Towarzystwo Funduszy Inwestycyjnych PZU SA Raises Stock Position in Datadog, Inc. $DDOG

Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its stake in Datadog, Inc. (NASDAQ:DDOG) by 114.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,590 shares of the company’s stock after purchasing an additional 5,120 shares during the period. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Datadog were worth $1,366,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in DDOG. Brighton Jones LLC purchased a new position in shares of Datadog in the 4th quarter worth $209,000. Bison Wealth LLC purchased a new stake in Datadog during the fourth quarter valued at $228,000. Empowered Funds LLC lifted its holdings in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after acquiring an additional 672 shares during the period. Geneos Wealth Management Inc. boosted its position in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC bought a new stake in shares of Datadog during the 2nd quarter valued at about $509,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on DDOG shares. Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a research note on Wednesday, January 21st. Rosenblatt Securities reiterated a “buy” rating and issued a $185.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Weiss Ratings reissued a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. Jefferies Financial Group decreased their target price on Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Finally, The Goldman Sachs Group initiated coverage on Datadog in a research report on Monday, January 12th. They issued a “sell” rating and a $113.00 price target for the company. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Datadog currently has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Insiders Place Their Bets

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the sale, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $124.81, for a total value of $2,496,200.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $204,688.40. This trade represents a 92.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 388,864 shares of company stock worth $48,415,898. 6.67% of the stock is currently owned by insiders.

Datadog Stock Down 2.1%

DDOG opened at $124.52 on Friday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The firm’s fifty day moving average is $123.07 and its 200 day moving average is $141.61. The stock has a market cap of $43.90 billion, a price-to-earnings ratio of 401.68, a price-to-earnings-growth ratio of 34.95 and a beta of 1.31.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. On average, sell-side 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.