Datadog Inc. ($DDOG) Stock Forecast: Down 6.7% Today

What is Datadog Inc.?

Datadog (DDOG) offers a cloud monitoring and analytics platform to enhance companies' application performance and operational efficiency. Recent concerns regarding the impact of AI on software pricing and margins have led to volatility in the tech sector.

Why is Datadog Inc. going down?

DDOG stock is down 6.7% on Feb 5, 2026 15:07

• Despite KeyCorp maintaining an "overweight" rating on Datadog (DDOG), the stock saw a decline following a reduction in its price target. The lowered price target suggested a potential upside of about 31%.
• The tech sector's instability, attributed to worries about AI's effects on software pricing and margins, likely played a role in the downward movement of Datadog's stock.
• While Datadog exceeded revenue and EPS forecasts and provided optimistic guidance, insider selling and a revised price target may have influenced investor sentiment negatively, contributing to the stock's bearish performance.
• Various firms taking different actions, such as adjusting price targets for Datadog in opposite directions, introduced additional uncertainty into the stock, potentially impacting its downward trajectory.

DDOG Price Chart

DDOG Technical Analysis

DDOG News

Intuit stock price rebounds nearly 3% after AI fears hit software — what’s next for INTU

Intuit (INTU) stock rebounded nearly 3% after falling due to investor concerns about AI's impact on software pricing and margins. The company, which sells products like TurboTax and QuickBooks, saw its shares close up 2.7% on Wednesday, although it remains significantly below its 52-week high. Analysts have debated the valuation of software in an AI-driven world, with Oppenheimer cutting Intuit's price target earlier in the week.

https://ts2.tech/en/intuit-stock-price-rebounds-nearly-3-after-ai-fears-hit-software-whats-next-for-intu/

Datadog (NASDAQ:DDOG) Price Target Lowered to $155.00 at KeyCorp

KeyCorp reduced its price target for Datadog (NASDAQ:DDOG) to $155.00 from $170.00 but maintained an "overweight" rating, indicating a potential upside of approximately 31%. Despite the lowered target from KeyCorp, other firms like Morgan Stanley, Raymond James, Wells Fargo, and Cantor Fitzgerald have recently increased their price targets for Datadog. The company recently surpassed revenue and EPS estimates and provided positive FY2025 guidance, although insiders have sold a significant number of shares.

https://www.marketbeat.com/instant-alerts/datadog-nasdaqddog-price-target-lowered-to-15500-at-keycorp-2026-02-04/

Allianz Asset Management GmbH Has $81.48 Million Position in Dynatrace, Inc. $DT

Allianz Asset Management GmbH has lowered its stake in Dynatrace, Inc. to 1,681,774 shares, valued at $81.48 million, which represents a 14.8% reduction. Insiders have also sold shares, with CEO Rick M. McConnell decreasing his stake by 21.72%. Despite insider selling and a stock price decline, Dynatrace beat Q3 earnings and revenue expectations, and analysts maintain a "Moderate Buy" rating with an average target price of $59.41.

https://www.marketbeat.com/instant-alerts/filing-allianz-asset-management-gmbh-has-8148-million-position-in-dynatrace-inc-dt-2026-02-04/

Elastic N.V. (ESTC): A Bull Case Theory

This article summarizes a bullish thesis on Elastic N.V. (ESTC), highlighting its strong recent quarter with 16% YoY revenue growth and 75% gross margin, driven by Elastic Cloud and AI-search momentum. Despite GAAP losses and a recent stock pullback, the company shows improving operating efficiency, strong cash flow, and significant enterprise adoption, with management raising guidance due to confidence in mid-teens revenue growth and expanding non-GAAP operating margins. The article emphasizes Elastic's strategic focus on GenAI and its potential for continued upside.

https://finviz.com/news/298584/elastic-nv-estc-a-bull-case-theory

Kforce Q4 2025 Earnings Surprise: Stunning Turnaround Begins

Kforce (NYSE: KFRC) reported a strong fourth quarter for 2025, exceeding revenue forecasts with $332 million as demand for tech talent, particularly in data and digital transformation, rebounded. Despite a year-over-year revenue decline, this marked the third consecutive quarter of growth driven by a shift in client focus from AI hype to practical applications. The company anticipates continued positive momentum into Q1 2026, leading to a rise in shares and a positive outlook for the staffing firm.

