Quantbot Technologies LP Acquires New Holdings in Datadog, Inc. $DDOG

Quantbot Technologies LP bought a new stake in Datadog, Inc. (NASDAQ:DDOG) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 8,639 shares of the company’s stock, valued at approximately $1,230,000.

Several other hedge funds also recently modified their holdings of DDOG. Vanguard Group Inc. lifted its stake in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Brown Advisory Inc. raised its holdings in Datadog by 23.3% during the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after buying an additional 1,130,675 shares in the last quarter. Geode Capital Management LLC raised its holdings in Datadog by 4.3% during the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock valued at $780,727,000 after buying an additional 242,273 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its position in shares of Datadog by 0.9% in 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, Norges Bank bought a new stake in shares of Datadog during the 2nd quarter worth about $347,728,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on DDOG. Cantor Fitzgerald cut their price objective on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Guggenheim set a $105.00 price target on shares of Datadog in a research report on Thursday, November 6th. Scotiabank reduced their price objective on shares of Datadog from $180.00 to $160.00 and set a “sector outperform” rating for the company in a research note on Wednesday, February 11th. The Goldman Sachs Group began coverage on shares of Datadog in a research note on Monday, January 12th. They issued a “sell” rating and a $113.00 target price on the stock. Finally, Raymond James Financial dropped their target price on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a report on Tuesday, February 10th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $179.62.

Datadog Trading Up 3.4%

Shares of Datadog stock opened at $122.38 on Friday. Datadog, Inc. has a 1 year low of $81.63 and a 1 year high of $201.69. The company’s fifty day simple moving average is $124.33 and its 200-day simple moving average is $141.74. The company has a market cap of $43.15 billion, a price-to-earnings ratio of 394.77, a PEG ratio of 32.52 and a beta of 1.31. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business’s revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, sell-side analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results and AI momentum — Datadog reported ~29% revenue growth and management highlighted stronger bookings/contracts driven by AI and larger enterprise customers, supporting upside in Fortune 500 penetration. AI Push Boosts Enterprise Clientele
• Positive Sentiment: Morgan Stanley conference optimism — Management’s optimistic outlook on cloud migration and AI-led product expansion at the Morgan Stanley TMT conference was cited as the main catalyst for intraday gains. Datadog Shares Skyrocket, What You Need To Know
• Positive Sentiment: Partnerships and product positioning — A partnership to deepen AI observability (Sakana AI) and a new board addition with AI/enterprise expertise reinforce Datadog’s positioning for AI workloads and international expansion. Datadog And Sakana AI Partner Datadog Appoints Dominic Phillips to Its Board
• Positive Sentiment: Analyst support — Firms like Stifel reiterated Buy ratings and price targets after Investor Day, signaling continued sell‑side confidence in Datadog’s AI/observability growth story. Stifel and Bernstein Stay Bullish
• Neutral Sentiment: Options and market activity — Elevated options interest and trading attention have amplified intraday moves but don’t indicate a clear directional thesis by themselves. Datadog Options Trading
• Neutral Sentiment: Short-interest anomaly — Reported short-interest shows effectively zero days-to-cover, which appears to be a data anomaly and shouldn’t be read as a material short squeeze signal right now.
• Negative Sentiment: Insider selling — CEO Olivier Pomel sold ~68,900 shares (~$7.6M) on March 2, reducing his stake by ~8.9%; headline risk from insider sales can weigh on sentiment even though he remains a large holder. SEC Form 4 — Pomel Sale
• Negative Sentiment: Valuation and execution watchers — Despite recent rebounds, some commentary highlights mixed medium‑term performance and valuation concerns, keeping upside contingent on execution against AI-driven growth expectations. Datadog Valuation Check

Insider Buying and Selling

In other Datadog news, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the completion of the sale, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Olivier Pomel sold 68,922 shares of Datadog stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total value of $7,618,637.88. Following the sale, the chief executive officer directly owned 704,821 shares in the company, valued at $77,910,913.34. The trade was a 8.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 292,993 shares of company stock valued at $38,734,569 over the last three months. 8.70% of the stock is owned by corporate insiders.

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.