Legal & General Group Plc Boosts Holdings in Datadog, Inc. $DDOG

Legal & General Group Plc lifted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 12.3% in the third quarter, HoldingsChannel reports. The fund owned 1,975,753 shares of the company’s stock after buying an additional 215,749 shares during the period. Legal & General Group Plc’s holdings in Datadog were worth $281,347,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Rothschild Investment LLC grew its holdings in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its position in Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the period. Westside Investment Management Inc. lifted its stake in Datadog by 74.3% in 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 purchased a new stake in Datadog during the third quarter valued at about $28,000. Finally, Hazlett Burt & Watson Inc. purchased a new stake in Datadog during the third quarter valued at about $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $127.49 on Thursday. The company has a market cap of $44.95 billion, a price-to-earnings ratio of 411.26, a price-to-earnings-growth ratio of 33.83 and a beta of 1.31. The company has a 50-day moving average price of $123.43 and a 200-day moving average price of $141.74. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same period in the prior year, the business posted $0.49 earnings per share. Datadog’s revenue for the quarter 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. As a group, equities analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Market momentum: DDOG has moved higher over the past week, drawing renewed investor interest and an estimated multi‑billion dollar market‑cap gain, which is reinforcing buyer momentum. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Product expansion into AI: Datadog launched its MCP Server to deliver secure, real‑time observability for AI agent workflows — a direct product play into AI‑native operations that can expand addressable use cases and stickiness. Datadog Targets AI Agent Workflows
• Positive Sentiment: Strategic partner: Cohesity announced an integration with Datadog to combine observability with automated data recovery for AI production environments — a partnership that supports enterprise‑grade AI resilience and could broaden enterprise adoption. Cohesity Partners with Datadog
• Neutral Sentiment: Increased media/analyst attention (Zacks, Yahoo pieces) is driving visibility and trading flows but doesn’t by itself change fundamentals; expect higher volume and volatility. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short‑interest figures in the feed show zero shares and NaN changes — this appears to be a data/reporting error and is unlikely to be a material driver of today’s move.
• Negative Sentiment: Insider selling by CTO: Alexis Le‑Quoc sold 53,541 shares (~$5.9M) in early March, trimming his stake ~10.9%; repeated sizable insider sales can weigh on sentiment even while the company posts product wins. SEC filing: SEC Form 4
• Negative Sentiment: Director sale: Amit Agarwal sold 20,000 shares (~$2.5M) on March 9 — another insider disposition that can temper investor enthusiasm short term. Amit Agarwal Insider Trade

Wall Street Analyst Weigh In

Several research analysts have recently commented on DDOG shares. Piper Sandler decreased their price objective on Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. BMO Capital Markets set a $165.00 target price on Datadog in a report on Wednesday, February 11th. Arete Research raised their price target on Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Needham & Company LLC decreased their price target on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a research report on Wednesday, January 21st. Thirty-six investment 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 MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $179.62.

Insiders Place Their Bets

In other news, Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00. Following the sale, the director directly owned 1,640 shares in the company, valued at approximately $204,688.40. This trade represents a 92.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Alexis Le-Quoc sold 53,541 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $5,918,422.14. Following the transaction, the chief technology officer directly owned 437,257 shares in the company, valued at $48,334,388.78. This trade represents a 10.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 312,622 shares of company stock worth $38,844,047. Corporate insiders own 6.67% of the company’s stock.

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.