Datadog (NASDAQ:DDOG) Price Target Lowered to $185.00 at Rosenblatt Securities

Datadog (NASDAQ:DDOG) had its target price dropped by Rosenblatt Securities from $200.00 to $185.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Rosenblatt Securities’ target price would suggest a potential upside of 44.33% from the company’s current price.

A number of other equities research analysts have also commented on DDOG. Royal Bank Of Canada decreased their price target on Datadog from $216.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. UBS Group increased their target price on Datadog from $189.00 to $225.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Citigroup cut their price target on Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Piper Sandler reduced their price target on shares of Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a research report on Monday, January 5th. Finally, Guggenheim set a $105.00 price objective on shares of Datadog in a research report on Thursday, November 6th. Thirty-five analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $190.38.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $128.18 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. The business’s fifty day moving average price is $140.08 and its two-hundred day moving average price is $145.40. Datadog has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The stock has a market capitalization of $44.95 billion, a price-to-earnings ratio of 413.48, a price-to-earnings-growth ratio of 25.07 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, beating the consensus estimate of $0.45 by $0.10. The company had revenue of $885.65 million for the quarter, compared to the consensus estimate of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm’s revenue for the quarter was up 28.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.46 EPS. 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, analysts predict that Datadog will post 0.34 EPS for the current fiscal year.

Insider Activity

In related news, CEO Olivier Pomel sold 100,754 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the completion of the sale, the chief executive officer directly owned 533,358 shares of the company’s stock, valued at $96,633,802.44. The trade was a 15.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Matthew Jacobson sold 404,306 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $199.60, for a total transaction of $80,699,477.60. Following the completion of the transaction, the director directly owned 12,859 shares in the company, valued at approximately $2,566,656.40. The trade was a 96.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,071,709 shares of company stock valued at $192,590,597. 8.70% of the stock is currently owned by insiders.

Institutional Trading of Datadog

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Torren Management LLC acquired a new position in Datadog during the fourth quarter valued at approximately $64,000. M&T Bank Corp boosted its position in shares of Datadog by 38.1% during the fourth quarter. M&T Bank Corp now owns 11,934 shares of the company’s stock worth $1,624,000 after purchasing an additional 3,294 shares in the last quarter. D.A. Davidson & CO. grew its holdings in shares of Datadog by 41.7% in the 4th quarter. D.A. Davidson & CO. now owns 3,970 shares of the company’s stock valued at $540,000 after buying an additional 1,169 shares during the period. Kestra Private Wealth Services LLC increased its position in shares of Datadog by 149.9% in the 4th quarter. Kestra Private Wealth Services LLC now owns 10,270 shares of the company’s stock valued at $1,397,000 after buying an additional 6,160 shares in the last quarter. Finally, Sanctuary Advisors LLC raised its stake in Datadog by 6.1% during the 4th quarter. Sanctuary Advisors LLC now owns 21,290 shares of the company’s stock worth $2,895,000 after buying an additional 1,230 shares during the period. 78.29% of the stock is owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts have the consensus view of “Moderate Buy” on Datadog, supporting demand from momentum and buy-side conviction. Article Title
• Positive Sentiment: Customer win: THE ICONIC announced it is using Datadog to boost platform reliability — a tangible reference customer that reinforces recurring revenue and product adoption narratives. Article Title
• Positive Sentiment: Coverage and analysis highlighting Datadog’s position as a high-growth SaaS/AI monitoring play are circulating — narratives around AI tooling and monitoring can lift multiple-period growth expectations. Article Title
• Neutral Sentiment: BMO lowered its price target from $215 to $170 but kept an “outperform” rating — that reduces upside expectations versus prior targets but still implies significant upside from current levels. Article Title
• Neutral Sentiment: Daiwa issued a new rating on DDOG (details in the release); fresh analyst coverage can change short-term flows depending on the stance. Article Title
• Neutral Sentiment: Commentary that bullish structured notes or investor positioning reflects an apparent shift toward embedding AI into Datadog’s platform — this signals strategic direction but is not immediate revenue proof. Article Title
• Negative Sentiment: Scotiabank cut its price target (to $180 from $217) and issued a more cautious near‑term outlook in separate notes — price-target cuts can pressure sentiment even when coverage remains constructive about AI exposure. Article Title
• Negative Sentiment: High valuation: DDOG still trades at elevated multiples (P/E well into the hundreds), which increases sensitivity to any guidance/estimate misses or analyst downgrades. No link
• Neutral Sentiment: Reported short-interest data appears anomalous (zero / NaN) and should not be read as a genuine change in sentiment until corrected — ignore until sources confirm. No link

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.