NEOS Investment Management LLC Raises Stake in Datadog, Inc. $DDOG

NEOS Investment Management LLC lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 135.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 135,208 shares of the company’s stock after buying an additional 77,837 shares during the period. NEOS Investment Management LLC’s holdings in Datadog were worth $19,254,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of DDOG. PKO Investment Management Joint Stock Co purchased a new position in Datadog in the 3rd quarter valued at about $1,709,000. Munro Partners purchased a new stake in shares of Datadog during the third quarter worth about $7,120,000. Hartford Investment Management Co. acquired a new position in shares of Datadog in the third quarter worth about $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its holdings in Datadog by 134.5% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in Datadog by 37.9% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after purchasing an additional 30,008 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Datadog

In other Datadog news, General Counsel Kerry Acocella sold 5,018 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total transaction of $795,854.80. Following the completion of the transaction, the general counsel directly owned 88,401 shares of the company’s stock, valued at $14,020,398.60. The trade was a 5.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CTO Alexis Le-Quoc sold 43,106 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the completion of the transaction, the chief technology officer owned 490,798 shares of the company’s stock, valued at approximately $62,228,278.42. This trade represents a 8.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 380,515 shares of company stock valued at $55,760,478 over the last three months. 8.70% of the stock is currently owned by company insiders.

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $122.56 on Wednesday. The company has a market cap of $42.98 billion, a PE ratio of 395.35, a P/E/G ratio of 34.26 and a beta of 1.27. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The firm has a 50-day simple moving average of $131.05 and a 200 day simple moving average of $143.36. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business’s revenue was up 29.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, sell-side analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on DDOG shares. Citizens Jmp restated a “market perform” rating on shares of Datadog in a report on Wednesday, February 11th. KeyCorp dropped their price target on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. TD Cowen reiterated a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada cut their target price on shares of Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research note on Monday, February 9th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” and set a $225 price target (large implied upside vs. current levels), which supports bullish investor expectations. DA Davidson Reaffirmation
• Positive Sentiment: QSIC announced it is using Datadog to improve retail-media reliability — a commercial/partnership win that supports revenue/ADOPTION narratives. QSIC Customer Win
• Neutral Sentiment: Datadog published an analyst/investor day transcript (useful for long-term model/strategy details), but the immediate market impact is unclear until new guidance or metrics emerge. Investor Day Transcript
• Neutral Sentiment: Zacks flagged DDOG as a “trending” stock—higher attention/volume can amplify moves but doesn’t by itself change fundamentals. Zacks Trending Note
• Neutral Sentiment: Reports show a “large increase” in short interest for February, but the published figures appear to be zero/NaN — likely a data/reporting error; treat this as unreliable until clarified.
• Negative Sentiment: Cantor Fitzgerald cut its price target to $150 from $220 (while keeping Overweight), lowering near-term upside expectations and likely putting downward pressure on the stock. Cantor Fitzgerald PT Cut
• Negative Sentiment: Datadog’s CTO sold about $5.47M in stock — a sizable insider disposition that can be perceived negatively by the market even if motivated by diversification or liquidity needs. 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.