Research
Wedbush Lifts Price Target on Datadog to $275 From $260, Keeps Outperform Rating
Datadog (DDOG) has an average rating of buy and mean price target of $288.05, according to analysts polled by FactSet.
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91 stories mentioning DDOGUpdated 2d ago
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What are analysts saying about DDOG?
Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.
- WedbushTarget raisedOutperformPrice target$275from $260
- NeedhamTarget revisedPrice target$300from $260
- Cantor FitzgeraldTarget revisedPrice target$327from $226
- Goldman SachsTarget revisedPrice target$158from $139
- JefferiesDowngradedHoldPrice target$280from $210
- UBSTarget revisedBuyPrice target$315from $220
What's the latest news on DDOG?
Insider Trading
Datadog Insider Sold Shares Worth $18,602,602, According to a Recent SEC Filing
Olivier Pomel, Director, Chief Executive Officer, on September 08, 2026, sold 89,497 shares in Datadog (DDOG) for $18,602,602. Following the Form 4 filing with the SEC, Pomel has control over a total of 586,416 Class A common shares of the company, with 586,416 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000306/xslF345X05/wk-form4_1789072462.xml
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Insider Trading
Datadog Insider Sold Shares Worth $1,193,921, According to a Recent SEC Filing
Julie Richardson, Director, on September 04, 2026, sold 5,625 shares in Datadog (DDOG) for $1,193,921. Following the Form 4 filing with the SEC, Richardson has control over a total of 3,178 Class A common shares of the company, with 3,178 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000146685726000012/xslF345X05/wk-form4_1788985931.xml
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Insider Trading
Datadog Insider Sold Shares Worth $9,882,290, According to a Recent SEC Filing
Alexis Le-Quoc, Director, Chief Technology Officer, on August 24, 2026, sold 43,224 shares in Datadog (DDOG) for $9,882,290. Following the Form 4 filing with the SEC, Le-quoc has control over a total of 509,974 Class A common shares of the company, with 509,805 shares held directly and 169 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000264/xslF345X05/wk-form4_1787776516.xml
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Wire
Market Chatter: Palo Alto Networks CEO Pursued Acquisitions of Datadog, Okta in Last 18 Months
Palo Alto Networks (PANW) chief executive officer Nikesh Arora explored acquiring Datadog (DDOG) and Okta (OKTA) over the past 18 months, as he has looked to expand the cybersecurity company's products to handle new AI threats, The Information reported Wednesday, citing two people with knowledge of the situation.After those potential deals fell through, Palo Alto bought Okta competitor CyberArk for $25 billion in February and Datadog competitor Chronosphere for $3.35 billion in January, the report said.Palo Alto Networks didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $338.53, Change: $-1.37, Percent Change: -0.40%
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Wire
Palo Alto Networks CEO Explored Acquisitions of Datadog, Okta in Last 18 Months, The Information Reports
Palo Alto Networks CEO Explored Acquisitions of Datadog, Okta in Last 18 Months, The Information Reports
$DDOG$OKTA$PANW
US Markets
Software Companies' Second-Quarter Beat Rate Accelerates Sequentially, RBC Says
Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter, driven by strength in infrastructure, security, and observability, RBC Capital Markets said in a note emailed Wednesday.Among the 54 on-quarter software companies that have reported results in the most recent cycle, the average company topped Wall Street's revenue estimates by 2.6%, up from a 2.4% beat in the first quarter, according to the brokerage. The profitability measure surpassed consensus expectations by 21.2%, compared with the first quarter's 15.7%."The biggest (second-quarter) revenue beats came from infrastructure, security, and observability while the smallest beats came from back Office, (software-as-a-service), and vertical," Matthew Hedberg, RBC's head of global technology, Internet, media, and telecommunications research, said in the note.The annual recurring revenue-to-billings ratio exceeded estimates by 3.4%, reaching the highest level in four years.Palantir Technologies (PLTR), Twilio (TWLO), Cloudflare (NET), and Xometry (XMTR) registered positive stock moves the day after results as they posted accelerated revenue beats, Hedberg said. Other companies that helped buoy sentiment were those with positive commentary on artificial intelligence tailwinds or adoption.Datadog (DDOG) and Varonis Systems (VRNS) logged share price declines post earnings as they "did not clear high bars," while HubSpot's (HUBS) stock traded lower amid reduced guidance, according to the RBC note. Meanwhile, EverCommerce (EVCM), IBM (IBM), N-able (NABL), and Pegasystems (PEGA) seem to be navigating a tough spending environment."While software stock movement has bifurcated through 2026 over perceived AI leaders/laggards, (second-quarter) showed a clear sign of bifurcating fundamentals with numerous companies seeing pressure from AI spending taking away budget or delaying decision-making," RBC analysts said.The brokerage said the full-year 2026 revenue outlook was 0.7% above consensus on average as top-line guides came in better than expected, while full-year profitability guidance topped market expectations by 2.8%.Salesforce (CRM), CrowdStrike (CRWD), Nutanix (NTNX), Okta (OKTA) and Veeva Systems (VEEV) are scheduled to report off-quarter results on Aug. 26."Similar to the (on-quarter) cohort, we expect price action for the (off-quarter) cohort to be volatile with a bifurcation in the AI haves and have not," RBC said.
