Datadog (NASDAQ:DDOG) Price Target Cut to $260.00 by Analysts at Cantor Fitzgerald

Datadog (NASDAQ:DDOG) had its price objective lowered by investment analysts at Cantor Fitzgerald from $327.00 to $260.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Cantor Fitzgerald‘s price objective points to a potential upside of 37.77% from the stock’s previous close.

DDOG has been the topic of several other reports. Rosenblatt Securities boosted their target price on Datadog from $220.00 to $305.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. DA Davidson reiterated a “buy” rating and issued a $315.00 price target on shares of Datadog in a report on Friday, August 7th. Mizuho boosted their price objective on shares of Datadog from $300.00 to $330.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. Barclays upped their price objective on shares of Datadog from $290.00 to $300.00 and gave the stock an “overweight” rating in a report on Tuesday, October 13th. Finally, BTIG Research dropped their target price on shares of Datadog from $289.00 to $260.00 and set a “buy” rating for the company in a research report on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $283.07.

Datadog Price Performance

Shares of Datadog stock opened at $188.72 on Thursday. The company’s fifty day simple moving average is $250.09 and its two-hundred day simple moving average is $199.43. Datadog has a 12-month low of $98.01 and a 12-month high of $300.68. The firm has a market cap of $67.77 billion, a PE ratio of 361.51, a price-to-earnings-growth ratio of 21.50 and a beta of 1.50. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23.

Datadog (NASDAQ:DDOG) last posted its earnings results on Wednesday, November 4th. The company reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.17. Datadog had a return on equity of 5.67% and a net margin of 4.48%. The company had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.15 billion. During the same period last year, the firm earned $0.55 earnings per share. Datadog’s quarterly revenue was up 35.2% on a year-over-year basis. As a group, equities analysts expect that Datadog will post 0.70 EPS for the current year.

Insider Transactions at Datadog

In related news, CFO David Obstler sold 40,000 shares of the stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $227.47, for a total value of $9,098,800.00. Following the completion of the transaction, the chief financial officer directly owned 378,067 shares in the company, valued at $85,998,900.49. This trade represents a 9.57% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $253.36, for a total transaction of $13,659,144.32. Following the sale, the chief technology officer directly owned 509,805 shares in the company, valued at $129,164,194.80. The trade was a 9.56% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 745,293 shares of company stock worth $175,536,548. Corporate insiders own 6.48% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. First Trust Advisors LP lifted its position in shares of Datadog by 81.5% in the first quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock valued at $435,081,000 after acquiring an additional 1,654,429 shares in the last quarter. Assenagon Asset Management S.A. grew its position in shares of Datadog by 197.9% during the third quarter. Assenagon Asset Management S.A. now owns 2,443,008 shares of the company’s stock worth $669,018,000 after purchasing an additional 1,622,904 shares in the last quarter. Janus Henderson Group PLC grew its position in shares of Datadog by 22.8% during the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after purchasing an additional 1,439,082 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in Datadog by 162.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,571,018 shares of the company’s stock valued at $185,459,000 after purchasing an additional 971,910 shares during the period. Finally, Bank of New York Mellon Corp raised its stake in Datadog by 30.3% during the 1st quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock valued at $312,340,000 after purchasing an additional 615,090 shares during the period. Institutional investors own 78.29% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog reported Q3 revenue of $1.20 billion, up 35.2% year over year and above estimates, while non-GAAP EPS of $0.81 also topped expectations of $0.64. The company raised its full-year outlook again. Datadog Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Customer and product indicators were strong: Datadog had about 4,860 customers generating at least $100,000 in annual recurring revenue, up from about 4,060 a year earlier. Infrastructure monitoring ARR surpassed $2 billion, and the company launched its Scout 1.0 model. Datadog: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Analyst views were mixed: BTIG lowered its price target to $260 but kept a Buy rating, while Needham reiterated Buy with a $300 target. BTIG Research ratings
• Negative Sentiment: The near-term outlook disappointed investors. Q4 revenue guidance is around $1.20 billion—roughly flat from Q3—implying a slowdown from the latest 35% growth rate. Management also said reduced usage by a major AI customer weighed on growth. Datadog Q3 2026 Earnings Call Highlights Datadog Says Lower Usage From Major AI Customer Is Weighing on Growth
• Negative Sentiment: The selloff also reflects concerns about moderating sequential growth and Datadog’s premium valuation, leaving investors less focused on the quarterly beat. Datadog: Fears Surrounding Largest Customer Return In Full Force

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.