DatadogDDOG
About: Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, allows a client to monitor and analyze its entire IT infrastructure. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of applications throughout their businesses.
Employees: 5,200
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 268
20% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 97
2% more funds holding
Funds holding: 819 [Q2] → 838 (+19) [Q3]
4% more call options, than puts
Call options by funds: $1.76B | Put options by funds: $1.69B
3.06% less ownership
Funds ownership: 80.45% [Q2] → 77.39% (-3.06%) [Q3]
14% less capital invested
Capital invested by funds: $32.2B [Q2] → $27.7B (-$4.43B) [Q3]
14% less funds holding in top 10
Funds holding in top 10: 21 [Q2] → 18 (-3) [Q3]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
TD Cowen Andrew Sherman 63% 1-year accuracy 5 / 8 met price target | 22%upside $165 | Buy Reiterated | 19 Nov 2024 |
Rosenblatt Blair Abernethy 39% 1-year accuracy 19 / 49 met price target | 9%upside $148 | Buy Maintained | 8 Nov 2024 |
Barclays Raimo Lenschow 51% 1-year accuracy 31 / 61 met price target | 14%upside $155 | Overweight Maintained | 8 Nov 2024 |
Citigroup Fatima Boolani 71% 1-year accuracy 17 / 24 met price target | 16%upside $157 | Buy Maintained | 8 Nov 2024 |
TD Cowen Andrew Sherman 63% 1-year accuracy 5 / 8 met price target | 22%upside $165 | Buy Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 33 articles about DDOG published over the past 30 days
