Datadog, Inc. $DDOG Shares Acquired by Swedbank AB

Swedbank AB lifted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 8.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 128,135 shares of the company’s stock after buying an additional 10,258 shares during the period. Swedbank AB’s holdings in Datadog were worth $17,425,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in DDOG. Rothschild Investment LLC lifted its holdings in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. lifted its holdings in 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. lifted its holdings in 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 buying an additional 75 shares in the last quarter. JPL Wealth Management LLC acquired a new position in Datadog in the 3rd quarter worth $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in Datadog in the 3rd quarter worth $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Price Performance

DDOG opened at $200.16 on Friday. The company has a 50-day moving average of $124.41 and a 200-day moving average of $136.98. The company has a market capitalization of $70.57 billion, a P/E ratio of 526.75, a PEG ratio of 68.31 and a beta of 1.30. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $201.69. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.38 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company’s revenue was up 32.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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 analysts expect that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Insider Buying and Selling

In other news, General Counsel Kerry Acocella sold 13,857 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $150.00, for a total value of $2,078,550.00. Following the completion of the sale, the general counsel owned 140,489 shares of the company’s stock, valued at approximately $21,073,350. The trade was a 8.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,106 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $144.93, for a total transaction of $6,247,352.58. Following the completion of the sale, the chief technology officer directly owned 531,311 shares of the company’s stock, valued at $77,002,903.23. The trade was a 7.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 654,018 shares of company stock worth $80,903,197. 6.67% of the stock is currently owned by insiders.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

Analysts Set New Price Targets

A number of equities analysts have commented on DDOG shares. Canaccord Genuity Group set a $225.00 price objective on shares of Datadog in a report on Friday. Monness Crespi & Hardt boosted their price objective on shares of Datadog from $255.00 to $270.00 in a report on Thursday. Barclays boosted their price objective on shares of Datadog from $148.00 to $215.00 and gave the stock an “overweight” rating in a report on Friday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a report on Monday, April 20th. Finally, Sanford C. Bernstein boosted their price objective on shares of Datadog from $167.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $211.76.

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.