Datadog (NASDAQ:DDOG) Earns “Market Perform” Rating from Citizens Jmp

Datadog (NASDAQ:DDOG)‘s stock had its “market perform” rating reaffirmed by investment analysts at Citizens Jmp in a research report issued on Wednesday,Benzinga reports.

Other equities analysts have also issued research reports about the stock. DA Davidson reaffirmed a “buy” rating and set a $225.00 price target on shares of Datadog in a research report on Monday, February 2nd. KeyCorp lowered their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. BTIG Research cut their target price on Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday. Morgan Stanley lifted their target price on Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a report on Friday, November 7th. Finally, Stifel Nicolaus set a $160.00 price target on Datadog and gave the company a “buy” rating in a research report on Thursday, January 22nd. Thirty-seven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $178.25.

Datadog Trading Down 4.9%

DDOG stock traded down $6.35 during midday trading on Wednesday, hitting $123.32. The stock had a trading volume of 1,736,912 shares, compared to its average volume of 6,458,456. The company’s 50-day moving average price is $133.87 and its 200 day moving average price is $144.06. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. The firm has a market cap of $43.24 billion, a PE ratio of 397.39, a price-to-earnings-growth ratio of 20.37 and a beta of 1.27. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The business’s revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the firm earned $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. On average, equities research analysts predict that Datadog will post 0.34 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Olivier Pomel sold 11,195 shares of Datadog stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the sale, the chief executive officer owned 518,133 shares of the company’s stock, valued at $71,466,084.69. The trade was a 2.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Adam Blitzer sold 8,023 shares of the business’s 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 owned 165,197 shares in the company, valued at $25,541,108.17. This represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 538,917 shares of company stock worth $86,804,288. Company insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC acquired a new stake in shares of Datadog in the 4th quarter valued at about $209,000. Bison Wealth LLC bought a new stake in Datadog in the fourth quarter valued at about $228,000. Empowered Funds LLC raised its stake in Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after buying an additional 672 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after buying an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in shares of Datadog in the 2nd quarter worth approximately $509,000. 78.29% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and upbeat guidance: DDOG reported $953M revenue (+29% YoY) and $0.59 EPS, beating estimates, and issued a strong FY2026 EPS/ revenue outlook and Q1 guidance — the core driver of the post-earnings rally. Reuters: Datadog beats quarterly estimates
• Positive Sentiment: Product and cash-flow highlights: Datadog disclosed new AI features (Bits AI SRE Agent, Storage Management, Feature Flags, Data Observability) and strong cash generation (>$900M free cash flow in FY2025), supporting long-term growth narrative. GlobeNewswire: Q4 & FY2025 results
• Positive Sentiment: Market reaction and coverage: Multiple outlets note a sizable share rally after the beat and guidance (reports of ~16% intraday jump), reflecting strong investor reception to results. ProactiveInvestors: Shares surge after Q4 beat
• Positive Sentiment: Analyst reaffirmation: Rosenblatt and others reiterated buy ratings (Rosenblatt: $185 PT), which reinforces continued bullish sentiment among some brokers. Benzinga: Rosenblatt reaffirms buy
• Neutral Sentiment: Market context — software rebound: Broader software/AI-related flows and improved investor sentiment are supporting rebounds in high-growth software names, including Datadog; this is macro support rather than company-specific. Benzinga: Nasdaq & software rebound
• Neutral Sentiment: Opinion/analysis pieces debate valuation: Several analysts/commentators highlight the beat but question rich multiples — useful context for investors assessing risk/reward. Seeking Alpha: Commentary
• Negative Sentiment: Multiple price-target cuts: Several firms trimmed PTs (Wolfe, Scotiabank, Needham, RBC, BTIG lowered targets to the $150–$170 range), which can cap near-term upside despite buy/outperform ratings. MarketScreener: Wolfe PT cut
• Negative Sentiment: Needham & others cut PTs materially (e.g., Needham to $155 from $220), indicating some analysts see valuation risk even after the beat. Benzinga: Needham PT cut
• Neutral Sentiment: Short-interest data unclear: reported short-interest figures look anomalous/unchanged in the snapshot provided, so no clear short-squeeze signal. Yahoo Finance / earnings transcript

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.