Datadog (NASDAQ:DDOG – Free Report) had its price target raised by Monness Crespi & Hardt from $255.00 to $270.00 in a report issued on Thursday,MarketScreener reports.
A number of other analysts have also recently commented on DDOG. Mizuho boosted their target price on shares of Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday. TD Cowen raised their price objective on Datadog from $190.00 to $235.00 and gave the company a “buy” rating in a report on Thursday. Wolfe Research cut their price objective on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Raymond James Financial upped their price objective on shares of Datadog from $170.00 to $220.00 in a report on Thursday. Finally, Guggenheim upped their price target on Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Datadog currently has an average rating of “Moderate Buy” and a consensus price target of $207.56.
View Our Latest Stock Analysis on Datadog
Datadog Stock Performance
Datadog (NASDAQ:DDOG – Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same period in the prior year, the company posted $0.46 EPS. The company’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts anticipate that Datadog will post 0.32 EPS for the current year.
Insider Buying and Selling at Datadog
In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the sale, the chief technology officer owned 437,257 shares of the company’s stock, valued at $54,871,380.93. This trade represents a 10.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Olivier Pomel sold 68,922 shares of Datadog stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $7,618,637.88. Following the completion of the transaction, the chief executive officer owned 704,821 shares of the company’s stock, valued at $77,910,913.34. The trade was a 8.91% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 654,018 shares of company stock valued at $80,903,197. Insiders own 6.67% of the company’s stock.
Institutional Inflows and Outflows
A number of institutional investors have recently added to or reduced their stakes in the company. PKO Investment Management Joint Stock Co purchased a new position in Datadog in the third quarter valued at $1,709,000. Hartford Investment Management Co. purchased a new position in shares of Datadog in the 3rd quarter valued at about $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in shares of Datadog by 134.5% during the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock worth $4,435,000 after acquiring an additional 17,860 shares in the last quarter. Vanguard Group Inc. lifted its stake in 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 purchasing an additional 9,748,738 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in Datadog by 37.9% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after purchasing an additional 30,008 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.
Trending Headlines about Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Company beat Q1 estimates and raised guidance — Q1 revenue ≈ $1.01B (+32% YoY), EPS $0.60 beat consensus, and management guided Q2 and FY‑2026 well above street expectations; this is the primary fundamental driver of the rally. Q1 2026 Results
- Positive Sentiment: Strong demand for cloud security / AI features and product wins (new launches plus FedRAMP High for government) support upside to addressable market and recurring revenue expansion. FedRAMP High Certification
- Positive Sentiment: Broad analyst support: several firms (Wedbush, Morgan Stanley, KeyBanc, Needham and others) raised price targets/ratings after the print, increasing buy‑side visibility and flow. Analyst reactions
- Neutral Sentiment: Options and trading flow amplified the move — unusually large call buying and elevated volume likely added momentum and volatility but may reflect trader positioning as much as fundamental conviction. Options trade note
- Neutral Sentiment: Media coverage and momentum can sustain near‑term upside; watch upcoming commentary on bookings, large‑customer traction and AI/security ARR expansion for confirmation.
- Negative Sentiment: Insider selling reported (CTO, GC, CRO and a director) via pre‑arranged 10b5‑1 plans — sizable disclosed sales can be perceived as profit‑taking after the run, even if planned. SEC Form 4
- Negative Sentiment: Valuation is stretched (very high forward P/E); the stock could be vulnerable to a sharp pullback if execution, bookings or macro sentiment disappoints — gains are pricing significant future growth.
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.
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