Datadog, Inc. (NASDAQ:DDOG) Receives $211.76 Average Target Price from Analysts

Datadog, Inc. (NASDAQ:DDOG) has been assigned an average recommendation of “Moderate Buy” from the forty-four analysts that are covering the stock, MarketBeat.com reports. Two analysts have rated the stock with a sell rating, one has given a hold rating, forty have given a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $212.1905.

Several research firms recently weighed in on DDOG. Cantor Fitzgerald reduced their price objective on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Needham & Company LLC raised their price objective on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research note on Friday, May 8th. The Goldman Sachs Group raised their price objective on Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research note on Tuesday. KeyCorp raised their price objective on Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Guggenheim raised their price objective on Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, May 7th.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings report was well received, with revenue up 32.1% year over year to $1.01 billion and EPS of $0.60 beating expectations. Management also issued stronger-than-expected guidance, reinforcing the view that AI-driven demand and enterprise software spending remain healthy. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Analyst sentiment remains constructive after earnings, with CICC Research raising its price target to $204 from $150 and other firms reiterating bullish views, suggesting Wall Street sees more upside in DDOG. MarketScreener
• Positive Sentiment: Several recent articles framed Datadog as a beneficiary of AI adoption rather than a victim of a SaaS slowdown, which is helping sentiment around the stock. Barchart
• Neutral Sentiment: Datadog announced upcoming presentations at two investor conferences, which keeps the company visible but does not materially change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Recent insider sales by directors and an executive, including Matthew Jacobson, Yanbing Li, Julie Richardson, and CRO Sean Michael Walters, may weigh on sentiment even though some of the trades were made under pre-arranged 10b5-1 plans. SEC filing

Datadog Stock Performance

DDOG opened at $199.94 on Friday. The firm has a market cap of $70.49 billion, a P/E ratio of 526.17, a price-to-earnings-growth ratio of 69.99 and a beta of 1.30. Datadog has a 52-week low of $98.01 and a 52-week high of $203.58. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The business’s fifty day moving average is $129.68 and its 200-day moving average is $137.93.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.Datadog’s quarterly revenue was up 32.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts expect that Datadog will post 0.33 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, General Counsel Kerry Acocella sold 13,857 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $150.00, for a total value of $2,078,550.00. Following the sale, the general counsel directly owned 140,489 shares of the company’s stock, valued at $21,073,350. This trade represents a 8.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Matthew Jacobson sold 52,832 shares of the firm’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the sale, the director directly owned 622,726 shares in the company, valued at $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 695,598 shares of company stock valued at $91,612,665 over the last ninety days. 6.48% of the stock is owned by insiders.

Hedge Funds Weigh In On Datadog

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its position in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Price T Rowe Associates Inc. MD raised its position in Datadog by 7.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock valued at $1,961,496,000 after purchasing an additional 956,993 shares during the last quarter. State Street Corp raised its position in 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 during the last quarter. Geode Capital Management LLC raised its position in Datadog by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after purchasing an additional 197,816 shares during the last quarter. Finally, Jennison Associates LLC raised its position in Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

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.