Barclays Raises Datadog (DDOG) Price Target to $300
Barclays maintains a bullish outlook on Datadog with a price target increase, a 22% upside from the current price.
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Barclays raised its price target on Datadog, Inc. ($DDOG) to $300 from $290 on October 13, 2026, and rates the stock "Overweight".
Since the rating, $DDOG is down 12.8% to date (from the $283.34 close on Oct 13, 2026).
DDOG
Datadog, Inc.
Key Points
- On October 13, 2026, Barclays reiterated its Overweight rating on Datadog, Inc. and raised its price target to $300.00 from $290.00.
- Barclays's $300 price target implies 22% upside from Datadog, Inc.'s ($DDOG) current $245.90 share price.
- Datadog shares recently traded around $245.90, which is below the analysts' average target of $290.38.
- The company has a trailing twelve-month revenue of $3.97 billion, with a year-over-year growth of 35.6%.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Datadog, Inc. alert may contain errors. Disclosures
Barclays has reiterated its Overweight rating on Datadog, Inc. (NasdaqGS: DDOG) and raised its price target from $290.00 to $300.00 on October 13, 2026. This reflects Barclays' continued confidence in the company's growth prospects in the technology sector.
Other Institutional Activity in Datadog, Inc.
Several other institutional investors have also been active with their positions in Datadog. BlackRock Inc. increased its holdings by 296,104 shares, bringing its total to about 35.5 million shares worth approximately $8.78 billion. Vanguard Capital Management LLC added 283,565 shares for a total of about 21.6 million shares valued at around $5.34 billion. Meanwhile, FMR, LLC boosted its stake significantly by 6,470,173 shares, resulting in a total of about 19.8 million shares worth about $4.88 billion.
Datadog, Inc. Stock Down 8.7%
Datadog shares are currently trading at around $245.90 as of October 16, 2026. This is below the 50-day moving average of $247.08, indicating a recent dip in price. However, the stock is above its 52-week low of $98.01, showing significant recovery over the past year. The shares are also below the analysts' consensus target mean price of $290.38, suggesting potential upside.
$DDOG price target
Datadog, Inc. daily closes and this analyst's $300 target. Not advice.
Recent Earnings
Datadog reported trailing twelve-month revenue of approximately $3.97 billion, reflecting a year-over-year growth of 35.6%. The company's net margin stands at 4.5%, and its return on equity (ROE) is 4.7%. The next earnings report is expected on November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
15 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 15.9%. Revenue beat estimates by 2.6%.
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Profit surprise
EBITDA missed by 66 percent. Operating income missed by 71 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
15 target raises, 2 target cuts.
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Earnings quality
Operating margin up 2.4 points. Positive free cash flow.
Earnings Call Summary
Datadog had an outstanding quarter with revenue of $1.006 billion, up 32 percent year over year and beating expectations. The company landed major deals with two of the world's largest artificial intelligence research teams and saw strong growth in non-artificial-intelligence customers as well, with net revenue retention around 120 percent. Management highlighted strong adoption of their artificial intelligence products like GPU monitoring and their security agents, which are helping customers monitor complex workloads faster and more efficiently.
Guidance Datadog raised full year revenue guidance to $4.3 billion to $4.34 billion, up from prior expectations. For next quarter they expect $1.07 billion to $1.08 billion in revenue. They are investing heavily in artificial intelligence products and expect continued strong growth driven by cloud migration and new AI training workloads at hyperscaler companies.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Insider Buying and Selling at Datadog, Inc.
Recent insider activity includes multiple sales by David M. Obstler, the Chief Financial Officer, who sold a total of 64,000 shares on September 14 and September 21, 2026, with a total value of around $9.09 million. Additionally, General Counsel Kerry Acocella sold 5,280 shares worth about $1.21 million on the same day.
Analysts Set New Price Targets
On October 13, 2026, Barclays maintained its Overweight rating on Datadog with a new price target of $300.00. Earlier, RBC Capital also maintained its Outperform rating with a target of $320.00, while CIBC set its target at $315.00. The consensus among analysts suggests a strong buy with a mean price target of about $290.38 from 47 opinions.
About Datadog, Inc.
Datadog, Inc. operates an observability and security platform for cloud applications, catering to customers both in the U.S. and internationally. The company has been a key player in the software application industry, helping businesses monitor and secure their cloud environments.
Bottom Line
Analysts will be watching Datadog closely as it approaches its next earnings report on November 4, 2026. With Barclays' recent target increase, investors may be keen to see how the company performs in a competitive technology landscape.
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Source: Barclays's rating change on $DDOG (Oct 13, 2026). Written by software, not financial advice. How we make alerts