Oddo BHF Asset Management Sas Cuts Position in Datadog, Inc. $DDOG

Oddo BHF Asset Management Sas decreased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 92.3% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 6,755 shares of the company’s stock after selling 80,536 shares during the period. Oddo BHF Asset Management Sas’ holdings in Datadog were worth $919,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of DDOG. Rothschild Investment LLC grew its position in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in Datadog in the third quarter valued at approximately $27,000. CoreCap Advisors LLC grew its position in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after acquiring an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new stake in Datadog in the fourth quarter valued at approximately $31,000. Finally, NBC Securities Inc. grew its position in Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after acquiring an additional 165 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Performance

Datadog stock opened at $231.11 on Wednesday. The company has a market cap of $82.27 billion, a PE ratio of 608.20, a P/E/G ratio of 24.96 and a beta of 1.56. The company has a fifty day moving average price of $182.76 and a two-hundred day moving average price of $148.33. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm’s quarterly 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. Research analysts expect that Datadog, Inc. will post 0.61 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have issued reports on DDOG. BTIG Research reaffirmed a “buy” rating and issued a $255.00 price objective on shares of Datadog in a research report on Thursday, June 11th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $260.00 price objective on shares of Datadog in a research report on Friday. Canaccord Genuity Group increased their price objective on shares of Datadog from $225.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, June 10th. Robert W. Baird set a $210.00 price target on shares of Datadog in a research report on Friday, May 8th. Finally, New Street Research set a $260.00 price target on shares of Datadog in a research report on Thursday, June 11th. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $234.14.

Insider Buying and Selling

In other Datadog news, Director Michael James Callahan sold 112,500 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $231.60, for a total value of $26,055,000.00. Following the sale, the director directly owned 14,996 shares in the company, valued at approximately $3,473,073.60. This trade represents a 88.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $231.69, for a total value of $29,457,298.29. Following the completion of the sale, the chief executive officer owned 612,747 shares in the company, valued at $141,967,352.43. The trade was a 17.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,354,489 shares of company stock valued at $278,129,246 in the last three months. 6.48% of the stock is owned by corporate insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Truist upgraded Datadog to buy and lifted its price target to $300, signaling confidence in the company’s growth outlook and more upside ahead. Truist Just Upgraded Datadog Stock. Here’s Why.
• Positive Sentiment: Recent coverage highlighted Datadog’s expanding AI observability, cloud monitoring, and security offerings, suggesting broadening customer demand is still supporting revenue growth and cash generation. Datadog (DDOG): AI Observability Push Shows Why Cloud Monitoring Demand Is Broadening
• Positive Sentiment: Datadog’s Dash conference news was viewed as constructive after it unveiled 100+ new AI and security features, reinforcing its platform strategy and supporting recent guidance optimism. How Datadog’s Dash AI and Security Expansion Will Impact Datadog (DDOG) Investors
• Neutral Sentiment: Datadog has also attracted attention from valuation-focused commentary saying the shares look somewhat rich after a strong run, which could limit near-term enthusiasm. Datadog (DDOG) Stock Valuation Looks Slightly Rich After Strong Momentum
• Negative Sentiment: Several Datadog insiders sold shares under pre-arranged Rule 10b5-1 plans, including Director Michael James Callahan and CRO Sean Michael Walters, which may be viewed as a mild caution signal by some investors. Insider trade details

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.