Datadog (NASDAQ:DDOG) Given New $160.00 Price Target at Scotiabank

Datadog (NASDAQ:DDOG) had its price target decreased by Scotiabank from $180.00 to $160.00 in a research note released on Wednesday morning, Marketbeat reports. Scotiabank currently has a sector outperform rating on the stock.

A number of other brokerages have also commented on DDOG. Stifel Nicolaus set a $160.00 price objective on shares of Datadog and gave the company a “buy” rating in a research report on Thursday, January 22nd. Arete Research lifted their target price on shares of Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Needham & Company LLC cut their price target on shares of Datadog from $220.00 to $155.00 and set a “buy” rating for the company in a research note on Tuesday. JPMorgan Chase & Co. upped their price objective on Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Finally, BNP Paribas Exane dropped their target price on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. Thirty-seven research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $179.50.

Datadog Stock Up 1.8%

NASDAQ DDOG traded up $2.32 during trading on Wednesday, reaching $129.65. The company’s stock had a trading volume of 753,730 shares, compared to its average volume of 6,518,568. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26. The stock has a market capitalization of $45.46 billion, a PE ratio of 418.22, a PEG ratio of 23.16 and a beta of 1.27. The business has a 50-day moving average price of $133.30 and a 200-day moving average price of $143.94. Datadog has a 1-year low of $81.63 and a 1-year high of $201.69.

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 analysts’ consensus estimates of $0.55 by $0.04. The firm 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%. Datadog’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same period in the prior year, the company posted $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. On average, research analysts forecast that Datadog will post 0.34 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Datadog news, CTO Alexis Le-Quoc sold 32,418 shares of Datadog stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $140.99, for a total value of $4,570,613.82. Following the completion of the transaction, the chief technology officer directly owned 301,458 shares of the company’s stock, valued at $42,502,563.42. The trade was a 9.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Adam Blitzer sold 8,023 shares of the company’s 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 sale, the chief operating officer owned 165,197 shares of the company’s stock, valued at approximately $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. In the last three months, insiders sold 538,917 shares of company stock valued at $86,804,288. Corporate insiders own 8.70% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of DDOG. Rothschild Investment LLC lifted its position in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. grew its holdings in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. raised its position in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC bought a new position in Datadog during the 3rd quarter valued at $27,000. Finally, Tripletail Wealth Management LLC purchased a new position in Datadog during the 3rd quarter worth $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and upbeat metrics — Datadog reported Q4 revenue of $953M (+29% YoY) and beat EPS estimates, with strong ARR and cash flow commentary that powered the recent rally. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: AI positioning seen as an upside — Analysts and commentaries argue AI fears are overstated and Datadog’s observability/security tools should benefit from AI deployments, supporting a multi-quarter revenue runway. Datadog: AI Isn’t The Main Problem
• Positive Sentiment: Bullish analyst actions and reaffirmations — Several brokers (e.g., DA Davidson, Rosenblatt, Capital One) reiterated buy/overweight views or raised targets after results, keeping upside scenarios alive. Benzinga coverage of analyst notes
• Neutral Sentiment: Recent strong short‑term returns — The stock has had a sharp short-term rebound (an ~8.4% weekly gain and ~52% three‑year gain context), which increases the chance of near-term profit-taking and higher volatility. The 8.4% return this week takes Datadog’s shareholders three-year gains to 52%
• Neutral Sentiment: Odd/flat short‑interest data — Recent reports show anomalous short‑interest figures (zero shares reported), which muddles interpretation of potential squeeze dynamics; treat this data with caution.
• Negative Sentiment: Analyst price‑target cuts — Several shops trimmed targets (Needham, Wolfe, BTIG, Barclays, Scotiabank among others), signaling caution on valuation despite the beat; those revisions can cap near‑term upside. Benzinga coverage of analyst price-target moves
• Negative Sentiment: Sector AI fear & rotation — Broader AI‑driven software volatility and headlines about AI disruption have created a pullback in the group, which pressured Datadog after its post‑earnings surge. AI disruption fears create buying chance in US software stocks, strategists say

Datadog Company Profile

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.