Datadog, Inc. $DDOG Shares Newly Acquired by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. bought a new stake in Datadog, Inc. (NASDAQ:DDOG) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 302,166 shares of the company’s stock, valued at approximately $82,748,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Janus Henderson Group PLC grew its position in shares of Datadog by 22.8% during the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after buying an additional 1,439,082 shares during the period. Assenagon Asset Management S.A. increased its stake in shares of Datadog by 197.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 2,443,008 shares of the company’s stock valued at $669,018,000 after acquiring an additional 1,622,904 shares during the last quarter. First Trust Advisors LP raised its position in shares of Datadog by 81.5% in the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock valued at $435,081,000 after acquiring an additional 1,654,429 shares during the period. Bank of New York Mellon Corp raised its position in shares of Datadog by 30.3% in the 1st quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock valued at $312,340,000 after acquiring an additional 615,090 shares during the period. Finally, Robeco Institutional Asset Management B.V. raised its position in shares of Datadog by 46.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 919,360 shares of the company’s stock valued at $251,767,000 after acquiring an additional 290,066 shares during the period. Institutional investors own 78.29% of the company’s stock.

Insider Activity

In other news, CFO David Obstler sold 10,000 shares of the business’s stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $241.25, for a total transaction of $2,412,500.00. Following the transaction, the chief financial officer directly owned 368,067 shares in the company, valued at $88,796,163.75. The trade was a 2.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Walters sold 11,710 shares of the company’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $221.04, for a total transaction of $2,588,378.40. Following the completion of the sale, the executive directly owned 233,135 shares in the company, valued at approximately $51,532,160.40. The trade was a 4.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 904,934 shares of company stock valued at $220,279,519. 6.48% of the stock is owned by corporate insiders.

Datadog Stock Performance

Shares of NASDAQ DDOG opened at $235.27 on Friday. The stock has a 50 day moving average price of $251.27 and a 200 day moving average price of $198.14. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $300.68. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. The stock has a market capitalization of $84.48 billion, a PE ratio of 480.15, a price-to-earnings-growth ratio of 22.97 and a beta of 1.51.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.07. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm’s revenue was up 35.6% on a year-over-year basis. During the same period last year, the business earned $0.46 earnings per share. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts predict that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on DDOG shares. Benchmark reissued a “buy” rating on shares of Datadog in a research report on Tuesday, July 28th. Cantor Fitzgerald upped their price objective on shares of Datadog from $226.00 to $327.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Scotiabank raised their price objective on Datadog from $275.00 to $285.00 and gave the stock an “outperform” rating in a research note on Friday, August 7th. BTIG Research lifted their target price on Datadog from $255.00 to $289.00 and gave the stock a “buy” rating in a report on Tuesday, July 28th. Finally, FBN Securities started coverage on Datadog in a research note on Friday, October 2nd. They issued an “outperform” rating and a $325.00 target price for the company. Three analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $287.22.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
• Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
• Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
• Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
• Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing

Datadog Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.