American Century Companies Inc. Sells 238,243 Shares of Datadog, Inc. $DDOG

American Century Companies Inc. trimmed its holdings in Datadog, Inc. (NASDAQ:DDOG) by 6.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,703,656 shares of the company’s stock after selling 238,243 shares during the period. American Century Companies Inc. owned about 1.06% of Datadog worth $527,401,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of DDOG. PKO Investment Management Joint Stock Co acquired a new position in Datadog during the third quarter worth $1,709,000. Hartford Investment Management Co. bought a new stake in Datadog during the 3rd quarter worth about $2,689,000. Munro Partners acquired a new position in shares of Datadog during the 3rd quarter worth about $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd grew its holdings in shares of Datadog by 134.5% in the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after acquiring an additional 17,860 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of Datadog by 37.9% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after acquiring an additional 30,008 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

DDOG has been the subject of several recent research reports. BNP Paribas Exane reduced their price target on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. Guggenheim set a $105.00 price objective on Datadog in a research note on Thursday, November 6th. 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. Macquarie Infrastructure boosted their target price on shares of Datadog from $175.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Finally, Jefferies Financial Group cut their price target on shares of Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Insider Buying and Selling

In other Datadog news, CTO Alexis Le-Quoc sold 43,106 shares of Datadog stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total value of $5,465,409.74. Following the completion of the sale, the chief technology officer owned 490,798 shares in the company, valued at $62,228,278.42. The trade was a 8.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Olivier Pomel sold 11,195 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $137.93, for a total transaction of $1,544,126.35. Following the completion of the sale, the chief executive officer directly owned 518,133 shares of the company’s stock, valued at $71,466,084.69. This represents a 2.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 337,291 shares of company stock valued at $48,909,907 in the last 90 days. 8.70% of the stock is currently owned by corporate insiders.

Datadog Price Performance

Datadog stock opened at $111.96 on Friday. The company has a market capitalization of $39.47 billion, a price-to-earnings ratio of 361.16, a PEG ratio of 32.01 and a beta of 1.27. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The stock’s 50 day moving average is $126.24 and its 200-day moving average is $142.06.

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

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced a strategic partnership with Sakana AI to jointly research, build, and commercialize tools to monitor and scale advanced AI systems — starting with large Japanese enterprises and expanding globally. The tie-up strengthens Datadog’s position in enterprise AI observability and could expand product demand in a key growth area. Article Title
• Positive Sentiment: Datadog released its State of DevSecOps Report showing 87% of organizations run software with known exploitable vulnerabilities — a finding that highlights rising demand for observability and security tools. That industry data supports Datadog’s addressable market for security and monitoring offerings. Article Title
• Positive Sentiment: Recent quarterly results (Feb 10) showed Datadog beat EPS and revenue expectations and provided FY26 and Q1 guidance — evidence of continued revenue growth and management confidence that underpins multi-year growth narratives. (Earnings/guidance details from recent filings and reports.)
• Neutral Sentiment: Datadog is drawing investor attention and search interest (Zacks/Yahoo coverage), which can increase volatility but doesn’t by itself change fundamentals. Article Title
• Neutral Sentiment: Benzinga and other outlets amplified the Sakana AI story; media coverage can boost short-term interest but also invites profit-taking. Article Title
• Neutral Sentiment: Reported short-interest data for February appears to contain anomalies (zeros/NaN and a 0.0 days-to-cover figure), so there’s no clear short-squeeze signal from that dataset; treat the short-interest entry with caution.
• Negative Sentiment: Separate coverage highlights recent share-price weakness and questions about valuation — the stock has fallen over recent weeks and some pieces frame DDOG as having high expectations relative to current price, which can pressure shares as investors re-price growth and multiples. Article Title

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.