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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 105
40% more capital invested
Capital invested by funds: $25.5B [Q1] → $35.7B (+$10.2B) [Q2]
35% more funds holding in top 10
Funds holding in top 10: 17 [Q1] → 23 (+6) [Q2]
35% more call options, than puts
Call options by funds: $2.02B | Put options by funds: $1.5B
32% more repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 293
5% more funds holding
Funds holding: 902 [Q1] → 944 (+42) [Q2]
2.29% more ownership
Funds ownership: 80.92% [Q1] → 83.22% (+2.29%) [Q2]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Citigroup Fatima Boolani | 35%upside $170 | Buy Maintained | 18 Aug 2025 |
Needham Mike Cikos | 39%upside $175 | Buy Reiterated | 14 Aug 2025 |
Canaccord Genuity Kingsley Crane | 27%upside $160 | Buy Maintained | 8 Aug 2025 |
Scotiabank Patrick Colville | 19%upside $150 | Sector Outperform Maintained | 8 Aug 2025 |
Cantor Fitzgerald Thomas Blakey | 42%upside $179 | Overweight Maintained | 8 Aug 2025 |
Financial journalist opinion
Based on 33 articles about DDOG published over the past 30 days









