Datadog’s (DDOG) “Buy” Rating Reiterated at DA Davidson

Posted by Scott Moore on Feb 5th, 2026

DA Davidson reaffirmed their buy rating on shares of Datadog (NASDAQ:DDOG – Free Report) in a research note released on Monday morning,Benzinga reports. They currently have a $225.00 target price on the stock.

Several other brokerages also recently commented on DDOG. Guggenheim set a $105.00 price objective on shares of Datadog in a research report on Thursday, November 6th. Raymond James Financial increased their price target on shares of Datadog from $170.00 to $205.00 in a report on Thursday, November 6th. Rosenblatt Securities decreased their price objective on shares of Datadog from $200.00 to $185.00 and set a “buy” rating for the company in a report on Friday, January 30th. Royal Bank Of Canada lowered 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. Finally, Cantor Fitzgerald increased their target price on Datadog from $179.00 to $220.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Thirty-five analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Datadog has an average rating of “Moderate Buy” and a consensus target price of $188.97.

Check Out Our Latest Research Report on DDOG

Datadog Stock Down 3.3%

Shares of NASDAQ:DDOG opened at $115.71 on Monday. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The stock has a fifty day simple moving average of $137.28 and a two-hundred day simple moving average of $144.93. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The stock has a market capitalization of $40.58 billion, a price-to-earnings ratio of 373.26, a PEG ratio of 21.38 and a beta of 1.27.

Datadog (NASDAQ:DDOG – Get Free Report) last released its earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. The firm had revenue of $885.65 million for the quarter, compared to analysts’ expectations of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The company’s quarterly revenue was up 28.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.46 earnings per share. On average, research analysts anticipate that Datadog will post 0.34 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Shardul Shah sold 7,916 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total value of $988,629.24. Following the transaction, the director owned 340,701 shares in the company, valued at $42,550,147.89. This represents a 2.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Adam Blitzer sold 8,023 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total transaction of $1,240,436.03. Following the completion of the transaction, the chief operating officer directly owned 165,197 shares in the company, valued at approximately $25,541,108.17. The trade was a 4.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,028,945 shares of company stock valued at $184,544,256 over the last ninety days. 8.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Callan Family Office LLC boosted its holdings 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 bought a new stake in shares of Datadog during the third quarter worth $1,709,000. Munro Partners purchased a new position in Datadog in the 3rd quarter worth about $7,120,000. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in Datadog by 37.9% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after buying an additional 30,008 shares in the last quarter. Finally, Yousif Capital Management LLC lifted its holdings in Datadog by 869.3% during the 3rd quarter. Yousif Capital Management LLC now owns 36,777 shares of the company’s stock valued at $5,237,000 after buying an additional 32,983 shares in 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: Datadog launched Feature Flags to let engineering teams roll out and test new functionality more safely — a product expansion that can deepen customer engagement and drive incremental ARR. Datadog Launches Feature Flags To Help Engineering Teams Ship New Functionality Quickly And Reliably
Positive Sentiment: Coverage highlighting Datadog as a software/AI top pick and leader in AI for IT operations reinforces the growth narrative and could attract investors focused on AI exposure. Datadog (DDOG) seen as software top pick as AI momentum builds
Positive Sentiment: Longer-term bullish pieces project sizable upside for Datadog based on market share gains in observability and AI capabilities — supportive for investors with multi‑quarter horizons. Software Bear Market: 2 AI Stocks to Buy Before They Soar…
Neutral Sentiment: KeyCorp trimmed its price target from $170 to $155 but kept an “overweight” rating — a mixed signal (still bullish stance, but lower near‑term upside math). KeyCorp price target cut coverage
Neutral Sentiment: Press roundups note analysts are mixed on Datadog alongside peers — indicates divergent views that can increase intraday volatility. Analysts’ Opinions Are Mixed on These Technology Stocks
Neutral Sentiment: Data on short interest published today is noisy/zeroed in the report and does not provide a clear signal on new shorting pressure. (No actionable days‑to‑cover change reported.)
Negative Sentiment: Evercore ISI lowered expectations for Datadog’s stock outlook — analyst downgrades or tempered forecasts tend to trigger selling in growth names. Evercore ISI Has Lowered Expectations for Datadog
Negative Sentiment: Recent market coverage notes that DDOG has fallen more than the broader market in the latest session, reflecting immediate profit‑taking/rotation pressures. Here’s Why Datadog (DDOG) Fell More Than Broader Market
Negative Sentiment: Zacks preview suggests Datadog may not have the right setup to beat expectations in the upcoming earnings release — raises short‑term execution risk and can pressure the stock. Datadog (DDOG) Reports Next Week: Wall Street Expects Earnings Growth

About Datadog

(Get Free Report)

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.