Nordea Investment Management AB Reduces Stake in Datadog, Inc. $DDOG

Nordea Investment Management AB cut its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 20.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 53,289 shares of the company’s stock after selling 13,793 shares during the period. Nordea Investment Management AB’s holdings in Datadog were worth $7,624,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Callan Family Office LLC raised its position in shares of Datadog by 145.6% in the 2nd quarter. Callan Family Office LLC now owns 22,680 shares of the company’s stock worth $3,047,000 after buying an additional 13,445 shares during the period. Munro Partners acquired a new stake in Datadog during the third quarter worth about $7,120,000. Yousif Capital Management LLC raised its holdings in shares of Datadog by 869.3% in the 3rd quarter. Yousif Capital Management LLC now owns 36,777 shares of the company’s stock worth $5,237,000 after purchasing an additional 32,983 shares during the period. Vanguard Personalized Indexing Management LLC lifted its stake in shares of Datadog by 30.4% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 24,062 shares of the company’s stock valued at $3,232,000 after purchasing an additional 5,609 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in shares of Datadog by 37.9% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after purchasing an additional 30,008 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Performance

Shares of DDOG opened at $119.02 on Friday. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. The stock has a market cap of $41.74 billion, a P/E ratio of 383.94, a P/E/G ratio of 21.83 and a beta of 1.26. The business’s 50 day moving average price is $149.83 and its 200-day moving average price is $146.31. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The business had revenue of $885.65 million during the quarter, compared to analysts’ expectations of $852.77 million. During the same quarter in the previous year, the business earned $0.46 earnings per share. The firm’s quarterly revenue was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Equities research analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

DDOG has been the subject of a number of research analyst reports. Truist Financial dropped their target price on shares of Datadog from $195.00 to $140.00 and set a “hold” rating for the company in a research report on Wednesday, January 7th. BNP Paribas Exane dropped their price objective on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday. Wells Fargo & Company lifted their target price on shares of Datadog from $190.00 to $230.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Piper Sandler decreased their price target on shares of Datadog from $225.00 to $195.00 and set an “overweight” rating for the company in a research report on Monday, January 5th. Finally, Morgan Stanley raised their price objective on Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a research report on Friday, November 7th. Thirty-three investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $196.45.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑term selling pressure. Zacks

Insiders Place Their Bets

In other news, CEO Olivier Pomel sold 100,754 shares of the stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the sale, the chief executive officer owned 533,358 shares in the company, valued at $96,633,802.44. This represents a 15.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Matthew Jacobson sold 404,306 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $199.60, for a total transaction of $80,699,477.60. Following the sale, the director directly owned 12,859 shares of the company’s stock, valued at $2,566,656.40. This trade represents a 96.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,082,904 shares of company stock valued at $194,318,545. Insiders own 8.70% of the company’s stock.

About Datadog

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.