Datadog FY2026 EPS Estimate Lowered by Capital One Financial

Datadog, Inc. (NASDAQ:DDOG) – Investment analysts at Capital One Financial reduced their FY2026 earnings estimates for Datadog in a note issued to investors on Tuesday, April 15th. Capital One Financial analyst C. Murphy now forecasts that the company will post earnings of $0.34 per share for the year, down from their prior forecast of $0.41. The consensus estimate for Datadog’s current full-year earnings is $0.34 per share.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, February 13th. The company reported $0.13 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.31). Datadog had a return on equity of 8.28% and a net margin of 6.85%.

Other research analysts also recently issued research reports about the stock. Barclays reduced their price target on shares of Datadog from $187.00 to $180.00 and set an “overweight” rating on the stock in a research report on Friday, February 14th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $135.00 target price (down from $150.00) on shares of Datadog in a research note on Monday, April 7th. Wells Fargo & Company cut shares of Datadog from an “overweight” rating to an “equal weight” rating and decreased their price target for the company from $152.00 to $140.00 in a research note on Thursday, February 13th. Stifel Nicolaus cut shares of Datadog from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $165.00 to $140.00 in a research report on Wednesday, January 29th. Finally, JMP Securities reiterated a “market perform” rating on shares of Datadog in a research report on Friday, February 14th. Seven analysts have rated the stock with a hold rating, twenty-two have assigned a buy rating and two have given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and an average target price of $153.41.

Datadog Stock Performance

Datadog stock opened at $92.55 on Wednesday. The business’s fifty day moving average is $109.98 and its two-hundred day moving average is $128.77. The firm has a market cap of $31.72 billion, a P/E ratio of 181.47, a P/E/G ratio of 44.03 and a beta of 1.20. Datadog has a 52 week low of $81.63 and a 52 week high of $170.08.

Insider Transactions at Datadog

In other Datadog news, CRO Sean Michael Walters sold 8,454 shares of Datadog stock in a transaction dated Tuesday, March 11th. The stock was sold at an average price of $102.04, for a total value of $862,646.16. Following the sale, the executive now owns 185,871 shares of the company’s stock, valued at $18,966,276.84. This trade represents a 4.35 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Olivier Pomel sold 107,365 shares of Datadog stock in a transaction that occurred on Monday, April 7th. The shares were sold at an average price of $87.33, for a total value of $9,376,185.45. Following the completion of the sale, the chief executive officer now directly owns 563,598 shares in the company, valued at approximately $49,219,013.34. This represents a 16.00 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 548,756 shares of company stock valued at $62,219,250 over the last 90 days. 11.78% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Retirement Wealth Solutions LLC bought a new position in shares of Datadog in the 4th quarter valued at about $30,000. Putney Financial Group LLC bought a new position in Datadog in the fourth quarter valued at approximately $32,000. Avior Wealth Management LLC grew its stake in Datadog by 55.9% in the fourth quarter. Avior Wealth Management LLC now owns 226 shares of the company’s stock valued at $32,000 after purchasing an additional 81 shares in the last quarter. Elequin Capital LP acquired a new position in shares of Datadog during the 4th quarter worth approximately $34,000. Finally, Coppell Advisory Solutions LLC boosted its holdings in shares of Datadog by 178.8% in the 4th quarter. Coppell Advisory Solutions LLC now owns 276 shares of the company’s stock valued at $40,000 after buying an additional 177 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

About Datadog

Datadog, Inc operates an observability and security platform for cloud applications in North America and internationally. The company's products comprise infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, data streams and universal service monitoring, network monitoring, incident management, workflow automation, observability pipelines, cloud cost and cloud security management, application security management, cloud SIEM, sensitive data scanner, and CI visibility.