Datadog (NASDAQ:DDOG) Price Target Lowered to $167.00 at Sanford C. Bernstein

Datadog (NASDAQ:DDOG) had its price objective lowered by Sanford C. Bernstein from $180.00 to $167.00 in a research note published on Wednesday morning,MarketScreener reports. The brokerage currently has an outperform rating on the stock.

DDOG has been the topic of a number of other research reports. Canadian Imperial Bank of Commerce lowered their price objective on shares of Datadog from $240.00 to $215.00 and set an “outperformer” rating on the stock in a research note on Monday. Rosenblatt Securities reaffirmed a “buy” rating and set a $185.00 price target on shares of Datadog in a research note on Wednesday, February 11th. Piper Sandler lowered their price target on Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a research report on Monday, January 5th. TD Cowen dropped their price objective on Datadog from $215.00 to $190.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a report on Monday. Thirty-nine research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $177.20.

Datadog Stock Performance

Shares of DDOG traded down $3.70 during trading hours on Wednesday, reaching $128.44. 1,463,141 shares of the company’s stock traded hands, compared to its average volume of 5,601,431. Datadog has a twelve month low of $94.90 and a twelve month high of $201.69. The business’s fifty day simple moving average is $120.37 and its two-hundred day simple moving average is $138.27. 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 firm has a market capitalization of $45.28 billion, a price-to-earnings ratio of 411.75, a P/E/G ratio of 35.54 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same quarter in the prior year, the company posted $0.49 earnings per share. The company’s quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts predict that Datadog will post 0.32 earnings per share for the current year.

Insider Buying and Selling

In other news, CTO Alexis Le-Quoc sold 32,300 shares of the company’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $116.46, for a total value of $3,761,658.00. Following the transaction, the chief technology officer owned 531,311 shares in the company, valued at $61,876,479.06. This represents a 5.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction 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 in the company, valued at $29,960,101.12. This trade represents a 8.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 543,833 shares of company stock worth $66,100,680 in the last quarter. 6.67% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Westside Investment Management Inc. boosted its holdings in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares during the period. Rothschild Investment LLC increased its stake in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the period. Tripletail Wealth Management LLC bought a new position in shares of Datadog in the third quarter worth about $28,000. Physician Wealth Advisors Inc. lifted its position in shares of Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC bought a new stake in Datadog during the 3rd quarter valued at approximately $27,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched GPU Monitoring to help customers plan capacity, troubleshoot GPU issues and control cloud GPU spend — a direct product aimed at the growing AI infrastructure market that could expand observability revenue as companies scale AI. Datadog Announces GPU Monitoring
• Positive Sentiment: Datadog’s State of AI Engineering 2026 report says operational complexity and capacity—not model quality—are the main barriers to scaling AI, reinforcing demand for observability and cost-control tools that Datadog sells. AI Is Hitting Operational Limits
• Positive Sentiment: Oppenheimer reiterated that Datadog is well positioned for sustained growth and estimated modest upside to consensus Q1 revenue — a near‑term analyst endorsement that supports the growth narrative. Oppenheimer Note on Datadog
• Neutral Sentiment: Several market pieces note DDOG is a trending name and that it “lapped the market” recently; useful context but not a direct new catalyst. Datadog Laps the Stock Market
• Neutral Sentiment: Analyst coverage remains mixed overall, reflecting divergent views on growth vs. margin recovery; this produces noisy day‑to‑day trading but no consensus directional change. Mixed Analyst Opinions
• Negative Sentiment: A Datadog director, Amit Agarwal, sold 20,000 shares under a pre-arranged Rule 10b5-1 plan (avg. ~$126), cutting his stake substantially — an insider sale that can sap sentiment even if pre‑planned and routine. Amit Agarwal Insider Sale
• Negative Sentiment: Barclays trimmed its DDOG price target to $148 and CIBC cut its target to $215; these downgrades/target reductions can weigh on near‑term investor sentiment and headline volatility. Barclays Lowers Price Target CIBC Lowers Price Target

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.