Datadog (NASDAQ:DDOG) Price Target Raised to $157.00 at Capital One Financial

Datadog (NASDAQ:DDOG) had its price target upped by Capital One Financial from $156.00 to $157.00 in a research note published on Wednesday,MarketScreener reports. They currently have an overweight rating on the stock.

A number of other research analysts also recently issued reports on the company. Stifel Nicolaus set a $160.00 price objective on Datadog and gave the company a “buy” rating in a research note on Thursday, January 22nd. DA Davidson reiterated a “buy” rating and issued a $225.00 target price on shares of Datadog in a report on Monday, February 2nd. Raymond James Financial cut their price target on Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a report on Tuesday. Bank of America raised their price objective on shares of Datadog from $180.00 to $215.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, The Goldman Sachs Group started coverage on shares of Datadog in a research note on Monday, January 12th. They issued a “sell” rating and a $113.00 price objective for the company. Thirty-seven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $179.50.

Datadog Trading Up 1.1%

Datadog stock traded up $1.39 during mid-day trading on Wednesday, hitting $128.72. 1,000,937 shares of the stock were exchanged, compared to its average volume of 6,529,047. The stock has a market capitalization of $45.14 billion, a price-to-earnings ratio of 418.22, a PEG ratio of 23.16 and a beta of 1.27. Datadog has a 12 month low of $81.63 and a 12 month high of $201.69. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The firm’s fifty day simple moving average is $133.30 and its two-hundred day simple moving average is $143.94.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period in the prior year, the company 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. Analysts forecast that Datadog will post 0.34 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 firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $154.05, for a total value of $8,305,143.60. Following the transaction, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. This trade represents a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 100,754 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the completion of the sale, the chief executive officer owned 533,358 shares in the company, valued at $96,633,802.44. This represents a 15.89% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 538,917 shares of company stock worth $86,804,288. Corporate insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

Institutional investors have recently bought and sold shares of the stock. PKO Investment Management Joint Stock Co purchased a new stake in Datadog in the third quarter valued at approximately $1,709,000. Munro Partners purchased a new position in shares of Datadog during the third quarter worth $7,120,000. Hartford Investment Management Co. acquired a new stake in shares of Datadog in the third quarter valued at $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its holdings in shares of Datadog by 134.5% in the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after buying an additional 17,860 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in Datadog by 37.9% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after acquiring an additional 30,008 shares in the last quarter. 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 and upbeat metrics — Datadog reported Q4 revenue of $953M (+29% YoY) and beat EPS estimates, with strong ARR and cash flow commentary that powered the recent rally. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: AI positioning seen as an upside — Analysts and commentaries argue AI fears are overstated and Datadog’s observability/security tools should benefit from AI deployments, supporting a multi-quarter revenue runway. Datadog: AI Isn’t The Main Problem
• Positive Sentiment: Bullish analyst actions and reaffirmations — Several brokers (e.g., DA Davidson, Rosenblatt, Capital One) reiterated buy/overweight views or raised targets after results, keeping upside scenarios alive. Benzinga coverage of analyst notes
• Neutral Sentiment: Recent strong short‑term returns — The stock has had a sharp short-term rebound (an ~8.4% weekly gain and ~52% three‑year gain context), which increases the chance of near-term profit-taking and higher volatility. The 8.4% return this week takes Datadog’s shareholders three-year gains to 52%
• Neutral Sentiment: Odd/flat short‑interest data — Recent reports show anomalous short‑interest figures (zero shares reported), which muddles interpretation of potential squeeze dynamics; treat this data with caution.
• Negative Sentiment: Analyst price‑target cuts — Several shops trimmed targets (Needham, Wolfe, BTIG, Barclays, Scotiabank among others), signaling caution on valuation despite the beat; those revisions can cap near‑term upside. Benzinga coverage of analyst price-target moves
• Negative Sentiment: Sector AI fear & rotation — Broader AI‑driven software volatility and headlines about AI disruption have created a pullback in the group, which pressured Datadog after its post‑earnings surge. AI disruption fears create buying chance in US software stocks, strategists say

About Datadog

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.