$CRM$CRWD$DDOG$EVCM$HUBS$IBM$NABL$NET$NTNX$OKTA$PEGA$PLTR$TWLO$VEEV$VRNS$XMTR
Insider Trading
Datadog Insider Sold Shares Worth $13,659,167, According to a Recent SEC Filing
Alexis Le-Quoc, Director, Chief Technology Officer, on August 10, 2026, sold 53,912 shares in Datadog (DDOG) for $13,659,167. Following the Form 4 filing with the SEC, Le-Quoc has control over a total of 509,974 Class A common shares of the company, with 509,805 shares held directly and 169 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000262/xslF345X05/wk-form4_1786567696.xml
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Insider Trading
Datadog Insider Sold Shares Worth $4,696,931, According to a Recent SEC Filing
Amit Agarwal, Director, on August 06, 2026, sold 20,000 shares in Datadog (DDOG) for $4,696,931. Following the Form 4 filing with the SEC, Agarwal has control over a total of 37,252 Class A common shares of the company, with 29,071 shares held directly and 8,181 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000260/xslF345X05/wk-form4_1786395134.xml
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Insider Trading
Datadog Insider Sold Shares Worth $36,452,136, According to a Recent SEC Filing
Olivier Pomel, Director, Chief Executive Officer, on August 05, 2026, sold 127,141 shares in Datadog (DDOG) for $36,452,136. Following the Form 4 filing with the SEC, Pomel has control over a total of 612,747 Class A common shares of the company, with 612,747 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000258/xslF345X05/wk-form4_1786134806.xml
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Wire
Datadog's AI Cohort Continues to Grow Rapidly, Oppenheimer Says
Datadog's (DDOG) artificial intelligence cohort continues to grow rapidly and is diversifying, including 750 and more AI-native customers, all 10 of the largest AI companies, with eight spending $10 million and more annually, Oppenheimer said in a Thursday research note.Oppenheimer said that the company's guidance for the full year appears to be fully derisked after its largest customer OpenAI renewed in Q3 with lower usage expected, allowing better clarity on the overall business performance.The brokerage also said that the difference between the company's raised guidance for 2026 and investor expectations reflects the company's measured approach.Oppenheimer maintained the company's outperform rating with a $300 price target.Price: $235.35, Change: $+6.06, Percent Change: +2.64%
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Wire
Datadog Posts Q2 Beat as Observability, AI Demand Remain Strong, RBC Capital Markets Says
Datadog (DDOG) delivered stronger-than-expected Q2 as revenue growth accelerated and demand remained broad across its core observability business and artificial intelligence-related workloads, RBC Capital Markets said in a note Thursday.Revenue rose 35.6% from a year earlier, marking a fifth consecutive quarter of accelerating growth, the firm said, as it noted that strength was broad-based across geographies, customer sizes and industries, while growth among non-AI-native customers also accelerated.Microsoft-backed (MSFT) OpenAI renewed its contract in Q3 on terms similar to the prior agreement, though usage has begun to decline, and Datadog's management responded by making its outlook more conservative by assuming only OpenAI's minimum commitments, according to the note.The firm said the renewal helps alleviate near-term concerns, while continued growth in core observability, security, Bits AI and AI training workloads supports a multiyear growth opportunity.RBC maintained an outperform rating on Datadog, with a $280 price target.Shares of Datadog were over 3% higher in Friday trading.Price: $236.28, Change: $+6.99, Percent Change: +3.05%
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Wire
Needham Adjusts Price Target on Datadog to $300 From $260
Datadog (DDOG) has an average rating of buy and mean price target of $283.84, according to analysts polled by FactSet.Price: $235.82, Change: $+6.53, Percent Change: +2.85%
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Wire
Cantor Fitzgerald Adjusts Price Target on Datadog to $327 From $226
Datadog (DDOG) has an average rating of buy and mean price target of $283.84, according to analysts polled by FactSet.Price: $235.82, Change: $+6.53, Percent Change: +2.85%
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Wire
Goldman Sachs Adjusts Price Target on Datadog to $158 From $139
Datadog (DDOG) has an average rating of buy and mean price target of $283.84, according to analysts polled by FactSet.Price: $235.82, Change: $+6.53, Percent Change: +2.85%
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US Markets
