Datadog (NASDAQ:DDOG) Releases FY 2025 Earnings Guidance

Datadog (NASDAQ:DDOG) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.000-2.020 for the period, compared to the consensus estimate of 1.230. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.3 billion. Datadog also updated its Q4 2025 guidance to 0.54-0.56 EPS.

Analyst Ratings Changes

Several research analysts have commented on the company. Canaccord Genuity Group lifted their target price on Datadog from $160.00 to $185.00 and gave the stock a “buy” rating in a report on Monday. Morgan Stanley lifted their target price on Datadog from $115.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 10th. Mizuho lifted their target price on Datadog from $155.00 to $170.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Monness Crespi & Hardt lifted their target price on Datadog from $160.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, August 7th. Finally, Cowen reaffirmed a “buy” rating on shares of Datadog in a report on Friday, October 17th. Twenty-six equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $166.10.

Datadog Stock Performance

DDOG stock opened at $154.98 on Thursday. The stock has a 50-day moving average price of $147.78 and a 200-day moving average price of $133.51. Datadog has a 1-year low of $81.63 and a 1-year high of $170.08. The company has a current ratio of 3.43, a quick ratio of 3.43 and a debt-to-equity ratio of 0.31. The firm has a market cap of $54.05 billion, a PE ratio of 442.81, a price-to-earnings-growth ratio of 61.63 and a beta of 1.20.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, August 7th. The company reported $0.46 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.05. Datadog had a return on equity of 5.04% and a net margin of 4.13%.The firm had revenue of $826.76 million during the quarter, compared to analyst estimates of $791.72 million. During the same period last year, the company posted $0.43 EPS. The business’s quarterly revenue was up 28.1% on a year-over-year basis. As a group, equities research analysts expect that Datadog will post 0.34 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Amit Agarwal sold 45,444 shares of the business’s stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $150.08, for a total value of $6,820,235.52. Following the completion of the sale, the director directly owned 1,640 shares of the company’s stock, valued at $246,131.20. The trade was a 96.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Olivier Pomel sold 62,682 shares of the business’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $163.90, for a total value of $10,273,579.80. Following the completion of the sale, the chief executive officer directly owned 533,358 shares of the company’s stock, valued at $87,417,376.20. The trade was a 10.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,512,446 shares of company stock worth $207,641,627 over the last three months. Insiders own 8.70% of the company’s stock.

Institutional Trading of Datadog

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. AQR Capital Management LLC increased its position in Datadog by 99.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock valued at $247,983,000 after buying an additional 923,038 shares in the last quarter. Ameriprise Financial Inc. increased its position in Datadog by 57.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,769,943 shares of the company’s stock valued at $237,758,000 after buying an additional 647,623 shares in the last quarter. Raymond James Financial Inc. increased its position in Datadog by 4.3% in the 2nd quarter. Raymond James Financial Inc. now owns 1,368,792 shares of the company’s stock valued at $183,870,000 after buying an additional 56,396 shares in the last quarter. Canada Pension Plan Investment Board increased its position in Datadog by 116.5% in the 2nd quarter. Canada Pension Plan Investment Board now owns 596,115 shares of the company’s stock valued at $80,076,000 after buying an additional 320,774 shares in the last quarter. Finally, California State Teachers Retirement System increased its position in Datadog by 2.8% in the 2nd quarter. California State Teachers Retirement System now owns 429,087 shares of the company’s stock valued at $57,639,000 after buying an additional 11,799 shares in the last quarter. 78.29% of the stock is owned by institutional investors.

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.