UBS raises target for Datadog stock to USD 320 ahead of earnings

Published on 10/27/2026 at 12:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 35.60 percent year over year. Datadog stock costs EUR 250.25 on October 27, 2026 beside a USD 100.6 billion market value.

Analyst target and reporting date

UBS raised its Datadog target to USD 320 on October 27, 2026.
Second-quarter revenue reached USD 1.1 billion, up 35.60 percent year over year.
Datadog stock trades at EUR 250.25 at 12:00 p.m. CEST at Lang & Schwarz on October 27, 2026.

Datadog, US23804L1035, Illustration mit AI erstellt.

Datadog (ISIN US23804L1035) was trading at EUR 250.25 at Lang & Schwarz on October 27, 2026 at 12:00 p.m. CEST. Investing.com reported that UBS raised its Datadog target from USD 280 to USD 320 on October 27, 2026, while retaining a Buy rating.

AI optimism meets valuation risk

UBS pointed to potential 2027 benefits from AI observability and possible higher OpenAI spending in the second half of 2026. The firm also identified a counterweight: enterprise revenue growth could stabilize in the fourth quarter against tougher comparisons. At 17 times expected 2027 revenue and 57 times expected free cash flow, the target revision rests on continued expansion rather than a low valuation.

Three dated steps toward results

On August 6, 2026, Datadog reported second-quarter revenue of USD 1.12 billion, up 35.60 percent from the prior year, and earnings per share of USD 0.65 versus consensus of USD 0.58, according to MarketBeat. Bernstein upgraded the stock on October 19, 2026, and UBS lifted its target on October 27, 2026, making the latest move the most immediate catalyst.

What does the target raise mean?

The answer depends on execution against the next growth test. Second-quarter operating profit was USD 5.46 million, while operating cash flow reached USD 315.87 million for the same period. The contrast gives the valuation debate two sides: GAAP profitability remained slim, but cash generation was substantial relative to reported revenue.

November 4 is the next date

Datadog's investor-relations calendar schedules the third-quarter 2026 earnings conference call for November 4, 2026, at 8:00 a.m. EST, according to Datadog. The appointment gives investors a defined checkpoint for revenue growth, enterprise demand and the effect of large-customer comparisons.

Stock price and valuation context

Datadog's Nasdaq quote was USD 280.24 at 4:00 p.m. EDT on October 26, 2026. The same market context put the 52-week range at USD 98.01 to USD 300.68 and market capitalization at USD 100.6 billion. For investors, the November report now has to connect strong cash generation with a valuation already reflecting ambitious AI expectations.

Datadog was trading at EUR 250.25 at Lang & Schwarz on October 27, 2026 at 12:00 p.m. CEST.