Savant Capital LLC Sells 18,947 Shares of Datadog, Inc. $DDOG

Savant Capital LLC cut its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 82.4% during the fourth quarter, Holdings Channel reports. The fund owned 4,047 shares of the company’s stock after selling 18,947 shares during the period. Savant Capital LLC’s holdings in Datadog were worth $550,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Vanguard Group Inc. grew its position in Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. State Street Corp grew its position in Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after acquiring an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC grew its position in Datadog by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after acquiring an additional 197,816 shares during the last quarter. Jennison Associates LLC grew its position in Datadog by 43.7% during the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after acquiring an additional 2,316,994 shares during the last quarter. Finally, Invesco Ltd. boosted its position in Datadog by 119.2% in the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after buying an additional 2,216,402 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was highlighted alongside Oracle and Microsoft as one of the top software stock picks as the sector rebounds, with investors increasingly viewing AI as a growth catalyst for software rather than a threat. DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report
• Positive Sentiment: MarketBeat reported Datadog was among the most upgraded stocks last month, suggesting analysts have become more optimistic about the company’s outlook. 3 Most Upgraded Stocks Last Month According to MarketBeat (DDOG)
• Neutral Sentiment: Zacks noted that Datadog has been heavily searched by investors, which points to rising interest in the name but does not by itself change fundamentals. Investors Heavily Search Datadog, Inc. (DDOG): Here is What You Need to Know
• Negative Sentiment: CTO Alexis Le-Quoc disclosed two stock sales totaling about 75,000 shares, which can weigh on sentiment even though both transactions were made under a Rule 10b5-1 plan and were tied to tax withholding from vested equity awards. SEC Form 4 filing
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but no major new operational update was highlighted in the transcript headline. Datadog, Inc. (DDOG) Presents at Bank of America 2026 Global Technology Conference Transcript

Datadog Stock Performance

DDOG stock opened at $250.33 on Thursday. The business’s fifty day moving average is $162.46 and its 200-day moving average is $144.24. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The company has a market cap of $89.11 billion, a P/E ratio of 658.78, a price-to-earnings-growth ratio of 28.82 and a beta of 1.56. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm’s quarterly revenue was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.46 EPS. 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 research analysts forecast that Datadog, Inc. will post 0.61 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Citigroup increased their price objective on Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research report on Friday, May 8th. UBS Group increased their price objective on Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Capital One Financial decreased their price objective on Datadog from $157.00 to $135.00 and set an “overweight” rating on the stock in a research report on Thursday, April 16th. BMO Capital Markets increased their price objective on Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Finally, Guggenheim increased their price objective on Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and a consensus price target of $219.69.

Insider Activity

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer owned 437,257 shares of the company’s stock, valued at $54,871,380.93. This represents a 10.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Matthew Jacobson sold 52,832 shares of the stock in a transaction on Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the transaction, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 923,616 shares of company stock valued at $155,773,338 in the last 90 days. 6.48% of the stock is owned by company insiders.

Datadog Company 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.