Datadog, Inc. (DDOG), headquartered in New York Metropolis, is a cloud-monitoring and analytics software program firm that delivers a unified SaaS platform for infrastructure, software efficiency, log administration, community monitoring, safety and observability throughout cloud-native, hybrid and on-premise environments. Its market cap is round $70 billion.
Shares of Datadog have considerably outperformed the broader market. Over the previous 12 months, DDOG inventory has surged 60.5% over the previous 52 weeks, outpacing the S&P 500 Index’s ($SPX) 14% surge throughout the identical timeframe. Furthermore, on a year-to-date (YTD) foundation, DDOG has gained 40%, in comparison with the SPX’s 16.2% rally in 2025.
Zooming in additional, DDOG has additionally outpaced the Know-how Choose Sector SPDR Fund’s (XLK) 24.6% rise over the previous 12 months and 27.1% surge on a YTD foundation.
DDOG inventory is rising in 2025 primarily as a result of the corporate is seeing accelerating demand for its cloud observability and safety instruments, pushed by AI and cloud-migration traits. Mixed with the rising large-customer adoption and powerful product enlargement, these elements have boosted investor confidence and pushed the inventory larger.
For the present fiscal 12 months ending in December 2025, analysts challenge DDOG’s EPS to say no 36.2% year-over-year to $0.30 per share. The corporate has surpassed or met the consensus earnings estimates in every of the previous 4 quarters.
Among the many 42 analysts protecting the DDOG inventory, the consensus score is a “Robust Purchase.” That’s primarily based on 33 “Robust Buys,” three “Average Buys,” and 6 “Holds.”
This configuration is barely extra bullish than a month in the past, when there have been 31 “Robust Buys” and one “Robust Promote” score.
Lately, KeyBanc upgraded Datadog to “Obese” with a $230 worth goal, citing accelerating income progress past OpenAI and renewed spending commitments from the AI chief.
Its imply worth goal of $207.30 represents a 3.8% premium to present worth ranges, and its Road-high goal of $240 signifies a 20.2% upside potential.
On the date of publication, Sristi Jayaswal didn’t have (both instantly or not directly) positions in any of the securities talked about on this article. All info and information on this article is solely for informational functions. This text was initially printed on Barchart.com
