Datadog (NASDAQ:DDOG) Earns Buy Rating from Analysts at Benchmark

04 Apr 2026, 07:50 by Tristan Rich · The Markets Daily

Benchmark initiated coverage on shares of Datadog (NASDAQ:DDOG – Free Report) in a research report report published on Wednesday morning,MarketScreener reports. The firm issued a buy rating on the stock.

Several other research analysts have also recently commented on the company. Jefferies Financial Group cut their price target on Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. DA Davidson restated a “buy” rating and set a $225.00 price objective on shares of Datadog in a report on Tuesday, February 17th. Daiwa Securities Group initiated coverage on Datadog in a research report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 target price on the stock. Rosenblatt Securities reiterated a “buy” rating and set a $185.00 target price on shares of Datadog in a research note on Wednesday, February 11th. Finally, Robert W. Baird set a $180.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Datadog presently has an average rating of “Moderate Buy” and a consensus price target of $179.62.

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Datadog Stock Performance

Datadog stock opened at $120.36 on Wednesday. Datadog has a 12-month low of $81.63 and a 12-month high of $201.69. The company has a market capitalization of $42.44 billion, a price-to-earnings ratio of 388.26, a price-to-earnings-growth ratio of 33.08 and a beta of 1.29. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The firm’s fifty day moving average price is $121.97 and its 200 day moving average price is $140.29.

Datadog (NASDAQ:DDOG – Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, research analysts forecast that Datadog will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CTO Alexis Le-Quoc sold 32,418 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $127.75, for a total transaction of $4,141,399.50. Following the completion of the transaction, the chief technology officer owned 437,257 shares of the company’s stock, valued at approximately $55,859,581.75. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $120.53, for a total transaction of $2,410,600.00. Following the completion of the sale, the director directly owned 1,640 shares in the company, valued at approximately $197,669.20. This trade represents a 92.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 480,112 shares of company stock valued at $59,418,523. 6.67% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Datadog

Several hedge funds and other institutional investors have recently made changes to their positions in DDOG. Brighton Jones LLC acquired a new position in Datadog during the 4th quarter worth $209,000. Bison Wealth LLC acquired a new position in shares of Datadog during the fourth quarter valued at $228,000. Empowered Funds LLC increased its holdings in shares of Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after purchasing an additional 672 shares during the period. Geneos Wealth Management Inc. raised its stake in shares of Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares in the last quarter. Finally, Sivia Capital Partners LLC bought a new stake in shares of Datadog during the second quarter valued at about $509,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

More Datadog News

Here are the key news stories impacting Datadog this week:

Positive Sentiment: Benchmark Research initiated coverage with bullish views, which helped lift investor sentiment and was cited in market reports as a catalyst for buying interest. Datadog (NASDAQ:DDOG) Coverage Initiated at Benchmark
Positive Sentiment: Datadog launched “Datadog Experiments,” embedding experimentation/A-B testing into its observability platform — a product expansion that could increase customer spend and stickiness if adopted. Datadog Experiments Launches to Help Teams Connect Every Product Change to Business Outcomes
Neutral Sentiment: Media pieces reiterate buy-side analyst sentiment and discuss Wall Street recommendations (consensus leans Buy), which can sustain momentum but also reflect already-elevated expectations. Brokers Suggest Investing in Datadog (DDOG): Read This Before Placing a Bet
Neutral Sentiment: Coverage pieces note renewed institutional interest and short-term price strength, signaling increased trading activity but not necessarily a fundamental shift. Datadog (NASDAQ:DDOG) Draws Institutional Interest In Nasdaq Composite
Neutral Sentiment: Price recaps note Datadog outpaced the market in the latest session, a short-term momentum signal but not new fundamental news. Datadog (DDOG) Outpaces Stock Market Gains: What You Should Know
Negative Sentiment: Director Amit Agarwal sold 20,000 shares (~$2.41M) under a pre-arranged Rule 10b5-1 plan and now holds far fewer shares — a large insider disposition that can be perceived negatively despite the trading-plan disclosure. Director Amit Agarwal sold 20,000 shares of Datadog

About Datadog

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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.