Datadog (NASDAQ:DDOG) Issues FY 2025 Earnings Guidance

Datadog (NASDAQ:DDOG) issued an update on its FY 2025 earnings guidance on Thursday morning. 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.

Analyst Ratings Changes

Several brokerages recently weighed in on DDOG. Bank of America increased their price objective on Datadog from $180.00 to $215.00 and gave the stock a “buy” rating in a research report on Friday. Canaccord Genuity Group boosted their price target on shares of Datadog from $160.00 to $185.00 and gave the stock a “buy” rating in a report on Monday. Raymond James Financial lifted their price target on Datadog from $170.00 to $205.00 in a report on Thursday. Truist Financial raised their target price on Datadog from $140.00 to $195.00 and gave the stock a “hold” rating in a research report on Friday. Finally, Wells Fargo & Company upped their price target on Datadog from $190.00 to $230.00 and gave the company an “overweight” rating in a report on Friday. Twenty-nine analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average price target of $201.89.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $191.24 on Friday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.43 and a current ratio of 3.66. Datadog has a one year low of $81.63 and a one year high of $194.87. The firm has a market capitalization of $66.69 billion, a P/E ratio of 616.90, a PEG ratio of 74.66 and a beta of 1.20. The company’s fifty day moving average is $149.87 and its two-hundred day moving average is $134.62.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.10. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The firm had revenue of $885.65 million during the quarter, compared to the consensus estimate of $852.77 million. During the same period in the previous year, the firm posted $0.46 EPS. The company’s quarterly revenue was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS. Q4 2025 guidance at 0.54-0.56 EPS. Analysts forecast that Datadog will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In other Datadog news, Director Amit Agarwal sold 45,444 shares of Datadog stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $150.08, for a total transaction of $6,820,235.52. Following the transaction, the director directly owned 1,640 shares of the company’s stock, valued at $246,131.20. The trade was a 96.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CTO Alexis Le-Quoc sold 55,352 shares of the stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $133.83, for a total transaction of $7,407,758.16. Following the completion of the sale, the chief technology officer directly owned 438,885 shares of the company’s stock, valued at $58,735,979.55. The trade was a 11.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,510,236 shares of company stock worth $207,339,763. Corporate insiders own 8.70% of the company’s stock.

Hedge Funds Weigh In On Datadog

A number of large investors have recently bought and sold shares of DDOG. AQR Capital Management LLC grew its position in shares of Datadog by 99.8% during the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after acquiring an additional 923,038 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in Datadog by 57.7% during the second quarter. Ameriprise Financial Inc. now owns 1,769,943 shares of the company’s stock worth $237,758,000 after acquiring an additional 647,623 shares during the period. Canada Pension Plan Investment Board boosted its stake in shares of Datadog by 116.5% during the 2nd quarter. Canada Pension Plan Investment Board now owns 596,115 shares of the company’s stock worth $80,076,000 after acquiring an additional 320,774 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of Datadog by 204.4% during the second quarter. Alliancebernstein L.P. now owns 335,860 shares of the company’s stock worth $45,116,000 after purchasing an additional 225,532 shares during the period. Finally, Quantinno Capital Management LP lifted its holdings in shares of Datadog by 193.2% during the second quarter. Quantinno Capital Management LP now owns 184,376 shares of the company’s stock valued at $24,767,000 after purchasing an additional 121,488 shares during the last quarter. Institutional investors 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.