Swedbank AB Purchases 3,821 Shares of Datadog, Inc. $DDOG

Swedbank AB grew its position in Datadog, Inc. (NASDAQ:DDOG) by 3.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 131,956 shares of the company’s stock after purchasing an additional 3,821 shares during the quarter. Swedbank AB’s holdings in Datadog were worth $15,577,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in DDOG. Nomura Asset Management Co. Ltd. increased its position in Datadog by 8.0% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock worth $20,762,000 after acquiring an additional 11,348 shares during the period. Norges Bank acquired a new stake in Datadog in the 4th quarter worth about $469,461,000. MUFG Securities EMEA plc boosted its holdings in Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after purchasing an additional 7,154 shares during the period. BNP Paribas grew its position in shares of Datadog by 18.4% during the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after purchasing an additional 6,403 shares in the last quarter. Finally, Patton Fund Management Inc. grew its position in shares of Datadog by 1,964.8% during the 4th quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock worth $5,242,000 after purchasing an additional 36,683 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog received a new Zacks Strong Buy upgrade, signaling improving earnings expectations and near-term momentum. Zacks top-ranked internet stocks article
• Positive Sentiment: Analysts continue to point to Datadog’s AI, cloud demand, and enterprise adoption as drivers of further upside. Datadog gets fresh rating momentum
• Positive Sentiment: Strong first-quarter results, including revenue above $1 billion and record new logo bookings, support the bullish case for Datadog’s growth narrative. Did Datadog’s AI-Fueled Q1 2026 Surge Just Shift Its Investment Narrative?
• Neutral Sentiment: Several articles note that Datadog’s stock has surged sharply this year, which reflects strong momentum but also leaves valuation elevated. Datadog Rises 88.7% Year to Date
• Negative Sentiment: Bernstein downgraded Datadog to Market Perform, warning that growth could slow and that investor expectations may be too high. Datadog downgraded at Bernstein SocGen
• Negative Sentiment: Insider selling by a Datadog director added some caution, even though the transaction was made under a pre-arranged trading plan. Amit Agarwal sells Datadog shares

Datadog Stock Up 3.0%

NASDAQ DDOG opened at $269.00 on Friday. The business has a fifty day moving average price of $224.08 and a two-hundred day moving average price of $159.53. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The stock has a market capitalization of $95.75 billion, a PE ratio of 707.91, a PEG ratio of 26.55 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter last year, the business posted $0.46 EPS. The company’s revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Insider Transactions at Datadog

In other news, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the sale, the chief executive officer directly owned 835,679 shares in the company, valued at approximately $167,002,091.36. This trade represents a 13.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the sale, the chief technology officer directly owned 531,311 shares in the company, valued at $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 1,405,621 shares of company stock valued at $309,070,507. Company insiders own 6.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on DDOG. Truist Financial upgraded Datadog from a “hold” rating to a “buy” rating and boosted their price target for the company from $190.00 to $300.00 in a research note on Monday, June 15th. Guggenheim lifted their price objective on Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Bank of America upped their target price on Datadog from $260.00 to $280.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Craig Hallum started coverage on Datadog in a report on Monday, June 15th. They set a “buy” rating on the stock. Finally, Rosenblatt Securities raised their price target on Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $244.73.

Datadog Company 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.