8,717 Shares in Datadog, Inc. $DDOG Purchased by Mufg Securities Americas Inc.

Mufg Securities Americas Inc. acquired a new position in shares of Datadog, Inc. (NASDAQ:DDOG) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,717 shares of the company’s stock, valued at approximately $1,241,000.

Several other hedge funds have also added to or reduced their stakes in the stock. Rothschild Investment LLC grew its position in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. raised its holdings 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 purchasing an additional 145 shares during the period. Westside Investment Management Inc. raised its holdings in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the period. Tripletail Wealth Management LLC purchased a new position in Datadog in the third quarter valued at approximately $28,000. Finally, Hazlett Burt & Watson Inc. bought a new position in Datadog during the third quarter valued at $28,000. Institutional investors own 78.29% of the company’s stock.

Wall Street Analyst Weigh In

DDOG has been the topic of several research reports. Canadian Imperial Bank of Commerce upgraded Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 target price on the stock in a research note on Friday, November 7th. UBS Group set a $195.00 price objective on Datadog in a report on Monday, February 9th. Robert W. Baird set a $180.00 price objective on shares of Datadog in a report on Wednesday, February 11th. Royal Bank Of Canada cut their target price on shares of Datadog from $175.00 to $150.00 and set an “outperform” rating for the company in a research report on Monday, February 9th. Finally, Capital One Financial lifted their price objective on shares of Datadog from $156.00 to $157.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $179.62.

Datadog Stock Up 1.8%

Shares of NASDAQ:DDOG opened at $104.43 on Wednesday. The firm has a fifty day moving average price of $127.77 and a two-hundred day moving average price of $142.58. The company has a market cap of $36.62 billion, a price-to-earnings ratio of 336.87, a PEG ratio of 28.20 and a beta of 1.27. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $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. Analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Activity

In other Datadog news, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $154.61, for a total transaction of $1,240,436.03. Following the completion of the sale, the chief operating officer directly owned 165,197 shares in the company, valued at $25,541,108.17. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Kerry Acocella sold 5,018 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was 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 approximately $14,020,398.60. This represents a 5.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 337,291 shares of company stock worth $48,909,907. Company insiders own 8.70% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Stifel reiterated a Buy and a $160 price target, highlighting management’s focus on newer products and go-to-market motions to accelerate growth — a near-term revenue/strategy positive for investors. Datadog Focused on Newer Products
• Positive Sentiment: Independent bullish write-ups (bull case thesis) are emphasizing Datadog’s market leadership in observability/security, long-term AI tailwinds, and multiple expansion potential — these narratives can attract buyers after a selloff. Datadog: A Bull Case Theory
• Positive Sentiment: Management will present at the Morgan Stanley TMT conference on March 3 — a high‑visibility event where commentary on product adoption, AI roadmap, and guidance can drive short-term flows. Datadog to Present at Upcoming Investor Conference
• Neutral Sentiment: Consensus analyst stance remains constructive (consensus “Moderate Buy”), which provides baseline support but isn’t a strong catalyst by itself. Analysts Give DDOG Moderate Buy
• Negative Sentiment: Shares were hit hard after the White House said it would raise global tariffs to 15%; one note pointed to an ~11.6% intraday decline tied to that news — macro/trade-policy moves can compress multiples for cloud/software names. DDOG Stock Trades Down, Here Is Why
• Negative Sentiment: Investors also pared positions after Anthropic’s launch of a new AI security tool, which sparked a software/cybersecurity group selloff and raised questions about competitive or pricing pressure in parts of Datadog’s addressable market. Cybersecurity Stocks Slide After Anthropic Tool Launch
• Negative Sentiment: Broader software/AI fear drove a fresh selloff in the sector, with Datadog named among leaders of that decline — sector rotation and sentiment swings remain key short-term drivers. Software Stock Selloff as AI Fears Return

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.