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 Q4 regulatory filings by fund managers ($100M+ AUM)
111% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 95
32% more capital invested
Capital invested by funds: $28.4B [Q3] → $37.3B (+$8.97B) [Q4]
31% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 265
11% more call options, than puts
Call options by funds: $2.7B | Put options by funds: $2.42B
11% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 20 (+2) [Q4]
8% more funds holding
Funds holding: 847 [Q3] → 918 (+71) [Q4]
4.43% more ownership
Funds ownership: 79.14% [Q3] → 83.57% (+4.43%) [Q4]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Citigroup Fatima Boolani 75% 1-year accuracy 24 / 32 met price target | 38%upside $165 | Buy Maintained | 14 Feb 2025 |
Truist Securities Joel Fishbein 69% 1-year accuracy 50 / 72 met price target | 17%upside $140 | Hold Maintained | 14 Feb 2025 |
Macquarie Steve Koenig 33% 1-year accuracy 2 / 6 met price target | 46%upside $175 | Outperform Maintained | 14 Feb 2025 |
Barclays Raimo Lenschow 69% 1-year accuracy 55 / 80 met price target | 50%upside $180 | Overweight Maintained | 14 Feb 2025 |
Rosenblatt Blair Abernethy 49% 1-year accuracy 28 / 57 met price target | 34%upside $160 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 37 articles about DDOG published over the past 30 days









