Datadog's Q1 2025 revenue exceeds guidance, up 25% YoY, with a high end of $762 million, and the company's large deals increase significantly, signing 11 deals with a total contract value of $10 million or more.

Datadog (DDOG) price target raised to $169 by BTIG, maintaining a Buy rating. Analysts highlight positive results from the company's market activities, including successful competitive strategies and new product launches. The average target price is $147.40 with a high estimate of $200.00 and a low estimate of $105.00. The estimated GF Value for Datadog Inc (DDOG) in one year is $183.78, suggesting a 25.4% upside from the current price.

Investment research firm BTIG has raised its price target for Datadog (NASDAQ: DDOG) to $169, maintaining a Buy rating for the cloud observability company. The new target is in line with the broader analyst consensus, which averages $147.40, with high and low estimates of $200.00 and $105.00, respectively. BTIG's analysts highlight Datadog's strong market position, competitive strategies, and new product launches as key drivers behind the bullish outlook.

According to BTIG, Datadog's growth trajectory and market leadership justify its premium valuation. The company's gross profit margin of 80.15% and sustained revenue growth of 25.54% support this optimistic outlook. Datadog's ability to deliver results exceeding management's guidance and its strong demand for observability products are also cited as positive factors. The estimated GF Value for Datadog Inc. (DDOG) in one year is $183.78, suggesting a 25.4% upside from the current price.

BTIG's analysts also note that Datadog's recent acquisitions, such as Eppo and Metaplane, have strengthened its position in the data observability and feature flagging markets. The company's AI-driven innovation, particularly its Bits AI suite, is expected to contribute significantly to its future growth. Additionally, Datadog's expansion into the Asia-Pacific region and its focus on hybrid deployment models position it well to capitalize on regulatory demands and edge computing trends.

However, BTIG also acknowledges the risks associated with Datadog's high valuation multiples and potential competitive pressures. Investors should monitor the company's earnings guidance and AI adoption metrics to validate its growth trajectory and justify its premium valuation.

In conclusion, BTIG's price target of $169 for Datadog reflects a positive outlook on the company's growth prospects and market position. While the stock's high valuation multiples present risks, the firm's strong financial performance and strategic investments provide a solid foundation for long-term growth.

References:

[1] https://za.investing.com/news/analyst-ratings/datadog-stock-price-target-raised-to-170-from-150-at-td-cowen-93CH-3805778
[2] https://www.ainvest.com/news/datadog-premium-valuation-growth-justification-strong-2507/
[3] https://www.marketbeat.com/instant-alerts/filing-baillie-gifford-co-acquires-1369522-shares-of-datadog-inc-nasdaqddog-2025-07-25/