Datadog, Inc. $DDOG Stake Increased by Bailard Inc.

Bailard Inc. lifted its stake in Datadog, Inc. (NASDAQ:DDOG) by 13.1% during the fourth quarter, HoldingsChannel reports. The fund owned 44,744 shares of the company’s stock after purchasing an additional 5,182 shares during the quarter. Bailard Inc.’s holdings in Datadog were worth $6,085,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. State Street Corp increased its stake in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after acquiring an additional 7,091,075 shares during the last quarter. Jennison Associates LLC increased its stake in shares of Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after acquiring an additional 2,316,994 shares during the last quarter. Massachusetts Financial Services Co. MA increased its position in Datadog by 0.9% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after buying an additional 40,276 shares during the last quarter. Finally, Invesco Ltd. increased its position in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after buying an additional 2,216,402 shares during the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have commented on DDOG shares. BMO Capital Markets increased their target price on shares of Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Scotiabank increased their target price on shares of Datadog from $160.00 to $225.00 and gave the stock an “outperform” rating in a research report on Friday. Rothschild & Co Redburn started coverage on shares of Datadog in a research report on Thursday, April 23rd. They set a “buy” rating and a $170.00 target price on the stock. Stifel Nicolaus set a $305.00 target price on shares of Datadog in a research report on Thursday, May 7th. Finally, Barclays increased their target price on shares of Datadog from $148.00 to $215.00 and gave the stock an “overweight” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $212.19.

Datadog Trading Down 1.2%

Shares of NASDAQ:DDOG opened at $199.94 on Wednesday. The company has a market cap of $70.49 billion, a P/E ratio of 526.17, a P/E/G ratio of 69.99 and a beta of 1.30. The stock’s 50-day moving average is $129.68 and its 200-day moving average is $137.93. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $203.58. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm’s revenue was up 32.1% compared to the same quarter last year. During the same period last year, the business posted $0.46 earnings per share. 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 research analysts predict that Datadog, Inc. will post 0.33 earnings per share for the current year.

Insiders Place Their Bets

In other Datadog news, General Counsel Kerry Acocella sold 13,857 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $150.00, for a total transaction of $2,078,550.00. Following the completion of the transaction, the general counsel owned 140,489 shares in the company, valued at $21,073,350. This trade represents a 8.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Michael Walters sold 7,657 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $188.50, for a total transaction of $1,443,344.50. Following the transaction, the executive owned 283,610 shares of the company’s stock, valued at approximately $53,460,485. This represents a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 695,598 shares of company stock valued at $91,612,665 in the last quarter. 6.48% 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’s recent earnings report was well received, with revenue up 32.1% year over year to $1.01 billion and EPS of $0.60 beating expectations. Management also issued stronger-than-expected guidance, reinforcing the view that AI-driven demand and enterprise software spending remain healthy. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Analyst sentiment remains constructive after earnings, with CICC Research raising its price target to $204 from $150 and other firms reiterating bullish views, suggesting Wall Street sees more upside in DDOG. MarketScreener
• Positive Sentiment: Several recent articles framed Datadog as a beneficiary of AI adoption rather than a victim of a SaaS slowdown, which is helping sentiment around the stock. Barchart
• Neutral Sentiment: Datadog announced upcoming presentations at two investor conferences, which keeps the company visible but does not materially change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Recent insider sales by directors and an executive, including Matthew Jacobson, Yanbing Li, Julie Richardson, and CRO Sean Michael Walters, may weigh on sentiment even though some of the trades were made under pre-arranged 10b5-1 plans. SEC filing

Datadog Company 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.