NEOS Investment Management LLC Raises Holdings in Datadog, Inc. $DDOG

NEOS Investment Management LLC increased its position in Datadog, Inc. (NASDAQ:DDOG) by 135.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 135,208 shares of the company’s stock after purchasing an additional 77,837 shares during the period. NEOS Investment Management LLC’s holdings in Datadog were worth $19,254,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. Brown Advisory Inc. raised its position in Datadog by 23.3% in the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after purchasing an additional 1,130,675 shares during the last quarter. Geode Capital Management LLC boosted its stake in Datadog by 4.3% during the 2nd quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after purchasing an additional 242,273 shares during the period. Massachusetts Financial Services Co. MA grew its position in Datadog by 0.9% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after purchasing an additional 40,276 shares during the last quarter. Finally, Norges Bank acquired a new position in Datadog in the second quarter valued at $347,728,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog News Summary

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 Buying and Selling at Datadog

In related news, CFO David M. Obstler sold 12,513 shares of Datadog stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total transaction of $1,984,561.80. Following the completion of the transaction, the chief financial officer directly owned 374,138 shares in the company, valued at $59,338,286.80. The trade was a 3.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Olivier Pomel sold 32,923 shares of the stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $154.63, for a total value of $5,090,883.49. Following the sale, the chief executive officer owned 518,133 shares in the company, valued at approximately $80,118,905.79. This trade represents a 5.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 380,515 shares of company stock worth $55,760,478. 8.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

DDOG has been the subject of several recent research reports. UBS Group set a $195.00 target price on shares of Datadog in a research note on Monday, February 9th. Needham & Company LLC lowered their target price on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. Wells Fargo & Company increased their price target on Datadog from $190.00 to $230.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. BTIG Research lowered their price objective on shares of Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Finally, Moffett Nathanson reissued a “buy” rating on shares of Datadog in a research note on Monday, December 29th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $122.56 on Wednesday. The firm has a market capitalization of $42.98 billion, a price-to-earnings ratio of 395.35, a price-to-earnings-growth ratio of 34.26 and a beta of 1.27. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. The business’s 50 day simple moving average is $131.05 and its 200-day simple moving average is $143.36. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The company 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%.Datadog’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, equities analysts forecast that Datadog, Inc. will post 0.34 earnings per share 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.