China Universal Asset Management Co. Ltd. Raises Stock Position in Datadog, Inc. $DDOG

China Universal Asset Management Co. Ltd. boosted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 79.4% in the 4th quarter, Holdings Channel reports. The firm owned 15,310 shares of the company’s stock after purchasing an additional 6,776 shares during the period. China Universal Asset Management Co. Ltd.’s holdings in Datadog were worth $2,082,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. TD Cowen reduced their price target on shares of Datadog from $215.00 to $190.00 and set a “buy” rating for the company in a research report on Wednesday, April 15th. Guggenheim upgraded shares of Datadog from a “neutral” rating to a “buy” rating and set a $175.00 price target for the company in a research report on Thursday, April 9th. Wedbush reduced their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. Truist Financial reduced their price target on shares of Datadog from $195.00 to $140.00 and set a “hold” rating for the company in a research report on Wednesday, January 7th. Finally, Barclays reduced their price target on shares of Datadog from $165.00 to $148.00 and set an “overweight” rating for the company in a research report on Monday. Thirty-nine investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $177.20.

Insiders Place Their Bets

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the transaction, the chief executive officer owned 704,821 shares in the company, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the transaction, the chief technology officer directly owned 437,257 shares in the company, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 607,057 shares of company stock valued at $74,156,108. 6.67% of the stock is owned by insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched GPU Monitoring to help customers manage capacity, performance and cloud GPU spend as they scale AI workloads — a product that directly targets rising observability demand tied to AI projects. Datadog Announces GPU Monitoring
• Positive Sentiment: Oppenheimer flagged Datadog as well positioned for sustained growth and sees modest upside to Q1 revenue — a near-term analyst endorsement that supports demand expectations. Datadog Well Positioned for Sustained Growth, Oppenheimer Says
• Positive Sentiment: Datadog’s “State of AI Engineering 2026” research highlights operational complexity as the main barrier to reliable AI — reinforcing the company’s TAM story for observability, cost control and reliability tooling. Datadog AI Report
• Neutral Sentiment: Bank of America and Sanford Bernstein trimmed price targets (BofA: $215→$170, Bernstein: $180→$167) but kept buy/outperform stances — supportive for medium-term thesis though the lower targets reduce upside expectations. BofA Adjusts Price Target Bernstein Adjusts Price Target
• Neutral Sentiment: Coverage pieces note DDOG lately “lapped the market” and remains a talked-about AI/observability name — positive PR but not a new fundamental catalyst. Datadog Laps the Stock Market
• Negative Sentiment: Insider selling: Director Amit Agarwal sold 20,000 shares (~$2.52M) under a 10b5-1 plan, and CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M). Multiple high-profile, pre-planned sales this month have reduced insider stakes and are being viewed as a near-term negative signal for sentiment. Amit Agarwal Insider Sale Alexis Le‑Quoc Insider Sale
• Negative Sentiment: Barclays and CIBC trimmed targets (Barclays to $148; CIBC to $215), adding downward pressure on sentiment — several analyst target cuts this week have likely contributed to the share pullback. Barclays Lowers Target CIBC Lowers Target

Datadog Stock Down 3.2%

Shares of Datadog stock opened at $127.86 on Friday. The company has a market cap of $45.08 billion, a P/E ratio of 412.45, a PEG ratio of 36.28 and a beta of 1.29. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. Datadog, Inc. has a one year low of $94.90 and a one year high of $201.69. The firm has a fifty day moving average of $120.41 and a two-hundred day moving average of $138.20.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The company 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%. Datadog’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter 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. On average, analysts forecast that Datadog, Inc. will post 0.32 earnings per share for the current year.

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.