Union Square Park Capital Management LLC Sells 9,000 Shares of Datadog, Inc. $DDOG

Union Square Park Capital Management LLC trimmed its stake in Datadog, Inc. (NASDAQ:DDOG) by 47.4% in the third quarter, Holdings Channel reports. The firm owned 10,000 shares of the company’s stock after selling 9,000 shares during the quarter. Union Square Park Capital Management LLC’s holdings in Datadog were worth $1,424,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in DDOG. PKO Investment Management Joint Stock Co bought a new position in shares of Datadog in the 3rd quarter valued at about $1,709,000. Hartford Investment Management Co. bought a new stake in shares of Datadog in the 3rd quarter valued at about $2,689,000. Munro Partners acquired a new stake in Datadog in the 3rd quarter valued at about $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd lifted its stake in Datadog by 134.5% in the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Datadog by 37.9% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after purchasing an additional 30,008 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insiders Place Their Bets

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction 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 transaction, the director directly owned 1,640 shares of the company’s stock, valued at $204,688.40. This represents a 92.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CRO Sean Michael Walters sold 22,330 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive owned 238,384 shares in the company, valued at $29,960,101.12. The trade was a 8.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 388,864 shares of company stock worth $48,415,898 over the last three months. 6.67% of the stock is currently owned by corporate insiders.

Datadog Trading Down 2.1%

Shares of DDOG stock opened at $124.52 on Friday. Datadog, Inc. has a 12-month low of $81.63 and a 12-month high of $201.69. The company has a market capitalization of $43.90 billion, a PE ratio of 401.68, a price-to-earnings-growth ratio of 34.95 and a beta of 1.31. The firm has a 50 day moving average price of $123.07 and a two-hundred day moving average price of $141.61. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

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

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. DA Davidson reissued a “buy” rating and set a $225.00 price target on shares of Datadog in a research report on Tuesday, February 17th. Mizuho reduced their target price on Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Needham & Company LLC decreased their target price on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Canaccord Genuity Group restated a “buy” rating on shares of Datadog in a research note 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $179.62.

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.