Monday, December 15th. Macquarie upped their target price on Datadog from $175.00 to $220.00 and gave the stock an “outperform” rating in a research report on Friday, November 7th. Finally, Raymond James Financial increased their price target on Datadog from $170.00 to $205.00 in a report on Thursday, November 6th. Thirty-five research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Datadog currently has an average rating of “Moderate Buy” and an average target price of $190.38.

Datadog Trading Up 0.9%

NASDAQ:DDOG opened at $129.32 on Friday. The company has a market capitalization of $45.35 billion, a P/E ratio of 417.16, a P/E/G ratio of 22.87 and a beta of 1.26. The stock’s 50 day moving average price is $139.51 and its 200 day moving average price is $145.34. 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 has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last posted 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 net margin of 3.32% and a return on equity of 4.14%. 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 firm posted $0.46 earnings per share. The company’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. On average, research analysts forecast that Datadog will post 0.34 EPS for the current fiscal year.

Insider Activity at Datadog

In other Datadog news, Director Matthew Jacobson sold 404,306 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $199.60, for a total value of $80,699,477.60. Following the sale, the director directly owned 12,859 shares in the company, valued at $2,566,656.40. This trade represents a 96.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the transaction, the chief technology officer directly owned 395,661 shares of the company’s stock, valued at $78,336,921.39. This represents a 11.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,104,127 shares of company stock worth $197,161,211 in the last ninety days. 8.70% of the stock is currently owned by insiders.

Institutional Trading of Datadog

Hedge funds have recently modified their holdings of the company. Elevation Point Wealth Partners LLC raised its stake in shares of Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after purchasing an additional 55 shares in the last quarter. V Square Quantitative Management LLC increased its holdings in Datadog by 13.8% in the 2nd quarter. V Square Quantitative Management LLC now owns 601 shares of the company’s stock valued at $81,000 after buying an additional 73 shares during the period. Chicago Partners Investment Group LLC raised its stake in shares of Datadog by 1.6% in the 4th 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 in the last quarter. Vivaldi Capital Management LP lifted its holdings in shares of Datadog by 2.8% during the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after acquiring an additional 74 shares during the period. Finally, Westside Investment Management Inc. boosted its position in shares of Datadog by 74.3% during the 3rd 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. Institutional investors own 78.29% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
• Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
• Neutral Sentiment: Analyst consensus remains modestly positive — databases show a “Moderate Buy” consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer‑term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le‑Quoc
• Negative Sentiment: Price‑target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near‑term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
• Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

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.