Datadog (NASDAQ:DDOG) Given New $175.00 Price Target at BNP Paribas Exane

Datadog (NASDAQ:DDOG) had its price target reduced by research analysts at BNP Paribas Exane from $210.00 to $175.00 in a research note issued on Thursday,MarketScreener reports. The brokerage presently has an “outperform” rating on the stock. BNP Paribas Exane’s price target would suggest a potential upside of 44.80% from the company’s previous close.

Several other research firms have also issued reports on DDOG. Royal Bank Of Canada lowered their target price on shares of Datadog from $216.00 to $175.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Sanford C. Bernstein increased their price target on Datadog from $170.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, November 7th. Morgan Stanley raised their price objective on Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a report on Friday, November 7th. Cowen restated a “buy” rating on shares of Datadog in a research report on Thursday, November 6th. Finally, Cantor Fitzgerald increased their target price on Datadog from $179.00 to $220.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Thirty-three investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $197.89.

Datadog Stock Performance

Shares of NASDAQ DDOG traded down $1.55 during midday trading on Thursday, reaching $120.86. 6,175,960 shares of the stock were exchanged, compared to its average volume of 5,141,959. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. The firm has a market cap of $42.38 billion, a price-to-earnings ratio of 389.87, a PEG ratio of 22.67 and a beta of 1.26. The firm has a 50-day simple moving average of $152.67 and a two-hundred day simple moving average of $146.59. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm had revenue of $885.65 million during the quarter, compared to analysts’ expectations of $852.77 million. During the same period in the previous year, the business posted $0.46 EPS. The business’s revenue was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. As a group, analysts anticipate that Datadog will post 0.34 EPS for the current fiscal year.

Insider Transactions at Datadog

In related news, CEO Olivier Pomel sold 11,195 shares of the business’s stock in a transaction that occurred on 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 completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO David M. Obstler sold 12,513 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total value of $1,984,561.80. Following the completion of the transaction, the chief financial officer owned 374,138 shares in the company, valued at $59,338,286.80. The trade was a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,074,988 shares of company stock valued at $193,329,916. Insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

A number of institutional investors and hedge funds have recently bought and sold shares of DDOG. Vanguard Group Inc. lifted its stake in Datadog by 30.3% in the 3rd 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 in the last quarter. State Street Corp grew its position in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares in the last quarter. Brown Advisory Inc. increased its holdings in shares of Datadog by 23.3% in the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after purchasing an additional 1,130,675 shares during the last quarter. Geode Capital Management LLC lifted its position in Datadog by 4.3% during the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after buying an additional 242,273 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its stake in Datadog by 0.9% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after buying an additional 40,276 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and published detailed quarterly and annual EPS estimates (multiple quarter forecasts and FY2026 at $0.65) with a $170 price target — the report signals analyst confidence in Datadog’s multi-quarter recovery profile and growth trajectory. KeyCorp Datadog estimates
• Positive Sentiment: Industry review praises Datadog as the top performer in recent cloud-monitoring earnings, highlighting strong revenue execution vs. peers — this supports upside narrative for long-term cloud spend exposure. Q3 Cloud Monitoring Earnings Review: First Prize Goes to Datadog
• Positive Sentiment: A bullish investment write-up argues Datadog is a strong buy again, citing durable product momentum and upsell potential across observability/security suites — supportive for longer-term holders. Datadog: Why I Think It’s A Strong Buy Again
• Neutral Sentiment: Coverage pieces note Datadog remains a widely watched high-growth name in analyst/top-stock lists — visibility can amplify moves but doesn’t imply direction. Why analysts are closely watching Datadog, Inc. (DDOG)
• Neutral Sentiment: Options flow reports show sizable positions from large traders (“whales”), indicating speculative interest that can increase volatility without necessarily signaling sustained directional conviction. This Is What Whales Are Betting On Datadog
• Negative Sentiment: A market-note summarized why Datadog underperformed the broader market on a recent day, pointing to profit-taking after the post-earnings run and valuation concerns (high P/E) as headwinds. Here’s Why Datadog (DDOG) Fell More Than Broader Market

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.