Datadog and Workiva Q4 Earnings Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Should l Buy DDOG?
Source: Yahoo Finance
- Surge in Datadog AI Demand: As of Q3 2025, Datadog had 32,000 customers, with over 5,000 using at least one AI product, a 67% increase year-over-year, contributing 12% to total revenue, indicating strong growth momentum in this segment.
- Workiva's Integration Advantage: Workiva's revenue grew by 21% to $224 million in Q3 2025, driven by an increase in high-spending customers, with those spending over $300,000 and $500,000 annually rising by 41% and 42%, respectively, reflecting sustained market demand.
- Future Earnings Expectations: Datadog will report earnings on February 10, and if AI customer growth continues, it could spark a stock rebound, while Workiva is set to report on February 19, with a full-year revenue forecast of $881 million, which could lead to stock price increases if exceeded.
- AI Technology Application Outlook: Both companies are actively integrating AI technologies, with Datadog enhancing customer experience through Bits AI and OpenAI Monitoring, while Workiva's AI assistant simplifies report generation, showcasing AI's potential in improving operational efficiency and customer satisfaction.
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Analyst Views on DDOG
Wall Street analysts forecast DDOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DDOG is 207.39 USD with a low forecast of 140.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
33 Analyst Rating
30 Buy
3 Hold
0 Sell
Strong Buy
Current: 106.730
Low
140.00
Averages
207.39
High
255.00
Current: 106.730
Low
140.00
Averages
207.39
High
255.00
About DDOG
Datadog, Inc. provides an observability and security platform for cloud applications. The Company’s SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for its customers’ entire technology stack. Its platform consists of products that can be used individually or as a unified solution and includes a marketplace where customers can access products built by its partners on top of the Datadog platform. Its products include Infrastructure Monitoring, Application Performance Monitoring, Log Management, Digital Experience Monitoring, Continuous Profiler, Database Monitoring, Data Observability, Universal Service Monitoring, Network Monitoring and others. It owns Metaplane, an end-to-end data observability platform that provides advanced machine learning-powered monitoring and column-level lineage.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Optimistic Performance Outlook: Despite macro pressures affecting valuations, Rosenblatt lowered Datadog's price target from $200 to $185 while maintaining a Buy rating, indicating confidence in the company's fundamentals.
- Significant New Customer Growth: Datadog reported record new logo annualized bookings more than doubling year-over-year in its Q3 2025 earnings call, highlighting sustained demand for its observability platform, particularly among large enterprises.
- Successful Large Deals: The quarter featured multiple seven-figure deals with a leading European telecommunications provider and a Fortune 500 technology hardware company, underscoring Datadog's growing importance in complex organizations.
- Favorable Market Trends: As enterprises adopt AI workloads and containerized architectures, Datadog's expanding product suite and strong cross-sell capabilities position it well to benefit from cloud migration and the rising complexity of modern application stacks, even with constrained near-term budgets.
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- Optimistic Outlook for Datadog: The cloud monitoring and security software company Datadog has an average price target implying a 61% upside; despite its stock plummeting from nearly $200 in November to around $120, revenue is projected to grow by 20% by 2026.
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