DatadogDDOG
DDOG
About: Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, allows a client to monitor and analyze its entire IT infrastructure. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of applications throughout their businesses.
Employees: 3,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 15 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
43% more call options, than puts
Call options by funds: $1.88B | Put options by funds: $1.32B
39% more repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 274
2.93% less ownership
Funds ownership: 83.71% [Q4 2024] → 80.78% (-2.93%) [Q1 2025]
6% less funds holding
Funds holding: 950 [Q4 2024] → 891 (-59) [Q1 2025]
15% less funds holding in top 10
Funds holding in top 10: 20 [Q4 2024] → 17 (-3) [Q1 2025]
23% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 180
32% less capital invested
Capital invested by funds: $37.5B [Q4 2024] → $25.4B (-$12B) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$115
5%
downside
Avg. target
$131
9%
upside
High target
$150
25%
upside
15 analyst ratings
12 positive
80%
3 neutral
20%
0 negative
0%
Needham Mike Cikos | 16%upside $140 | Buy Maintained | 12 Jun 2025 |
UBS Karl Keirstead | 16%upside $140 | Buy Maintained | 11 Jun 2025 |
Wedbush Daniel Ives | 16%upside $140 | Outperform Reiterated | 11 Jun 2025 |
RBC Capital Matthew Hedberg | 1%downside $119 | Outperform Maintained | 7 May 2025 |
Macquarie Steve Koenig | 16%upside $140 | Outperform Maintained | 7 May 2025 |
Financial journalist opinion
Based on 21 articles about DDOG published over the past 30 days
Neutral
Zacks Investment Research
1 day ago
Brokers Suggest Investing in Datadog (DDOG): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Neutral
Schwab Network
2 days ago
PLTR Neutral Rating Near All-Time High, DDOG & TPR See Upgrades
Citi maintained a neutral rating on Palantir (PLTR) and gave the A.I. stock a $115 price tag.
Positive
Schaeffers Research
2 days ago
Software Stock Charges Higher on Brokerage Bull Note
Software firm Datadog Inc (NASDAQ:DDOG) is trading 2.8% higher at $121.90, enjoying a lift after being maintained at a "buy" rating at Needham.
Neutral
Newsfile Corp
4 days ago
Datadog Unveils Latest AI Agents to Rapidly Resolve Application Issues
Bits AI now delivers domain-specific AI agents and Applied AI capabilities that accelerate incident resolution for development, security and operations teams New York, New York--(Newsfile Corp. - June 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today introduced three new AI agents that perform interactive investigations and asynchronous code fixes for development, security and operations teams. Today's launch of the Bits AI SRE, Bits AI Dev Agent and Bits AI Security Analyst agents, alongside the new Proactive App Recommendations and APM Investigator capabilities, marks the continued evolution of Bits AI, Datadog's generative AI assistant that helps engineers resolve application issues in real time.
Neutral
Newsfile Corp
4 days ago
Datadog Expands Log Management Offering with New Long-Term Retention, Search and Data Residency Capabilities
Flex Frozen, Archive Search and CloudPrem help teams optimize logging costs and meet data security, retention and residency standards New York, New York--(Newsfile Corp. - June 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at DASH announced new capabilities in its log management suite, which are designed to help organizations optimize logging costs at scale and meet the stringent data retention, auditability and data residency requirements of regulated industries. Logs are critical for threat detection, incident response and audit trails.
Neutral
Newsfile Corp
4 days ago
Datadog Launches Internal Developer Portal to Give Engineering Teams Autonomy and Help Them Ship Production-Ready Code Quickly
Companies like Apixio, Nexthink and Zilch use Datadog IDP to launch software that meets their internal standards New York, New York--(Newsfile Corp. - June 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at DASH launched its Internal Developer Portal (IDP), which is the first and only developer portal built on live observability data. Engineering teams are under pressure to ship faster while still meeting stricter standards to keep their code reliable, secure, cost effective and compliant with legal, regulatory and company policies.
Neutral
Newsfile Corp
4 days ago
Datadog Expands LLM Observability with New Capabilities to Monitor Agentic AI, Accelerate Development and Improve Model Performance
AI Agent Monitoring, LLM Experiments and AI Agents Console help organizations measure and justify agentic AI investments New York, New York--(Newsfile Corp. - June 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced new agentic AI monitoring and experimentation capabilities to give organizations end-to-end visibility, rigorous testing capabilities, and centralized governance of both in-house and third-party AI agents. Presented at DASH, Datadog's annual observability conference, the new capabilities include AI Agent Monitoring, LLM Experiments and AI Agents Console.
Neutral
Newsfile Corp
4 days ago
Datadog Expands AI Security Capabilities to Enable Comprehensive Protection from Critical AI Risks
Launch of Code Security and new security capabilities strengthen posture across the AI stack, from data and AI models to applications New York, New York--(Newsfile Corp. - June 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced new capabilities to detect and remediate critical security risks across customers' AI environments -from development to production-as the company further invests to secure its customers' cloud and AI applications. AI has created a new security frontier in which organizations need to rethink existing threat models as AI workloads foster new attack surfaces.
Positive
Benzinga
5 days ago
Which Software Stocks Is BofA Securities Bullish On?
The BofA Securities software research team hosted 18 public and 10 private companies at the BofA Global Technology Conference in San Francisco on June 3-5.
Positive
The Motley Fool
1 week ago
2 Growth Stocks to Invest $1,000 in Right Now
Businesses that are operating in large and growing industries can make the most rewarding investments. Growth stocks can be volatile, but the long-term gains of patiently holding shares of a company experiencing growing demand for its products can lead to monster gains down the road.
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