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 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: 275
2.89% less ownership
Funds ownership: 83.71% [Q4 2024] → 80.82% (-2.89%) [Q1 2025]
6% less funds holding
Funds holding: 950 [Q4 2024] → 893 (-57) [Q1 2025]
15% less funds holding in top 10
Funds holding in top 10: 20 [Q4 2024] → 17 (-3) [Q1 2025]
22% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 180
32% less capital invested
Capital invested by funds: $37.5B [Q4 2024] → $25.5B (-$12B) [Q1 2025]
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
16 analyst ratings
Morgan Stanley Sanjit Singh | 20%upside $165 | Equal-Weight Maintained | 10 Jul 2025 |
Guggenheim Howard Ma | 24%downside $105 | Sell Downgraded | 8 Jul 2025 |
B of A Securities Koji Ikeda | 27%upside $175 | Buy Maintained | 7 Jul 2025 |
Stifel Brad Reback | 2%downside $135 | Hold Maintained | 26 Jun 2025 |
Needham Mike Cikos | 2%upside $140 | Buy Maintained | 12 Jun 2025 |
Financial journalist opinion
Based on 44 articles about DDOG published over the past 30 days









