Brokerages Set Datadog, Inc. (NASDAQ:DDOG) PT at $211.76

Datadog, Inc. (NASDAQ:DDOG) has been assigned a consensus recommendation of “Moderate Buy” from the forty-four brokerages that are covering the stock, MarketBeat reports. Two analysts have rated the stock with a sell rating, one has assigned a hold rating, forty have issued a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $213.3810.

Several equities analysts have weighed in on the company. DA Davidson reaffirmed a “buy” rating and issued a $225.00 target price on shares of Datadog in a research report on Monday, May 4th. Barclays lifted their target price on Datadog from $148.00 to $215.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. The Goldman Sachs Group lifted their target price on Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research report on Tuesday. Capital One Financial dropped their target price on Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a research report on Thursday, April 16th. Finally, Benchmark reaffirmed a “buy” rating on shares of Datadog in a research report on Thursday, May 7th.

Datadog Stock Down 1.2%

Shares of NASDAQ:DDOG opened at $202.84 on Friday. The business has a 50-day moving average price of $133.39 and a 200 day moving average price of $138.60. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The company has a market capitalization of $71.52 billion, a price-to-earnings ratio of 533.80, a PEG ratio of 71.02 and a beta of 1.30. Datadog has a 12-month low of $98.01 and a 12-month high of $205.44.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The firm had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company’s quarterly revenue was up 32.1% on a year-over-year basis. During the same period last year, the company earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts expect that Datadog will post 0.33 EPS for the current year.

Insider Buying and Selling at Datadog

In other news, Director Matthew Jacobson sold 52,832 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the completion of the transaction, the director directly owned 622,726 shares of the company’s stock, valued at approximately $117,869,577.28. The trade was a 7.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 842,739 shares of company stock valued at $121,023,123 in the last three months. 6.48% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Datadog

A number of institutional investors and hedge funds have recently made changes to their positions in DDOG. Rothschild Investment LLC grew its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. grew its position in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its position in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares in the last quarter. JPL Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth about $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in shares of Datadog during the third quarter worth about $28,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Investors remain encouraged by Datadog’s latest earnings beat: revenue came in at $1.01 billion and EPS was $0.60, both above estimates, while management also raised guidance for FY2026 and Q2 2026. That keeps the focus on accelerating demand and healthy execution after the report. Investors Can Find Comfort In Datadog’s (NASDAQ:DDOG) Earnings Quality
• Positive Sentiment: Wall Street sentiment is still constructive, with analysts reiterating or lifting price targets after earnings, including Daiwa Securities raising its target to $240 and keeping a buy rating. That suggests investors see additional upside potential in DDOG. MarketScreener
• Positive Sentiment: Recent commentary continues to frame Datadog as an AI and enterprise software beneficiary rather than a SaaS slowdown name, which is helping sustain trading interest in the stock. The AI Fear Around Datadog Stock May Have Been Completely Wrong
• Neutral Sentiment: Several recent articles also highlighted growing investor attention and upcoming conference presentations, but these items appear more like visibility catalysts than immediate fundamental changes. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Multiple insiders, including CEO Olivier Pomel and directors Amit Agarwal, Matthew Jacobson, and Yanbing Li, sold shares recently. Although many of the trades were under pre-arranged 10b5-1 plans, the size and timing of the sales may still pressure sentiment around DDOG. SEC filing

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.