Y Intercept Hong Kong Ltd Boosts Holdings in Datadog, Inc. $DDOG

Y Intercept Hong Kong Ltd lifted its stake in Datadog, Inc. (NASDAQ:DDOG) by 394.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 147,246 shares of the company’s stock after purchasing an additional 117,458 shares during the period. Datadog accounts for about 0.4% of Y Intercept Hong Kong Ltd’s investment portfolio, making the stock its 17th biggest holding. Y Intercept Hong Kong Ltd’s holdings in Datadog were worth $20,024,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of DDOG. Vanguard Group Inc. lifted its position in Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. State Street Corp lifted its position in Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Geode Capital Management LLC lifted its position in Datadog by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after acquiring an additional 197,816 shares during the period. Jennison Associates LLC lifted its position in Datadog by 43.7% during the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after acquiring an additional 2,316,994 shares during the period. Finally, Invesco Ltd. lifted its position in Datadog by 119.2% during the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after acquiring an additional 2,216,402 shares during the period. 78.29% of the stock is owned by hedge funds and other institutional investors.

Datadog Stock Down 1.9%

Shares of Datadog stock opened at $229.90 on Friday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The stock has a market capitalization of $81.84 billion, a PE ratio of 605.02, a price-to-earnings-growth ratio of 25.08 and a beta of 1.56. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $278.70. The company has a 50-day simple moving average of $178.29 and a two-hundred day simple moving average of $147.38.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same period in the previous year, the company earned $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. On average, analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on DDOG. Robert W. Baird set a $210.00 price target on shares of Datadog in a research report on Friday, May 8th. BMO Capital Markets reissued an “outperform” rating and set a $260.00 price target on shares of Datadog in a research report on Friday. Citigroup lifted their price target on shares of Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research report on Friday, May 8th. UBS Group lifted their price target on shares of Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, Canaccord Genuity Group lifted their price target on shares of Datadog from $225.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $231.64.

Insiders Place Their Bets

In other Datadog news, Director Dev Ittycheria sold 120,000 shares of Datadog stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total value of $29,853,600.00. Following the completion of the transaction, the director directly owned 39,235 shares of the company’s stock, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the completion of the transaction, the director directly owned 622,726 shares of the company’s stock, valued at $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,272,556 shares of company stock valued at $252,615,825. 6.48% of the stock is owned by company insiders.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. 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.