Securian Asset Management Inc. Trims Stake in Datadog, Inc. $DDOG

Securian Asset Management Inc. cut its stake in Datadog, Inc. (NASDAQ:DDOG) by 43.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,833 shares of the company’s stock after selling 6,727 shares during the quarter. Securian Asset Management Inc.’s holdings in Datadog were worth $1,201,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. Rothschild Investment LLC grew its holdings in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its stake in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares during the period. Westside Investment Management Inc. lifted its stake in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the period. JPL Wealth Management LLC bought a new stake in shares of Datadog during the third quarter valued at approximately $27,000. Finally, Hazlett Burt & Watson Inc. bought a new stake in shares of Datadog during the third quarter valued at approximately $28,000. 78.29% of the stock is owned by institutional investors.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings report was well received, with revenue up 32.1% year over year to $1.01 billion and EPS of $0.60 beating expectations. Management also issued stronger-than-expected guidance, reinforcing the view that AI-driven demand and enterprise software spending remain healthy. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Analyst sentiment remains constructive after earnings, with CICC Research raising its price target to $204 from $150 and other firms reiterating bullish views, suggesting Wall Street sees more upside in DDOG. MarketScreener
• Positive Sentiment: Several recent articles framed Datadog as a beneficiary of AI adoption rather than a victim of a SaaS slowdown, which is helping sentiment around the stock. Barchart
• Neutral Sentiment: Datadog announced upcoming presentations at two investor conferences, which keeps the company visible but does not materially change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Recent insider sales by directors and an executive, including Matthew Jacobson, Yanbing Li, Julie Richardson, and CRO Sean Michael Walters, may weigh on sentiment even though some of the trades were made under pre-arranged 10b5-1 plans. SEC filing

Analysts Set New Price Targets

DDOG has been the subject of a number of research reports. TD Cowen increased their price objective on Datadog from $190.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Wall Street Zen downgraded shares of Datadog from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Citigroup increased their price target on shares of Datadog from $175.00 to $218.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Wolfe Research lowered 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. Finally, Oppenheimer boosted their price objective on shares of Datadog from $200.00 to $220.00 in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $212.19.

Insider Activity

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction on 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 represents a 10.98% 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, Director Matthew Jacobson sold 52,832 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the sale, the director owned 622,726 shares of the company’s stock, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 695,598 shares of company stock valued at $91,612,665 in the last ninety days. 6.48% of the stock is currently owned by company insiders.

Datadog Stock Performance

Shares of NASDAQ DDOG opened at $199.94 on Wednesday. The firm’s 50-day moving average price is $129.68 and its 200-day moving average price is $137.93. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $203.58. The company has a market cap of $70.49 billion, a PE ratio of 526.17, a PEG ratio of 69.99 and a beta of 1.30. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the prior year, the firm earned $0.46 earnings per share. The firm’s revenue for the quarter was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, analysts anticipate that Datadog, Inc. will post 0.33 EPS for the current 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.