Brown Advisory Inc. Lowers Stake in Datadog, Inc. $DDOG

Brown Advisory Inc. reduced its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 27.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 3,460,038 shares of the company’s stock after selling 1,312,736 shares during the period. Brown Advisory Inc.’s holdings in Datadog were worth $470,534,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Rothschild Investment LLC grew its position in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the last quarter. JPL Wealth Management LLC purchased a new position in Datadog during the 3rd quarter worth $27,000. CoreCap Advisors LLC grew its position in Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC purchased a new position in Datadog during the 4th quarter worth $31,000. Finally, NBC Securities Inc. grew its position in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after purchasing an additional 165 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Datadog Stock Down 1.9%

Shares of NASDAQ DDOG opened at $229.90 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The firm has a 50-day moving average price of $178.29 and a 200 day moving average price of $147.38. The stock has a market capitalization of $81.84 billion, a price-to-earnings ratio of 605.02, a price-to-earnings-growth ratio of 24.62 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating 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 firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter last year, the business earned $0.46 earnings per share. The business’s revenue for the quarter was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities research analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Insider Transactions at Datadog

In related news, CFO David M. Obstler sold 75,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $231.69, for a total value of $17,376,750.00. Following the completion of the sale, the chief financial officer owned 434,591 shares in the company, valued at $100,690,388.79. This trade represents a 14.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $231.69, for a total transaction of $29,457,298.29. Following the completion of the sale, the chief executive officer owned 612,747 shares of the company’s stock, valued at $141,967,352.43. This trade represents a 17.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,272,556 shares of company stock valued at $252,615,825. 6.48% of the stock is owned by company insiders.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

Wall Street Analyst Weigh In

Several research firms have recently commented on DDOG. Benchmark raised their target price on shares of Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research note on Thursday. Bank of America raised their target price on shares of Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Jefferies Financial Group set a $210.00 target price on shares of Datadog and gave the stock a “buy” rating in a research note on Thursday, May 7th. Oppenheimer raised their target price on shares of Datadog from $200.00 to $220.00 in a research note on Thursday, May 7th. Finally, Mizuho raised their target price on shares of Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $231.64.

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.