Datadog (NASDAQ:DDOG) Director Shardul Shah Sells 7,916 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG) Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the transaction, the director owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Datadog Stock Down 1.3%

NASDAQ:DDOG traded down $1.55 during midday trading on Thursday, reaching $120.86. 6,194,010 shares of the stock traded hands, compared to its average volume of 5,144,867. The business has a 50-day moving average of $152.67 and a two-hundred day moving average of $146.59. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66. Datadog, Inc. has a 12-month low of $81.63 and a 12-month high of $201.69. The stock has a market capitalization of $42.38 billion, a PE ratio of 389.87, a price-to-earnings-growth ratio of 22.67 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. The business had revenue of $885.65 million for the quarter, compared to the consensus estimate of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The business’s quarterly revenue was up 28.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. On average, equities analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Institutional Trading of Datadog

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of 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 buying an additional 9,748,738 shares in the last quarter. State Street Corp boosted its holdings in shares of Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the last quarter. Norges Bank acquired a new position in shares of Datadog during the 2nd quarter worth approximately $347,728,000. Invesco Ltd. grew its position in shares of Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after purchasing an additional 2,216,402 shares in the last quarter. Finally, Dragoneer Investment Group LLC increased its holdings in shares of Datadog by 729.5% in the second quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock valued at $302,855,000 after purchasing an additional 1,982,763 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on DDOG. Mizuho set a $200.00 price objective on shares of Datadog in a report on Tuesday, December 16th. Macquarie upped their price target on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. KeyCorp decreased their price target on shares of Datadog from $230.00 to $170.00 and set an “overweight” rating for the company in a report on Monday. Wall Street Zen upgraded shares of Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, November 15th. Finally, Cowen reissued a “buy” rating on shares of Datadog in a research report on Thursday, November 6th. Thirty-three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus price target of $197.89.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and published detailed quarterly and annual EPS estimates (multiple quarter forecasts and FY2026 at $0.65) with a $170 price target — the report signals analyst confidence in Datadog’s multi-quarter recovery profile and growth trajectory. KeyCorp Datadog estimates
• Positive Sentiment: Industry review praises Datadog as the top performer in recent cloud-monitoring earnings, highlighting strong revenue execution vs. peers — this supports upside narrative for long-term cloud spend exposure. Q3 Cloud Monitoring Earnings Review: First Prize Goes to Datadog
• Positive Sentiment: A bullish investment write-up argues Datadog is a strong buy again, citing durable product momentum and upsell potential across observability/security suites — supportive for longer-term holders. Datadog: Why I Think It’s A Strong Buy Again
• Neutral Sentiment: Coverage pieces note Datadog remains a widely watched high-growth name in analyst/top-stock lists — visibility can amplify moves but doesn’t imply direction. Why analysts are closely watching Datadog, Inc. (DDOG)
• Neutral Sentiment: Options flow reports show sizable positions from large traders (“whales”), indicating speculative interest that can increase volatility without necessarily signaling sustained directional conviction. This Is What Whales Are Betting On Datadog
• Negative Sentiment: A market-note summarized why Datadog underperformed the broader market on a recent day, pointing to profit-taking after the post-earnings run and valuation concerns (high P/E) as headwinds. Here’s Why Datadog (DDOG) Fell More Than Broader Market

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.