Datadog (NASDAQ:DDOG) Given New $160.00 Price Target at Scotiabank

Datadog (NASDAQ:DDOG) had its price objective reduced by research analysts at Scotiabank from $180.00 to $160.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has a “sector outperform” rating on the stock. Scotiabank’s price objective indicates a potential upside of 23.39% from the company’s previous close.

DDOG has been the subject of a number of other research reports. Piper Sandler reduced their price target on Datadog from $225.00 to $195.00 and set an “overweight” rating for the company in a report on Monday, January 5th. Oppenheimer upped their target price on Datadog from $165.00 to $195.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Guggenheim set a $105.00 price objective on Datadog in a research report on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and issued a $185.00 price objective on shares of Datadog in a research note on Wednesday. Finally, BMO Capital Markets dropped their price objective on shares of Datadog from $215.00 to $170.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Thirty-seven investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $180.10.

Datadog Trading Up 13.7%

Shares of Datadog stock opened at $129.67 on Wednesday. The firm has a market capitalization of $45.47 billion, a price-to-earnings ratio of 418.29, a PEG ratio of 20.37 and a beta of 1.27. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The firm’s 50 day simple moving average is $133.87 and its two-hundred day simple moving average is $144.06. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The business’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts predict that Datadog will post 0.34 EPS for the current year.

Insider Transactions at Datadog

In related news, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction 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 completion of the transaction, the chief operating officer directly owned 165,197 shares of the company’s stock, valued at approximately $25,541,108.17. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Shardul Shah sold 7,916 shares of the stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares in the company, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 538,917 shares of company stock worth $86,804,288. 8.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Datadog

A number of hedge funds and other institutional investors have recently made changes to their positions in DDOG. Rothschild Investment LLC lifted its position in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. boosted its stake in shares of Datadog by 315.2% during the 3rd 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 last quarter. Westside Investment Management Inc. grew its holdings in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares in the last quarter. JPL Wealth Management LLC bought a new stake in Datadog in the third quarter valued at about $27,000. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of Datadog during the 3rd quarter valued at approximately $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat — Datadog reported $953M revenue (up 29% YoY) and $0.59 adjusted EPS, beating consensus and prompting the post‑earnings rally. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: Bullish guidance — Datadog raised guidance: Q1 EPS 0.49–0.51 (vs. consensus ~0.35) and FY 2026 EPS 2.08–2.16 (well above prior street numbers), which supports multiple expansion despite high valuation. Datadog Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: AI product momentum — management highlighted new AI features (Bits AI SRE Agent, data observability, storage management, feature flags) and growing large‑customer base (603 $1M+ ARR customers), underpinning revenue durability. Datadog Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Strong cash flow — Datadog reported ~$1.05B operating cash flow and ~$915M free cash flow for FY2025, improving the quality of growth and supporting investor confidence. Datadog Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Neutral Sentiment: Sector tailwinds — strategists say recent software selloff (AI disruption fears) may present a buying opportunity for high‑quality names like Datadog, helping recovery in the group. AI disruption fears create buying chance in US software stocks, strategists say
• Neutral Sentiment: Analyst notes mixed — several firms lowered price targets (Wolfe, RBC, Needham) but many kept Buy/Outperform ratings; that reduces upside projections even as coverage remains constructive. Benzinga
• Neutral Sentiment: Earnings call/transcript available — investors can drill into management commentary for details on product monetization, AI adoption, and margin assumptions. Datadog (DDOG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Valuation concerns remain — high P/E and public comments (e.g., Jim Cramer calling it “too expensive”) mean some investors may take profits despite strong results. Jim Cramer on Datadog: “There Are Cheap Enterprise Software Stocks, Just Not This One”

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.