Capital One Financial Weighs in on Datadog Q1 Earnings

Datadog, Inc. (NASDAQ:DDOG - Free Report) - Research analysts at Capital One Financial issued their Q1 2026 earnings per share estimates for shares of Datadog in a research note issued to investors on Tuesday, April 15th. Capital One Financial analyst C. Murphy anticipates that the company will post earnings per share of $0.07 for the quarter. The consensus estimate for Datadog's current full-year earnings is $0.34 per share. Capital One Financial also issued estimates for Datadog's Q2 2026 earnings at $0.05 EPS, Q3 2026 earnings at $0.10 EPS and Q4 2026 earnings at $0.14 EPS.

Several other research firms have also weighed in on DDOG. Stifel Nicolaus lowered Datadog from a "buy" rating to a "hold" rating and reduced their price objective for the company from $165.00 to $140.00 in a research note on Wednesday, January 29th. DA Davidson reduced their price target on shares of Datadog from $165.00 to $115.00 and set a "buy" rating on the stock in a research note on Monday. Guggenheim reiterated a "neutral" rating on shares of Datadog in a research report on Wednesday, January 22nd. Jefferies Financial Group restated a "buy" rating and issued a $135.00 target price (down previously from $150.00) on shares of Datadog in a research report on Monday, April 7th. Finally, Macquarie reiterated an "outperform" rating and set a $200.00 price target on shares of Datadog in a report on Tuesday, February 11th. Seven investment analysts have rated the stock with a hold rating, twenty-two have issued a buy rating and two have issued a strong buy rating to the company. According to MarketBeat.com, Datadog has an average rating of "Moderate Buy" and a consensus price target of $152.37.

Datadog Stock Performance

Shares of Datadog stock traded down $0.82 on Thursday, reaching $91.06. 3,472,961 shares of the stock were exchanged, compared to its average volume of 4,337,484. Datadog has a one year low of $81.63 and a one year high of $170.08. The firm's 50 day moving average is $106.75 and its 200-day moving average is $128.19. The firm has a market cap of $31.21 billion, a PE ratio of 178.54, a P/E/G ratio of 44.03 and a beta of 1.20.

Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings data on Thursday, February 13th. The company reported $0.13 earnings per share for the quarter, missing the consensus estimate of $0.44 by ($0.31). Datadog had a net margin of 6.85% and a return on equity of 8.28%.

Insider Buying and Selling at Datadog

In other news, CRO Sean Michael Walters sold 8,454 shares of the company's stock in a transaction that occurred on Tuesday, March 11th. The stock was sold at an average price of $102.04, for a total transaction of $862,646.16. Following the transaction, the executive now directly owns 185,871 shares of the company's stock, valued at $18,966,276.84. This represents a 4.35 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Olivier Pomel sold 11,195 shares of Datadog stock in a transaction on Monday, January 27th. The shares were sold at an average price of $139.86, for a total transaction of $1,565,732.70. Following the completion of the sale, the chief executive officer now directly owns 379,693 shares of the company's stock, valued at approximately $53,103,862.98. The trade was a 2.86 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 548,756 shares of company stock valued at $62,219,250. Corporate insiders own 11.78% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Retirement Wealth Solutions LLC purchased a new position in Datadog during the 4th quarter worth $30,000. Avior Wealth Management LLC increased its stake in Datadog by 55.9% in the 4th quarter. Avior Wealth Management LLC now owns 226 shares of the company's stock valued at $32,000 after buying an additional 81 shares during the last quarter. Putney Financial Group LLC bought a new position in shares of Datadog during the 4th quarter worth approximately $32,000. Elequin Capital LP purchased a new position in Datadog in the fourth quarter worth $34,000. Finally, Opal Wealth Advisors LLC bought a new position in Datadog during the first quarter valued at about $37,000. Hedge funds and other institutional investors own 78.29% of the company's stock.

Datadog Company Profile

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.