33,258 Shares in Datadog, Inc. $DDOG Bought by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. acquired a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 33,258 shares of the company’s stock, valued at approximately $4,523,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Havemeyer Place LP bought a new stake in Datadog during the 4th quarter worth $1,626,000. 111 Capital bought a new stake in Datadog during the 4th quarter worth $1,154,000. BI Asset Management Fondsmaeglerselskab A S grew its position in Datadog by 4.4% during the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 54,030 shares of the company’s stock worth $7,348,000 after acquiring an additional 2,261 shares during the last quarter. Pinebridge Investments LLC bought a new stake in Datadog during the 4th quarter worth $24,416,000. Finally, BIT Capital GmbH grew its position in Datadog by 125.0% during the 4th quarter. BIT Capital GmbH now owns 658,321 shares of the company’s stock worth $89,525,000 after acquiring an additional 365,684 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Datadog Stock Down 3.9%

DDOG stock opened at $234.11 on Friday. The stock’s 50 day simple moving average is $167.10 and its 200 day simple moving average is $145.28. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The company has a market cap of $83.33 billion, a P/E ratio of 616.10, a price-to-earnings-growth ratio of 25.07 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same period in the prior year, the business earned $0.46 EPS. The firm’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, research analysts expect that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Mizuho lifted their target price on Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Bank of America lifted their target price on Datadog from $225.00 to $260.00 in a report on Thursday, May 28th. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating and set a $250.00 target price on shares of Datadog in a report on Friday, May 8th. The Goldman Sachs Group lifted their target price on Datadog from $121.00 to $139.00 and gave the stock a “sell” rating in a report on Tuesday, May 12th. Finally, Cantor Fitzgerald lifted their target price on Datadog from $171.00 to $226.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $219.69.

Insider Transactions at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on 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 represents a 10.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44. Following the sale, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at $167,002,091.36. This represents a 13.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,161,526 shares of company stock valued at $216,578,007 in the last 90 days. Corporate insiders own 6.48% of the company’s stock.

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.