292,637 Shares in Datadog, Inc. $DDOG Purchased by BIT Capital GmbH

BIT Capital GmbH acquired a new position in Datadog, Inc. (NASDAQ:DDOG) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 292,637 shares of the company’s stock, valued at approximately $41,672,000. Datadog makes up approximately 1.4% of BIT Capital GmbH’s investment portfolio, making the stock its 25th biggest position. BIT Capital GmbH owned 0.08% of Datadog at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in DDOG. Factory Mutual Insurance Co. raised its position in shares of Datadog by 9.3% in the third quarter. Factory Mutual Insurance Co. now owns 170,441 shares of the company’s stock valued at $24,271,000 after buying an additional 14,500 shares in the last quarter. ICICI Prudential Asset Management Co Ltd increased its stake in Datadog by 24.0% during the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 4,964 shares of the company’s stock worth $707,000 after acquiring an additional 960 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its holdings in Datadog by 71.3% in the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 170,310 shares of the company’s stock valued at $24,288,000 after acquiring an additional 70,888 shares in the last quarter. Wealth Alliance LLC lifted its position in shares of Datadog by 89.0% during the 3rd quarter. Wealth Alliance LLC now owns 2,984 shares of the company’s stock valued at $425,000 after acquiring an additional 1,405 shares during the period. Finally, Fiera Capital Corp grew its holdings in shares of Datadog by 67.2% during the 3rd quarter. Fiera Capital Corp now owns 207,201 shares of the company’s stock worth $29,505,000 after purchasing an additional 83,268 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

In other news, CEO Olivier Pomel sold 32,923 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $154.63, for a total transaction of $5,090,883.49. Following the completion of the transaction, the chief executive officer owned 518,133 shares of the company’s stock, valued at approximately $80,118,905.79. This trade represents a 5.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the completion of the sale, the chief technology officer directly owned 295,448 shares in the company, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 380,515 shares of company stock worth $55,760,478. 8.70% of the stock is currently owned by company insiders.

Datadog Stock Down 1.0%

Shares of DDOG opened at $120.60 on Friday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.66 and a current ratio of 3.38. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. The stock has a market capitalization of $42.29 billion, a price-to-earnings ratio of 389.03, a PEG ratio of 33.47 and a beta of 1.27. The stock has a fifty day moving average of $129.88 and a 200-day moving average of $143.05.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million for 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 quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company 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. As a group, sell-side analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Needham & Company LLC cut their price objective on shares of Datadog from $220.00 to $155.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Wolfe Research reduced their price target on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 10th. Macquarie Infrastructure boosted their price objective on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Wedbush reduced their target price on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday, February 11th. Finally, BMO Capital Markets set a $165.00 price target on Datadog in a research note on Wednesday, February 11th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

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.