Datadog (NASDAQ:DDOG) Receives Market Perform Rating from Citizens Jmp

Citizens Jmp restated their market perform rating on shares of Datadog (NASDAQ:DDOG) in a research note issued to investors on Wednesday,Benzinga reports.

DDOG has been the subject of a number of other research reports. Guggenheim set a $105.00 price objective on shares of Datadog in a research report on Thursday, November 6th. Rosenblatt Securities reiterated a “buy” rating and issued a $185.00 price objective on shares of Datadog in a research report on Wednesday. Moffett Nathanson restated a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Robert W. Baird set a $180.00 price target on shares of Datadog in a research report on Wednesday. Finally, JPMorgan Chase & Co. upped their target price on Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Thirty-seven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus price target of $179.50.

Datadog Stock Down 2.2%

Shares of NASDAQ:DDOG traded down $2.78 on Wednesday, hitting $124.56. 1,641,391 shares of the company’s stock were exchanged, compared to its average volume of 6,550,916. The firm’s 50-day moving average is $133.30 and its 200 day moving average is $143.94. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.66 and a current ratio of 3.38. The company has a market capitalization of $43.68 billion, a PE ratio of 403.89, a P/E/G ratio of 23.16 and a beta of 1.27. Datadog has a 1-year low of $81.63 and a 1-year high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same quarter in the prior year, the business earned $0.49 earnings per share. The company’s quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Sell-side analysts predict that Datadog will post 0.34 EPS for the current year.

Insider Transactions at Datadog

In other news, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the transaction, the director directly owned 340,701 shares of the company’s stock, valued at $42,550,147.89. The trade was a 2.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Olivier Pomel sold 11,195 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the completion of the transaction, the chief executive officer owned 518,133 shares in the company, valued at $71,466,084.69. The trade was a 2.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 538,917 shares of company stock valued at $86,804,288. Insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its stake in Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the period. State Street Corp increased its holdings in shares of Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares during the period. Norges Bank purchased a new position in shares of Datadog during the 4th quarter valued at $469,461,000. Jennison Associates LLC boosted its holdings in Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after purchasing an additional 2,316,994 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in Datadog by 119.2% during the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after purchasing an additional 2,216,402 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and upbeat metrics — Datadog reported Q4 revenue of $953M (+29% YoY) and beat EPS estimates, with strong ARR and cash flow commentary that powered the recent rally. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: AI positioning seen as an upside — Analysts and commentaries argue AI fears are overstated and Datadog’s observability/security tools should benefit from AI deployments, supporting a multi-quarter revenue runway. Datadog: AI Isn’t The Main Problem
• Positive Sentiment: Bullish analyst actions and reaffirmations — Several brokers (e.g., DA Davidson, Rosenblatt, Capital One) reiterated buy/overweight views or raised targets after results, keeping upside scenarios alive. Benzinga coverage of analyst notes
• Neutral Sentiment: Recent strong short‑term returns — The stock has had a sharp short-term rebound (an ~8.4% weekly gain and ~52% three‑year gain context), which increases the chance of near-term profit-taking and higher volatility. The 8.4% return this week takes Datadog’s shareholders three-year gains to 52%
• Neutral Sentiment: Odd/flat short‑interest data — Recent reports show anomalous short‑interest figures (zero shares reported), which muddles interpretation of potential squeeze dynamics; treat this data with caution.
• Negative Sentiment: Analyst price‑target cuts — Several shops trimmed targets (Needham, Wolfe, BTIG, Barclays, Scotiabank among others), signaling caution on valuation despite the beat; those revisions can cap near‑term upside. Benzinga coverage of analyst price-target moves
• Negative Sentiment: Sector AI fear & rotation — Broader AI‑driven software volatility and headlines about AI disruption have created a pullback in the group, which pressured Datadog after its post‑earnings surge. AI disruption fears create buying chance in US software stocks, strategists say

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.