Q4 EPS Estimates for Datadog Lifted by Capital One Financial

Datadog, Inc. (NASDAQ:DDOG) – Equities researchers at Capital One Financial lifted their Q4 2025 earnings per share (EPS) estimates for shares of Datadog in a research report issued to clients and investors on Wednesday, January 15th. Capital One Financial analyst C. Murphy now forecasts that the company will post earnings per share of $0.23 for the quarter, up from their prior forecast of $0.21. The consensus estimate for Datadog’s current full-year earnings is $0.53 per share.

A number of other research firms have also recently issued reports on DDOG. Loop Capital lifted their target price on shares of Datadog from $160.00 to $200.00 and gave the company a “buy” rating in a research note on Monday, December 23rd. Mizuho upped their price objective on shares of Datadog from $155.00 to $170.00 and gave the stock an “outperform” rating in a report on Friday, December 13th. Stifel Nicolaus raised their target price on Datadog from $141.00 to $165.00 and gave the company a “buy” rating in a report on Wednesday, December 18th. BNP Paribas started coverage on Datadog in a research note on Tuesday, October 8th. They set an “outperform” rating and a $150.00 price target for the company. Finally, Macquarie began coverage on Datadog in a report on Thursday, December 12th. They set an “outperform” rating and a $200.00 price objective on the stock. One equities research analyst has rated the stock with a sell rating, three have assigned a hold rating, twenty-six have given a buy rating and two have issued a strong buy rating to the stock. Based on data from MarketBeat, Datadog currently has an average rating of “Moderate Buy” and a consensus price target of $156.97.

Datadog Stock Performance

Shares of NASDAQ DDOG opened at $136.79 on Thursday. The business has a 50 day simple moving average of $145.61 and a 200 day simple moving average of $128.51. Datadog has a 52 week low of $98.80 and a 52 week high of $170.08. The stock has a market cap of $46.47 billion, a price-to-earnings ratio of 258.10, a PEG ratio of 16.31 and a beta of 1.14.

Insider Buying and Selling at Datadog

In other news, Director Matthew Jacobson sold 3,393 shares of Datadog stock in a transaction dated Monday, November 11th. The shares were sold at an average price of $125.03, for a total transaction of $424,226.79. Following the sale, the director now directly owns 695,086 shares in the company, valued at approximately $86,906,602.58. The trade was a 0.49 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Amit Agarwal sold 25,000 shares of the stock in a transaction dated Wednesday, January 8th. The stock was sold at an average price of $141.12, for a total transaction of $3,528,000.00. Following the completion of the transaction, the director now directly owns 195,667 shares of the company’s stock, valued at $27,612,527.04. This trade represents a 11.33 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 609,763 shares of company stock valued at $87,543,649 in the last quarter. Corporate insiders own 11.78% of the company’s stock.

Institutional Investors Weigh In On Datadog

A number of institutional investors have recently added to or reduced their stakes in DDOG. Pathstone Holdings LLC lifted its position in shares of Datadog by 0.4% during the 3rd quarter. Pathstone Holdings LLC now owns 23,152 shares of the company’s stock worth $2,664,000 after buying an additional 91 shares during the period. GAMMA Investing LLC raised its stake in Datadog by 19.5% during the third quarter. GAMMA Investing LLC now owns 563 shares of the company’s stock worth $65,000 after acquiring an additional 92 shares in the last quarter. Parallel Advisors LLC lifted its holdings in shares of Datadog by 3.5% during the second quarter. Parallel Advisors LLC now owns 3,076 shares of the company’s stock valued at $399,000 after acquiring an additional 105 shares during the period. Meeder Asset Management Inc. lifted its holdings in shares of Datadog by 66.5% during the third quarter. Meeder Asset Management Inc. now owns 288 shares of the company’s stock valued at $33,000 after acquiring an additional 115 shares during the period. Finally, Hudock Inc. boosted its stake in shares of Datadog by 3.3% in the 3rd quarter. Hudock Inc. now owns 3,596 shares of the company’s stock valued at $414,000 after purchasing an additional 116 shares in the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

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.