Datadog, Inc. $DDOG Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB decreased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 20.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,289 shares of the company’s stock after selling 13,793 shares during the quarter. Nordea Investment Management AB’s holdings in Datadog were worth $7,624,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in DDOG. Brighton Jones LLC acquired a new position in shares of Datadog in the 4th quarter valued at $209,000. Bison Wealth LLC acquired a new stake in shares of Datadog during the fourth quarter worth about $228,000. Empowered Funds LLC boosted its position in shares of Datadog by 7.0% in the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after purchasing an additional 672 shares during the period. Geneos Wealth Management Inc. grew its stake in Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after buying an additional 115 shares during the last quarter. Finally, Inspire Investing LLC increased its position in Datadog by 70.4% during the first quarter. Inspire Investing LLC now owns 3,078 shares of the company’s stock worth $305,000 after buying an additional 1,272 shares during the period. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑term selling pressure. Zacks

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Needham & Company LLC raised their target price on shares of Datadog from $175.00 to $220.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Stifel Nicolaus set a $205.00 price objective on shares of Datadog in a research report on Thursday, November 6th. JPMorgan Chase & Co. upped their target price on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Sanford C. Bernstein increased their target price on shares of Datadog from $170.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Datadog in a report on Wednesday, October 8th. Thirty-three research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Datadog presently has an average rating of “Moderate Buy” and a consensus price target of $196.45.

Datadog Price Performance

Shares of DDOG opened at $119.02 on Friday. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The stock’s 50 day moving average is $149.83 and its two-hundred day moving average is $146.31. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $201.69. The firm has a market capitalization of $41.74 billion, a PE ratio of 383.94, a P/E/G ratio of 21.83 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.45 by $0.10. The business had revenue of $885.65 million during the quarter, compared to the consensus estimate of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The company’s revenue for the quarter was up 28.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.46 EPS. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Research analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current year.

Insiders Place Their Bets

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $197.99, for a total value of $10,674,036.88. Following the completion of the sale, the chief technology officer owned 395,661 shares of the company’s stock, valued at approximately $78,336,921.39. This trade represents a 11.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Olivier Pomel sold 100,754 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the transaction, the chief executive officer directly owned 533,358 shares in the company, valued at approximately $96,633,802.44. This trade represents a 15.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,082,904 shares of company stock worth $194,318,545. 8.70% of the stock is owned by corporate insiders.

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.