Rafferty Asset Management LLC Grows Stake in Datadog, Inc. $DDOG

Rafferty Asset Management LLC increased its position in Datadog, Inc. (NASDAQ:DDOG) by 100.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 212,116 shares of the company’s stock after acquiring an additional 106,534 shares during the period. Rafferty Asset Management LLC’s holdings in Datadog were worth $30,205,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DDOG. Vanguard Group Inc. boosted its position in 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 purchasing an additional 9,748,738 shares during the last quarter. Norges Bank purchased a new stake in shares of Datadog during the 2nd quarter valued at about $347,728,000. Dragoneer Investment Group LLC lifted its stake in shares of Datadog by 729.5% in the 2nd quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock worth $302,855,000 after purchasing an additional 1,982,763 shares during the period. Brown Advisory Inc. lifted its stake in shares of Datadog by 23.3% in the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after purchasing an additional 1,130,675 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in shares of Datadog by 99.8% in the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after buying an additional 923,038 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on DDOG shares. Bank of America upped 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. Moffett Nathanson reiterated a “buy” rating on shares of Datadog in a research note on Monday, December 29th. Evercore reduced their price objective on Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a research note on Monday, February 2nd. Robert W. Baird set a $180.00 target price on Datadog in a research report on Wednesday, February 11th. Finally, Jefferies Financial Group cut their price target on Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a report on Friday, February 6th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced a strategic partnership with Sakana AI to jointly research, build, and commercialize tools to monitor and scale advanced AI systems — starting with large Japanese enterprises and expanding globally. The tie-up strengthens Datadog’s position in enterprise AI observability and could expand product demand in a key growth area. Article Title
• Positive Sentiment: Datadog released its State of DevSecOps Report showing 87% of organizations run software with known exploitable vulnerabilities — a finding that highlights rising demand for observability and security tools. That industry data supports Datadog’s addressable market for security and monitoring offerings. Article Title
• Positive Sentiment: Recent quarterly results (Feb 10) showed Datadog beat EPS and revenue expectations and provided FY26 and Q1 guidance — evidence of continued revenue growth and management confidence that underpins multi-year growth narratives. (Earnings/guidance details from recent filings and reports.)
• Neutral Sentiment: Datadog is drawing investor attention and search interest (Zacks/Yahoo coverage), which can increase volatility but doesn’t by itself change fundamentals. Article Title
• Neutral Sentiment: Benzinga and other outlets amplified the Sakana AI story; media coverage can boost short-term interest but also invites profit-taking. Article Title
• Neutral Sentiment: Reported short-interest data for February appears to contain anomalies (zeros/NaN and a 0.0 days-to-cover figure), so there’s no clear short-squeeze signal from that dataset; treat the short-interest entry with caution.
• Negative Sentiment: Separate coverage highlights recent share-price weakness and questions about valuation — the stock has fallen over recent weeks and some pieces frame DDOG as having high expectations relative to current price, which can pressure shares as investors re-price growth and multiples. Article Title

Datadog Trading Down 3.9%

Shares of Datadog stock opened at $111.96 on Friday. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The company has a market capitalization of $39.47 billion, a P/E ratio of 361.16, a P/E/G ratio of 30.77 and a beta of 1.27. The company has a fifty day moving average of $126.24 and a 200 day moving average of $142.15.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period last year, the firm 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. On average, sell-side analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Olivier Pomel sold 32,923 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $154.63, for a total transaction of $5,090,883.49. Following the completion of the transaction, the chief executive officer owned 518,133 shares in the company, valued at approximately $80,118,905.79. This represents a 5.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the transaction, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at $45,513,764.40. The trade was a 15.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 337,291 shares of company stock worth $48,909,907 in the last three months. 8.70% of the stock is owned by company 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.