Research Analysts Set Expectations for Datadog Q2 Earnings

Datadog, Inc. (NASDAQ:DDOG) – Stock analysts at Wedbush dropped their Q2 2025 earnings per share estimates for shares of Datadog in a research note issued on Wednesday, May 7th. Wedbush analyst D. Ives now forecasts that the company will earn $0.04 per share for the quarter, down from their previous estimate of $0.07. Wedbush has a “Outperform” rating and a $140.00 price target on the stock. The consensus estimate for Datadog’s current full-year earnings is $0.34 per share. Wedbush also issued estimates for Datadog’s Q3 2025 earnings at $0.03 EPS, Q4 2025 earnings at $0.02 EPS, FY2025 earnings at $0.21 EPS, Q1 2026 earnings at $0.01 EPS, Q2 2026 earnings at $0.04 EPS, Q3 2026 earnings at $0.06 EPS, Q4 2026 earnings at $0.11 EPS and FY2026 earnings at $0.24 EPS.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, May 6th. The company reported $0.46 earnings per share for the quarter, beating the consensus estimate of $0.42 by $0.04. The firm had revenue of $761.55 million for the quarter, compared to analysts’ expectations of $741.73 million. Datadog had a return on equity of 8.28% and a net margin of 6.85%. The company’s revenue was up 24.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.44 EPS.

Other equities analysts have also recently issued reports about the company. Truist Financial lowered their price target on Datadog from $140.00 to $120.00 and set a “hold” rating on the stock in a report on Monday, March 31st. Wells Fargo & Company lowered their price target on Datadog from $140.00 to $115.00 and set an “equal weight” rating on the stock in a report on Wednesday, May 7th. JMP Securities reaffirmed a “market perform” rating on shares of Datadog in a report on Friday, February 14th. Barclays raised their target price on Datadog from $125.00 to $128.00 and gave the stock an “overweight” rating in a report on Tuesday, May 6th. Finally, Scotiabank set a $130.00 target price on Datadog and gave the stock an “outperform” rating in a report on Wednesday, May 7th. Seven analysts have rated the stock with a hold rating and twenty-four have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $141.54.

Datadog Price Performance

NASDAQ DDOG opened at $117.31 on Monday. The business’s fifty day moving average price is $100.29 and its 200-day moving average price is $125.70. The stock has a market capitalization of $40.21 billion, a price-to-earnings ratio of 230.02, a PEG ratio of 44.03 and a beta of 1.12. Datadog has a 1-year low of $81.63 and a 1-year high of $170.08.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Allworth Financial LP grew its position in Datadog by 7.7% in the fourth quarter. Allworth Financial LP now owns 1,043 shares of the company’s stock worth $146,000 after acquiring an additional 75 shares in the last quarter. Spire Wealth Management grew its position in Datadog by 21.4% in the fourth quarter. Spire Wealth Management now owns 453 shares of the company’s stock worth $65,000 after acquiring an additional 80 shares in the last quarter. Avior Wealth Management LLC grew its position in Datadog by 55.9% in the fourth quarter. Avior Wealth Management LLC now owns 226 shares of the company’s stock worth $32,000 after acquiring an additional 81 shares in the last quarter. Farther Finance Advisors LLC grew its position in Datadog by 5.2% in the fourth quarter. Farther Finance Advisors LLC now owns 1,853 shares of the company’s stock worth $265,000 after acquiring an additional 92 shares in the last quarter. Finally, Parkside Financial Bank & Trust grew its position in Datadog by 16.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 663 shares of the company’s stock worth $95,000 after acquiring an additional 94 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Activity

In other news, CEO Olivier Pomel sold 107,365 shares of the firm’s stock in a transaction dated Friday, March 7th. The stock was sold at an average price of $109.56, for a total transaction of $11,762,909.40. Following the completion of the transaction, the chief executive officer now owns 435,793 shares in the company, valued at $47,745,481.08. This trade represents a 19.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CTO Alexis Le-Quoc sold 127,105 shares of the firm’s stock in a transaction dated Wednesday, March 12th. The shares were sold at an average price of $102.15, for a total value of $12,983,775.75. Following the transaction, the chief technology officer now owns 371,865 shares of the company’s stock, valued at approximately $37,986,009.75. The trade was a 25.47% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 559,867 shares of company stock worth $57,550,902 over the last 90 days. Corporate insiders own 11.78% of the company’s stock.

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.