Datadog (NASDAQ:DDOG) Earns Buy Rating from BTIG Research

Datadog (NASDAQ:DDOG)‘s stock had its “buy” rating reiterated by investment analysts at BTIG Research in a report issued on Thursday,Benzinga reports. They presently have a $255.00 target price on the stock. BTIG Research’s price objective points to a potential upside of 12.02% from the stock’s current price.

Other research analysts have also issued reports about the company. BMO Capital Markets raised their price target on Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Sanford C. Bernstein raised their price target on Datadog from $167.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. CICC Research raised their price target on Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. Cantor Fitzgerald raised their price target on Datadog from $171.00 to $226.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Finally, Piper Sandler restated an “overweight” rating and set a $275.00 price target (up from $230.00) on shares of Datadog in a research report on Wednesday. One research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and an average price target of $228.74.

Datadog Trading Up 0.1%

DDOG opened at $227.63 on Thursday. Datadog has a 52 week low of $98.01 and a 52 week high of $278.70. The business has a fifty day simple moving average of $173.74 and a 200-day simple moving average of $146.26. The firm has a market cap of $81.03 billion, a P/E ratio of 599.04, a P/E/G ratio of 24.34 and a beta of 1.56. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. During the same period last year, the business posted $0.46 earnings per share. The company’s quarterly revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, equities analysts expect that Datadog will post 0.61 earnings per share for the current year.

Insider Transactions at Datadog

In related news, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction on Friday, May 8th. The stock was sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the transaction, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction on Monday, June 1st. The shares were sold at an average price of $271.05, for a total value of $14,612,847.60. Following the completion of the transaction, the chief technology officer owned 531,311 shares of the company’s stock, valued at approximately $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,272,556 shares of company stock valued at $252,615,825 in the last 90 days. Insiders own 6.48% of the company’s stock.

Institutional Trading of Datadog

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Elevation Point Wealth Partners LLC raised its stake in Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after buying an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC raised its stake in Datadog by 1.6% in the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after buying an additional 73 shares in the last quarter. Vivaldi Capital Management LP raised its stake in Datadog by 2.8% in the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after buying an additional 74 shares in the last quarter. State of Wyoming raised its stake in Datadog by 4.1% in the first quarter. State of Wyoming now owns 1,946 shares of the company’s stock valued at $230,000 after buying an additional 76 shares in the last quarter. Finally, Farther Finance Advisors LLC raised its stake in Datadog by 2.0% in the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after buying an additional 78 shares in 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: Datadog unveiled 100+ new AI, observability and security capabilities at its DASH 2026 event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, Bits Agent Builder and Agent Console. Investors may view the launch as evidence that DDOG can deepen customer adoption and monetize AI demand. GlobeNewswire article
• Positive Sentiment: Several Wall Street firms turned more bullish after the product rollout, including CIBC raising its target to $280, Evercore lifting its target to $265, and RBC reaffirming an outperform view. Higher targets can reinforce the market’s growth narrative for DDOG. Yahoo Finance article
• Positive Sentiment: Coverage around Datadog’s “agentic AI” push says the company is winning more Wall Street support as analysts point to further upside from autonomous operations and AI security. Yahoo Finance article
• Neutral Sentiment: Datadog’s latest products strengthen its long-term growth story, but the stock’s rich valuation means investors may be weighing execution risk against strong revenue growth and an already elevated multiple. Yahoo Finance article
• Negative Sentiment: CFO David Obstler sold 75,000 shares in a pre-arranged 10b5-1 plan, a move that can weigh on sentiment when investors are already watching insider behavior closely. SEC filing
• Negative Sentiment: CEO Olivier Pomel also sold 127,141 shares under a 10b5-1 plan, adding to a broader pattern of insider sales that may make some investors cautious after the stock’s strong run. SEC filing

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.