Mizuho Raises Datadog (DDOG) Price Target to $330
Mizuho has maintained its Outperform rating on Datadog, raising the price target to $330, a 33.54% upside from the current price.
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Mizuho raised its price target on Datadog, Inc. ($DDOG) to $330 from $300 on October 15, 2026, and rates the stock "Outperform".
Since the rating, $DDOG is down 7.2% to date (from the $266.25 close on Oct 15, 2026).
DDOG
Datadog, Inc.
Key Points
- On October 15, 2026, Mizuho reiterated its Outperform rating on Datadog, Inc. (NasdaqGS: DDOG) and raised its price target from $300 to $330.
- Mizuho's $330 price target implies 33.54% upside from Datadog, Inc.'s ($DDOG) current $247.11 share price.
- Datadog shares recently traded at $244.19, which is about 15.9% below the mean price target of $290.38 set by analysts.
- The company is expected to report earnings on November 4, 2026, following a trailing twelve-month revenue of $3.97 billion and an EPS of $0.50.
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Mizuho has reiterated its Outperform rating on Datadog, Inc. (NasdaqGS: DDOG) and raised the price target from $300 to $330 on October 15, 2026. This marks a positive outlook for the software company, which provides an observability and security platform for cloud applications.
Mizuho vs. the S&P 500
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Other Institutional Activity in Datadog
Blackrock Inc. holds 35,546,533 shares of Datadog, valued at approximately $8.78 billion, after increasing its stake by 296,104 shares. Vanguard Capital Management LLC also boosted its holdings by 283,565 shares to a total of 21,604,265 shares worth about $5.34 billion. FMR, LLC made a significant addition, raising its stake by 6,470,173 shares to 19,758,680 shares valued at roughly $4.88 billion. State Street Corporation increased its position by 646,787 shares, totaling 14,707,381 shares worth about $3.63 billion.
Datadog, Inc. Stock Down 8.3%
Datadog shares recently traded at $244.19, which is below the 50-day moving average of $247.08 by about 1.2%. The stock is currently about 18.8% lower than its 52-week high of $300.68 but remains significantly above its 52-week low of $98.01, showing strong overall performance despite recent volatility.
$DDOG price target
Datadog, Inc. daily closes and this analyst's $330 target. Not advice.
Recent Earnings
Datadog reported trailing twelve-month revenue of $3.97 billion, reflecting a year-over-year growth rate of 35.6%. The company has an EPS of $0.50 and a net margin of 4.5%. The next earnings report is scheduled for 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.
Several insiders sold shares on September 14, 2026, with Chief Financial Officer David M. Obstler selling a total of 64,000 shares worth about $9.10 million. On the same day, General Counsel Kerry Acocella sold 5,280 shares valued at approximately $1.21 million. On September 21, 2026, Obstler sold an additional 16,000 shares at an average price of $241.25 for a total of about $3.86 million.
Analysts Set New Price Targets
On October 15, 2026, Mizuho maintained its Outperform rating on Datadog with a new price target of $330. Other firms also recently adjusted their targets, with CIBC setting a target of $315 on October 9 and RBC Capital adjusting its target to $320 on October 12. The consensus among analysts is a strong buy, with a mean price target of $290.38 from 47 opinions.
About Datadog
Datadog, Inc. operates a platform that provides observability and security solutions for cloud applications, catering to a wide range of customers globally. The company's services are essential for businesses looking to monitor and secure their cloud environments effectively.
Bottom Line
Investors should keep an eye on Datadog's upcoming earnings report on November 4, 2026, as well as any further analyst updates following Mizuho's latest rating. With shares currently trading below the analysts' mean price target, there may be opportunities for market movement.
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Source: Mizuho's rating change on $DDOG (Oct 15, 2026). Written by software, not financial advice. How we make alerts