Datadog (NASDAQ:DDOG) Issues Q4 2025 Earnings Guidance

Datadog (NASDAQ:DDOG) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.54-0.56 for the period, compared to the consensus estimate of 0.300. The company issued revenue guidance of $912.0 million-$916.0 million, compared to the consensus revenue estimate of $884.1 million. Datadog also updated its FY 2025 guidance to 2.000-2.020 EPS.

Datadog Stock Down 1.6%

Datadog stock opened at $154.98 on Thursday. The stock has a market capitalization of $54.05 billion, a price-to-earnings ratio of 442.81, a PEG ratio of 61.63 and a beta of 1.20. The stock has a 50 day moving average of $147.78 and a two-hundred day moving average of $133.51. The company has a current ratio of 3.43, a quick ratio of 3.43 and a debt-to-equity ratio of 0.31. Datadog has a twelve month low of $81.63 and a twelve month high of $170.08.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, August 7th. The company reported $0.46 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.05. The business had revenue of $826.76 million for the quarter, compared to the consensus estimate of $791.72 million. Datadog had a net margin of 4.13% and a return on equity of 5.04%. The business’s quarterly revenue was up 28.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.43 earnings per share. As a group, research analysts expect that Datadog will post 0.34 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts recently commented on DDOG shares. Mizuho raised their price objective on shares of Datadog from $155.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Robert W. Baird set a $165.00 price objective on shares of Datadog in a research note on Wednesday, October 29th. Cibc Captl Mkts upgraded Datadog to a “hold” rating in a report on Monday. UBS Group lifted their price target on shares of Datadog from $165.00 to $189.00 and gave the stock a “buy” rating in a research note on Thursday, October 9th. Finally, Scotiabank restated an “outperform” rating on shares of Datadog in a research note on Friday, August 8th. Twenty-six research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus price target of $166.10.

Insider Activity

In other news, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction that occurred on Monday, October 13th. The stock was sold at an average price of $162.58, for a total value of $1,286,983.28. Following the completion of the sale, the director directly owned 364,449 shares in the company, valued at approximately $59,252,118.42. The trade was a 2.13% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 62,682 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $163.90, for a total transaction of $10,273,579.80. Following the sale, the chief executive officer owned 533,358 shares in the company, valued at approximately $87,417,376.20. This trade represents a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,512,446 shares of company stock valued at $207,641,627 over the last three months. Company insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

Several hedge funds and other institutional investors have recently made changes to their positions in DDOG. Geneos Wealth Management Inc. grew its position in Datadog by 17.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after buying an additional 115 shares in the last quarter. Brighton Jones LLC bought a new position in Datadog during the fourth quarter valued at about $209,000. CTC Alternative Strategies Ltd. acquired a new stake in Datadog in the 2nd quarter valued at about $228,000. Bison Wealth LLC acquired a new stake in Datadog in the 4th quarter valued at about $228,000. Finally, Massar Capital Management LP acquired a new position in Datadog in the second quarter worth approximately $298,000. 78.29% of the stock is currently 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.