Datadog, Inc. $DDOG Stock Holdings Increased by Rhumbline Advisers

Rhumbline Advisers raised its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 51.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 638,689 shares of the company’s stock after buying an additional 217,069 shares during the quarter. Rhumbline Advisers owned about 0.18% of Datadog worth $90,949,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of DDOG. Physician Wealth Advisors Inc. increased its holdings in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the last quarter. Westside Investment Management Inc. lifted its stake in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the last quarter. Tripletail Wealth Management LLC acquired a new position in Datadog in the third quarter worth $28,000. Hazlett Burt & Watson Inc. bought a new stake in Datadog during the third quarter valued at $28,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in Datadog during the third quarter valued at $40,000. Institutional investors own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results beat consensus — revenue, EPS and ARR growth topped estimates and management highlighted AI-driven demand; the print triggered an immediate rally earlier in the week. Datadog beats quarterly estimates on AI-driven demand; shares rise
• Positive Sentiment: Multiple analysts reiterated or raised bullish ratings/targets (DA Davidson buy with $225 PT; Rosenblatt reaffirmed buy at $185; Capital One nudged its target higher to $157), supporting upside expectations. Capital One adjusts price target on Datadog to $157
• Neutral Sentiment: Short-interest data reported as a large increase appears to be a data error (0 shares / NaN); current days-to-cover is reported as ~0 — this is unreliable and likely not a true market signal. (internal data entry)
• Neutral Sentiment: Some shops issued mixed/market‑perform notes (Citizens Jmp reaffirmed market perform) — the street is divided, which can produce volatility but not a clear directional signal. Citizens Jmp market perform note
• Negative Sentiment: Analyst and media caution: several pieces warn about slowing 2026 growth, rising costs and a premium valuation despite the beat — these critiques are pressuring the multiple. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Competitive/comparative pieces argue other cloud names (eg. MongoDB) may be better buys as AI/Atlas exposure looks stronger — increased competition and capital allocation trade-offs are a headwind narrative. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $126.13 on Friday. The firm’s 50 day moving average is $132.76 and its two-hundred day moving average is $143.82. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. The firm has a market capitalization of $44.23 billion, a P/E ratio of 406.87, a PEG ratio of 22.75 and a beta of 1.27. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same period in the previous year, the firm posted $0.49 earnings per share. The business’s revenue was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on DDOG shares. BNP Paribas Exane reduced their price target on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a research report on Thursday, January 15th. Macquarie Infrastructure increased their price objective on shares of Datadog from $175.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Robert W. Baird set a $180.00 target price on shares of Datadog in a report on Wednesday. Oppenheimer lifted their target price on Datadog from $165.00 to $195.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Finally, Arete Research upped their target price on Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Thirty-seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $179.50.

Insiders Place Their Bets

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $154.05, for a total value of $8,305,143.60. Following the completion of the transaction, the chief technology officer owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Olivier Pomel sold 100,754 shares of Datadog stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the sale, the chief executive officer owned 533,358 shares in the company, valued at approximately $96,633,802.44. This represents a 15.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 538,917 shares of company stock valued at $86,804,288 in the last quarter. 8.70% of the stock is currently owned by insiders.

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.