Rosenblatt Securities Lowers Datadog (NASDAQ:DDOG) Price Target to $185.00

Datadog (NASDAQ:DDOG) had its target price dropped by investment analysts at Rosenblatt Securities from $200.00 to $185.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Rosenblatt Securities’ price objective would indicate a potential upside of 44.33% from the stock’s previous close.

DDOG has been the topic of a number of other reports. Evercore ISI boosted their price target on Datadog from $170.00 to $215.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. Stifel Nicolaus set a $160.00 target price on Datadog and gave the company a “buy” rating in a research note on Thursday, January 22nd. BNP Paribas Exane reduced their price target on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. The Goldman Sachs Group began coverage on shares of Datadog in a report on Monday, January 12th. They issued a “sell” rating and a $113.00 price objective on the stock. Finally, Canaccord Genuity Group reduced their target price on shares of Datadog from $225.00 to $210.00 and set a “buy” rating for the company in a report on Friday, December 19th. Thirty-five research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $190.38.

Datadog Stock Performance

Shares of DDOG opened at $128.18 on Friday. The firm has a market cap of $44.95 billion, a P/E ratio of 413.48, a PEG ratio of 25.07 and a beta of 1.26. Datadog has a twelve month low of $81.63 and a twelve month high of $201.69. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66. The firm’s 50 day moving average price is $140.08 and its two-hundred day moving average price is $145.40.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. The business had revenue of $885.65 million for the quarter, compared to analyst estimates of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm’s quarterly revenue was up 28.4% on a year-over-year basis. During the same period last year, the business posted $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. On average, analysts forecast that Datadog will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In other Datadog news, Director Matthew Jacobson sold 404,306 shares of the company’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $199.60, for a total transaction of $80,699,477.60. Following the sale, the director directly owned 12,859 shares of the company’s stock, valued at approximately $2,566,656.40. This represents a 96.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the completion of the transaction, the chief technology officer directly owned 395,661 shares of the company’s stock, valued at approximately $78,336,921.39. This trade represents a 11.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,071,709 shares of company stock worth $192,590,597. Insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

A number of hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. State Street Corp raised its position in shares of 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 period. Brown Advisory Inc. lifted its stake in shares of Datadog by 23.3% during the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after buying an additional 1,130,675 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Datadog by 4.3% during the 2nd quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after buying an additional 242,273 shares during the period. Finally, Massachusetts Financial Services Co. MA grew its stake in Datadog by 0.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock valued at $610,835,000 after buying an additional 40,276 shares during the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts have the consensus view of “Moderate Buy” on Datadog, supporting demand from momentum and buy-side conviction. Article Title
• Positive Sentiment: Customer win: THE ICONIC announced it is using Datadog to boost platform reliability — a tangible reference customer that reinforces recurring revenue and product adoption narratives. Article Title
• Positive Sentiment: Coverage and analysis highlighting Datadog’s position as a high-growth SaaS/AI monitoring play are circulating — narratives around AI tooling and monitoring can lift multiple-period growth expectations. Article Title
• Neutral Sentiment: BMO lowered its price target from $215 to $170 but kept an “outperform” rating — that reduces upside expectations versus prior targets but still implies significant upside from current levels. Article Title
• Neutral Sentiment: Daiwa issued a new rating on DDOG (details in the release); fresh analyst coverage can change short-term flows depending on the stance. Article Title
• Neutral Sentiment: Commentary that bullish structured notes or investor positioning reflects an apparent shift toward embedding AI into Datadog’s platform — this signals strategic direction but is not immediate revenue proof. Article Title
• Negative Sentiment: Scotiabank cut its price target (to $180 from $217) and issued a more cautious near?term outlook in separate notes — price-target cuts can pressure sentiment even when coverage remains constructive about AI exposure. Article Title
• Negative Sentiment: High valuation: DDOG still trades at elevated multiples (P/E well into the hundreds), which increases sensitivity to any guidance/estimate misses or analyst downgrades. No link
• Neutral Sentiment: Reported short-interest data appears anomalous (zero / NaN) and should not be read as a genuine change in sentiment until corrected — ignore until sources confirm. No link

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.