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 7,390 funds
0
Analysts bullish %
of 13 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
116% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 97
32% more capital invested
Capital invested by funds: $28.3B [Q3] → $37.5B (+$9.15B) [Q4]
31% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 271
15% more call options, than puts
Call options by funds: $2.79B | Put options by funds: $2.43B
11% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 20 (+2) [Q4]
11% more funds holding
Funds holding: 850 [Q3] → 940 (+90) [Q4]
4.69% more ownership
Funds ownership: 79.0% [Q3] → 83.68% (+4.69%) [Q4]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$140
27%
upside
Avg. target
$161
46%
upside
High target
$180
63%
upside
13 analyst ratings
9 positive
69%
4 neutral
31%
0 negative
0%
Needham Mike Cikos 33% 1-year accuracy 35 / 105 met price target | 45%upside $160 | Buy Reiterated | 4 Mar 2025 |
Citigroup Fatima Boolani 59% 1-year accuracy 20 / 34 met price target | 50%upside $165 | Buy Maintained | 14 Feb 2025 |
Truist Securities Joel Fishbein 40% 1-year accuracy 29 / 72 met price target | 27%upside $140 | Hold Maintained | 14 Feb 2025 |
Macquarie Steve Koenig 0% 1-year accuracy 0 / 8 met price target | 59%upside $175 | Outperform Maintained | 14 Feb 2025 |
Barclays Raimo Lenschow 35% 1-year accuracy 29 / 82 met price target | 63%upside $180 | Overweight Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 15 articles about DDOG published over the past 30 days
Neutral
The Motley Fool
1 day ago
Nasdaq Correction: 1 Artificial Intelligence (AI) Stock Down 45% You'll Wish You'd Bought on the Dip, According to Wall Street
The Nasdaq Composite index is made up of almost every stock listed on the Nasdaq exchange. It soared by 28% during 2024 thanks to massive gains in artificial intelligence (AI) stocks, but it's currently down 12% from its December record high, placing it in correction territory.
Neutral
24/7 Wall Street
3 days ago
3 Beaten-Down Stocks (MDB, SPSC and DDOG) With Up To 125% Upside According To Wall Street Experts
The stock market has recovered from its correction territory, but there's still significant fear due to tariff-related uncertainty.
Positive
Seeking Alpha
4 days ago
Datadog: A Strong Buy After The 42% Drop
Datadog, Inc. offers a leading observability and monitoring platform, with potential to achieve $8 billion in sales and $2-2.5 billion in net income by 2030. Despite recent technical setbacks, DDOG remains a consistent performer with an 80% gross margin and potential for significant profitability improvements due to AI efficiencies. DDOG's current valuation is relatively inexpensive, trading at around 15 times 2030 EPS estimates, making it a compelling growth stock with a long growth runway.
Positive
The Motley Fool
5 days ago
Nasdaq Correction: 2 Brilliant Stocks Down 39% and 60% to Buy Before They Soar, According to Wall Street
The Nasdaq Composite (^IXIC -1.71%) entered market correction territory on March 6, meaning it closed more than 10% below its recent bull-market high. The index has continued to fall since then and currently trades 12% below the record high it reached in December.
Positive
Zacks Investment Research
1 week ago
Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
Zacks.com users have recently been watching Datadog (DDOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
Seeking Alpha
1 week ago
Datadog: Looking For Bargains As The Bubble Pops
Datadog has been a victim of a bursting of the tech bubble. DDOG reported $738 million in revenue with 25% YoY growth and strong GAAP profitability, supported by a net cash balance sheet. Despite a deceleration in growth rates, DDOG's long-term growth potential remains strong, driven by its wide portfolio and cross-selling opportunities.
Negative
Schaeffers Research
1 week ago
3 Software Stocks Under Pressure
Software stocks are facing heightened volatility this week, with Adobe Inc (NASDAQ:ADBE) , Datadog Inc (NASDAQ:DDOG) , and Dynatrace Inc (NYSE:DT) all struggling due to disappointing earnings guidance, market-wide headwinds, and sector-specific pressures.
Positive
The Motley Fool
1 week ago
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar 82% and 124%, According to Certain Wall Street Analysts
The recent pullback in the stock market may have some investors on edge. The stocks selling off the most over the last couple of weeks are the same ones that led the stock market higher over the previous two years: artificial intelligence stocks.
Neutral
The Motley Fool
2 weeks ago
3 Phenomenal Artificial Intelligence (AI) Stocks Every Wall Street Analyst Says Are Heading Higher From Here
It's not often that every analyst covering a stock on Wall Street thinks its shares trade below where they'll be a year from now. Most widely covered stocks trade somewhere in the middle of analysts' various one-year price targets as selling pressure from the bears offsets the enthusiasm of the bulls.
Neutral
Seeking Alpha
2 weeks ago
Datadog, Inc. (DDOG) Morgan Stanley Technology, Media and Telecom Conference Transcript
Datadog, Inc. (NASDAQ:DDOG ) Morgan Stanley Technology, Media and Telecom Conference March 4, 2025 1:45 PM ET Company Participants Olivier Pomel – Chief Executive Officer and Co-Founder David Obstler – Chief Financial Officer Conference Call Participants Sanjit Singh – Morgan Stanley Sanjit Singh All right. Good morning.
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