Update: Dow Snaps Record Run Following Reports on Restrictive Hormuz Draft Plan
(Updates with market moves at the end of the day, and other changes, if any.)The Dow Jones Industrial Average retreated Thursday from record highs as oil prices rose following reports that US and Israeli ships won't be allowed to transit the Strait of Hormuz under a draft plan.The Dow shed 0.9% to 53,885.10, after notching three consecutive record closing highs. The S&P 500 fell 0.2% to 7,709.96, while the Nasdaq Composite edged down 0.1% to 26,348.35. Most sectors were in the red, led by industrials, real estate and materials, while energy saw the biggest gain.West Texas Intermediate crude oil was up 3.1% at $77.54 a barrel in Thursday late-afternoon trade, while Brent rose 4.1% to $82.74.Iran and Oman are reportedly close to finalizing a framework regarding the Strait of Hormuz. But US and Israeli ships would be blocked from moving through the strategic waterway, Iranian state news outlet Fars reported Thursday, according to CNBC.Asked about the Fars report, CNBC quoted an unnamed US official as saying that "any temporary routes will be without any impediments -- meaning no approvals or permissions and no tolls or charges."The proposed Iran-Oman agreement would not automatically reopen the strait, Iranian Deputy Foreign Minister Kazem Gharibabadi told the state-run Islamic Republic News Agency, according to CNN."The real hinge point now becomes the trajectory of US-Iran discussions, because meaningful progress is essential before disrupted energy flows can realistically resume," ING Bank said in a report Thursday.Treasury yields were higher, with the two-year rate rising 6.6 basis points to 4.25% and the 10-year rate up 5.1 basis points at 4.67%.Honeywell Aerospace's (HONA) fiscal second-quarter earnings fell year-over-year as revenue missed estimates. The stock plunged 23%, the worst performer on the S&P 500.AppLovin (APP) shares tumbled nearly 20%, the second-biggest decline on the benchmark equity index, after the mobile technology company reported a second-quarter revenue miss late Wednesday.Datadog (DDOG) followed AppLovin on the S&P 500, down 19%, even after the software maker reported a second-quarter beat and raised its full-year outlook.In economic news, US job cuts hit a two-year low in July even as downsizing in the tech sector continued, outplacement firm Challenger Gray & Christmas said. Separately, government data on Thursday showed that initial jobless claims rose less than expected for the week through Aug. 1.Data from the Bureau of Labor Statistics are likely to show Friday that the US economy added 80,000 nonfarm jobs last month, compared with a 57,000 increase reported for June, according to a Bloomberg-compiled survey. The unemployment rate is seen unchanged at 4.2%.Spot gold fell 0.2% to $4,239.52 per troy ounce, while silver declined 0.9% to $61.76 per ounce.
Dow JonesNasdaq CompositeS&P 500$APP$DDOG$HONA
US Markets
Equities Fall Intraday Amid Report on Restrictive Hormuz Draft Plan
US benchmark equity indexes fell intraday after a report claimed that a draft plan to reopen the Strait of Hormuz would likely come with restrictive conditions.The Dow Jones Industrial Average was down 0.7% at 53,946.3 after midday Thursday, while the S&P 500 fell 0.2% to 7,706.2. The Nasdaq Composite was down 0.1% to 26,344.6. On Wednesday, the Dow recorded a new all-time high.All sectors were in the red, except energy and technology.Iran and Oman are reportedly close to finalizing a framework regarding the Strait of Hormuz. But US and Israeli ships would be blocked from moving through the strategic waterway, Iranian state news outlet Fars reported Thursday, according to CNBC."The real hinge point now becomes the trajectory of US-Iran discussions, because meaningful progress is essential before disrupted energy flows can realistically resume," ING Bank said in a report Thursday.West Texas Intermediate crude oil was up 3.6% at $77.95 a barrel intraday, while Brent rose 4.4% to $82.93.Treasury yields were higher, with the two-year rate rising 6.4 basis points to 4.2% and the 10-year rate up 5.5 basis points to 4.7%.Honeywell Aerospace's (HONA) fiscal second-quarter earnings fell year-over-year as revenue missed estimates. The stock plunged 20%, the worst performer on the S&P 500.AppLovin (APP) shares tumbled 18% intraday, the second-biggest decline on the benchmark equity index, after the mobile technology company reported a second-quarter revenue miss late Wednesday.Datadog (DDOG) followed AppLovin on the S&P 500, down 16%, even after the software maker reported a second-quarter beat and raised its full-year outlook.Spot gold fell 0.1% to $4,241.80 per troy ounce, while silver declined 1.2% to $61.57 per ounce.
