Datadog (NASDAQ:DDOG) Price Target Cut to $156.00 by Analysts at Capital One Financial

Datadog (NASDAQ:DDOG) had its target price lowered by Capital One Financial from $219.00 to $156.00 in a report issued on Friday,MarketScreener reports. The brokerage currently has an overweight rating on the stock.

Several other equities analysts also recently issued reports on the company. Guggenheim set a $105.00 price objective on Datadog in a research report on Thursday, November 6th. KeyCorp cut their target price on Datadog from $230.00 to $170.00 and set an “overweight” rating for the company in a research note on Monday. Citigroup cut their price objective on Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a research report on Friday. Moffett Nathanson restated a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Finally, Oppenheimer upped their price target on Datadog from $165.00 to $195.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Thirty-four investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $195.84.

Datadog Stock Down 1.5%

Shares of NASDAQ DDOG opened at $119.02 on Friday. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The company has a 50-day moving average of $149.83 and a 200 day moving average of $146.31. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The stock has a market cap of $41.74 billion, a PE ratio of 383.94, a P/E/G ratio of 21.83 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The firm had revenue of $885.65 million during the quarter, compared to the consensus estimate of $852.77 million. During the same period last year, the company earned $0.46 EPS. The company’s quarterly revenue was up 28.4% on a year-over-year basis. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. As a group, sell-side analysts predict that Datadog will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling at Datadog

In related news, COO Adam Blitzer sold 8,023 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total transaction of $1,240,436.03. Following the completion of the sale, the chief operating officer directly owned 165,197 shares of the company’s stock, valued at approximately $25,541,108.17. This represents a 4.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Alexis Le-Quoc sold 43,106 shares of the stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $133.93, for a total transaction of $5,773,186.58. Following the transaction, the chief technology officer owned 301,458 shares of the company’s stock, valued at approximately $40,374,269.94. This represents a 12.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,082,904 shares of company stock valued at $194,318,545 in the last quarter. Corporate insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

Hedge funds and other institutional investors have recently bought and sold shares of the company. Westside Investment Management Inc. grew its holdings in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. Rothschild Investment LLC boosted its stake in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the last quarter. Tripletail Wealth Management LLC bought a new stake in Datadog during the 3rd quarter worth approximately $28,000. Physician Wealth Advisors Inc. raised its stake in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC purchased a new position in shares of Datadog during the third quarter valued at approximately $27,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑term selling pressure. Zacks

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.