FY2025 Earnings Estimate for Datadog Issued By KeyCorp

Datadog, Inc. (NASDAQ:DDOG) – Analysts at KeyCorp issued their FY2025 earnings per share estimates for Datadog in a research report issued on Monday, January 12th. KeyCorp analyst E. Heath forecasts that the company will post earnings per share of $0.41 for the year. KeyCorp currently has a “Overweight” rating and a $170.00 target price 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 Q3 2026 earnings at $0.22 EPS.

A number of other brokerages also recently weighed in on DDOG. Capital One Financial boosted their target price on Datadog from $149.00 to $179.00 in a research note on Thursday, October 16th. Royal Bank Of Canada cut their price objective on Datadog from $216.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. CIBC upgraded Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 price objective for the company in a research note on Friday, November 7th. Needham & Company LLC lifted their target price on Datadog from $175.00 to $220.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Finally, Macquarie increased their price target on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Thirty-two investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $198.82.

Datadog Stock Performance

Shares of DDOG stock opened at $122.41 on Thursday. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. The company has a market cap of $42.93 billion, a P/E ratio of 394.87, a P/E/G ratio of 22.67 and a beta of 1.26. Datadog has a one year low of $81.63 and a one year high of $201.69. The firm has a 50-day moving average of $152.67 and a 200-day moving average of $146.59.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. The business had revenue of $885.65 million during the quarter, compared to analyst estimates of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.Datadog’s quarterly revenue was up 28.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.46 EPS. 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 Buying and Selling at Datadog

In other Datadog news, CFO David M. Obstler sold 12,513 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total transaction of $1,984,561.80. Following the sale, the chief financial officer owned 374,138 shares in the company, valued at $59,338,286.80. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $154.61, for a total value of $1,240,436.03. Following the completion of the transaction, the chief operating officer owned 165,197 shares of the company’s stock, valued at approximately $25,541,108.17. This trade represents a 4.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,074,988 shares of company stock worth $193,329,916. Company insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Datadog

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its stake 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 in the last quarter. State Street Corp grew its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after buying an additional 7,091,075 shares in the last quarter. Norges Bank bought a new position in Datadog in the 2nd quarter worth about $347,728,000. Invesco Ltd. boosted its position in shares of 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 acquiring an additional 2,216,402 shares during the last quarter. Finally, Dragoneer Investment Group LLC boosted its position in shares of Datadog by 729.5% during the 2nd quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock valued at $302,855,000 after acquiring an additional 1,982,763 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp published a set of detailed earnings-model updates and maintains an “Overweight” rating with a $170 price target, raising multi-quarter and multi-year EPS forecasts (FY2025 ~$0.41, FY2026 ~$0.65 and quarterly guides). That raises expectations above the current consensus full-year estimate (~$0.34) and supports a re-rating if growth and margin trends hold.
• Positive Sentiment: Bullish analyst/opinion coverage — a Seeking Alpha piece argues Datadog is a strong buy again, highlighting long-term cloud/observability demand and potential upside from product-led expansion. Article Title
• Positive Sentiment: Options/flow signals: Benzinga reports elevated “whale” options activity on Datadog, which can reflect informed bullish positioning or short-term speculative interest that could amplify upside if catalysts materialize. Article Title
• Neutral Sentiment: ETF exposure: Datadog is a holding in cloud-focused ETFs (e.g., Fidelity Cloud Computing ETF – FCLD), which provides steady institutional demand but limits company-specific flow volatility. ETF inclusion is supportive over time but not an immediate catalyst. Article Title
• Negative Sentiment: Near-term price pressure: A Zacks note highlighted that Datadog fell more than the broader market in the latest session, reflecting short-term profit-taking and momentum weakening; the stock is trading well below its 50-day and 200-day moving averages, which can attract technical selling. Article Title

About Datadog

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.