https://news.alphastreet.com/kforce-q4-2025-earnings-surprise-stunning-turnaround-begins/

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Datadog Inc. Price History

21.00.2026 - DDOG Stock was up 5.1%

• Datadog's bullish movement could be attributed to a maintained "buy" rating by TD Cowen despite a lower price target, indicating positive sentiment towards the stock.
• Increased stake in Dynatrace, Inc. by Sequoia Financial Advisors LLC and positive earnings report from Dynatrace may have positively influenced tech stocks' overall sentiment, including Datadog.
• Allstate Corp's acquisition of shares in Datadog, Inc. and the company's recent earnings and revenue beat likely boosted investor confidence in Datadog's growth potential.
• The bearish movement in the SPDR S&P 500 ETF Trust (SPY) due to President Donald Trump's comments on Greenland might have had a minor impact on the market sentiment, but Datadog's positive developments overshadowed this influence, leading to its bullish movement.

09.00.2026 - DDOG Stock was down 5.5%

• Datadog's stock might have been influenced by the strong Q3 results reported by JFrog and other software development companies, creating a shift in investor focus within the sector.
• The increase in redemption limit by Blue Owl Capital Inc. in its private credit fund could have raised concerns about the overall market sentiment, leading to a broader sell-off in tech stocks like Datadog.
• Despite the positive performance of SPY and QQQ ETFs, Datadog's specific market dynamics and potential profit-taking behavior could have contributed to its bearish movement today.
• Overall, the bearish movement in Datadog's stock could be a combination of sector-specific news and profit-taking activities, reflecting the volatility in the tech industry.

21.00.2026 - DDOG Stock was up 5.4%

• Datadog's strong financial performance in the latest quarter, surpassing expectations, has contributed to the bullish movement of the stock.
• The acquisition of shares by Allstate Corp and positive analyst ratings have likely boosted investor confidence in Datadog.
• Overall market sentiment remains positive towards Datadog despite some insider selling, particularly with institutional investors and hedge funds holding a significant portion of the stock.
• The expanded partnership with AWS is viewed as a positive development, further driving the bullish momentum of the stock.

05.01.2026 - DDOG Stock was down 6.7%

• Despite KeyCorp maintaining an "overweight" rating on Datadog (DDOG), the stock saw a decline following a reduction in its price target. The lowered price target suggested a potential upside of about 31%.
• The tech sector's instability, attributed to worries about AI's effects on software pricing and margins, likely played a role in the downward movement of Datadog's stock.
• While Datadog exceeded revenue and EPS forecasts and provided optimistic guidance, insider selling and a revised price target may have influenced investor sentiment negatively, contributing to the stock's bearish performance.
• Various firms taking different actions, such as adjusting price targets for Datadog in opposite directions, introduced additional uncertainty into the stock, potentially impacting its downward trajectory.

03.01.2026 - DDOG Stock was down 8.8%

• Despite positive analyst evaluations, broader market trends or specific negative developments may have outweighed bullish views on Datadog.
• The recent acquisition of Chronosphere by a competitor in the cybersecurity industry, Palo Alto Networks, could have raised concerns about increased competition for Datadog.
• Investors may be hesitant about Datadog's growth prospects relative to other companies like PagerDuty, which are viewed as having strong potential for growth due to their strategic positioning and improving fundamentals.
• Market sentiment could be influenced by Palo Alto Networks' upcoming earnings report post the Chronosphere acquisition, potentially prompting a shift away from Datadog towards companies with more immediate growth catalysts.

03.01.2026 - DDOG Stock was down 5.6%

• Datadog (DDOG) experienced a bearish movement possibly due to the negative sentiment surrounding the acquisition and integration challenges faced by Palo Alto Networks (PANW) after finalizing the Chronosphere deal.
• The market may have reacted to investor skepticism towards PANW's high valuation of the acquisition, leading to a 4.8% drop in its stock price, which could have spilled over to negatively impact related tech stocks like DDOG.
• The uncertainty surrounding the upcoming earnings report of PANW on February 12th, where insights into integration costs and pricing strategies will be revealed, might have contributed to the overall bearish sentiment in the tech sector, affecting DDOG's performance as well.

