Oddo BHF Asset Management Sas Buys 79,584 Shares of Datadog, Inc. $DDOG

Oddo BHF Asset Management Sas boosted its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 1,178.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 86,339 shares of the company’s stock after buying an additional 79,584 shares during the quarter. Oddo BHF Asset Management Sas’ holdings in Datadog were worth $10,192,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of DDOG. JPL Wealth Management LLC acquired a new stake in Datadog in the 3rd quarter worth $27,000. CoreCap Advisors LLC raised its position in shares of Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after buying an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC bought a new stake in shares of Datadog in the fourth quarter valued at about $31,000. NBC Securities Inc. grew its position in Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC increased its stake in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after acquiring an additional 94 shares during the period. 78.29% of the stock is owned by institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

Analyst Ratings Changes

A number of brokerages have commented on DDOG. Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Royal Bank Of Canada reissued an “outperform” rating and issued a $280.00 price target on shares of Datadog in a report on Thursday, July 16th. Canadian Imperial Bank of Commerce lifted their target price on shares of Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, June 10th. New Street Research set a $260.00 price target on shares of Datadog in a research note on Thursday, June 11th. Finally, Needham & Company LLC upped their price objective on Datadog from $225.00 to $260.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $264.84.

Insider Activity at Datadog

In other news, CEO Olivier Pomel sold 127,141 shares of the 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 112,500 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $231.60, for a total transaction of $26,055,000.00. Following the completion of the sale, the director directly owned 14,996 shares of the company’s stock, valued at approximately $3,473,073.60. This represents a 88.24% 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. Insiders sold 1,486,587 shares of company stock valued at $342,962,652 in the last three months. 6.48% of the stock is currently owned by corporate insiders.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $264.07 on Thursday. The business has a fifty day moving average of $244.01 and a 200-day moving average of $171.32. 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 twelve month low of $98.01 and a twelve month high of $278.70. The firm has a market cap of $94.00 billion, a PE ratio of 694.93, a price-to-earnings-growth ratio of 25.51 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last issued its quarterly 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. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the prior year, the company earned $0.46 EPS. The firm’s quarterly 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. On average, equities research analysts predict that Datadog, Inc. will post 0.64 EPS for the current fiscal 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.