Datadog: Anticipated Q4 Beat and Sustained 20%+ Growth Support Buy Rating and $180 Target

Peter Weed, an analyst from Bernstein, maintained the Buy rating on Datadog. The associated price target remains the same with $180.00.

Peter Weed has given his Buy rating due to a combination of factors tied to Datadog’s upside versus current expectations. He sees Amazon Web Services’ latest results as a strong demand signal for core cloud workloads, indicating that Datadog’s non‑AI customers are likely generating more usage and revenue than his prior model assumed, implying room for a meaningful Q4 beat.

He also believes this strength supports management guiding full‑year 2026 revenue growth at or slightly above 20% and issuing a first‑quarter 2026 outlook modestly ahead of consensus, consistent with Datadog’s historical guidance patterns. With potential near‑term outperformance, solid medium‑term growth visibility, and no change to his $180 price target and Outperform rating, he maintains a constructive stance on the stock.

In another report released on February 6, Bank of America Securities also maintained a Buy rating on the stock with a $215.00 price target.

Based on the recent corporate insider activity of 148 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of DDOG in relation to earlier this year.