Mufg Securities Americas Inc. Purchases Shares of 8,717 Datadog, Inc. $DDOG

Mufg Securities Americas Inc. purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG) in the third quarter, according to its most recent filing with the SEC. The firm purchased 8,717 shares of the company’s stock, valued at approximately $1,241,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Westside Investment Management Inc. grew 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 period. Nilsine Partners LLC lifted its stake in Datadog by 2.4% in the third quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock valued at $484,000 after buying an additional 78 shares during the period. PDS Planning Inc boosted its holdings in shares of Datadog by 4.2% during the 3rd quarter. PDS Planning Inc now owns 1,975 shares of the company’s stock worth $281,000 after buying an additional 80 shares in the last quarter. Ameritas Investment Partners Inc. grew its position in shares of Datadog by 0.8% during the 2nd quarter. Ameritas Investment Partners Inc. now owns 10,466 shares of the company’s stock worth $1,406,000 after buying an additional 82 shares during the period. Finally, Prostatis Group LLC increased its stake in shares of Datadog by 4.6% in the 3rd quarter. Prostatis Group LLC now owns 1,958 shares of the company’s stock valued at $279,000 after acquiring an additional 87 shares in the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Datadog news, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction that occurred on Tuesday, January 13th. The shares were 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 $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 the SEC website. Also, CEO Olivier Pomel sold 11,195 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $137.93, for a total value of $1,544,126.35. Following the completion of the transaction, the chief executive officer directly owned 518,133 shares of the company’s stock, valued at approximately $71,466,084.69. This represents a 2.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 337,291 shares of company stock valued at $48,909,907 over the last 90 days. 8.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on DDOG. Jefferies Financial Group cut their target price on shares of Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Wall Street Zen cut shares of Datadog from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Morgan Stanley boosted their target price on Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a research report on Friday, November 7th. Mizuho dropped their price target on Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Finally, DA Davidson reissued a “buy” rating and issued a $225.00 price objective on shares of Datadog in a research note on Tuesday, February 17th. Thirty-six investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $179.62.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Stifel reiterated a Buy and a $160 price target, highlighting management’s focus on newer products and go-to-market motions to accelerate growth — a near-term revenue/strategy positive for investors. Datadog Focused on Newer Products
• Positive Sentiment: Independent bullish write-ups (bull case thesis) are emphasizing Datadog’s market leadership in observability/security, long-term AI tailwinds, and multiple expansion potential — these narratives can attract buyers after a selloff. Datadog: A Bull Case Theory
• Positive Sentiment: Management will present at the Morgan Stanley TMT conference on March 3 — a high‑visibility event where commentary on product adoption, AI roadmap, and guidance can drive short-term flows. Datadog to Present at Upcoming Investor Conference
• Neutral Sentiment: Consensus analyst stance remains constructive (consensus “Moderate Buy”), which provides baseline support but isn’t a strong catalyst by itself. Analysts Give DDOG Moderate Buy
• Negative Sentiment: Shares were hit hard after the White House said it would raise global tariffs to 15%; one note pointed to an ~11.6% intraday decline tied to that news — macro/trade-policy moves can compress multiples for cloud/software names. DDOG Stock Trades Down, Here Is Why
• Negative Sentiment: Investors also pared positions after Anthropic’s launch of a new AI security tool, which sparked a software/cybersecurity group selloff and raised questions about competitive or pricing pressure in parts of Datadog’s addressable market. Cybersecurity Stocks Slide After Anthropic Tool Launch
• Negative Sentiment: Broader software/AI fear drove a fresh selloff in the sector, with Datadog named among leaders of that decline — sector rotation and sentiment swings remain key short-term drivers. Software Stock Selloff as AI Fears Return

Datadog Stock Performance

Shares of DDOG opened at $104.43 on Wednesday. The firm has a market capitalization of $36.62 billion, a P/E ratio of 336.87, a P/E/G ratio of 28.20 and a beta of 1.27. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. The stock has a 50 day moving average price of $127.77 and a two-hundred day moving average price of $142.58. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter last year, the company earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Equities analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

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.