Barclays Cuts Datadog (NASDAQ:DDOG) Price Target to $148.00

Datadog (NASDAQ:DDOG) had its price target lowered by Barclays from $165.00 to $148.00 in a report published on Monday morning, MarketBeat reports. Barclays currently has an overweight rating on the stock.

Other equities research analysts have also recently issued reports about the company. TD Cowen reduced their price objective on Datadog from $215.00 to $190.00 and set a “buy” rating for the company in a research report on Wednesday, April 15th. KeyCorp reduced their price objective on Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. UBS Group set a $195.00 price objective on Datadog in a research report on Monday, February 9th. Moffett Nathanson reaffirmed a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Finally, BNP Paribas Exane reduced their target price on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. Thirty-eight 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $178.87.

Datadog Trading Up 2.2%

Shares of DDOG stock opened at $132.14 on Monday. Datadog has a 12 month low of $93.92 and a 12 month high of $201.69. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The business’s 50 day moving average is $120.37 and its two-hundred day moving average is $138.27. The company has a market cap of $46.59 billion, a PE ratio of 426.26, a price-to-earnings-growth ratio of 35.54 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same quarter last year, the company posted $0.49 earnings per share. The company’s revenue for the quarter 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. Equities analysts predict that Datadog will post 0.32 EPS for the current year.

Insiders Place Their Bets

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the transaction, the chief technology officer directly owned 437,257 shares in the company, valued at $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CRO Sean Michael Walters sold 22,330 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive owned 238,384 shares of the company’s stock, valued at $29,960,101.12. This represents a 8.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 543,833 shares of company stock worth $66,100,680 over the last three months. 6.67% of the stock is currently owned by corporate insiders.

Institutional Trading of Datadog

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Janney Montgomery Scott LLC increased its position in Datadog by 25.9% in the first quarter. Janney Montgomery Scott LLC now owns 22,593 shares of the company’s stock worth $2,667,000 after purchasing an additional 4,653 shares during the period. Pictet Asset Management Holding SA grew its position in shares of Datadog by 0.4% during the 1st quarter. Pictet Asset Management Holding SA now owns 634,338 shares of the company’s stock worth $74,878,000 after buying an additional 2,621 shares during the period. ABN AMRO Bank N.V. increased its stake in shares of Datadog by 14.8% in the 1st quarter. ABN AMRO Bank N.V. now owns 51,441 shares of the company’s stock valued at $6,133,000 after acquiring an additional 6,621 shares during the last quarter. Trust Asset Management LLC bought a new stake in shares of Datadog in the 1st quarter valued at about $429,000. Finally, Louisiana State Employees Retirement System bought a new stake in shares of Datadog in the 1st quarter valued at about $4,521,000. 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 launched GPU Monitoring, a new product to help customers plan capacity, troubleshoot GPU-related failures and control cloud GPU spend—positioning Datadog to capture more observability spend as customers scale AI projects. Datadog Announces GPU Monitoring to Help Businesses Optimize Spend and Performance as They Aim to Scale AI Projects
• Positive Sentiment: Oppenheimer published a note saying Datadog is well positioned for sustained growth and expects roughly 3% upside to consensus Q1 revenue — a near-term analyst endorsement that can support valuation. Datadog Well Positioned for Sustained Growth Driven by Core Demand, Oppenheimer Says
• Positive Sentiment: Datadog’s State of AI Engineering 2026 report highlights operational limits (capacity, reliability) as primary pain points for companies scaling AI — a narrative that supports sustained demand for observability and cost-control tools. AI Is Hitting Operational Limits as Companies Rush to Scale, Datadog Report Finds
• Neutral Sentiment: Coverage pieces note DDOG is a trending/talked-about stock and that it “lapped the market” recently, providing context but no new catalyst. Datadog (DDOG) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Analysts’ views are mixed in aggregate coverage pieces, reflecting differing models for growth and margins. Analysts’ Opinions Are Mixed on These Technology Stocks: JinkoSolar (JKS) and Datadog (DDOG)
• Negative Sentiment: A Datadog director, Amit Agarwal, sold 20,000 shares under a pre-arranged 10b5-1 plan (average ~$126), reducing his stake by ~92%—an insider sale that some investors view as a negative signal even though it was pre-planned. Amit Agarwal Insider Sale Filing
• Negative Sentiment: Barclays cut its price target to $148, and CIBC trimmed its target to $215 — analyst downgrades/target cuts can weigh on sentiment even if they differ in magnitude. Barclays Lowers Datadog Price Target to $148 CIBC Lowers Datadog Price Target to $215

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.