04.01.2026 - DDOG Stock was down 6.7%

• Datadog (DDOG) witnessed a notable downward movement today, potentially influenced by broader tech market fluctuations and apprehensions regarding AI disruptions affecting software firms like Intuit.
• Despite positive analyst sentiment surrounding Datadog, it may not have been sufficient to counterbalance the prevailing negative market outlook and worries about AI rendering traditional software services more commonplace.
• The varying options sentiment related to Oklo Inc, particularly the heightened interest in downside protection, could have contributed to the prevailing cautious atmosphere within the tech industry, impacting the performance of Datadog's stock.
• Notwithstanding optimistic analyst projections, today's market activity for Datadog implies that overarching market trends and concerns related to AI disruption had a more pronounced effect on the stock's trajectory.

22.00.2026 - DDOG Stock was up 6.5%

• Datadog's stock surged today, likely influenced by positive market sentiment and overall tech sector strength.
• The announcement of President Trump calling off scheduled tariffs on European allies eased trade war fears, leading to a broader market rally and benefiting tech stocks like Datadog.
• The company also received an upgrade from Wall Street analysts, possibly contributing to the bullish movement.
• Datadog's performance today showcases how external factors like trade policies and analyst recommendations can impact stock movements in the market.

22.00.2026 - DDOG Stock was up 6.7%

• Datadog saw a strong bullish movement following President Trump's decision to call off tariffs on European allies, easing concerns about a transatlantic trade war.
• The positive market reaction to the news led to a broader market rebound, particularly benefiting technology and semiconductor stocks like Datadog.
• Analyst upgrades for Datadog also contributed to the bullish momentum, reflecting positive sentiment and growth prospects for the company's cloud monitoring services.
• The combination of favorable market conditions, geopolitical developments, and analyst support likely fueled Datadog's bullish movement today.

22.00.2026 - DDOG Stock was up 5.5%

• Following President Trump's decision to cancel tariffs on European allies, Datadog's stock saw a strong bullish trend, easing concerns about a transatlantic trade war. This announcement contributed to a market uptick, especially benefiting technology and semiconductor stocks.
• Analysts at TD Cowen provided a negative forecast for Datadog's stock price by lowering the price target while maintaining a "buy" rating. This adjustment was made despite mixed analyst revisions and was based on the potential upside.
• The favorable response from the market to the tariff news, along with company-specific analysis and insider trading activity, likely boosted investor confidence in Datadog's growth potential.
• The increased investment from Sequoia Financial Advisors LLC in Dynatrace, a competitor in the cloud monitoring sector, may have influenced market sentiment towards Datadog, indicating ongoing investor interest in the industry.

29.00.2026 - DDOG Stock was down 8.0%

• Datadog witnessed a bearish movement, potentially driven by profit-taking following a period of robust growth.
• The launch of new AI agents and operating systems by Dynatrace may have redirected investor attention towards competitors in the observability space, impacting Datadog's stock negatively.
• A decrease in the price target for Booking Holdings by Goldman Sachs could have triggered a broader sectoral decline, influencing investor confidence in tech-related stocks like Datadog.
• The general market uncertainty and upcoming tech earnings reports likely contributed to a risk-off sentiment, prompting investors to reassess their positions in high-growth stocks such as Datadog.

29.00.2026 - DDOG Stock was down 8.8%

• Datadog's stock experienced a bearish movement possibly due to profit-taking after a period of strong growth.
• The introduction of new AI agents and observability integrations by another company might have sparked investor interest in the broader tech sector, leading to a shift away from Datadog.
• A decrease in the price target for Booking Holdings by a financial institution could have created a negative sentiment in the tech industry, impacting Datadog's stock price as well.
• The upcoming earnings report from a financial company might be causing investors to reallocate their portfolios, affecting the performance of tech stocks like Datadog.