Datadog (NASDAQ:DDOG) Upgraded at Citizens Jmp

Citizens Jmp upgraded shares of Datadog (NASDAQ:DDOG) from a market perform rating to an outperform rating in a research note issued to investors on Thursday, MarketBeat.com reports. Citizens Jmp currently has $225.00 target price on the stock.

Several other research firms have also commented on DDOG. UBS Group set a $195.00 price target on shares of Datadog in a report on Monday, February 9th. Rosenblatt Securities dropped their price objective on shares of Datadog from $185.00 to $178.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Citigroup reissued a “buy” rating on shares of Datadog in a research note on Thursday, April 23rd. BTIG Research decreased their price target on shares of Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $160.00 price target on Datadog and gave the company a “buy” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $211.76.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $200.16 on Thursday. The firm has a market capitalization of $70.57 billion, a PE ratio of 526.75, a P/E/G ratio of 72.45 and a beta of 1.30. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.38. The business has a 50-day moving average of $124.41 and a two-hundred day moving average of $136.98. Datadog has a 12 month low of $98.01 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same period last year, the business posted $0.46 EPS. The company’s quarterly revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts forecast that Datadog will post 0.32 earnings per share for the current year.

Insider Activity

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the completion of the transaction, the chief technology officer owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Olivier Pomel sold 68,922 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $7,618,637.88. Following the sale, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $77,910,913.34. This trade represents a 8.91% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 654,018 shares of company stock worth $80,903,197. Insiders own 6.67% of the company’s stock.

Institutional Trading of Datadog

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. PNC Financial Services Group Inc. increased its stake in shares of Datadog by 36.6% in the first quarter. PNC Financial Services Group Inc. now owns 56,704 shares of the company’s stock worth $6,694,000 after buying an additional 15,186 shares during the last quarter. Andra AP fonden boosted its stake in Datadog by 43.3% during the 1st quarter. Andra AP fonden now owns 56,962 shares of the company’s stock valued at $6,724,000 after acquiring an additional 17,200 shares during the last quarter. Amova Asset Management Americas Inc. grew its holdings in Datadog by 15.0% during the 1st quarter. Amova Asset Management Americas Inc. now owns 140,788 shares of the company’s stock worth $16,616,000 after acquiring an additional 18,322 shares in the last quarter. Earned Wealth Advisors LLC grew its holdings in Datadog by 52.2% during the 1st quarter. Earned Wealth Advisors LLC now owns 7,473 shares of the company’s stock worth $882,000 after acquiring an additional 2,563 shares in the last quarter. Finally, Meeder Advisory Services Inc. increased its position in shares of Datadog by 1.7% in the 1st quarter. Meeder Advisory Services Inc. now owns 7,473 shares of the company’s stock worth $882,000 after purchasing an additional 128 shares during 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: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

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.