Fjarde AP Fonden Fourth Swedish National Pension Fund Has $7.06 Million Stock Position in Datadog, Inc. $DDOG

Fjarde AP Fonden Fourth Swedish National Pension Fund decreased its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 17.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 51,911 shares of the company’s stock after selling 10,600 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Datadog were worth $7,059,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Parallel Advisors LLC lifted its position in Datadog by 38.6% during the 4th quarter. Parallel Advisors LLC now owns 8,648 shares of the company’s stock worth $1,176,000 after buying an additional 2,409 shares in the last quarter. Total Wealth Planning & Management Inc. acquired a new position in Datadog during the 4th quarter worth about $362,000. Harvest Fund Management Co. Ltd lifted its position in Datadog by 24.4% during the 4th quarter. Harvest Fund Management Co. Ltd now owns 24,689 shares of the company’s stock worth $3,357,000 after buying an additional 4,849 shares in the last quarter. J.W. Cole Advisors Inc. lifted its position in Datadog by 22.9% during the 4th quarter. J.W. Cole Advisors Inc. now owns 2,387 shares of the company’s stock worth $325,000 after buying an additional 445 shares in the last quarter. Finally, Vise Technologies Inc. lifted its position in Datadog by 4.9% during the 4th quarter. Vise Technologies Inc. now owns 3,238 shares of the company’s stock worth $440,000 after buying an additional 151 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on DDOG. Canadian Imperial Bank of Commerce restated an “outperform” rating and set a $250.00 target price on shares of Datadog in a research report on Friday, May 8th. DA Davidson set a $250.00 target price on shares of Datadog in a research report on Friday, May 22nd. BTIG Research upped their target price on shares of Datadog from $212.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Canaccord Genuity Group set a $225.00 target price on shares of Datadog in a research report on Friday, May 8th. Finally, Raymond James Financial upped their target price on shares of Datadog from $170.00 to $220.00 in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog presently has an average rating of “Moderate Buy” and a consensus price target of $219.69.

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

Insider Activity

In other Datadog news, Director Dev Ittycheria sold 120,000 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the completion of the sale, the director owned 39,235 shares of the company’s stock, valued at $9,760,883.30. This trade represents a 75.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,141,526 shares of company stock valued at $214,081,807 over the last three months. Corporate insiders own 6.48% of the company’s stock.

Datadog Price Performance

NASDAQ DDOG opened at $234.11 on Monday. The business has a 50 day simple moving average of $167.10 and a 200 day simple moving average of $145.03. Datadog, Inc. has a 52-week low of $98.01 and a 52-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 stock has a market cap of $83.33 billion, a price-to-earnings ratio of 616.10, a PEG ratio of 25.07 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the prior year, the company posted $0.46 earnings per share. The firm’s revenue 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. Analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

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.