Datadog price target raised to $180 from $165 at Morgan Stanley

Morgan Stanley raised the firm’s price target on Datadog (DDOG) to $180 from $165 and keeps an Equal Weight rating on the shares. Year-over-year growth accelerated across all cohorts excluding OpenAI in Q3, which is “an event we have been waiting for,” the analyst tells investors. Shares are “not cheap,” but a durable core acceleration should send shares higher over the coming year, but initial calendar year 2026 guidance remains a “hurdle to clear,” the analyst added.