Datadog (NASDAQ:DDOG) Stock Price Expected to Rise, Monness Crespi & Hardt Analyst Says

Datadog (NASDAQ:DDOG) had its price objective upped by equities research analysts at Monness Crespi & Hardt from $255.00 to $270.00 in a research note issued on Thursday,MarketScreener reports. Monness Crespi & Hardt’s target price would suggest a potential upside of 41.12% from the stock’s previous close.

Several other brokerages also recently commented on DDOG. KeyCorp upped their price objective on Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research report on Friday. Cantor Fitzgerald cut their price objective on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Evercore reaffirmed an “outperform” rating and issued a $225.00 price objective on shares of Datadog in a research report on Thursday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a research report on Monday, April 20th. Finally, Benchmark reaffirmed a “buy” rating on shares of Datadog in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Datadog currently has a consensus rating of “Moderate Buy” and a consensus target price of $206.83.

Datadog Trading Up 1.4%

Shares of NASDAQ DDOG traded up $2.60 during trading hours on Thursday, hitting $191.33. 4,105,187 shares of the company traded hands, compared to its average volume of 5,828,224. The stock has a market capitalization of $67.46 billion, a price-to-earnings ratio of 615.45, a price-to-earnings-growth ratio of 52.02 and a beta of 1.30. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The company’s 50 day moving average price is $124.41 and its 200 day moving average price is $136.98. Datadog has a 12 month low of $98.01 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, equities research analysts anticipate that Datadog will post 0.32 earnings per share for the current fiscal year.

Insider Activity

In related news, CRO Sean Michael Walters sold 1,914 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $150.00, for a total transaction of $287,100.00. Following the completion of the sale, the executive directly owned 291,267 shares in the company, valued at $43,690,050. This represents a 0.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,106 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $144.93, for a total value of $6,247,352.58. Following the sale, the chief technology officer owned 531,311 shares of the company’s stock, valued at $77,002,903.23. This trade represents a 7.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 654,018 shares of company stock worth $80,903,197 over the last ninety days. 6.67% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Datadog

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Rothschild Investment LLC raised its stake in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its stake in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the last quarter. Westside Investment Management Inc. raised its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in Datadog in the third quarter valued at about $27,000. Finally, Hazlett Burt & Watson Inc. purchased a new stake in Datadog in the third quarter valued at about $28,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q1 beat and cash‑flow strength — Revenue ≈ $1.01B (+~32% YoY) and EPS $0.60 topped estimates; management reported strong operating and free cash flow and cited expansion in $100k+ ARR customers. Q1 2026 Results
• Positive Sentiment: Guidance materially raised — Q2 EPS $0.57–$0.59 and FY‑2026 EPS $2.36–$2.44 well above consensus, the primary catalyst cited by traders and analysts. Guidance raise
• Positive Sentiment: Analyst re‑ratings and price‑target lifts amplified flows — multiple firms (e.g., Wedbush, BTIG, Citizens JMP, Needham/Mizuho/Rosenblatt coverage) raised targets/ratings after the print, supporting momentum. Analyst reactions
• Positive Sentiment: Product & GTM catalysts — new product rollouts (AI/security agents, GPU monitoring, MCP Server) and FedRAMP High certification open higher‑security federal deals. FedRAMP certification
• Neutral Sentiment: Unusually large options and call buying (tens of thousands of calls) and elevated volume amplified the move — this can magnify intraday gains but also increase short‑term volatility. Options flow
• Neutral Sentiment: Media and momentum trading are sustaining upside in the short term; watch upcoming commentary on bookings, renewal/expansion rates and AI/security inference revenue for confirmation.
• Negative Sentiment: Insider selling via pre‑arranged Rule 10b5‑1 plans — CTO, General Counsel, CRO and a director have sold shares recently; while often planned, these large disclosures can be read as profit‑taking. SEC Form 4 (CTO sale)
• Negative Sentiment: Valuation is extended — very high forward P/E and a premium multiple mean the stock is sensitive to any slowing in growth or weaker forward commentary; profit‑taking risk is elevated after the run.

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.