Datadog (NASDAQ:DDOG) Updates 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.

Datadog Stock Performance

DDOG stock opened at $190.82 on Friday. The firm has a 50 day simple moving average of $148.78 and a 200 day simple moving average of $133.91. Datadog has a 52 week low of $81.63 and a 52 week high of $194.87. The stock has a market cap of $66.55 billion, a P/E ratio of 545.22, a P/E/G ratio of 60.64 and a beta of 1.20. The company has a debt-to-equity ratio of 0.31, a quick ratio of 3.43 and a current ratio of 3.43.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.10. The firm had revenue of $885.65 million for the quarter, compared to analyst estimates of $852.77 million. Datadog had a net margin of 4.13% and a return on equity of 5.04%. The company’s revenue for the quarter was up 28.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.46 EPS. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS. Q4 2025 guidance at 0.54-0.56 EPS. Research analysts anticipate that Datadog will post 0.34 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

DDOG has been the subject of a number of research reports. Citigroup lifted their price objective on Datadog from $165.00 to $170.00 and gave the company a “buy” rating in a research report on Monday, August 18th. Cowen reiterated a “buy” rating on shares of Datadog in a report on Thursday. Morgan Stanley increased their price objective on Datadog from $165.00 to $180.00 and gave the stock an “equal weight” rating in a report on Friday. Robert W. Baird set a $165.00 price objective on shares of Datadog in a research report on Wednesday, October 29th. Finally, BTIG Research boosted their target price on shares of Datadog from $184.00 to $221.00 and gave the stock a “buy” rating in a research report on Thursday. Twenty-eight analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $178.24.

Insider Transactions at Datadog

In other news, CTO Alexis Le-Quoc sold 41,468 shares of the business’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $150.94, for a total value of $6,259,179.92. Following the completion of the sale, the chief technology officer directly owned 438,885 shares in the company, valued at approximately $66,245,301.90. The trade was a 8.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Shardul Shah sold 7,916 shares of the company’s stock in a transaction on Monday, October 13th. The stock was sold at an average price of $162.58, for a total transaction of $1,286,983.28. Following the sale, the director directly owned 364,449 shares of the company’s stock, valued at approximately $59,252,118.42. This represents a 2.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,510,236 shares of company stock worth $207,339,763. 8.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of DDOG. Geneos Wealth Management Inc. boosted its holdings in Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after acquiring an additional 115 shares during the period. Peapack Gladstone Financial Corp increased its stake in shares of Datadog by 4.2% in the second quarter. Peapack Gladstone Financial Corp now owns 4,940 shares of the company’s stock worth $664,000 after purchasing an additional 200 shares during the period. Voya Financial Advisors Inc. lifted its position in shares of Datadog by 12.2% during the 2nd quarter. Voya Financial Advisors Inc. now owns 2,785 shares of the company’s stock worth $368,000 after purchasing an additional 302 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in Datadog by 9.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 4,316 shares of the company’s stock valued at $580,000 after purchasing an additional 361 shares during the period. Finally, Benjamin Edwards Inc. boosted its stake in Datadog by 7.3% during the 2nd quarter. Benjamin Edwards Inc. now owns 8,633 shares of the company’s stock valued at $1,160,000 after purchasing an additional 586 shares during the period. Institutional investors and hedge funds own 78.29% 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.