Datadog (NASDAQ:DDOG) Price Target Lowered to $178.00 at Rosenblatt Securities

Key Points

• Rosenblatt cut Datadog's price target to $178 (from $185) but kept a "buy" rating, implying roughly a 34.65% upside from the stock's current level.
• Several brokers have also trimmed targets recently (Jefferies $160, BofA $170, Cantor $150, Sanford $167), leaving a MarketBeat consensus of Moderate Buy and an average analyst target around $177.
• Datadog beat the latest quarter (EPS $0.59 vs $0.55; revenue $953.2M vs $916.5M) and issued FY2026 EPS guidance of $2.08–2.16, but insiders sold about 594,639 shares (~$72.2M) in the past 90 days.

Datadog (NASDAQ:DDOG - Get Free Report) had its target price decreased by equities research analysts at Rosenblatt Securities from $185.00 to $178.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. Rosenblatt Securities' target price would indicate a potential upside of 34.65% from the stock's current price.

Several other research analysts have also issued reports on the stock. Jefferies Financial Group decreased their price target on shares of Datadog from $180.00 to $160.00 and set a "buy" rating for the company in a research note on Friday, February 6th. Bank of America decreased their price target on shares of Datadog from $215.00 to $170.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Citizens Jmp reiterated a "market perform" rating on shares of Datadog in a research note on Wednesday, February 11th. Cantor Fitzgerald reduced their price objective on shares of Datadog from $220.00 to $150.00 and set an "overweight" rating for the company in a research note on Friday, February 6th. Finally, Sanford C. Bernstein reduced their price objective on shares of Datadog from $180.00 to $167.00 and set an "outperform" rating for the company in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Datadog currently has a consensus rating of "Moderate Buy" and an average price target of $177.03.

Datadog Stock Down 1.3%

Shares of Datadog stock opened at $132.19 on Friday. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The company has a 50-day moving average of $121.30 and a 200 day moving average of $137.24. The firm has a market cap of $46.61 billion, a price-to-earnings ratio of 426.42, a PEG ratio of 48.49 and a beta of 1.29. Datadog has a 1 year low of $98.01 and a 1 year high of $201.69.

Datadog (NASDAQ:DDOG - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog's quarterly revenue was up 29.2% compared to the same quarter last year. During the same period last year, the business earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, sell-side analysts anticipate that Datadog will post 0.32 earnings per share for the current fiscal year.

Insider Buying and Selling at Datadog

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the firm's stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $131.47, for a total transaction of $2,629,400.00. Following the completion of the sale, the director directly owned 1,640 shares in the company, valued at approximately $215,610.80. This trade represents a 92.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of Datadog stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $130.84, for a total transaction of $5,655,428.16. Following the completion of the sale, the chief technology officer owned 531,311 shares of the company's stock, valued at $69,516,731.24. This represents a 7.52% 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. In the last ninety days, insiders sold 594,639 shares of company stock worth $72,214,894. 6.67% of the stock is owned by corporate insiders.

Institutional Trading of Datadog

Large investors have recently made changes to their positions in the stock. Rothschild Investment LLC grew its stake in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company's stock worth $25,000 after acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. grew its stake in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock worth $27,000 after acquiring an additional 145 shares during the period. Westside Investment Management Inc. grew its stake in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock worth $27,000 after acquiring an additional 75 shares during the period. JPL Wealth Management LLC bought a new stake in shares of Datadog in the third quarter worth approximately $27,000. Finally, Hazlett Burt & Watson Inc. bought a new stake in shares of Datadog in the third quarter worth approximately $28,000. 78.29% of the stock is currently owned by institutional investors.

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.

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