Datadog (DDOG)

• Market cap: $48.4B
• 1 day: 1.58%
• 5 days: 1.57%
• 1 month: 8.96%
• 3 months: 13.71%
• 6 months: 33.36%
• Year to date: -3.47%
• 1 year: 24.46%
• 5 years: 56.6%
• 10 years: 269.24%
• Sector: Technology
• Industry: Software - Application

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

62% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 106

43% more call options, than puts

Call options by funds: $2.53B | Put options by funds: $1.77B

41% more capital invested

Capital invested by funds: $25.5B [Q1] → $36B (+$10.5B) [Q2]

35% more funds holding in top 10

Funds holding in top 10: 17 [Q1] → 23 (+6) [Q2]

32% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 297

6% more funds holding

Funds holding: 904 [Q1] → 955 (+51) [Q2]

2.98% more ownership

Funds ownership: 80.95% [Q1] → 83.92% (+2.98%) [Q2]

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $105
• Avg. target: $159
• High target: $179

14 analyst ratings

• positive: 11 79%
• neutral: 2 14%
• negative: 1 7%

Citigroup Fatima Boolani	$170	Buy Maintained	18 Aug 2025
Needham Mike Cikos	$175	Buy Reiterated	14 Aug 2025
Canaccord Genuity Kingsley Crane	$160	Buy Maintained	8 Aug 2025
Scotiabank Patrick Colville	$150	Sector Outperform Maintained	8 Aug 2025
Cantor Fitzgerald Thomas Blakey	$179	Overweight Maintained	8 Aug 2025