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 7,425 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
124% more first-time investments, than exits
New positions opened: 213 | Existing positions closed: 95
35% more capital invested
Capital invested by funds: $27.7B [Q3] → $37.5B (+$9.73B) [Q4]
32% more repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 270
14% more call options, than puts
Call options by funds: $2.79B | Put options by funds: $2.45B
11% more funds holding
Funds holding: 848 [Q3] → 944 (+96) [Q4]
11% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 20 (+2) [Q4]
6.32% more ownership
Funds ownership: 77.34% [Q3] → 83.66% (+6.32%) [Q4]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$115
13%
upside
Avg. target
$138
35%
upside
High target
$175
71%
upside
12 analyst ratings
9 positive
75%
3 neutral
25%
0 negative
0%
Barclays Raimo Lenschow 40% 1-year accuracy 37 / 93 met price target | 22%upside $125 | Overweight Maintained | 21 Apr 2025 |
Morgan Stanley Sanjit Singh 43% 1-year accuracy 9 / 21 met price target | 13%upside $115 | Equal-Weight Maintained | 16 Apr 2025 |
UBS Karl Keirstead 38% 1-year accuracy 6 / 16 met price target | 17%upside $120 | Buy Maintained | 15 Apr 2025 |
Scotiabank Patrick Colville 51% 1-year accuracy 22 / 43 met price target | 22%upside $125 | Sector Outperform Maintained | 15 Apr 2025 |
DA Davidson Gil Luria 49% 1-year accuracy 26 / 53 met price target | 13%upside $115 | Buy Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 26 articles about DDOG published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Datadog Expands Into Data Observability: Buy, Sell or Hold the Stock?
DDOG expands into data observability with the acquisition of Metaplane, but its premium valuation suggests investors should hold the stock for now.
Negative
Zacks Investment Research
1 day ago
Analysts Estimate Datadog (DDOG) to Report a Decline in Earnings: What to Look Out for
Datadog (DDOG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
The Motley Fool
1 day ago
Got $5,000? 2 Unstoppable Growth Stocks to Buy and Hold for the Long Run
The S&P 500 (^GSPC 0.06%) is down 6% in 2025 amid rising global trade tensions, triggered by the sweeping tariffs President Donald Trump enacted on imported goods from America's trading partners. But throughout history, the stock market has always recovered to new highs even after the most brutal economic shocks -- from the Great Depression to the COVID-19 pandemic -- so the recent dip could be a great opportunity for investors to put some money to work.
Positive
The Motley Fool
3 days ago
Stock Market Sell-Off: 3 No-Brainer Growth Stocks to Buy Right Now
Rising economic uncertainty and rising interest rates are a bad recipe for growth stocks.
Positive
Zacks Investment Research
5 days ago
Datadog (DDOG) Surpasses Market Returns: Some Facts Worth Knowing
Datadog (DDOG) closed at $101.47 in the latest trading session, marking a +1.88% move from the prior day.
Neutral
Newsfile Corp
1 week ago
Datadog's State of DevSecOps 2025 Report Finds Only 18% of Critical Vulnerabilities Are Truly Worth Prioritizing
The report also found that exploitable vulnerabilities are especially prevalent in Java applications New York, New York--(Newsfile Corp. - April 23, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today released its new report, the State of DevSecOps 2025 , which found that only a fraction of critical vulnerabilities are truly worth prioritizing. To better understand the severity of a vulnerability, Datadog developed a prioritization algorithm that factored in runtime context to its Common Vulnerability Scoring System (CVSS) base score.
Positive
TechCrunch
1 week ago
Datadog acquires AI-powered observability startup Metaplane
Cloud monitoring and security platform Datadog on Wednesday announced that it has acquired Metaplane, an AI-powered data observability startup, for an undisclosed amount.
Neutral
Newsfile Corp
1 week ago
Datadog Brings Observability to Data Teams by Acquiring Metaplane
The acquisition will enable data engineers to proactively take action on data observability insights New York, New York--(Newsfile Corp. - April 23, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it has acquired Metaplane, an end-to-end data observability platform that provides advanced machine learning-powered monitoring and column-level lineage to prevent, detect and resolve data quality issues across a company's entire data stack. With the emergence of AI and widespread adoption of platforms like Snowflake and Databricks, trust in data has never been more critical to the growth of a business.
Positive
Zacks Investment Research
1 week ago
Datadog, Inc. (DDOG) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Datadog (DDOG). This makes it worthwhile to examine what the stock has in store.
Positive
Seeking Alpha
1 week ago
Datadog: Potential To Grow Among Fortune 500 Clients
Datadog excels in observability with strong R&D, efficient land-and-expand strategy, and high FCF efficiency, making it a top investment in this sector. Datadog's comprehensive platform covers infrastructure monitoring, APM, and log management, driving significant ARR and offering robust solutions for digital infrastructure management. Despite competition, Datadog's innovative products and strategic cross-selling opportunities, especially within Fortune 500 companies, position it for substantial growth.
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