Aberdeen Group plc Acquires 21,337 Shares of Datadog, Inc. $DDOG

Aberdeen Group plc boosted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 15.0% in the third quarter, HoldingsChannel reports. The firm owned 163,724 shares of the company’s stock after purchasing an additional 21,337 shares during the period. Aberdeen Group plc’s holdings in Datadog were worth $23,314,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in DDOG. Norges Bank bought a new stake in shares of Datadog in the 2nd quarter valued at $347,728,000. Dragoneer Investment Group LLC boosted its stake in Datadog by 729.5% during the second quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock worth $302,855,000 after acquiring an additional 1,982,763 shares in the last quarter. Brown Advisory Inc. grew its holdings in Datadog by 23.3% in the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after purchasing an additional 1,130,675 shares during the period. AQR Capital Management LLC increased its stake in Datadog by 99.8% in the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock valued at $247,983,000 after purchasing an additional 923,038 shares in the last quarter. Finally, 1832 Asset Management L.P. acquired a new position in shares of Datadog during the second quarter valued at about $101,594,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” and set a $225 price target (large implied upside vs. current levels), which supports bullish investor expectations. DA Davidson Reaffirmation
• Positive Sentiment: QSIC announced it is using Datadog to improve retail-media reliability — a commercial/partnership win that supports revenue/ADOPTION narratives. QSIC Customer Win
• Neutral Sentiment: Datadog published an analyst/investor day transcript (useful for long-term model/strategy details), but the immediate market impact is unclear until new guidance or metrics emerge. Investor Day Transcript
• Neutral Sentiment: Zacks flagged DDOG as a “trending” stock—higher attention/volume can amplify moves but doesn’t by itself change fundamentals. Zacks Trending Note
• Neutral Sentiment: Reports show a “large increase” in short interest for February, but the published figures appear to be zero/NaN — likely a data/reporting error; treat this as unreliable until clarified.
• Negative Sentiment: Cantor Fitzgerald cut its price target to $150 from $220 (while keeping Overweight), lowering near-term upside expectations and likely putting downward pressure on the stock. Cantor Fitzgerald PT Cut
• Negative Sentiment: Datadog’s CTO sold about $5.47M in stock — a sizable insider disposition that can be perceived negatively by the market even if motivated by diversification or liquidity needs. Insider Sale

Insider Activity

In other Datadog news, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $154.61, for a total value of $1,240,436.03. Following the sale, the chief operating officer owned 165,197 shares of the company’s stock, valued at approximately $25,541,108.17. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CTO Alexis Le-Quoc sold 43,106 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the completion of the transaction, the chief technology officer owned 490,798 shares in the company, valued at approximately $62,228,278.42. The trade was a 8.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 380,515 shares of company stock worth $55,760,478. 8.70% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on DDOG shares. UBS Group set a $195.00 target price on Datadog in a research note on Monday, February 9th. Capital One Financial raised their price objective on Datadog from $156.00 to $157.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Barclays decreased their price objective on Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. Macquarie Infrastructure increased their target price on Datadog from $175.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Finally, Wolfe Research reduced their price target on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a research report on Tuesday, February 10th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Datadog presently has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog Trading Down 2.1%

Shares of DDOG stock opened at $122.56 on Wednesday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.66 and a current ratio of 3.38. The company has a market capitalization of $42.98 billion, a price-to-earnings ratio of 395.35, a PEG ratio of 34.26 and a beta of 1.27. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a 50-day simple moving average of $131.05 and a two-hundred day simple moving average of $143.36.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Research analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

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.