Mizuho Markets Americas LLC Reduces Stock Holdings in Datadog, Inc. $DDOG

Mizuho Markets Americas LLC decreased its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 14.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 143,606 shares of the company’s stock after selling 24,318 shares during the period. Mizuho Markets Americas LLC’s holdings in Datadog were worth $16,953,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in DDOG. JPL Wealth Management LLC bought a new position in Datadog in the third quarter worth $27,000. CoreCap Advisors LLC boosted its holdings in shares of Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after buying an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC bought a new stake in shares of Datadog during the 4th quarter valued at $31,000. NBC Securities Inc. grew its position in shares of Datadog by 242.6% in the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares during the period. Finally, Rothschild Investment LLC grew its position in shares of Datadog by 52.5% in the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after buying an additional 94 shares during the period. 78.29% of the stock is currently owned by institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s enterprise business appears to be accelerating, with larger customer adoption, broader product usage and AI integrations supporting recurring revenue growth and deeper wallet share. DDOG’s Enterprise Customer Expansion Accelerates: More Growth Ahead?
• Positive Sentiment: Several analysts reiterated bullish views or raised price targets, including Bank of America’s Buy rating, Oppenheimer’s higher target to $300, and Wells Fargo’s expectation that the stock can rise further. Bank of America Securities Sticks to Its Buy Rating for Datadog (DDOG)
• Positive Sentiment: Analysts still expect strong year-over-year earnings and revenue growth heading into the next report, which keeps the growth story intact despite recent volatility. Do Split Analyst Views On Datadog (DDOG) Reveal A Tension In Its Growth Narrative?
• Neutral Sentiment: Datadog is in focus ahead of earnings, with investors waiting for the company’s report to see whether growth can justify the premium valuation. Earnings preview: What to expect from Datadog’s report
• Neutral Sentiment: Some valuation models suggest the stock is now fairly valued, with sales still looking expensive after a strong multi-year run. Datadog (DDOG) Stock Looks Fairly Valued With Sales Still Looking Rich
• Negative Sentiment: Recent insider selling, including a CTO share sale, may add caution around valuation and near-term sentiment. What Does the Datadog CTO’s Sale of Company Shares Worth $11.5 Million Mean to Investors?
• Negative Sentiment: Despite the long-term rally, the stock has recently lagged the broader market at times, as investors question whether expectations have become too high. Datadog (DDOG) Stock Sinks As Market Gains: What You Should Know

Datadog Stock Down 0.6%

Shares of Datadog stock opened at $244.39 on Friday. The company has a 50-day simple moving average of $240.62 and a two-hundred day simple moving average of $168.00. The stock has a market capitalization of $86.99 billion, a PE ratio of 643.15, a price-to-earnings-growth ratio of 24.99 and a beta of 1.54. 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.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.46 earnings per share. 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, analysts anticipate that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on DDOG shares. Sanford C. Bernstein cut shares of Datadog from an “outperform” rating to a “market perform” rating and lifted their price target for the company from $180.00 to $226.00 in a research report on Monday, July 6th. Evercore raised their target price on shares of Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a research note on Wednesday, June 10th. TD Cowen lifted their target price on shares of Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday. Wedbush began coverage on Datadog in a research report on Monday, June 15th. They issued a “neutral” rating on the stock. Finally, Barclays upped their price target on Datadog from $260.00 to $290.00 and gave the stock an “overweight” rating in a research note on Tuesday. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $261.68.

Insiders Place Their Bets

In other Datadog news, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the sale, the chief executive officer directly owned 835,679 shares in the company, valued at approximately $167,002,091.36. This trade represents a 13.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Dev Ittycheria sold 120,000 shares of Datadog stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total value of $29,853,600.00. Following the completion of the sale, the director directly owned 39,235 shares of the company’s stock, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,396,309 shares of company stock worth $317,712,002 in the last three months. Corporate insiders own 6.48% of the company’s stock.

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.