William Blair analyst Jake Roberge has maintained their bullish stance on DDOG stock, giving a Buy rating today.
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Jake Roberge has given his Buy rating due to a combination of factors tied to Datadog’s operating momentum and demand profile. He points to the fourth quarter as a clear proof point, with revenue expanding well above expectations, accelerating growth from traditional (non–AI-native) customers, and strong uptake among AI-native clients that now include a large portion of leading AI companies.
Roberge also emphasizes that robust deal activity, rising bookings, and expanding adoption of core modules like infrastructure monitoring and logs underpin confidence in future growth. While the initial 2026 revenue and margin outlook is below Street forecasts, he interprets this as management conservatism, noting Datadog’s history of surpassing prior guidance and its favorable positioning as spending in the AI inference layer continues to scale.
In another report released today, Monness also maintained a Buy rating on the stock with a $255.00 price target.
Based on the recent corporate insider activity of 156 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.