UBS Raises Datadog (DDOG) Price Target to $320
Key Points
- UBS has increased its price target for Datadog from $280 to $320, maintaining a Buy rating as of October 27, 2026.
- Datadog's stock recently traded at $280.83, which is about equal to its closing price of $280.82 on the same day.
- The average price target among analysts for Datadog is currently $292.84, suggesting potential upside from the recent trading levels.
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On October 27, 2026, UBS raised its price target for Datadog, Inc. (DDOG) to $320 from $280 while keeping its Buy rating. This update came in a research note that reflects UBS's positive outlook on the company's performance.
DDOG
Datadog, Inc.
UBS vs. the S&P 500
Hypothetical returns from UBS's disclosed trades, not real profit or advice. How we model this.
UBS's Call on Datadog
UBS's new target represents a significant increase and indicates confidence in Datadog's growth potential. The firm has maintained a Buy rating, suggesting it sees the stock as a favorable investment option. This adjustment aligns with the broader positive sentiment seen in recent analyst ratings for Datadog, with several other firms also adjusting their targets upward.
Other Institutional Activity in Datadog
Several other institutional investors have made changes to their positions in Datadog recently. Jupiter Topco LLC increased its holdings by 3,471,761 shares, bringing its total to 6,943,522 shares valued at about $1.95 billion. Meanwhile, Jennison Associates LLC added 937,617 shares, now holding 6,860,657 shares worth approximately $1.92 billion. On the other hand, Ag2R la Mondiale Gestion D'Actifs reduced its stake by 35,872 shares, ending with 13,925 shares valued at about $3.81 million. Highland Capital Management also cut its holdings by 17,010 shares, now holding 3,358 shares worth around $919,588.
Datadog, Inc. Stock Up 4.1%
As of October 27, 2026, Datadog's shares traded at $280.83, which is about equal to its closing price of $280.82 on the same day. The stock is currently above its 50-day moving average by 12.7% and well above its 200-day average by 43.6%. However, it remains about 6.6% below its 52-week high of $300.68.
$DDOG price target
Datadog, Inc. daily closes and this analyst's $320 target. Not advice.
Recent Earnings
Datadog reported trailing twelve-month revenue of approximately $3.97 billion, reflecting a year-over-year revenue growth of 35.6%. 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 in Datadog recently. Chief Financial Officer David M Obstler sold a total of 64,000 shares on September 14, 2026, and September 21, 2026, valued at approximately $9.10 million and $3.86 million, respectively. General Counsel Kerry Acocella also sold 5,280 shares worth about $1.21 million on September 14, 2026.
Analysts Set New Price Targets
On October 27, 2026, UBS raised its price target for Datadog to $320 from $280 while maintaining a Buy rating. Earlier in the month, other firms like Barclays and Mizuho also adjusted their targets upward, with Barclays maintaining an Overweight rating and a price target of $300, and Mizuho maintaining an Outperform rating with a target of $330. The average price target among analysts for Datadog is currently $292.84, with 46 analysts providing opinions.
About Datadog
Datadog, Inc. operates a platform for observability and security in cloud applications. The company provides monitoring and analytics services to help organizations understand their systems and improve performance.
Bottom Line
Investors will be looking ahead to Datadog's earnings report on November 4, 2026, for further insights into its performance. The recent upward adjustments in price targets from multiple analysts suggest a strong market interest in the company.
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Source: UBS's rating change on $DDOG (Oct 27, 2026). Written by software, not financial advice. How we make alerts