Key Stats for Datadog Machines Stock
- Price Change: +6.3%
- Current Price: $131
- Advanced Model Price Target: $330
The Street targets $199. The Model targets $330. Who is right? Run the numbers on TIKR →
What Happened?
Datadog (DDOG) rallied 6.3% on Friday, closing at $131 as investors piled back into the software sector.
The surge was triggered after analysts at Stifel upgraded the company to Buy, citing steady AI-related demand.
The firm highlighted an “attractive risk-reward” profile, predicting that Datadog will beat earnings expectations as cloud security spending remains resilient.
This bullish call signals a potential bottom for the battered software sector, attracting traders looking for a recovery play.

See analysts’ growth forecasts and price targets for Datadog stock (It’s free!) >>>
Is Datadog Undervalued Today?
The upgrade aligns with the company’s robust fundamental performance reported in recent transcripts.
Speaking at the Nasdaq Investor Conference, CFO David Obstler noted that total revenue growth “sustained at 28.0%” in the recent quarter.
He revealed that “new logo annualized bookings more than doubled year-over-year,” signaling strong momentum with large enterprise clients.
Obstler emphasized that the “long-term trend of modernization of software stack” is creating a tailwind for Datadog’s observability platform.
According to TIKR’s Advanced Valuation Model, this growth durability implies massive upside.
- Advanced Model Price Target: $330
- Current Price: $131
- Potential Upside: +151.9%
The model assumes Datadog can maintain a strong 22.1% revenue CAGR through 2030 as it capitalizes on the cloud security boom.
Conclusion: The Stifel upgrade confirms what the data suggests: the selloff is overdone. With bookings doubling and a valuation model pointing to $330, Datadog stock looks like a prime candidate for a rebound.
See the full DDOG forecast on TIKR >>>
How Much Upside Does Datadog Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!