Nisa Investment Advisors LLC Grows Stock Holdings in Datadog, Inc. $DDOG

Nisa Investment Advisors LLC lifted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 57.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,803 shares of the company’s stock after acquiring an additional 16,627 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Datadog were worth $6,229,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Rothschild Investment LLC lifted its position in Datadog by 126.6% during the third 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 period. Physician Wealth Advisors Inc. grew its position in Datadog by 315.2% during 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. raised its stake in shares of Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC purchased a new position in shares of Datadog during the 3rd quarter valued at about $27,000. Finally, Tripletail Wealth Management LLC acquired a new position in shares of Datadog in the 3rd quarter valued at about $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Stock Performance

NASDAQ DDOG opened at $120.36 on Friday. The stock has a market capitalization of $42.44 billion, a price-to-earnings ratio of 388.26, a PEG ratio of 32.62 and a beta of 1.29. The stock has a 50-day moving average of $122.17 and a 200 day moving average of $140.42. 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 twelve month low of $81.63 and a twelve month high of $201.69.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data 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 analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same period 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. Sell-side analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Activity at Datadog

In related news, CEO Olivier Pomel sold 42,443 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $126.80, for a total value of $5,381,772.40. Following the completion of the sale, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $89,371,302.80. The trade was a 5.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the transaction, the executive owned 238,384 shares of the company’s stock, valued at $29,960,101.12. This represents a 8.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 460,112 shares of company stock worth $57,007,923 over the last 90 days. 6.67% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on DDOG shares. BMO Capital Markets set a $165.00 target price on Datadog in a research note on Wednesday, February 11th. Wolfe Research decreased their price target on Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Royal Bank Of Canada lowered their price objective on Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research report on Monday, February 9th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a research note on Wednesday, January 21st. Finally, Raymond James Financial cut their target price on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Thirty-seven 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 stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $179.62.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Benchmark initiated coverage with a Buy rating and a $150 price target, citing Datadog as a top infrastructure pick positioned to capture a large AI opportunity — this fresh, bullish research has been a direct upward catalyst. Benchmark Initiates Coverage
• Positive Sentiment: Datadog launched Datadog Experiments (A/B testing and experimentation integrated into its observability platform), a product that can deepen customer stickiness and expand use cases amid the push for AI-driven product development. Datadog Experiments Launch
• Positive Sentiment: Coverage noting renewed institutional interest in Datadog within the Nasdaq Composite suggests improved investor demand and flows into the name. Institutional Interest Report
• Neutral Sentiment: Several brokerage/sell‑side writeups and roundup pieces reiterate an average “Buy” sentiment, keeping analyst momentum visible but reflecting mixed conviction across the street. Analysts’ coverage is supporting the stock, but consensus estimates remain elevated. Brokers Suggest Investing
• Neutral Sentiment: Market commentary notes DDOG outpaced broad market gains today, reflecting the net effect of positive coverage and product news rather than a single fundamental trigger. Intraday Performance Note
• Negative Sentiment: Counterpoints highlight valuation and recent volatility — some pieces urge investors to reassess whether current expectations already price in the company’s long‑term opportunity, a reminder that upside is tied to continued execution and AI monetization. Valuation/Reassessment Article

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.