Datadog, Inc. $DDOG Position Raised by Rhumbline Advisers

Rhumbline Advisers raised its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 51.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 638,689 shares of the company’s stock after purchasing an additional 217,069 shares during the quarter. Rhumbline Advisers’ holdings in Datadog were worth $90,949,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of DDOG. Physician Wealth Advisors Inc. raised its stake in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. boosted its stake in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares in the last quarter. Tripletail Wealth Management LLC acquired a new position in Datadog during the third quarter worth about $28,000. Hazlett Burt & Watson Inc. bought a new stake in Datadog in the third quarter worth about $28,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in Datadog in the third quarter worth about $40,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on DDOG. KeyCorp reduced their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Sanford C. Bernstein restated an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. Wells Fargo & Company lifted their price target on shares of Datadog from $190.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Wedbush dropped their price target on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday. Finally, Citigroup cut their price objective on Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Thirty-seven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $179.50.

Datadog Stock Down 0.9%

DDOG stock opened at $126.13 on Friday. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company’s 50 day simple moving average is $132.76 and its 200-day simple moving average is $143.82. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. The firm has a market capitalization of $44.23 billion, a P/E ratio of 406.87, a P/E/G ratio of 22.75 and a beta of 1.27.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same quarter last year, the business posted $0.49 EPS. The company’s revenue 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 research analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results beat consensus — revenue, EPS and ARR growth topped estimates and management highlighted AI-driven demand; the print triggered an immediate rally earlier in the week. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: Multiple analysts reiterated or raised bullish ratings/targets (DA Davidson buy with $225 PT; Rosenblatt reaffirmed buy at $185; Capital One nudged its target higher to $157), supporting upside expectations. Capital One adjusts price target on Datadog to $157
• Neutral Sentiment: Short-interest data reported as a large increase appears to be a data error (0 shares / NaN); current days-to-cover is reported as ~0 — this is unreliable and likely not a true market signal. (internal data entry)
• Neutral Sentiment: Some shops issued mixed/market‑perform notes (Citizens Jmp reaffirmed market perform) — the street is divided, which can produce volatility but not a clear directional signal. Citizens Jmp market perform note
• Negative Sentiment: Analyst and media caution: several pieces warn about slowing 2026 growth, rising costs and a premium valuation despite the beat — these critiques are pressuring the multiple. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Competitive/comparative pieces argue other cloud names (eg. MongoDB) may be better buys as AI/Atlas exposure looks stronger — increased competition and capital allocation trade-offs are a headwind narrative. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

Insiders Place Their Bets

In related news, CEO Olivier Pomel sold 100,754 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the transaction, the chief executive officer directly owned 533,358 shares of the company’s stock, valued at approximately $96,633,802.44. The trade was a 15.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $154.05, for a total value of $8,305,143.60. Following the completion of the sale, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 538,917 shares of company stock worth $86,804,288 in the last quarter. 8.70% of the stock is currently owned by corporate 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.