Datadog, Inc. $DDOG Shares Sold by Brown Capital Management LLC

Brown Capital Management LLC reduced its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 37.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 712,277 shares of the company’s stock after selling 421,051 shares during the period. Datadog comprises about 4.2% of Brown Capital Management LLC’s investment portfolio, making the stock its 4th biggest position. Brown Capital Management LLC owned 0.20% of Datadog worth $101,428,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in DDOG. Tripletail Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth approximately $28,000. Hazlett Burt & Watson Inc. acquired a new stake in shares of Datadog in the 3rd quarter valued at about $28,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Datadog in the third quarter valued at approximately $40,000. Interchange Capital Partners LLC bought a new position in Datadog in the second quarter valued at approximately $42,000. Finally, Game Plan Financial Advisors LLC acquired a new position in shares of Datadog during the 3rd quarter worth about $43,000. Institutional investors own 78.29% of the company’s stock.

Insider Buying and Selling

In related news, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the sale, the director owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 11,195 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the transaction, the chief executive officer owned 518,133 shares of the company’s stock, valued at approximately $71,466,084.69. This represents a 2.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,041,445 shares of company stock valued at $186,887,631. 8.70% of the stock is owned by company insiders.

Datadog Trading Down 0.2%

Shares of NASDAQ DDOG opened at $129.05 on Tuesday. The stock’s 50 day simple moving average is $138.92 and its 200 day simple moving average is $145.31. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The company has a market cap of $45.25 billion, a price-to-earnings ratio of 416.29, a price-to-earnings-growth ratio of 23.07 and a beta of 1.26. Datadog, Inc. has a 12-month low of $81.63 and a 12-month 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, topping the consensus estimate of $0.45 by $0.10. The company had revenue of $885.65 million for the quarter, compared to analysts’ expectations of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The business’s revenue was up 28.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.46 EPS. 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 expect that Datadog, Inc. will post 0.34 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on DDOG shares. Evercore ISI cut their price objective on Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a research report on Monday. Guggenheim set a $105.00 price target on shares of Datadog in a report on Thursday, November 6th. Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. Needham & Company LLC boosted their price target on Datadog from $175.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Jefferies Financial Group reduced their target price on shares of Datadog from $220.00 to $180.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Thirty-five analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $189.36.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $225 price target, implying sizable upside vs. the current price — a clear bullish catalyst for momentum and sentiment. DA Davidson Reaffirms Buy
• Positive Sentiment: Fool.com highlighted Datadog as one of two AI/software names that could deliver triple‑digit gains, citing Datadog’s share gains in observability and leadership in AI for IT operations — a narrative that can attract growth/AI‑themed flows. Software Bear Market: 2 AI Stocks to Buy
• Neutral Sentiment: BMO Capital maintained an Outperform rating despite trimming its price target to $170, signaling conviction in DDOG’s long‑term thesis but acknowledging valuation/sector risks. BMO Maintains Outperform
• Neutral Sentiment: Zacks notes Datadog is among the most‑searched stocks recently — increased attention can amplify volatility but doesn’t directly indicate direction. Investors Heavily Search Datadog
• Neutral Sentiment: Short‑interest data reported shows effectively zero days to cover based on average volume, which appears to be a data anomaly and is not currently a meaningful market pressure signal.
• Negative Sentiment: Evercore ISI trimmed its price target from $215 to $175 while keeping an Outperform call — the cut reduces upside expectations and can weigh on sentiment. Evercore Lowers PT
• Negative Sentiment: Rosenblatt cut its price target to $185, another downward revision that contributes to analyst target compression. Rosenblatt Cuts Price Target
• Negative Sentiment: Company CTO disclosed an insider sale of roughly $4.57M in DDOG stock — while insider sales can be for diversification/liquidity, such filings often trigger short‑term selling or caution among investors. CTO Insider Sale

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.