Brokerages Set Datadog, Inc. (NASDAQ:DDOG) Target Price at $179.62

Datadog, Inc. (NASDAQ:DDOG) has been given an average rating of “Moderate Buy” by the forty-two ratings firms that are currently covering the firm, MarketBeat reports. Two equities research analysts have rated the stock with a sell rating, four have assigned a hold rating and thirty-six have assigned a buy rating to the company. The average 1 year price target among brokers that have issued a report on the stock in the last year is $179.6154.

Several equities research analysts have weighed in on DDOG shares. Moffett Nathanson restated a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Daiwa Securities Group initiated coverage on shares of Datadog in a research note on Tuesday, January 27th. They set a “buy” rating and a $190.00 price target on the stock. Evercore lowered their price target on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. UBS Group set a $195.00 price objective on shares of Datadog in a research report on Monday, February 9th. Finally, Scotiabank reduced their price objective on Datadog from $180.00 to $160.00 and set a “sector outperform” rating on the stock in a report on Wednesday, February 11th.

Insider Transactions at Datadog

In related news, CTO Alexis Le-Quoc sold 32,418 shares of Datadog stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $127.75, for a total value of $4,141,399.50. Following the completion of the sale, the chief technology officer directly owned 437,257 shares in the company, valued at $55,859,581.75. This trade represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $127.36, for a total value of $2,547,200.00. Following the sale, the director directly owned 1,640 shares of the company’s stock, valued at $208,870.40. This represents a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 492,530 shares of company stock worth $61,476,744. Insiders own 6.67% of the company’s stock.

Institutional Investors Weigh In On Datadog

A number of institutional investors and hedge funds have recently modified their holdings of the business. PKO Investment Management Joint Stock Co bought a new position in Datadog during the 3rd quarter worth about $1,709,000. Hartford Investment Management Co. bought a new stake in shares of Datadog in the third quarter valued at about $2,689,000. Munro Partners bought a new stake in shares of Datadog in the third quarter valued at about $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its position in shares of Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock worth $4,435,000 after buying an additional 17,860 shares during the period. Finally, Vanguard Group Inc. boosted its position in shares of Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after buying an additional 9,748,738 shares during the period. 78.29% of the stock is owned by institutional investors.

Datadog Stock Up 0.6%

NASDAQ DDOG opened at $123.29 on Friday. The firm has a market cap of $43.47 billion, a PE ratio of 397.71, a price-to-earnings-growth ratio of 33.69 and a beta of 1.31. Datadog has a one year low of $81.63 and a one year high of $201.69. The stock’s 50 day simple moving average is $122.55 and its 200 day simple moving average is $141.26. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same period last year, the company posted $0.49 earnings per share. The firm’s quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, sell-side analysts forecast that Datadog will post 0.34 earnings per share for the current fiscal year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: MarketBeat argues Datadog could benefit from AI agent adoption because agents increase operational complexity and observability needs, which supports demand for Datadog’s platform. This frames DDOG as an AI tailwind story rather than a SaaS casualty.
• Positive Sentiment: Seeking Alpha published a bullish piece recommending DDOG as a buy, which may support short-term inflows from retail and value-oriented investors. Read More.
• Positive Sentiment: Critical Cloud announced it became the first “Powered by Datadog” partner, signaling channel/partner momentum and deeper product embedment across AWS/Azure managed services. This is a partnership win that can help sales/implementation velocity. Read More.
• Neutral Sentiment: Analyst coverage remains largely positive: numerous buy/outperform ratings and a median price target well above current levels — supportive longer-term, but not an immediate catalyst. (See aggregator pages for full list.)
• Neutral Sentiment: Reported short-interest data in multiple feeds shows zeros/NaN and days-to-cover = 0.0 — this appears to be a data/reporting anomaly and is not a reliable signal today.
• Negative Sentiment: QuiverQuant / market commentary links today’s intraday weakness to a softer FY2026 growth outlook and renewed concern about large-customer concentration (and potential budget optimization by big customers), a narrative that typically pressures high-multiple SaaS names. This is the most direct explanation for downward price action. Read More.
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.14M) and director Amit Agarwal sold 20,000 shares (~$2.55M) on Mar 23 (SEC filings). Recent disclosures show a long string of insider sales across executives, which investors often view as a negative signal even if sales are for diversification or planned programs. Read More. Read More.

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.