Update shared on10 Aug 2025
Fair value Increased 5.27%The consensus analyst price target for Datadog has increased to $159.62, primarily reflecting a modest improvement in net profit margin and a lower forward P/E multiple, indicating stronger profitability and a slightly improved valuation profile.
What's in the News
- Datadog provided Q3 revenue guidance of $847–$851 million and full-year 2025 revenue guidance of $3.312–$3.322 billion.
- The company is in advanced talks to acquire Upwind Security, an Israeli cybersecurity firm, for up to $1 billion in cash and shares.
- Datadog announced a new integration with Reflectiz, enhancing its cloud security platform with advanced website security intelligence and real-time threat monitoring.
- Datadog was added to multiple indices, including the S&P 500, S&P 500 Growth, S&P 500 Information Technology, S&P 500 Software, S&P Composite 1500, and S&P Global 1200, but was dropped from the Russell Small Cap Comp Growth Index.
- Amendment and restatement of the company’s Certificate of Incorporation were approved at the annual general meeting.
Valuation Changes
Summary of Valuation Changes for Datadog
- The Consensus Analyst Price Target has risen from $151.92 to $159.62.
- The Net Profit Margin for Datadog has risen slightly from 7.54% to 7.74%.
- The Future P/E for Datadog has fallen slightly from 193.74x to 189.36x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.