Key Points
- Director Shardul Shah sold 7,916 Datadog shares on Jan. 13 at an average price of $124.89 for about $988,629, trimming his stake by 2.27% to 340,701 shares (≈$42.55M).
- Datadog beat quarterly estimates, reporting $0.55 EPS vs. $0.45 expected and revenue of $885.65M (up 28.4% YoY), and set FY2025 guidance of $2.00–$2.02 EPS.
- The stock trades with a market cap of about $42.4B and a high P/E (~390), while analysts maintain a consensus "Moderate Buy" (33 Buys/5 Holds/2 Sells) with an average price target of $197.89.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the sale, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.
Datadog Stock Down 1.3%
Shares of DDOG opened at $120.86 on Friday. The stock has a market cap of $42.38 billion, a price-to-earnings ratio of 389.87, a P/E/G ratio of 22.11 and a beta of 1.26. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The company has a 50-day moving average price of $151.27 and a two-hundred day moving average price of $146.41.
Datadog (NASDAQ:DDOG - Get Free Report) last released its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, beating 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 company had revenue of $885.65 million for the quarter, compared to analyst estimates of $852.77 million. During the same period in the prior year, the company posted $0.46 EPS. The company's 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 and its Q4 2025 guidance at 0.54-0.56 EPS. Equities analysts predict that Datadog, Inc. will post 0.34 EPS for the current fiscal year.
Datadog News Roundup
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while publishing updated quarterly and FY estimates that show improving EPS over FY2025–FY2026 (analyst forecasts imply earnings growth ahead). This supports the case for upside versus today’s price. KeyCorp research / MarketBeat
- Positive Sentiment: A bullish analyst piece (Seeking Alpha) reiterates why Datadog remains a long‑term buy based on product leadership and secular cloud monitoring demand — sentiment that can underpin rebounds when the stock dips. Seeking Alpha
- Neutral Sentiment: Media pieces highlight elevated analyst attention and Datadog’s strong showing in recent cloud‑monitoring earnings roundups — useful context but not new company‑specific data. MSN analysts watching MSN earnings review
- Negative Sentiment: BNP Paribas Exane trimmed its price target to $175 from $210 (keeps Outperform) — a meaningful downgrade to prior upside that can pressure sentiment despite the still‑positive rating. MarketScreener
- Negative Sentiment: An insider (director Shardul Shah) sold ~7,916 shares (~$988k) on Jan 13, modestly reducing his stake. Insider sales can be read negatively by traders even when not unusual. SEC Form 4
- Negative Sentiment: Market commentary (Zacks) flagged that Datadog underperformed the broader market recently, amplifying short‑term selling pressure. Zacks
Institutional Investors Weigh In On Datadog
A number of hedge funds have recently added to or reduced their stakes in the stock. Rothschild Investment LLC lifted its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company's stock worth $25,000 after purchasing an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. lifted its holdings in Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock worth $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. boosted its position in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the 3rd quarter valued at $27,000. Finally, Tripletail Wealth Management LLC bought a new stake in shares of Datadog during the third quarter worth $28,000. Institutional investors own 78.29% of the company's stock.
Analysts Set New Price Targets
DDOG has been the subject of a number of analyst reports. Citigroup lifted their price objective on Datadog from $170.00 to $230.00 and gave the company a "buy" rating in a report on Wednesday, November 12th. Wolfe Research dropped their target price on shares of Datadog from $240.00 to $185.00 and set an "outperform" rating for the company in a research report on Monday, December 15th. Wells Fargo & Company boosted their price target on shares of Datadog from $190.00 to $230.00 and gave the company an "overweight" rating in a research report on Friday, November 7th. Capital One Financial upped their price objective on shares of Datadog from $149.00 to $179.00 in a research note on Thursday, October 16th. Finally, Wall Street Zen raised shares of Datadog from a "hold" rating to a "buy" rating in a report on Saturday, November 15th. Thirty-three analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $197.89.
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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.
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.
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