Datadog, Inc. $DDOG Stock Position Increased by Factory Mutual Insurance Co.

Factory Mutual Insurance Co. increased its position in Datadog, Inc. (NASDAQ:DDOG) by 9.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 170,441 shares of the company’s stock after buying an additional 14,500 shares during the quarter. Factory Mutual Insurance Co.’s holdings in Datadog were worth $24,271,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC acquired a new stake in Datadog in the 4th quarter valued at about $209,000. Bison Wealth LLC acquired a new stake in Datadog during the fourth quarter valued at approximately $228,000. Empowered Funds LLC boosted its holdings in Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after buying an additional 672 shares in the last quarter. Geneos Wealth Management Inc. grew 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 buying an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in Datadog in the second quarter worth approximately $509,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated 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 transaction, the chief technology officer directly owned 295,448 shares in the company, valued at $45,513,764.40. This trade represents a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO David M. Obstler sold 12,513 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total value of $1,984,561.80. Following the completion of the sale, the chief financial officer owned 374,138 shares of the company’s stock, valued at approximately $59,338,286.80. This trade represents a 3.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 380,515 shares of company stock worth $55,760,478. Insiders own 8.70% of the company’s stock.

Datadog Price Performance

NASDAQ DDOG opened at $120.60 on Friday. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. The firm has a market capitalization of $42.29 billion, a price-to-earnings ratio of 389.03, a price-to-earnings-growth ratio of 33.47 and a beta of 1.27. The company has a 50 day simple moving average of $129.88 and a 200-day simple moving average of $143.05. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company’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 earned $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. Equities research analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Daiwa Securities Group started coverage on Datadog in a research report on Tuesday, January 27th. They set a “buy” rating and a $190.00 price objective for the company. UBS Group set a $195.00 target price on Datadog in a report on Monday, February 9th. Mizuho decreased their price target on Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a report on Wednesday, January 21st. Finally, Citizens Jmp restated a “market perform” rating on shares of Datadog in a research report on Wednesday, February 11th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $179.62.

About Datadog

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.