Datadog, Inc. $DDOG Shares Sold by Capital International Investors

Capital International Investors decreased its position in Datadog, Inc. (NASDAQ:DDOG) by 85.1% in the 4th quarter, HoldingsChannel reports. The firm owned 322,631 shares of the company’s stock after selling 1,836,151 shares during the period. Capital International Investors’ holdings in Datadog were worth $43,875,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Cookson Peirce & Co. Inc. purchased a new stake in Datadog in the 4th quarter valued at about $4,523,000. Havemeyer Place LP purchased a new stake in Datadog in the 4th quarter valued at about $1,626,000. 111 Capital purchased a new stake in Datadog in the 4th quarter valued at about $1,154,000. BI Asset Management Fondsmaeglerselskab A S grew its holdings in Datadog by 4.4% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 54,030 shares of the company’s stock valued at $7,348,000 after buying an additional 2,261 shares during the period. Finally, Pinebridge Investments LLC purchased a new stake in Datadog in the 4th quarter valued at about $24,416,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Buying and Selling

In other Datadog news, Director Matthew Jacobson sold 52,832 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the transaction, the director owned 622,726 shares in the company, valued at $117,869,577.28. This represents a 7.82% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Olivier Pomel sold 127,141 shares of the company’s 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 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,070,415 shares of company stock worth $205,781,777 in the last 90 days. 6.48% of the stock is owned by insiders.

Datadog Stock Down 1.9%

NASDAQ DDOG opened at $227.34 on Wednesday. The stock has a market cap of $80.92 billion, a PE ratio of 598.28, a P/E/G ratio of 24.81 and a beta of 1.56. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The business has a 50 day moving average price of $171.50 and a two-hundred day moving average price of $145.78. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The firm had revenue of $1.01 billion during 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%.Datadog’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.46 EPS. 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, sell-side analysts predict that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have commented on DDOG. Robert W. Baird set a $210.00 price target on Datadog in a report on Friday, May 8th. Truist Financial lifted their price target on Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a report on Thursday, May 7th. DA Davidson set a $250.00 price target on Datadog in a report on Friday, May 22nd. Oppenheimer lifted their price target on Datadog from $200.00 to $220.00 in a report on Thursday, May 7th. Finally, Royal Bank Of Canada lifted their price target on Datadog from $219.00 to $250.00 and gave the company an “outperform” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog has an average rating of “Moderate Buy” and an average price target of $220.17.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog unveiled 100+ new capabilities at its DASH event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, and Agent Console. The new tools are aimed at increasing automation, improving observability, and helping customers manage AI and security complexity, which supports the company’s growth story. Article link
• Positive Sentiment: Bank of America raised its price target on Datadog to $280 from $260 and reiterated a Buy rating, reinforcing expectations for further upside after the company’s strong earnings and revenue growth. Article link
• Positive Sentiment: Other recent analyst writeups also framed Datadog as a buy candidate, suggesting Wall Street remains constructive on the company’s software and AI-driven observability opportunities. Article link
• Neutral Sentiment: A preview article said investors should “mark their calendars for June 9,” pointing to a possible catalyst around the DASH event, but the details were not clear. Article link
• Negative Sentiment: Recent insider activity remains a headwind: Director Titilope Cole sold 5,131 shares, continuing a pattern of heavy insider selling that can weigh on investor confidence. Article link

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.