KeyCorp Weighs in on Datadog's Q4 Earnings (NASDAQ:DDOG)

Key Points

• KeyCorp forecasts Q4‑2025 EPS of $0.14 and FY2026 EPS of $0.65, maintaining an Overweight rating on Datadog with a $170 price target.
• Other analysts have pushed targets into the $215–$225 range (consensus target ~$198.82) and most ratings are Buy, but coverage is polarized—Goldman Sachs initiated a Sell at $113—creating potential near‑term volatility.
• Datadog recently beat quarterly EPS and revenue and set FY2025 guidance of $2.00–$2.02, yet heavy insider selling (~1.07M shares worth ~$193M in the last 90 days) and the stock trading well below its 52‑week high add a cautionary signal.

Datadog, Inc. (NASDAQ:DDOG - Free Report) - Analysts at KeyCorp issued their Q4 2025 EPS estimates for shares of Datadog in a research report issued on Monday, January 12th. KeyCorp analyst E. Heath forecasts that the company will earn $0.14 per share for the quarter. KeyCorp has a "Overweight" rating and a $170.00 price target on the stock. The consensus estimate for Datadog's current full-year earnings is $0.34 per share. KeyCorp also issued estimates for Datadog's Q1 2026 earnings at $0.08 EPS, Q2 2026 earnings at $0.12 EPS, Q4 2026 earnings at $0.23 EPS and FY2026 earnings at $0.65 EPS.

Several other analysts have also issued reports on DDOG. Robert W. Baird upped their target price on Datadog from $165.00 to $220.00 and gave the stock an "outperform" rating in a research note on Friday, November 7th. Cowen reaffirmed a "buy" rating on shares of Datadog in a research note on Thursday, November 6th. Needham & Company LLC lifted their price target on Datadog from $175.00 to $220.00 and gave the company a "buy" rating in a research report on Thursday, November 6th. DA Davidson boosted their price objective on shares of Datadog from $180.00 to $225.00 and gave the stock a "buy" rating in a research note on Friday, November 7th. Finally, Bank of America lifted their price objective on Datadog from $180.00 to $215.00 and gave the company a "buy" rating in a research note on Friday, November 7th. Thirty-two analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, Datadog has an average rating of "Moderate Buy" and a consensus target price of $198.82.

Datadog Stock Down 0.8%

Shares of NASDAQ:DDOG opened at $125.50 on Wednesday. The firm has a fifty day moving average of $153.32 and a 200 day moving average of $146.76. Datadog has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66. The firm has a market capitalization of $44.01 billion, a PE ratio of 404.84, a price-to-earnings-growth ratio of 23.46 and a beta of 1.26.

Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.10. The company had revenue of $885.65 million for the quarter, compared to analysts' expectations of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. Datadog's revenue for the quarter was up 28.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS.

Insider Transactions at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the sale, the chief technology officer directly owned 395,661 shares of the company's stock, valued at approximately $78,336,921.39. This represents a 11.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Olivier Pomel sold 100,754 shares of the company's stock in a transaction on Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the completion of the transaction, the chief executive officer owned 533,358 shares of the company's stock, valued at approximately $96,633,802.44. The trade was a 15.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,074,988 shares of company stock valued at $193,329,916 in the last 90 days. Insiders own 8.70% of the company's stock.

Institutional Trading of Datadog

A number of hedge funds have recently bought and sold shares of DDOG. Callan Family Office LLC lifted its position in Datadog by 145.6% during the 2nd quarter. Callan Family Office LLC now owns 22,680 shares of the company's stock valued at $3,047,000 after acquiring an additional 13,445 shares during the period. PKO Investment Management Joint Stock Co purchased a new position in Datadog during the third quarter worth approximately $1,709,000. Munro Partners purchased a new stake in shares of Datadog in the 3rd quarter valued at $7,120,000. Vanguard Personalized Indexing Management LLC raised its position in Datadog by 30.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 24,062 shares of the company's stock worth $3,232,000 after acquiring an additional 5,609 shares during the last quarter. Finally, Yousif Capital Management LLC boosted its stake in shares of Datadog by 869.3% during the 3rd quarter. Yousif Capital Management LLC now owns 36,777 shares of the company's stock worth $5,237,000 after purchasing an additional 32,983 shares during the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp published a detailed set of quarterly and full‑year FY2026 EPS forecasts (Q4‑25: $0.14, Q1‑26: $0.08, Q2‑26: $0.12, Q4‑26: $0.23) and a FY2026 view of $0.65, keeping an "Overweight" rating and a $170 price target — a clear bullish analyst signal supporting higher valuations.
• Positive Sentiment: Morgan Stanley upgraded Datadog to Overweight, a supportive institutional vote that can attract buyers and help lift sentiment. Morgan Stanley upgrades Datadog (DDOG)
• Positive Sentiment: Options flow shows large/whale bets on Datadog, which often signals directional conviction from institutional or large retail traders and can amplify intraday moves. This Is What Whales Are Betting On Datadog
• Positive Sentiment: Datadog was listed among "top high growth stocks" in recent coverage, which can increase visibility and attract momentum buyers. Top high growth stocks | UPST, CRWD, DDOG, NET, SNOW, SOFI, ZS, SE
• Neutral Sentiment: Reported short‑interest data appears unreliable/garbled (shows 0 shares / NaN increase). Ignore that figure until an accurate update is published — current data doesn’t provide a clear short‑pressure signal.
• Negative Sentiment: Goldman Sachs initiated coverage with a "Sell" and a $113 price target, flagging competitive pressures and providing a headline downside catalyst that can pressure the stock and prompt some investors to pare positions. DDOG Datadog assumed with a Sell at Goldman Sachs
• Negative Sentiment: Analyst coverage is polarized (Goldman bearish on competition vs. Morgan Stanley bullish on demand), creating volatility as investors sort which thesis will dominate near‑term results. Datadog – Goldman bearish on competition, Morgan Stanley bullish on demand

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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