Dow JonesNasdaq CompositeS&P 500$APP$DDOG$HONA
Wire
Top Midday Stories: Apollo Acquires EasyJet in Deal Valued at $7.68 Billion; Honeywell Aerospace Shares Fall Following Guidance Cut
The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 and Nasdaq Composite were up slightly, as investors watch for developments in the process to reopen the Strait of Hormuz.In company news, Apollo Global Management's (APO) Eagle Bidco and EasyJet have reached an agreement through which the Apollo fund will acquire the airline for 7.15 British pounds ($9.63) per share in cash, according to a regulatory filing with the London Stock Exchange. The deal values EasyJet at 5.7 billion British pounds, according to the filing. Apollo shares were down 1.2% around midday.Honeywell Aerospace (HONA) reported fiscal Q2 adjusted EPS late Wednesday of $1.87, down from $2.75 a year earlier. Fiscal Q2 revenue was $4.52 billion, up from $4.29 billion a year ago but below the FactSet consensus of $4.61 billion. For fiscal 2026, the company expects organic growth of 4% to 5%, down from its prior outlook of 7% to 9%. Analysts polled by FactSet expect full-year revenue of $18.91 billion. Honeywell Aerospace shares were down 20.3%.Sandisk (SNDK) reported fiscal Q4 adjusted earnings late Wednesday of $39.25 per diluted share, up from $0.29 a year earlier and above the FactSet consensus of $34.96. Fiscal Q4 revenue was $8.97 billion, up from $1.90 billion a year ago and above the FactSet consensus of $8.48 billion. For fiscal Q1, the company expects adjusted EPS of $44 to $46 on revenue of $10.30 billion to $10.80 billion. Analysts polled by FactSet expect $44.72 and $10.82 billion, respectively. Sandisk also said its board approved a share buyback expansion by an additional $14 billion, bringing the total remaining authorization to $15.5 billion. Sandisk shares were down 3.2%.Alphabet (GOOG, GOOGL) has started marketing a US investment-grade bond sale in as many as 10 parts, with maturities ranging from two to 40 years, Bloomberg reported Thursday, citing a person familiar with the matter. The tech giant is seeking up to $25 billion from the sale, according to a separate Bloomberg report, which cited people familiar with the matter. Alphabet Class C and Class A shares were down 0.7% and 0.8%, respectively.SpaceX (SPCX) will build a vertically integrated semiconductor fabrication facility in Grimes County, Texas, Governor Greg Abbott said Thursday in a statement. Phase one of the Terafab project includes a capital investment of more than $16.8 billion, Abbott said. SpaceX shares were up 2.5%.Western Digital (WDC) reported fiscal Q4 non-GAAP EPS late Wednesday of $3.56, up from $1.70 a year earlier and above the FactSet consensus of $3.31. Fiscal Q4 revenue was $3.75 billion, up from $2.1 billion a year ago and above the FactSet consensus of $3.70 billion. For fiscal Q1, the company expects non-GAAP EPS of $4.00, plus or minus $0.15, and revenue of $4.1 billion, plus or minus $100 million. Analysts polled by FactSet expect $3.84 and $4.06 billion, respectively. Western Digital shares were down 8.6%.AppLovin (APP) reported Q2 EPS late Wednesday of $3.76, up from $2.39 a year earlier and matching the FactSet consensus. Second-quarter revenue was $1.92 billion, up from $1.26 billion a year ago but below the FactSet consensus of $1.94 billion. For Q3, the company expects revenue of $2.06 billion to $2.09 billion, compared to the FactSet consensus of $2.08 billion. Applovin shares were down 20.1%.Datadog (DDOG) reported Q2 non-GAAP net income of $0.65 per diluted share, up from $0.46 a year earlier and above the FactSet consensus of $0.58. Second-quarter revenue was $1.12 billion, up from $826.8 million a year ago and above the FactSet consensus of $1.08 billion. For Q3, the company expects non-GAAP net income per share of $0.63 to $0.65 on revenue of $1.135 billion to $1.145 billion. Analysts polled by FactSet expect non-GAAP EPS of $0.61 on revenue of $1.11 billion. For full-year 2026, the company expects non-GAAP EPS of $2.50 to $2.54, up from its previous guidance of $2.3 to $2.44, and it raised its revenue guidance to $4.45 billion to $4.47 billion from $4.30 billion to $4.34 billion. Analysts polled by FactSet expect $2.42 and $4.35, respectively. Datadog shares were down 15.8%.Palo Alto Networks' (PANW) products