Yorkville Ives starts Datadog stock coverage at USD 335.00

Published on 10/08/2026 at 16:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 1.12 billion, up 36.00 percent year over year. Datadog stock costs EUR 246.25 on October 8, 2026 versus EUR 242.75.

Key points in brief

Das Wichtigste in Kürze

Yorkville Ives initiated Datadog coverage with a USD 335.00 target on October 5, 2026.
Second-quarter revenue reached USD 1.12 billion, up 36.00 percent year over year.
Datadog stock was EUR 246.25 at Lang & Schwarz on October 8, 2026, plus 1.44 percent versus EUR 242.75.

Datadog, US23804L1035, Illustration mit AI erstellt.

Datadog stock was EUR 246.25 at Lang & Schwarz on October 8, 2026 at 4:08 p.m. CEST, up 1.44 percent versus the EUR 242.75 prior close. The latest company-specific catalyst is Yorkville Ives initiating coverage with an Outperform rating and a USD 335.00 price target on October 5, 2026, as Investing.com reported.

Three events sharpen the growth case

On August 6, 2026, Datadog reported second-quarter revenue of USD 1.12 billion, up 35.60 percent year over year, while adjusted earnings per share reached USD 0.65 versus a USD 0.58 consensus estimate, according to MarketBeat.

On September 25, 2026, Datadog extended Real User Monitoring and Product Analytics to Shopify and Salesforce, adding coverage for two major application platforms, according to Datadog. The move broadens the addressable use cases from infrastructure visibility toward revenue-critical customer journeys and checkout activity.

On October 5, 2026, Yorkville Ives set its USD 335.00 target, creating a clear comparison with the USD 277.73 average target from 46 analysts tracked by MarketBeat. The average target is USD 58.27 below Yorkville Ives' target, while the consensus rating remains Moderate Buy with 38 Buy ratings, three Strong Buy ratings, four Hold ratings and one Sell rating.

What does the guidance imply?

Datadog guided to third-quarter 2026 revenue of USD 1.135 billion to USD 1.145 billion, representing 28.00 percent to 29.00 percent year-over-year growth. Full-year 2026 revenue guidance stands at USD 4.45 billion to USD 4.47 billion, or 30.00 percent growth, according to Benzinga.

The counter-factor is concentrated customer usage. Management said usage from its largest customer had declined and that the reduction was included in third-quarter and full-year guidance, making the 30.00 percent growth outlook a more cautious benchmark than the second-quarter 36.00 percent result.

Next report date comes into view

Datadog's next quarterly report is scheduled for November 5, 2026, according to Wallstreet Online. That date will test whether the company's expanded product coverage and AI-related demand can offset the identified usage reduction.

Euro quote advances in trading

Datadog was trading at EUR 246.25 at Lang & Schwarz on October 8, 2026 at 4:08 p.m. CEST, plus 1.44 percent versus the EUR 242.75 prior close. On Nasdaq, the stock was last at USD 276.73 on October 8, 2026 at 10:20 a.m. EDT; its 52-week range was USD 98.01 to USD 292.72 and market capitalization was USD 98.5 billion.

The further course of trading is shown by the continuously updated real-time quote of Datadog stock.