Datadog, Inc. $DDOG Shares Sold by Pitcairn Co.

Pitcairn Co. cut its stake in Datadog, Inc. (NASDAQ:DDOG) by 19.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,348 shares of the company’s stock after selling 4,317 shares during the quarter. Pitcairn Co.’s holdings in Datadog were worth $2,470,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position 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 in the last quarter. Norges Bank acquired a new position in Datadog in the 2nd quarter valued at $347,728,000. Dragoneer Investment Group LLC lifted its holdings in Datadog by 729.5% in the 2nd quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock valued at $302,855,000 after purchasing an additional 1,982,763 shares in the last quarter. Brown Advisory Inc. boosted its stake in Datadog by 23.3% during the 2nd 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 last quarter. Finally, AQR Capital Management LLC boosted its stake in Datadog by 99.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after purchasing an additional 923,038 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Datadog

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $7,618,637.88. Following the transaction, the chief executive officer owned 704,821 shares of the company’s stock, valued at $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the sale, the director owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This represents a 2.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 292,993 shares of company stock worth $38,734,569. Company insiders own 8.70% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results and AI momentum — Datadog reported ~29% revenue growth and management highlighted stronger bookings/contracts driven by AI and larger enterprise customers, supporting upside in Fortune 500 penetration. AI Push Boosts Enterprise Clientele
• Positive Sentiment: Morgan Stanley conference optimism — Management’s optimistic outlook on cloud migration and AI-led product expansion at the Morgan Stanley TMT conference was cited as the main catalyst for intraday gains. Datadog Shares Skyrocket, What You Need To Know
• Positive Sentiment: Partnerships and product positioning — A partnership to deepen AI observability (Sakana AI) and a new board addition with AI/enterprise expertise reinforce Datadog’s positioning for AI workloads and international expansion. Datadog And Sakana AI Partner Datadog Appoints Dominic Phillips to Its Board
• Positive Sentiment: Analyst support — Firms like Stifel reiterated Buy ratings and price targets after Investor Day, signaling continued sell?side confidence in Datadog’s AI/observability growth story. Stifel and Bernstein Stay Bullish
• Neutral Sentiment: Options and market activity — Elevated options interest and trading attention have amplified intraday moves but don’t indicate a clear directional thesis by themselves. Datadog Options Trading
• Neutral Sentiment: Short-interest anomaly — Reported short-interest shows effectively zero days-to-cover, which appears to be a data anomaly and shouldn’t be read as a material short squeeze signal right now.
• Negative Sentiment: Insider selling — CEO Olivier Pomel sold ~68,900 shares (~$7.6M) on March 2, reducing his stake by ~8.9%; headline risk from insider sales can weigh on sentiment even though he remains a large holder. SEC Form 4 — Pomel Sale
• Negative Sentiment: Valuation and execution watchers — Despite recent rebounds, some commentary highlights mixed medium?term performance and valuation concerns, keeping upside contingent on execution against AI-driven growth expectations. Datadog Valuation Check

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on DDOG. Raymond James Financial reduced their target price on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a research report on Tuesday, February 10th. Citizens Jmp reaffirmed a “market perform” rating on shares of Datadog in a research note on Wednesday, February 11th. DA Davidson reissued a “buy” rating and issued a $225.00 target price on shares of Datadog in a research note on Tuesday, February 17th. Robert W. Baird set a $180.00 price target on Datadog in a report on Wednesday, February 11th. Finally, Royal Bank Of Canada reduced their price objective on Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research report on Monday, February 9th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Datadog Trading Up 3.4%

DDOG opened at $122.38 on Friday. The stock has a market capitalization of $43.15 billion, a PE ratio of 394.77, a P/E/G ratio of 32.52 and a beta of 1.31. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The business’s 50 day moving average price is $124.33 and its 200 day moving average price is $141.74.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same quarter in the previous year, the business earned $0.49 earnings per share. The company’s revenue for the quarter was up 29.2% on a year-over-year basis. 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 research analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.

Datadog 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.