sold in China are undergoing a cybersecurity review by the Cyberspace Administration of China, Bloomberg reported Thursday. Palo Alto shares were down 1.7%.Microsoft-backed (MSFT) OpenAI asked a federal judge to dismiss Apple's (AAPL) trade-secrets lawsuit as meritless, Bloomberg reported Thursday, citing a court filing. Microsoft shares were up 1.7%, while Apple shares were down 0.3%.Deutsche Bank (DB) and KBC Group have frozen some of Radiant World's bank accounts in Singapore, as pressure mounts on the commodities trader, Bloomberg reported Thursday, citing people familiar with the matter. DB shares were down 0.7%.Price: $128.12, Change: $-1.63, Percent Change: -1.25%
$AAPL$APO$APP$DB$DDOG$GOOG$GOOGL$HONA$MSFT$PANW$SNDK$SPCX$WDC
Sectors
Sector Update: Tech Stocks Mixed Pre-Bell Thursday
Technology stocks were mixed pre-bell Thursday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.2% and the State Street SPDR S&P Semiconductor ETF (XSD) 0.1% higher.AppLovin (APP) stock was down more than 18% after the company posted Q2 revenue that missed analysts' expectations.Datadog (DDOG) shares were down more than 13% even after the company reported higher Q2 non-GAAP net income and revenue, and raised its 2026 outlook.Unity Software (U) stock was up more than 14% after the company posted higher Q2 adjusted earnings and revenue.
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US Markets
Stocks Mostly Up Pre-Bell as Investors Weigh Potential Iran-Oman Hormuz Deal, Await More Earnings
US equity markets were mostly pointing higher before the opening bell Thursday as investors assess prospects for a potential deal between Iran and Oman over the Strait of Hormuz and await the latest batch of corporate earnings.The S&P 500 edged up 0.1% and the Dow Jones Industrial Average rose 0.2% in premarket activity, while the Nasdaq declined 0.3%. The Nasdaq and S&P 500 finished the previous trading session lower, while the Dow logged a fresh closing high for a third straight day.Iranian Deputy Foreign Minister Kazem Gharibabadi reportedly said Thursday that an "understanding" between Iran and Oman regarding the Strait of Hormuz is close to being finalized, CNBC reported. Gharibabadi noted that the path of understanding is between the two countries and no negotiations have taken place with the US during this period.Earlier in the week, President Donald Trump reportedly said an agreement to reopen the strait, the world's most important chokepoint for crude flows, was imminent.West Texas Intermediate crude oil dipped 0.1% to $75.16 a barrel before the open, while Brent was slightly in the green at $79.47.ConocoPhillips (COP), Parker Hannifin (PH), Datadog (DDOG), Warner Bros. Discovery (WBD), Becton Dickinson (BDX), Keurig Dr Pepper (KDP), Kenvue (KVUE), Restaurant Brands International (QSR), Fiserv (FISV), Ralph Lauren (RL), Fox (FOX, FOXA), US Foods (USFD) and Unity Software (U) report their latest financial results before the bell, among others.Cloudflare (NET), Monster Beverage (MNST) and Airbnb (ABNB) are scheduled to post their earnings after the markets close.Shares of Applovin (APP) dropped 16% pre-bell after the mobile technology provider's second-quarter revenue fell short of market estimates. DoorDash (DASH) gained 2.4% as the company delivered a second-quarter revenue beat amid order momentum. SanDisk (SNDK) fell 8.9% following its latest quarterly results.Employers in the US announced 33,429 layoffs in July, down 27% from the month prior and 46% year over year, according to Challenger, Gray & Christmas' latest report. The weekly jobless claims bulletin is out at 8:30 am ET.On Wednesday, ADP (ADP) data showed that private-sector employment in the US increased less than expected last month as gains were concentrated in services. The government's nonfarm payrolls report for July is due on Friday.Treasury yields were trending higher in premarket action, with the two-year rate inclining 2.1 basis points to 4.2% and the 10-year rate adding 1 basis point to 4.63%.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 5:30 pm.Gold traded up 0.5% at $4,328 per troy ounce, while bitcoin decreased 0.4% to $64,606.
Dow JonesNasdaq CompositeS&P 500$ABNB$ADP$APP$BDX$COP$DASH$DDOG$FISV$FOX$FOXA$KDP$KVUE$MNST$NET$PH$QSR$RL$SNDK$U$USFD$WBD
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