Eurizon Capital SGR S.p.A. Purchases New Stake in Datadog, Inc. $DDOG

Eurizon Capital SGR S.p.A. purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) during the 4th quarter, Holdings Channel reports. The fund purchased 144,501 shares of the company’s stock, valued at approximately $19,653,000.

Several other large investors have also recently bought and sold shares of the business. Elevation Point Wealth Partners LLC raised its position in Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after buying an additional 55 shares during the period. Chicago Partners Investment Group LLC raised its position in Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after buying an additional 73 shares during the period. Vivaldi Capital Management LP raised its position in Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after buying an additional 74 shares during the period. Westside Investment Management Inc. raised its position in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the period. Finally, Farther Finance Advisors LLC raised its position in Datadog by 2.0% during the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after buying an additional 78 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Datadog

In other news, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at approximately $167,002,091.36. This represents a 13.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the completion of the transaction, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. The trade was a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 970,661 shares of company stock valued at $148,952,223. Corporate insiders own 6.48% of the company’s stock.

Datadog Price Performance

Shares of DDOG stock opened at $247.35 on Friday. The stock has a 50 day moving average of $154.21 and a two-hundred day moving average of $143.07. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $249.81. The company has a market capitalization of $88.05 billion, a P/E ratio of 650.94, a P/E/G ratio of 26.48 and a beta of 1.30.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same quarter last year, the company earned $0.46 EPS. The company’s quarterly revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, equities analysts expect that Datadog, Inc. will post 0.61 EPS for the current year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog is benefiting from a broader software rally after Snowflake’s strong results lifted sentiment across cloud and AI-related stocks, helping DDOG gain momentum. Datadog’s recent FedRAMP High certification also expands its appeal for sensitive U.S. government workloads. Datadog gains as Snowflake-led software rally boosts sentiment; FedRAMP High milestone adds support
• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, reinforcing bullish expectations for further upside. Bank of America Issues Positive Forecast for Datadog (NASDAQ:DDOG) Stock Price
• Positive Sentiment: Datadog continues to attract “buy” and “outperform” calls from several Wall Street firms, with recent analyst coverage pointing to strong AI and observability demand. What Makes Datadog (DDOG) a Strong Momentum Stock: Buy Now?
• Positive Sentiment: Datadog’s presentation at Bernstein’s Strategic Decisions Conference kept attention on its growth story and momentum in cloud observability and AI. Datadog, Inc. (DDOG) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Neutral Sentiment: Datadog is being highlighted in stock-screening and cybersecurity watchlist articles, which can improve visibility but does not directly change fundamentals. Buy 4 Cybersecurity Bigwigs for a Strong and Secure Portfolio in 2026
• Neutral Sentiment: CEO Olivier Pomel sold shares under a pre-arranged 10b5-1 plan. While routine, insider selling may still temper enthusiasm at the margin. Datadog CEO Olivier Pomel stock sale filing
• Neutral Sentiment: Some analysts remain cautious on valuation, with Goldman Sachs reportedly keeping a Sell rating even after lifting its target, suggesting the stock may still be seen as expensive. Is Datadog, Inc. (DDOG) Overvalued? Goldman Sachs Raises Target but Keeps Sell Rating

Wall Street Analyst Weigh In

DDOG has been the topic of several recent analyst reports. Citigroup upped their price target on Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Royal Bank Of Canada upped their target price on Datadog from $219.00 to $250.00 and gave the stock an “outperform” rating in a research report on Friday. Barclays upped their target price on Datadog from $148.00 to $215.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Robert W. Baird set a $210.00 target price on Datadog in a research report on Friday, May 8th. Finally, Evercore reaffirmed an “outperform” rating and issued a $225.00 target price on shares of Datadog in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and a consensus price target of $219.69.

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.