Datadog, Inc. (NASDAQ:DDOG) Given Consensus Rating of “Moderate Buy” by Brokerages

Datadog, Inc. (NASDAQ:DDOG) has been given an average recommendation of “Moderate Buy” by the forty-four research firms that are covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, one has assigned a hold rating, forty have given a buy rating and one has issued a strong buy rating on the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $220.1667.

Several equities analysts recently weighed in on the stock. Guggenheim increased their price target on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Benchmark restated a “buy” rating on shares of Datadog in a research report on Thursday, May 7th. Daiwa Securities Group increased their price target on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Robert W. Baird set a $210.00 price target on shares of Datadog in a research report on Friday, May 8th. Finally, KeyCorp increased their price target on shares of Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research report on Friday, May 8th.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bank of America raised its price target on Datadog to $280 from $260 and reiterated a Buy rating, implying meaningful upside from recent trading levels. Benzinga article
• Positive Sentiment: Multiple analyst-writeups this morning highlighted Datadog as a buy candidate, reinforcing the view that Wall Street remains constructive on the company’s growth outlook. Zacks article
• Neutral Sentiment: A Yahoo Finance preview says investors should “mark their calendars for June 9,” suggesting an upcoming catalyst or event that could move the stock, though the article details are not yet clear. Yahoo Finance article
• Neutral Sentiment: Recent commentary has emphasized Datadog’s strong year-to-date rally and improved growth narrative after its beat-and-raise earnings report, which continues to support the stock’s premium valuation. Seeking Alpha article
• Negative Sentiment: Insider selling has been a drag on sentiment: Director Titilope Cole sold 5,131 shares, cutting her stake by more than 80%, adding to a cluster of recent executive sales at Datadog. SEC filing

Datadog Stock Performance

Shares of DDOG stock opened at $231.68 on Thursday. The firm has a 50-day moving average of $169.25 and a 200-day moving average of $145.42. The company has a market cap of $82.47 billion, a P/E ratio of 609.70, a P/E/G ratio of 25.07 and a beta of 1.56. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog has a one year low of $98.01 and a one year high of $278.70.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities research analysts forecast that Datadog will post 0.61 EPS for the current fiscal year.

Insider Activity at Datadog

In related news, Director Matthew Jacobson sold 52,832 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the completion of the transaction, the director owned 622,726 shares in the company, valued at approximately $117,869,577.28. This represents a 7.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the transaction, the chief technology officer owned 531,311 shares of the company’s stock, valued at approximately $144,011,846.55. The trade was a 9.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,092,745 shares of company stock worth $208,588,211 in the last ninety days. Corporate insiders own 6.48% of the company’s stock.

Hedge Funds Weigh In On Datadog

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Parallel Advisors LLC boosted its position in Datadog by 12.5% during the first quarter. Parallel Advisors LLC now owns 9,730 shares of the company’s stock worth $1,149,000 after purchasing an additional 1,082 shares during the period. Glenmede Trust Co. NA boosted its position in Datadog by 15.6% during the first quarter. Glenmede Trust Co. NA now owns 8,346 shares of the company’s stock worth $985,000 after purchasing an additional 1,126 shares during the period. Groupe la Francaise boosted its position in Datadog by 20.4% during the first quarter. Groupe la Francaise now owns 93,982 shares of the company’s stock worth $11,063,000 after purchasing an additional 15,907 shares during the period. Western Wealth Management LLC bought a new position in Datadog during the first quarter worth about $65,000. Finally, Janus Henderson Group PLC boosted its position in Datadog by 22.8% during the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after purchasing an additional 1,439,082 shares during the period. Institutional investors own 78.29% of the company’s stock.

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.