Datadog, Inc. $DDOG Shares Sold by Capital International Investors

Capital International Investors lowered its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 7.8% during the third quarter, Holdings Channel reports. The fund owned 2,158,782 shares of the company’s stock after selling 183,554 shares during the period. Capital International Investors’ holdings in Datadog were worth $307,411,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of DDOG. Westside Investment Management Inc. grew its stake in Datadog by 74.3% during 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 in the last quarter. Rothschild Investment LLC raised its position in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Tripletail Wealth Management LLC acquired a new stake in Datadog in the 3rd quarter valued at about $28,000. Physician Wealth Advisors Inc. boosted 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 valued at $27,000 after buying an additional 145 shares during the period. Finally, Hazlett Burt & Watson Inc. acquired a new position in shares of Datadog during the third quarter worth about $28,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog has had a 5-day winning streak with roughly +16% over that period and an estimated market-cap gain of about $6.1B, which signals renewed investor interest and momentum into the name. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Cohesity announced a strategic integration with Datadog to combine observability with rapid data recovery for AI production environments — a partnership that can expand enterprise use cases around AI agent resilience. Cohesity Partners with Datadog
• Positive Sentiment: Datadog launched an MCP Server product to give AI agents secure, real‑time access to unified observability data — a product expansion that reinforces its positioning in AI-enabled observability. Datadog Launches MCP Server
• Neutral Sentiment: Media/analyst attention has picked up (Zacks, Yahoo pieces highlight trending interest), which can drive both flows and volatility but does not by itself change fundamentals. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short-interest figures in the feed show zero shares and NaN changes (data inconsistency). This looks like a reporting/data error rather than a material increase in short exposure; short-interest impact appears negligible.
• Negative Sentiment: Datadog CTO Alexis Le‑Quoc sold 53,541 shares at an average $110.54 on March 2 (~$5.92M), trimming his position by ~10.9% — an insider sale that can weigh on sentiment, especially amid recent gains. SEC filing: SEC Form 4

Datadog Price Performance

DDOG stock opened at $123.08 on Wednesday. The business has a 50 day moving average price of $123.60 and a 200 day moving average price of $141.84. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock has a market cap of $43.40 billion, a price-to-earnings ratio of 397.03, a PEG ratio of 35.34 and a beta of 1.31. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69.

Datadog (NASDAQ:DDOG) last announced its quarterly 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. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. During the same period in the prior year, the firm posted $0.49 earnings per share. The firm’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. Equities research analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Olivier Pomel sold 68,922 shares of the business’s stock in a transaction 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 completion of the sale, the chief executive officer directly owned 704,821 shares of the company’s stock, valued at $77,910,913.34. The trade was a 8.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 292,622 shares of company stock worth $36,347,847. Corporate insiders own 6.67% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Capital One Financial upped their target price on shares of Datadog from $156.00 to $157.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. KeyCorp dropped their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Needham & Company LLC reduced their price objective on shares of Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group began coverage on shares of Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 price objective for the company. Thirty-six research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $179.62.

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.