What is Scotiabank’s Forecast for Datadog FY2026 Earnings?

Datadog, Inc. (NASDAQ:DDOG) – Equities researchers at Scotiabank reduced their FY2026 earnings per share estimates for Datadog in a research note issued on Wednesday, February 11th. Scotiabank analyst P. Colville now forecasts that the company will post earnings of $0.31 per share for the year, down from their prior forecast of $0.33. Scotiabank currently has a “Sector Outperform” rating and a $160.00 target price on the stock. The consensus estimate for Datadog’s current full-year earnings is $0.34 per share. Scotiabank also issued estimates for Datadog’s FY2027 earnings at $0.74 EPS.

Several other research firms have also recently commented on DDOG. Bank of America boosted their price target on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a report on Friday, November 7th. JPMorgan Chase & Co. raised their target price on Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Macquarie Infrastructure increased their target price on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Mizuho decreased their target price on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Finally, The Goldman Sachs Group assumed coverage on shares of Datadog in a research report on Monday, January 12th. They issued a “sell” rating and a $113.00 price target for the company. Thirty-seven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $179.50.

Datadog Price Performance

Shares of DDOG opened at $126.13 on Friday. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. The company has a market capitalization of $44.23 billion, a price-to-earnings ratio of 406.87, a P/E/G ratio of 22.75 and a beta of 1.27. The business’s 50-day moving average is $132.76 and its 200-day moving average is $143.82. Datadog has a fifty-two week low of $81.63 and a fifty-two week high of $201.69.

Datadog (NASDAQ:DDOG) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s revenue was up 29.2% compared to the same quarter last year. During the same quarter last year, the firm 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.

Hedge Funds Weigh In On Datadog

A number of hedge funds have recently made changes to their positions in the stock. Rothschild Investment LLC grew its holdings in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its stake in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the period. Westside Investment Management Inc. increased its stake in shares of 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 acquiring an additional 75 shares in the last quarter. JPL Wealth Management LLC acquired a new position in shares of Datadog during the 3rd quarter valued at $27,000. Finally, Tripletail Wealth Management LLC acquired a new position in shares of Datadog during the third quarter valued at about $28,000. 78.29% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CEO Olivier Pomel sold 11,195 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the sale, the chief executive officer directly owned 518,133 shares in the company, valued at approximately $71,466,084.69. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total transaction of $1,240,436.03. Following the sale, the chief operating officer owned 165,197 shares in the company, valued at approximately $25,541,108.17. This represents a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 538,917 shares of company stock valued at $86,804,288. 8.70% of the stock is owned by insiders.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results beat consensus — revenue, EPS and ARR growth topped estimates and management highlighted AI-driven demand; the print triggered an immediate rally earlier in the week. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: Multiple analysts reiterated or raised bullish ratings/targets (DA Davidson buy with $225 PT; Rosenblatt reaffirmed buy at $185; Capital One nudged its target higher to $157), supporting upside expectations. Capital One adjusts price target on Datadog to $157
• Neutral Sentiment: Short-interest data reported as a large increase appears to be a data error (0 shares / NaN); current days-to-cover is reported as ~0 — this is unreliable and likely not a true market signal. (internal data entry)
• Neutral Sentiment: Some shops issued mixed/market‑perform notes (Citizens Jmp reaffirmed market perform) — the street is divided, which can produce volatility but not a clear directional signal. Citizens Jmp market perform note
• Negative Sentiment: Analyst and media caution: several pieces warn about slowing 2026 growth, rising costs and a premium valuation despite the beat — these critiques are pressuring the multiple. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Competitive/comparative pieces argue other cloud names (eg. MongoDB) may be better buys as AI/Atlas exposure looks stronger — increased competition and capital allocation trade-offs are a headwind narrative. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

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.