Capital One Financial Predicts Higher Earnings for Datadog

Datadog, Inc. (NASDAQ:DDOG) – Equities researchers at Capital One Financial boosted their Q4 2025 earnings per share (EPS) estimates for shares of Datadog in a note issued to investors on Wednesday, January 15th. Capital One Financial analyst C. Murphy now expects that the company will earn $0.23 per share for the quarter, up from their prior estimate of $0.21. The consensus estimate for Datadog’s current full-year earnings is $0.53 per share.

Several other equities analysts have also commented on DDOG. UBS Group restated an “underperform” rating on shares of Datadog in a research report on Friday, October 18th. TD Cowen restated a “buy” rating and issued a $165.00 target price on shares of Datadog in a research report on Tuesday, November 19th. Loop Capital raised their price target on shares of Datadog from $160.00 to $200.00 and gave the company a “buy” rating in a research note on Monday, December 23rd. Rosenblatt Securities boosted their price objective on Datadog from $140.00 to $148.00 and gave the stock a “buy” rating in a research report on Friday, November 8th. Finally, Jefferies Financial Group increased their price objective on Datadog from $155.00 to $170.00 and gave the stock a “buy” rating in a report on Monday, January 6th. One analyst has rated the stock with a sell rating, three have issued a hold rating, twenty-six have assigned a buy rating and two have issued a strong buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $156.97.

Datadog Price Performance

Shares of DDOG opened at $136.79 on Thursday. Datadog has a 12 month low of $98.80 and a 12 month high of $170.08. The stock has a fifty day moving average price of $145.61 and a 200 day moving average price of $128.51. The company has a market cap of $46.47 billion, a P/E ratio of 258.10, a PEG ratio of 16.31 and a beta of 1.14.

Insider Activity

In other news, Director Matthew Jacobson sold 3,393 shares of the business’s stock in a transaction that occurred on Monday, November 11th. The shares were sold at an average price of $125.03, for a total transaction of $424,226.79. Following the sale, the director now owns 695,086 shares in the company, valued at $86,906,602.58. The trade was a 0.49 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Amit Agarwal sold 150,000 shares of the company’s stock in a transaction that occurred on Friday, November 15th. The shares were sold at an average price of $126.03, for a total transaction of $18,904,500.00. Following the completion of the sale, the president now owns 214,275 shares of the company’s stock, valued at approximately $27,005,078.25. This trade represents a 41.18 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 609,763 shares of company stock valued at $87,543,649 over the last three months. Insiders own 11.78% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Holocene Advisors LP lifted its stake in Datadog by 205.2% in the 3rd quarter. Holocene Advisors LP now owns 1,632,870 shares of the company’s stock worth $187,878,000 after acquiring an additional 1,097,815 shares in the last quarter. Thrivent Financial for Lutherans increased its holdings in shares of Datadog by 1,597.9% in the 2nd quarter. Thrivent Financial for Lutherans now owns 785,261 shares of the company’s stock valued at $101,841,000 after purchasing an additional 739,011 shares during the period. Champlain Investment Partners LLC purchased a new stake in shares of Datadog in the third quarter worth approximately $52,561,000. Eagle Asset Management Inc. boosted its holdings in shares of Datadog by 72.4% during the third quarter. Eagle Asset Management Inc. now owns 914,776 shares of the company’s stock worth $113,844,000 after purchasing an additional 384,121 shares during the period. Finally, Bank of Montreal Can grew its position in Datadog by 129.2% during the second quarter. Bank of Montreal Can now owns 610,977 shares of the company’s stock valued at $79,384,000 after purchasing an additional 344,431 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

About Datadog

Datadog, Inc operates an observability and security platform for cloud applications in North America and internationally. The company's products comprise infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, data streams and universal service monitoring, network monitoring, incident management, workflow automation, observability pipelines, cloud cost and cloud security management, application security management, cloud SIEM, sensitive data scanner, and CI visibility.