Datadog Upgraded to Buy, Core Growth Accelerates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 26 Jan 26
Source: Benzinga
Datadog Inc. shares rose 5.01% and reached a 5-day high amid positive market conditions.
The stock's increase is attributed to Stifel upgrading Datadog to a Buy rating, highlighting a projected core growth rate exceeding 23% for Q4, driven by strong performance in the non-OAI segment. Analysts expect Datadog to beat earnings expectations by about 4% in the upcoming report, with a projected revenue of approximately $4.1 billion for 2026, indicating a robust outlook for the company.
This upgrade reflects confidence in Datadog's growth trajectory, supported by new product contributions and a significant increase in customer growth, positioning the company favorably in the observability market.
Analyst Views on DDOG
Wall Street analysts forecast DDOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DDOG is 207.39 USD with a low forecast of 140.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
33 Analyst Rating
30 Buy
3 Hold
0 Sell
Strong Buy
Current: 140.560
Low
140.00
Averages
207.39
High
255.00
Current: 140.560
Low
140.00
Averages
207.39
High
255.00
About DDOG
Datadog, Inc. provides an observability and security platform for cloud applications. The Company’s SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for its customers’ entire technology stack. Its platform consists of products that can be used individually or as a unified solution and includes a marketplace where customers can access products built by its partners on top of the Datadog platform. Its products include Infrastructure Monitoring, Application Performance Monitoring, Log Management, Digital Experience Monitoring, Continuous Profiler, Database Monitoring, Data Observability, Universal Service Monitoring, Network Monitoring and others. It owns Metaplane, an end-to-end data observability platform that provides advanced machine learning-powered monitoring and column-level lineage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
