Capital One Financial Lowers Earnings Estimates for Datadog

Datadog, Inc. (NASDAQ:DDOG) – Investment analysts at Capital One Financial reduced their Q1 2025 earnings estimates for shares of Datadog in a note issued to investors on Wednesday, January 15th. Capital One Financial analyst C. Murphy now forecasts that the company will earn $0.10 per share for the quarter, down from their prior forecast of $0.11. The consensus estimate for Datadog’s current full-year earnings is $0.53 per share. Capital One Financial also issued estimates for Datadog’s Q2 2025 earnings at $0.11 EPS, Q3 2025 earnings at $0.17 EPS and FY2025 earnings at $0.62 EPS.

Several other brokerages have also recently issued reports on DDOG. Jefferies Financial Group lifted their target price on Datadog from $155.00 to $170.00 and gave the company a “buy” rating in a research report on Monday, January 6th. Wedbush raised shares of Datadog from a “buy” rating to a “strong-buy” rating in a report on Thursday, October 17th. Monness Crespi & Hardt upgraded shares of Datadog from a “neutral” rating to a “buy” rating and set a $155.00 target price for the company in a report on Thursday, November 7th. BMO Capital Markets boosted their price target on shares of Datadog from $135.00 to $145.00 and gave the stock an “outperform” rating in a report on Friday, November 8th. Finally, UBS Group reaffirmed an “underperform” rating on shares of Datadog in a research report on Friday, October 18th. One research analyst has rated the stock with a sell rating, three have assigned a hold rating, twenty-six have given a buy rating and two have issued a strong buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $156.97.

Datadog Stock Performance

Shares of DDOG opened at $136.79 on Friday. The firm has a market capitalization of $46.47 billion, a P/E ratio of 258.10, a P/E/G ratio of 16.31 and a beta of 1.14. Datadog has a 52 week low of $98.80 and a 52 week high of $170.08. The stock has a 50 day moving average price of $145.61 and a two-hundred day moving average price of $128.51.

Insider Activity at Datadog

In other news, General Counsel Kerry Acocella sold 2,488 shares of the business’s stock in a transaction that occurred on Wednesday, December 4th. The shares were sold at an average price of $158.04, for a total value of $393,203.52. Following the completion of the sale, the general counsel now directly owns 68,758 shares in the company, valued at approximately $10,866,514.32. The trade was a 3.49 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 178,723 shares of the stock in a transaction on Monday, December 9th. The shares were sold at an average price of $161.28, for a total transaction of $28,824,445.44. Following the transaction, the chief executive officer now directly owns 379,693 shares in the company, valued at approximately $61,236,887.04. This represents a 32.01 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 609,763 shares of company stock valued at $87,543,649 over the last 90 days. 11.78% of the stock is owned by insiders.

Institutional Trading of Datadog

Several institutional investors have recently added to or reduced their stakes in the business. Atomi Financial Group Inc. lifted its stake in shares of Datadog by 70.7% in the 4th quarter. Atomi Financial Group Inc. now owns 6,541 shares of the company’s stock valued at $935,000 after acquiring an additional 2,709 shares during the last quarter. Perpetual Ltd bought a new stake in Datadog in the fourth quarter valued at approximately $355,000. Jackson Square Capital LLC purchased a new stake in shares of Datadog during the fourth quarter valued at approximately $1,116,000. HB Wealth Management LLC grew its holdings in shares of Datadog by 20.0% in the fourth quarter. HB Wealth Management LLC now owns 2,428 shares of the company’s stock worth $347,000 after purchasing an additional 404 shares during the last quarter. Finally, Retirement Wealth Solutions LLC purchased a new position in shares of Datadog in the fourth quarter worth $30,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

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.