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)
40% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 85
28% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 268
3% more funds holding
Funds holding: 820 [Q2] → 845 (+25) [Q3]
4% more call options, than puts
Call options by funds: $1.76B | Put options by funds: $1.69B
2.97% less ownership
Funds ownership: 82.09% [Q2] → 79.13% (-2.97%) [Q3]
14% less capital invested
Capital invested by funds: $32.8B [Q2] → $28.4B (-$4.47B) [Q3]
14% less funds holding in top 10
Funds holding in top 10: 21 [Q2] → 18 (-3) [Q3]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
Citigroup Fatima Boolani 63% 1-year accuracy 19 / 30 met price target | 23%upside $170 | Buy Maintained | 17 Jan 2025 |
Cantor Fitzgerald Thomas Blakey 78% 1-year accuracy 25 / 32 met price target | 30%upside $180 | Overweight Initiated | 16 Jan 2025 |
Morgan Stanley Sanjit Singh 43% 1-year accuracy 6 / 14 met price target | 3%upside $143 | Equal-Weight Downgraded | 16 Jan 2025 |
Truist Securities Joel Fishbein 68% 1-year accuracy 51 / 75 met price target | 8%upside $150 | Hold Downgraded | 7 Jan 2025 |
Jefferies Brent Thill 65% 1-year accuracy 36 / 55 met price target | 23%upside $170 | Buy Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 18 articles about DDOG published over the past 30 days
