Datadog (NASDAQ:DDOG) Stock Price Target Cut by Barclays

Datadog (NASDAQ:DDOG) had its target price decreased by investment analysts at Barclays from $300.00 to $262.00 in a report released on Thursday, Benzinga reports. The firm currently has an “overweight” rating on the stock. Barclays‘s price objective points to a potential upside of 47.37% from the stock’s previous close.

A number of other research analysts have also weighed in on DDOG. Stifel Nicolaus set a $245.00 target price on Datadog in a report on Wednesday. Cantor Fitzgerald dropped their target price on shares of Datadog from $327.00 to $260.00 and set an “overweight” rating on the stock in a research report on Thursday. Mizuho boosted their target price on Datadog from $300.00 to $330.00 and gave the stock an “outperform” rating in a research note on Thursday, October 15th. BTIG Research reduced their target price on Datadog from $289.00 to $260.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Scotiabank reaffirmed a “sector outperform” rating and issued a $260.00 target price on shares of Datadog in a report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $277.63.

Datadog Stock Down 5.8%

Shares of DDOG traded down $10.94 on Thursday, reaching $177.78. The company’s stock had a trading volume of 6,144,871 shares, compared to its average volume of 5,108,529. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. Datadog has a twelve month low of $98.01 and a twelve month high of $300.68. The stock has a market capitalization of $63.84 billion, a PE ratio of 362.43, a PEG ratio of 21.50 and a beta of 1.50. The firm has a fifty day moving average of $250.09 and a 200-day moving average of $199.43.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Wednesday, November 4th. The company reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.64 by $0.17. The business had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.15 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%. The company’s quarterly revenue was up 35.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.55 EPS. Equities analysts predict that Datadog will post 0.70 EPS for the current year.

Insider Buying and Selling

In related news, CEO Olivier Pomel sold 89,497 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $207.86, for a total transaction of $18,602,846.42. Following the sale, the chief executive officer owned 586,416 shares of the company’s stock, valued at approximately $121,892,429.76. This represents a 13.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $253.36, for a total transaction of $13,659,144.32. Following the sale, the chief technology officer directly owned 509,805 shares in the company, valued at $129,164,194.80. This trade represents a 9.56% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 745,293 shares of company stock worth $175,536,548 over the last quarter. 6.48% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of DDOG. EMC Capital Management bought a new stake in shares of Datadog during the 2nd quarter valued at about $28,000. Cornerstone Financial Management LLC grew its stake in shares of Datadog by 54.9% during the second quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock valued at $33,000 after buying an additional 45 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its position in Datadog by 341.7% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock valued at $38,000 after purchasing an additional 246 shares during the last quarter. Elevation Wealth Partners LLC boosted its holdings in shares of Datadog by 2,700.0% during the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock worth $44,000 after purchasing an additional 162 shares during the period. Finally, Armstrong Advisory Group Inc. bought a new stake in Datadog in the third quarter valued at $46,000. 78.29% of the stock is owned by institutional investors.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog reported Q3 revenue of $1.20 billion, up 35.2% year over year, and adjusted EPS of $0.81, both ahead of analysts’ expectations. The company also raised its full-year outlook. Datadog Announces Third Quarter 2026 Financial Results
• Positive Sentiment: AI workloads and broader product adoption supported growth; Datadog also said non-AI customer revenue grew in the high-20s and infrastructure-monitoring ARR exceeded $2 billion. Datadog: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Several analysts lowered price targets after the results, while maintaining positive ratings: Wells Fargo cut its target to $300 and Wedbush to $240, both retaining overweight/outperform ratings. Wells Fargo analyst rating
• Negative Sentiment: Investors are concerned that Q4 revenue growth will slow from Q3’s 35% pace, with the forecast implying roughly 26% year-over-year growth and revenue near the prior quarter’s level. Q3 Earnings Call Highlights AI Growth and Customer Renewals
• Negative Sentiment: Management cited reduced usage by a major AI customer, alongside discounts and lower-priced renewals, as factors weighing on growth. This customer volatility has heightened concerns about the durability of AI-driven demand. Datadog Says Lower Usage From Major AI Customer Is Weighing on Growth
• Negative Sentiment: The stock’s premium valuation may amplify concerns about decelerating growth and contributed to its post-earnings decline, even with results above estimates.

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.