Datadog (NASDAQ:DDOG) Stock Rating Upgraded by Guggenheim

Datadog (NASDAQ:DDOG) was upgraded by analysts at Guggenheim from a “neutral” rating to a “buy” rating in a note issued to investors on Thursday. The firm currently has a $175.00 price objective on the stock. Guggenheim’s target price indicates a potential upside of 50.21% from the company’s current price.

Several other research firms have also recently weighed in on DDOG. BMO Capital Markets set a $165.00 price target on shares of Datadog in a report on Wednesday, February 11th. Jefferies Financial Group reduced their price target on shares of Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a report on Friday, February 6th. Stifel Nicolaus set a $160.00 price target on Datadog and gave the company a “buy” rating in a research note on Thursday, January 22nd. Mizuho dropped their price target on Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Finally, KeyCorp dropped their price target on Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Thirty-eight analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and an average target price of $181.41.

Datadog Trading Down 0.0%

NASDAQ DDOG opened at $116.50 on Thursday. The firm has a market cap of $41.08 billion, a P/E ratio of 375.81, a P/E/G ratio of 33.08 and a beta of 1.29. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The stock’s 50-day moving average is $120.66 and its 200-day moving average is $139.91. Datadog has a one year low of $86.14 and a one year high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s revenue was up 29.2% compared to the same quarter last year. During the same quarter last year, the firm 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. Sell-side analysts anticipate that Datadog will post 0.34 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CRO Sean Michael Walters sold 22,330 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the completion of the transaction, the executive directly owned 238,384 shares of the company’s stock, valued at approximately $29,960,101.12. This represents a 8.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 68,922 shares of the 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 transaction, the chief executive officer directly owned 704,821 shares of the company’s stock, valued at $77,910,913.34. This trade represents a 8.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 469,306 shares of company stock valued at $57,406,994. 6.67% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Datadog

A number of institutional investors have recently added to or reduced their stakes in the company. Osbon Capital Management LLC acquired a new stake in Datadog in the 4th quarter valued at about $116,000. World Investment Advisors lifted its stake in Datadog by 27.6% in the 4th quarter. World Investment Advisors now owns 3,141 shares of the company’s stock valued at $427,000 after purchasing an additional 679 shares during the last quarter. Corient Private Wealth LLC lifted its stake in Datadog by 51.6% in the 4th quarter. Corient Private Wealth LLC now owns 24,356 shares of the company’s stock valued at $3,300,000 after purchasing an additional 8,292 shares during the last quarter. Employees Provident Fund Board acquired a new stake in Datadog in the 4th quarter valued at about $251,582,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in Datadog in the 4th quarter valued at about $229,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

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.