Research Analysts Set Expectations for Datadog Q2 Earnings

Datadog, Inc. (NASDAQ:DDOG) – Equities researchers at Wedbush cut their Q2 2025 EPS estimates for Datadog in a research report issued on Wednesday, May 7th. Wedbush analyst D. Ives now anticipates that the company will post earnings per share of $0.04 for the quarter, down from their previous forecast of $0.07. Wedbush has a “Outperform” rating and a $140.00 price objective on the stock. The consensus estimate for Datadog’s current full-year earnings is $0.34 per share. Wedbush also issued estimates for Datadog’s Q3 2025 earnings at $0.03 EPS, Q4 2025 earnings at $0.02 EPS, FY2025 earnings at $0.21 EPS, Q1 2026 earnings at $0.01 EPS, Q2 2026 earnings at $0.04 EPS, Q3 2026 earnings at $0.06 EPS, Q4 2026 earnings at $0.11 EPS and FY2026 earnings at $0.24 EPS.

Several other brokerages also recently issued reports on DDOG. Scotiabank set a $130.00 price objective on shares of Datadog and gave the stock an “outperform” rating in a research note on Wednesday, May 7th. JMP Securities reaffirmed a “market perform” rating on shares of Datadog in a research note on Friday, February 14th. Truist Financial decreased their price target on shares of Datadog from $140.00 to $120.00 and set a “hold” rating for the company in a research note on Monday, March 31st. Barclays lifted their price target on shares of Datadog from $125.00 to $128.00 and gave the company an “overweight” rating in a research note on Tuesday, May 6th. Finally, Morgan Stanley decreased their price target on shares of Datadog from $143.00 to $115.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 16th. Seven investment analysts have rated the stock with a hold rating and twenty-four have given a buy rating to the company. According to MarketBeat, Datadog has an average rating of “Moderate Buy” and a consensus price target of $141.54.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $117.31 on Monday. The company has a market cap of $40.21 billion, a P/E ratio of 230.02, a PEG ratio of 44.03 and a beta of 1.12. Datadog has a 1 year low of $81.63 and a 1 year high of $170.08. The firm has a 50-day simple moving average of $100.29 and a two-hundred day simple moving average of $125.70.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, May 6th. The company reported $0.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.42 by $0.04. The business had revenue of $761.55 million during the quarter, compared to the consensus estimate of $741.73 million. Datadog had a net margin of 6.85% and a return on equity of 8.28%. The firm’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.44 earnings per share.

Insiders Place Their Bets

In other news, Director Matthew Jacobson sold 47,306 shares of the company’s stock in a transaction on Wednesday, May 7th. The stock was sold at an average price of $107.40, for a total transaction of $5,080,664.40. Following the transaction, the director now directly owns 25,468 shares of the company’s stock, valued at approximately $2,735,263.20. This represents a 65.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Amit Agarwal sold 10,167 shares of the company’s stock in a transaction on Monday, March 3rd. The stock was sold at an average price of $115.86, for a total value of $1,177,948.62. Following the transaction, the director now directly owns 82,324 shares in the company, valued at approximately $9,538,058.64. The trade was a 10.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 559,867 shares of company stock valued at $57,550,902. 11.78% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Datadog

A number of large investors have recently made changes to their positions in the business. Algert Global LLC acquired a new position in shares of Datadog during the first quarter worth $230,000. CacheTech Inc. grew its holdings in shares of Datadog by 37.6% during the first quarter. CacheTech Inc. now owns 28,505 shares of the company’s stock valued at $2,828,000 after buying an additional 7,782 shares during the last quarter. Cresset Asset Management LLC grew its holdings in shares of Datadog by 17.4% during the first quarter. Cresset Asset Management LLC now owns 26,060 shares of the company’s stock valued at $2,585,000 after buying an additional 3,862 shares during the last quarter. Ethic Inc. grew its holdings in shares of Datadog by 10.7% during the first quarter. Ethic Inc. now owns 18,039 shares of the company’s stock valued at $1,823,000 after buying an additional 1,750 shares during the last quarter. Finally, Aberdeen Group plc grew its holdings in shares of Datadog by 163.7% during the first quarter. Aberdeen Group plc now owns 134,550 shares of the company’s stock valued at $13,349,000 after buying an additional 83,517 shares during the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Company Profile

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.