Harel Insurance Investments & Financial Services Ltd. Boosts Stock Holdings in Datadog, Inc. $DDOG

Harel Insurance Investments & Financial Services Ltd. grew its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 245.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,049,784 shares of the company’s stock after buying an additional 745,963 shares during the period. Datadog comprises approximately 1.2% of Harel Insurance Investments & Financial Services Ltd.’s portfolio, making the stock its 24th biggest holding. Harel Insurance Investments & Financial Services Ltd.’s holdings in Datadog were worth $142,760,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. PKO Investment Management Joint Stock Co purchased a new position in shares of Datadog during the 3rd quarter valued at approximately $1,709,000. Hartford Investment Management Co. purchased a new position in shares of Datadog during the 3rd quarter valued at approximately $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd lifted its position in shares of Datadog by 134.5% during the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after buying an additional 17,860 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after buying an additional 9,748,738 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd lifted its position in shares of Datadog by 37.9% during 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 buying an additional 30,008 shares in the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and kept a lofty $225 price target, signaling strong analyst conviction and a potential catalyst for further upside. DA Davidson buy reaffirmed
• Positive Sentiment: Jefferies raised its price target to $170 (from $160) and maintained a buy rating, citing upside vs. the current price — another bullish endorsement that can support the rally into earnings. Jefferies raises price target
• Positive Sentiment: Wall Street consensus still implies meaningful upside — 247WallStreet highlights an average analyst target (~$176.95) implying roughly 26% upside from recent levels, which can attract value-seeking buyers. Wall Street sees upside
• Positive Sentiment: Technical indicators are bullish: multiple outlets note DDOG crossed above key short-to-intermediate trendlines (80-day/other), a move that historically preceded positive returns and likely fueled recent buying ahead of earnings. Trendline crossover
• Neutral Sentiment: Pre-earnings previews (Zacks) note strong AI-driven momentum and healthy bookings for Q1, but call out margin pressure and customer concentration as near-term risk factors — a mixed fundamental backdrop that could amplify post-earnings volatility. Zacks earnings preview
• Neutral Sentiment: Options-focused commentary (Barchart) highlights strategies like selling puts into earnings to capture elevated volatility — this reflects increased options activity and higher implied volatility rather than a direct fundamental change to Datadog’s outlook. Options/volatility piece

Datadog Stock Down 0.7%

Shares of DDOG opened at $145.73 on Wednesday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $201.69. The company has a market capitalization of $51.38 billion, a PE ratio of 470.10, a price-to-earnings-growth ratio of 53.10 and a beta of 1.30. The stock has a fifty day simple moving average of $121.90 and a two-hundred day simple moving average of $136.78. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same period last year, the company earned $0.49 EPS. The company’s revenue for the quarter was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, equities analysts forecast that Datadog, Inc. will post 0.32 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. UBS Group set a $195.00 target price on Datadog in a research report on Monday, February 9th. Needham & Company LLC decreased their target price on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Canadian Imperial Bank of Commerce decreased their target price on Datadog from $240.00 to $215.00 and set an “outperformer” rating on the stock in a research report on Monday, April 20th. Wedbush decreased their target price on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 11th. Finally, KeyCorp decreased their target price on Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Datadog currently has an average rating of “Moderate Buy” and an average price target of $177.28.

Insider Buying and Selling

In related news, CEO Olivier Pomel sold 42,443 shares of the firm’s stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $111.14, for a total transaction of $4,717,115.02. Following the completion of the sale, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at approximately $92,877,364.06. This trade represents a 4.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of the firm’s stock in a transaction dated Wednesday, April 22nd. The stock was sold at an average price of $130.84, for a total value of $5,655,428.16. Following the sale, the chief technology officer directly owned 531,311 shares of the company’s stock, valued at $69,516,731.24. The trade was a 7.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 594,639 shares of company stock valued at $72,214,894. 6.67% of the stock is currently owned by insiders.

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.