Jefferies Financial Group Issues Positive Forecast for Datadog (NASDAQ:DDOG) Stock Price

Key Points

• Jefferies Financial Group raised its price target on Datadog to $170 (from $160) and kept a Buy rating, implying roughly a 16.5% upside from the current share price.
• Q1 results beat expectations: Datadog reported $0.59 EPS vs. $0.55 estimate and $953.2M revenue vs. $916.5M, with revenue up 29.2% year-over-year and FY2026 EPS guidance of 2.080–2.160.
• Significant insider selling has occurred recently, including CEO and a director selling large blocks under 10b5‑1 plans, with insiders selling ~594,639 shares (~$72.2M) in the past 90 days.

Datadog (NASDAQ:DDOG - Get Free Report) had its price objective boosted by stock analysts at Jefferies Financial Group from $160.00 to $170.00 in a research report issued to clients and investors on Tuesday,MarketScreener reports. The brokerage currently has a "buy" rating on the stock. Jefferies Financial Group's target price would indicate a potential upside of 16.49% from the company's current price.

DDOG has been the topic of a number of other reports. Citizens Jmp reissued a "market perform" rating on shares of Datadog in a report on Wednesday, February 11th. Sanford C. Bernstein reduced their price objective on shares of Datadog from $180.00 to $167.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 22nd. DA Davidson reissued a "buy" rating and issued a $225.00 target price on shares of Datadog in a report on Monday. Weiss Ratings restated a "sell (d+)" rating on shares of Datadog in a research report on Monday, April 20th. Finally, BNP Paribas Exane cut their target price on shares of Datadog from $210.00 to $175.00 and set an "outperform" rating for the company in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $177.28.

Datadog Trading Down 0.5%

Shares of DDOG stock opened at $145.94 on Tuesday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The stock has a fifty day simple moving average of $121.30 and a two-hundred day simple moving average of $136.88. The firm has a market capitalization of $51.46 billion, a PE ratio of 471.44, a PEG ratio of 50.87 and a beta of 1.30. Datadog has a 52-week low of $98.01 and a 52-week high of $201.69.

Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $916.53 million. During the same period in the previous year, the business earned $0.49 earnings per share. The business's revenue was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, analysts predict that Datadog will post 0.32 EPS for the current fiscal year.

Insider Transactions at Datadog

In other news, Director Amit Agarwal sold 20,000 shares of the stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $131.47, for a total transaction of $2,629,400.00. Following the completion of the transaction, the director directly owned 1,640 shares in the company, valued at approximately $215,610.80. This represents a 92.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 42,443 shares of the firm's stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $111.14, for a total transaction of $4,717,115.02. Following the completion of the transaction, the chief executive officer directly owned 835,679 shares of the company's stock, valued at approximately $92,877,364.06. This trade represents a 4.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 594,639 shares of company stock valued at $72,214,894 in the last ninety days. Corporate insiders own 6.67% of the company's stock.

Hedge Funds Weigh In On Datadog

A number of institutional investors and hedge funds have recently made changes to their positions in the business. PKO Investment Management Joint Stock Co purchased a new stake in Datadog during the 3rd quarter valued at $1,709,000. Hartford Investment Management Co. purchased a new position in Datadog during the third quarter worth $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its stake in Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company's stock worth $4,435,000 after buying an additional 17,860 shares during the period. Vanguard Group Inc. increased its position in Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in shares of Datadog by 37.9% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company's stock valued at $15,555,000 after acquiring an additional 30,008 shares during the period. 78.29% of the stock is owned by hedge funds and other 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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