Mediolanum International Funds Ltd Lowers Stock Position in Datadog, Inc. $DDOG

Mediolanum International Funds Ltd cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 29.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 203,867 shares of the company’s stock after selling 83,315 shares during the quarter. Mediolanum International Funds Ltd owned approximately 0.06% of Datadog worth $29,614,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DDOG. Callan Family Office LLC grew its holdings in shares of Datadog by 145.6% in the second quarter. Callan Family Office LLC now owns 22,680 shares of the company’s stock worth $3,047,000 after purchasing an additional 13,445 shares during the last quarter. PKO Investment Management Joint Stock Co bought a new stake in Datadog during the 3rd quarter valued at about $1,709,000. Munro Partners purchased a new stake in Datadog in the 3rd quarter valued at about $7,120,000. Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in 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 worth $15,555,000 after acquiring an additional 30,008 shares in the last quarter. Finally, Yousif Capital Management LLC increased its position in shares of Datadog by 869.3% during the third quarter. Yousif Capital Management LLC now owns 36,777 shares of the company’s stock worth $5,237,000 after acquiring an additional 32,983 shares during the period. Institutional investors own 78.29% of the company’s stock.

Datadog Stock Performance

DDOG stock opened at $129.32 on Friday. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The firm has a market cap of $45.35 billion, a price-to-earnings ratio of 417.16, a PEG ratio of 22.87 and a beta of 1.26. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66. The firm has a 50-day simple moving average of $139.51 and a two-hundred day simple moving average of $145.37.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm had revenue of $885.65 million for the quarter, compared to the consensus estimate of $852.77 million. During the same quarter in the previous year, the firm earned $0.46 EPS. The company’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. On average, equities analysts forecast that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
• Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
• Neutral Sentiment: Analyst consensus remains modestly positive — databases show a “Moderate Buy” consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer‑term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le‑Quoc
• Negative Sentiment: Price‑target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near‑term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
• Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

Insider Buying and Selling

In other Datadog news, Director Matthew Jacobson sold 404,306 shares of the firm’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $199.60, for a total value of $80,699,477.60. Following the completion of the sale, the director owned 12,859 shares of the company’s stock, valued at approximately $2,566,656.40. This trade represents a 96.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $197.99, for a total transaction of $10,674,036.88. Following the completion of the transaction, the chief technology officer directly owned 395,661 shares of the company’s stock, valued at $78,336,921.39. The trade was a 11.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,104,127 shares of company stock worth $197,161,211 in the last ninety days. 8.70% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. KeyCorp lowered their price target on Datadog from $230.00 to $170.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Evercore ISI upped their target price on Datadog from $170.00 to $215.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Arete Research increased their price target on Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. JPMorgan Chase & Co. lifted their price objective on Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Finally, CIBC raised shares of Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 price objective for the company in a research note on Friday, November 7th. Thirty-five analysts have rated the stock with a Buy rating, four 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 an average price target of $190.38.

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.