DDOGTechnology · Software - ApplicationThe 47 Wall Street analysts covering Datadog, Inc. hold a median 12-month price target of $300 — +8.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 2 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Datadog, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (96): Analysts have, on balance, been raising their forecasts.
Value (28): The shares cost a lot relative to the profits and assets behind them.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on DDOG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +8.2% from it.
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Sept 2026 | Wedbush | Assumes | Outperform | $260 → $275 |
| 8 Aug 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 7 Aug 2026 | Cantor Fitzgerald | Reiterates | Overweight | $327 |
| 7 Aug 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 7 Aug 2026 | Citigroup | Maintains | Buy | — |
| 7 Aug 2026 | Citigroup | Maintains | Buy | $300 → $305 |
| 7 Aug 2026 | DA Davidson | Maintains | Buy | $315 |
| 7 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 7 Aug 2026 | Macquarie | Maintains | Outperform | $230 → $260 |
| 7 Aug 2026 | Macquarie | Maintains | Outperform | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $260 → $300 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | $305 |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 7 Aug 2026 | Scotiabank | Maintains | Sector Outperform | $275 → $285 |
| 7 Aug 2026 | UBS | Maintains | Buy | — |
| 7 Aug 2026 | UBS | Maintains | Buy | $315 → $280 |
| 4 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 4 Aug 2026 | Canaccord Genuity | Maintains | Buy | $250 → $295 |
| 4 Aug 2026 | Rosenblatt | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DDOG appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, Datadog, Inc. returned +83.0% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 1% of US stocks
Cheaper than 8% of US stocks
Cheaper than 4% of US stocks
Cheaper than 1% of US stocks
Higher than 81% of US stocks
Higher than 98% of US stocks
Higher than 90% of US stocks
Higher than 46% of US stocks
Higher than 58% of US stocks
Higher than 53% of US stocks
Higher than 44% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Datadog, Inc. has a market value of $99.5B and an enterprise value of $95.8B.
Revenue in the twelve months to 30 June 2026: $4.0B. The latest quarter grew 35.6% year on year.
Net income over the same four quarters: $177.6M, a 4.5% net margin.
Diluted earnings per share, trailing twelve months: $0.50.
Free cash flow in the twelve months to 30 June 2026: $1.1B, after $109.3M of capital spending.
Trailing P/E: 554.4×; forward P/E: 93.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Datadog, Inc. employs 8,100 people — $490K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Datadog, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Datadog stock is having its best year since 2020. FBN Securities initiated coverage of the stock with an Outperform rating.
Why it matters — A new analyst initiation with an Outperform rating adds a favorable view of Datadog to the research coverage.
Datadog (DDOG) shares rose 1.97% in the latest trading session, closing at $273.85 despite an overall market decline. The stock gained while the broader market slipped, as reported by Zacks Investment Research.
Why it matters — The move indicates Datadog's resilience relative to the broader market, which could be relevant to investors tracking its performance amid market-wide weakness.
President Donald Trump has disclosed over 20,000 stock trades made over the past 12 months across a wide range of sectors and dollar amounts. The White House says Trump has no knowledge of these trades, which span numerous stocks, including some that overlap with Cathie Wood's holdings.
Why it matters — The disclosed trades are largely unrelated to Datadog's fundamentals, offering no direct insight into the company's business prospects.
Datadog stock rose 6% to $272.50, approaching its 52-week high. The gain came while the broader software group slipped, with Oracle and Cloudflare declining.
Why it matters — This move is notable because Datadog advanced on its own strength despite a weaker software sector, signaling standalone momentum for the observability company.
Seeking Alpha discusses how Meta's Muse accelerates the shift toward consumer-facing agents that can search, browse, transact, and act on users' behalf. The article sees the biggest opportunity below the interface, in edge infrastructure, CPUs, observability, and memory, as agentic workloads multiply machine-to-machine activity.
Why it matters — A Datadog watcher would care because the article identifies observability as a key beneficiary of the growth in agentic workloads and machine-to-machine activity.
The 47 Wall Street analysts covering Datadog, Inc. have a median 12-month price target of $300, with estimates ranging from $158 to $340. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 47 analysts covering Datadog, Inc., 42 rate it a Buy, 3 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Datadog, Inc. 72 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Oct 2026, Datadog, Inc. ranks 72 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 47 analysts implies +8.2% from the last close, and Ticker Nerd's factor model ranks Datadog, Inc. 72 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Datadog, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DDOG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $158 to $340 over the next 12 months.
Datadog, Inc. returned +83.0% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Datadog Inc. Class A is a technology company that provides an observability and security platform for cloud applications.
The most recent item we track (Barrons, 2 Oct 2026): "Datadog Stock Is Having Its Best Year Since 2020. It Could Get Even Better From Here.". Datadog stock is having its best year since 2020. FBN Securities initiated coverage of the stock with an Outperform rating.
Datadog Inc. Class A is a technology company that provides an observability and security platform for cloud applications. The company’s software helps developers, IT operations teams, and business users monitor infrastructure, track application performance, manage logs, and gain real-time visibility across modern technology environments. Datadog’s platform also includes tools for cloud security, incident response, user experience monitoring, network monitoring, data observability, and workflow automation, making it a broad operational intelligence layer for organizations running cloud-based systems. It is used by companies that need to detect issues, analyze performance, and secure digital services across complex, distributed architectures. Datadog Inc. Class A plays a significant role in the software market by combining monitoring, analytics, and security capabilities in a single cloud-native platform.
CEO Mr. Olivier Pomel · 8,100 employees · United States · https://www.datadoghq.com
