Union Bancaire Privee UBP SA Lowers Stock Position in Datadog, Inc. $DDOG

Union Bancaire Privee UBP SA reduced its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 30.4% during the fourth quarter, Holdings Channel reports. The firm owned 50,598 shares of the company’s stock after selling 22,132 shares during the period. Union Bancaire Privee UBP SA’s holdings in Datadog were worth $6,881,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. GAMMA Investing LLC grew its position in Datadog by 18.7% in the 4th quarter. GAMMA Investing LLC now owns 2,710 shares of the company’s stock worth $369,000 after purchasing an additional 427 shares in the last quarter. New Mexico Educational Retirement Board purchased a new position in shares of Datadog in the 3rd quarter worth approximately $2,051,000. Allworth Financial LP grew its holdings in shares of Datadog by 5.1% in the third quarter. Allworth Financial LP now owns 2,249 shares of the company’s stock valued at $320,000 after acquiring an additional 109 shares in the last quarter. IFP Advisors Inc grew its holdings in shares of Datadog by 2.6% in the third quarter. IFP Advisors Inc now owns 14,712 shares of the company’s stock valued at $2,098,000 after acquiring an additional 369 shares in the last quarter. Finally, Swiss Life Asset Management Ltd increased its position in shares of Datadog by 10.4% during the third quarter. Swiss Life Asset Management Ltd now owns 28,126 shares of the company’s stock valued at $4,005,000 after acquiring an additional 2,651 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced general availability of new AI-focused observability/resilience tools (MCP Server) and a Cohesity integration that links real‑time observability to automated recovery in production AI environments — this strengthens DDOG’s positioning in AI ops and could drive enterprise spend. Read More.
• Positive Sentiment: A new analyst buy rating was published, which can provide short‑term support as investors digest coverage upgrades. Read More.
• Neutral Sentiment: Company messaging continues to emphasize AI‑driven observability and compliance for regulated sectors — a strategic growth focus but one that will take time to materially move revenue. Read More.
• Neutral Sentiment: Longer‑term price performance is mixed: DDOG is up ~27% over the past year but down over the past three months, reflecting investor debate over durability of growth vs. valuation. Read More.
• Neutral Sentiment: Several published pieces discuss Datadog as a high‑quality business but also highlight its rich multiple and the risk that earnings growth may not keep pace with the valuation — a factor that can cap upside without faster profit acceleration. Read More.
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold 42,443 shares and Director Amit Agarwal sold 20,000 shares in mid‑March; sizable executive sales can increase near‑term supply and raise governance/insider‑confidence questions for some investors. Read More. Read More.
• Negative Sentiment: Valuation remains a headwind: DDOG trades at very high forward multiples relative to peers, and several analysts caution that the stock may be constrained unless earnings acceleration materializes. Read More.

Insider Buying and Selling at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the transaction, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $126.73, for a total value of $2,534,600.00. Following the transaction, the director owned 1,640 shares in the company, valued at approximately $207,837.20. The trade was a 92.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 440,112 shares of company stock worth $54,788,144 in the last quarter. 6.67% of the stock is currently owned by company insiders.

Datadog Stock Performance

Datadog stock opened at $129.94 on Friday. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The firm has a market capitalization of $45.81 billion, a PE ratio of 419.16, a price-to-earnings-growth ratio of 36.03 and a beta of 1.31. The firm’s 50 day simple moving average is $122.54 and its 200 day simple moving average is $141.48.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same quarter last year, the company posted $0.49 EPS. The company’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, analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Moffett Nathanson restated a “buy” rating on shares of Datadog in a research note on Monday, December 29th. Raymond James Financial cut their price target on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a report on Tuesday, February 10th. The Goldman Sachs Group initiated coverage on shares of Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 price target for the company. Wedbush decreased their price objective on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, February 11th. Finally, KeyCorp lowered their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog Company 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.