Swedbank AB Grows Stake in Datadog, Inc. $DDOG

Swedbank AB increased its stake in Datadog, Inc. (NASDAQ:DDOG) by 8.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,135 shares of the company’s stock after acquiring an additional 10,258 shares during the period. Swedbank AB’s holdings in Datadog were worth $17,425,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Hartford Investment Management Co. purchased a new position in Datadog in the third quarter worth about $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd grew its position in Datadog by 134.5% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock worth $4,435,000 after acquiring an additional 17,860 shares in the last quarter. Vanguard Group Inc. grew its position in 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 in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its position in Datadog by 71.3% in the third quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 170,310 shares of the company’s stock worth $24,288,000 after acquiring an additional 70,888 shares in the last quarter. Finally, Patton Fund Management Inc. grew its position in Datadog by 1,964.8% in the fourth quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock worth $5,242,000 after acquiring an additional 36,683 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on DDOG shares. Bank of America dropped their price target on Datadog from $215.00 to $170.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Cantor Fitzgerald dropped their target price on Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Piper Sandler boosted their target price on Datadog from $195.00 to $230.00 in a research report on Thursday, May 7th. Wolfe Research dropped their target price on Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a research report on Tuesday, February 10th. Finally, Morgan Stanley boosted their target price on Datadog from $180.00 to $225.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $213.98.

Insider Activity

In other news, insider Yanbing Li sold 19,834 shares of Datadog stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $197.35, for a total transaction of $3,914,239.90. Following the completion of the sale, the insider owned 285,283 shares of the company’s stock, valued at approximately $56,300,600.05. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the sale, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at $167,002,091.36. This represents a 13.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 885,963 shares of company stock valued at $130,015,444. Insiders own 6.48% of the company’s stock.

Datadog Stock Performance

Datadog stock opened at $222.32 on Tuesday. The company has a 50 day moving average price of $146.07 and a 200-day moving average price of $141.40. 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, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $224.77. The company has a market capitalization of $79.14 billion, a PE ratio of 585.07, a P/E/G ratio of 41.66 and a beta of 1.30.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the previous year, the firm posted $0.46 earnings per share. The company’s 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 forecast that Datadog, Inc. will post 0.61 earnings per share for the current year.

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.