Datadog, Inc. $DDOG Shares Acquired by M&T Bank Corp

M&T Bank Corp grew its holdings in Datadog, Inc. (NASDAQ:DDOG) by 38.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 11,934 shares of the company’s stock after buying an additional 3,294 shares during the period. M&T Bank Corp’s holdings in Datadog were worth $1,624,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. D.A. Davidson & CO. boosted its holdings in Datadog by 41.7% in the fourth quarter. D.A. Davidson & CO. now owns 3,970 shares of the company’s stock worth $540,000 after acquiring an additional 1,169 shares in the last quarter. Kestra Private Wealth Services LLC boosted its holdings in Datadog by 149.9% in the fourth quarter. Kestra Private Wealth Services LLC now owns 10,270 shares of the company’s stock worth $1,397,000 after acquiring an additional 6,160 shares in the last quarter. Sanctuary Advisors LLC boosted its holdings in Datadog by 6.1% in the fourth quarter. Sanctuary Advisors LLC now owns 21,290 shares of the company’s stock worth $2,895,000 after acquiring an additional 1,230 shares in the last quarter. China Universal Asset Management Co. Ltd. boosted its holdings in Datadog by 79.4% in the fourth quarter. China Universal Asset Management Co. Ltd. now owns 15,310 shares of the company’s stock worth $2,082,000 after acquiring an additional 6,776 shares in the last quarter. Finally, NBC Securities Inc. boosted its holdings in Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

Datadog Trading Up 6.1%

Shares of NASDAQ:DDOG opened at $200.16 on Friday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $201.69. The stock has a market cap of $70.57 billion, a price-to-earnings ratio of 526.75, a PEG ratio of 68.31 and a beta of 1.30. The company has a quick ratio of 3.38, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The business has a 50-day moving average price of $124.41 and a 200-day moving average price of $136.98.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same period last year, the business posted $0.46 earnings per share. The company’s revenue for the quarter was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities analysts predict that Datadog, Inc. will post 0.32 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Monness Crespi & Hardt raised their price target on Datadog from $255.00 to $270.00 in a report on Thursday. Truist Financial raised their price target on Datadog from $120.00 to $190.00 and gave the stock a “hold” rating in a report on Thursday. Scotiabank raised their price target on Datadog from $160.00 to $225.00 and gave the stock an “outperform” rating in a report on Friday. Stifel Nicolaus set a $305.00 price target on Datadog in a report on Thursday. Finally, Jefferies Financial Group set a $210.00 price objective on Datadog and gave the stock a “buy” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $211.76.

Insider Activity at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the transaction, the chief technology officer directly owned 437,257 shares in the company, valued at approximately $54,871,380.93. This trade represents a 10.98% 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 this hyperlink. Also, CEO Olivier Pomel sold 68,922 shares of Datadog stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $7,618,637.88. Following the transaction, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 654,018 shares of company stock valued at $80,903,197. 6.67% of the stock is owned by company insiders.

Datadog Profile

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.