DDOGTechnology · Software - ApplicationThe 48 Wall Street analysts covering Datadog, Inc. hold a median 12-month price target of $300 — +11.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 22 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 (94): 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 +11.3% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | Bernstein | Upgrade | Outperform | $237 → $350 |
| 15 Oct 2026 | Mizuho | Maintains | Outperform | $300 → $330 |
| 13 Oct 2026 | Barclays | Maintains | Overweight | $290 → $300 |
| 12 Oct 2026 | RBC Capital | Maintains | Outperform | $280 → $320 |
| 9 Oct 2026 | CIBC | Maintains | Outperformer | — |
| 9 Oct 2026 | CIBC | Maintains | Outperformer | $280 → $315 |
| 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 | $300 → $305 |
| 7 Aug 2026 | Citigroup | Maintains | Buy | — |
| 7 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 7 Aug 2026 | DA Davidson | Maintains | Buy | $315 |
| 7 Aug 2026 | Macquarie | Maintains | Outperform | — |
| 7 Aug 2026 | Macquarie | Maintains | Outperform | $230 → $260 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $260 → $300 |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | $305 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
DDOG appears in the Radar 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 23 Oct 2026, Datadog, Inc. returned +72.2% against +14.3% 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 7% 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 59% of US stocks
Higher than 53% of US stocks
Higher than 44% of US stocks
Higher than 1% of US dividend payers
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 $98.1B and an enterprise value of $94.4B.
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: 546.2×; forward P/E: 91.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of 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 →
Cloud software stocks are rallying, led by Cloudflare, whose shares are up 6% to $323 early in the session. Datadog shares are up 5%, while Snowflake edges higher.
Why it matters — The broader cloud-stock rebound is lifting Datadog alongside Cloudflare and Snowflake.
News of CrowdStrike’s expanded NVIDIA AI security pact lifted cybersecurity and observability software stocks. Datadog shares rose 6%, although Datadog was not part of the announcement.
Why it matters — The item reports a gain in DDOG alongside broader sector strength following news involving another company.
The Motley Fool compares Arista Networks, which dominates high-speed switching and benefits from AI and cloud infrastructure needs, with Datadog, which offers observability, security, and performance monitoring for cloud-native applications.
Why it matters — The comparison highlights Datadog’s role in monitoring complex cloud-native applications alongside Arista’s infrastructure focus.
Datadog (DDOG) closed at $256.37 in the latest trading session, down 1.53% from the prior day, despite an uptick in the broader market.
Why it matters — The session’s decline provides a recent snapshot of DDOG’s trading performance relative to the market backdrop.
Zacks Investment Research’s headline presents Datadog as a top momentum stock for the long term. The excerpt points readers to Zacks Style Scores as a way to identify stocks, but provides no specific score or supporting details about DDOG.
Why it matters — DDOG watchers may note the article’s momentum-focused framing and its reference to Zacks Style Scores.
The 48 Wall Street analysts covering Datadog, Inc. have a median 12-month price target of $300, with estimates ranging from $158 to $350. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 48 analysts covering Datadog, Inc., 44 rate it a Buy, 2 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Datadog, Inc. 73 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Datadog, Inc. ranks 73 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 48 analysts implies +11.3% from the last close, and Ticker Nerd's factor model ranks Datadog, Inc. 73 out of 100 as at 22 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 $350 over the next 12 months.
Datadog, Inc. returned +72.2% over the 12 months to 23 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 (24/7 Wall Street, 23 Oct 2026): "Cloudflare Climbs 6% as Cloud Stocks Rebound; Datadog Rises 5%, Snowflake Edges Higher". Cloud software stocks are rallying, led by Cloudflare, whose shares are up 6% to $323 early in the session. Datadog shares are up 5%, while Snowflake edges higher.
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
