DatadogDDOG
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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
121% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 96
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 in top 10
Funds holding in top 10: 18 [Q3] → 20 (+2) [Q4]
11% more funds holding
Funds holding: 849 [Q3] → 943 (+94) [Q4]
6.32% more ownership
Funds ownership: 77.34% [Q3] → 83.66% (+6.32%) [Q4]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Morgan Stanley Sanjit Singh 38% 1-year accuracy 8 / 21 met price target | 26%upside $115 | Equal-Weight Maintained | 16 Apr 2025 |
UBS Karl Keirstead 19% 1-year accuracy 3 / 16 met price target | 32%upside $120 | Buy Maintained | 15 Apr 2025 |
Scotiabank Patrick Colville 50% 1-year accuracy 21 / 42 met price target | 37%upside $125 | Sector Outperform Maintained | 15 Apr 2025 |
DA Davidson Gil Luria 25% 1-year accuracy 13 / 53 met price target | 26%upside $115 | Buy Maintained | 14 Apr 2025 |
Jefferies Brent Thill 34% 1-year accuracy 26 / 77 met price target | 48%upside $135 | Buy Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 25 articles about DDOG published over the past 30 days









