Datadog, Inc. $DDOG Shares Sold by New York State Common Retirement Fund

New York State Common Retirement Fund decreased its stake in Datadog, Inc. (NASDAQ:DDOG) by 47.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 261,037 shares of the company’s stock after selling 238,555 shares during the period. New York State Common Retirement Fund’s holdings in Datadog were worth $37,172,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in DDOG. Tripletail Wealth Management LLC purchased a new position in Datadog in the third quarter valued at about $28,000. Steigerwald Gordon & Koch Inc. purchased a new stake in shares of Datadog during the 3rd quarter worth approximately $40,000. Game Plan Financial Advisors LLC acquired a new stake in shares of Datadog in the 3rd quarter worth approximately $43,000. Interchange Capital Partners LLC purchased a new position in Datadog in the 2nd quarter valued at approximately $42,000. Finally, Cromwell Holdings LLC increased its stake in Datadog by 536.5% in the 3rd quarter. Cromwell Holdings LLC now owns 331 shares of the company’s stock valued at $47,000 after purchasing an additional 279 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Trading Up 0.9%

Shares of DDOG stock opened at $129.32 on Friday. The company has a market capitalization of $45.35 billion, a price-to-earnings ratio of 417.16, a PEG ratio of 22.87 and a beta of 1.26. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The firm has a 50-day moving average price of $139.51 and a 200 day moving average price of $145.34. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $201.69.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. The business had revenue of $885.65 million during the quarter, compared to the consensus estimate of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The company’s quarterly revenue was up 28.4% compared to the same quarter last year. During the same period in the previous 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. Research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
• Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
• Neutral Sentiment: Analyst consensus remains modestly positive — databases show a “Moderate Buy” consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer‑term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le‑Quoc
• Negative Sentiment: Price‑target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near‑term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
• Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

Analyst Upgrades and Downgrades

DDOG has been the topic of a number of research analyst reports. Needham & Company LLC boosted their target price on Datadog from $175.00 to $220.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st. Bank of America raised their target price on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Mizuho reduced their price target on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Thirty-five analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $190.38.

Insiders Place Their Bets

In related news, CEO Olivier Pomel sold 11,195 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total value of $1,544,126.35. Following the transaction, the chief executive officer owned 518,133 shares in the company, valued at approximately $71,466,084.69. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Adam Blitzer sold 8,023 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $154.61, for a total value of $1,240,436.03. Following the completion of the transaction, the chief operating officer directly owned 165,197 shares of the company’s stock, valued at $25,541,108.17. This represents a 4.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,104,127 shares of company stock valued at $197,161,211. 8.70% of the stock is currently owned by corporate insiders.

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.