Andra AP fonden Sells 54,877 Shares of Datadog, Inc. $DDOG

Andra AP fonden cut its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 92.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,688 shares of the company’s stock after selling 54,877 shares during the quarter. Andra AP fonden’s holdings in Datadog were worth $668,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Banco Santander S.A. bought a new stake in shares of Datadog in the third quarter valued at $345,000. Xponance Inc. lifted its holdings in Datadog by 46.3% during the third quarter. Xponance Inc. now owns 89,998 shares of the company’s stock valued at $12,816,000 after purchasing an additional 28,496 shares during the last quarter. Choreo LLC lifted its stake in shares of Datadog by 4.7% during the 3rd quarter. Choreo LLC now owns 5,440 shares of the company’s stock valued at $775,000 after buying an additional 246 shares in the last quarter. OV Management LLC lifted its stake in shares of Datadog by 48.6% during the 3rd quarter. OV Management LLC now owns 2,925 shares of the company’s stock valued at $417,000 after buying an additional 957 shares in the last quarter. Finally, Westpac Banking Corp boosted its holdings in Datadog by 1,504.5% in the 3rd quarter. Westpac Banking Corp now owns 17,906 shares of the company’s stock worth $2,550,000 after buying an additional 16,790 shares during the period. Institutional investors own 78.29% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Olivier Pomel sold 32,923 shares of Datadog stock in a transaction that occurred 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 directly owned 518,133 shares in the company, 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 document filed with the Securities & Exchange Commission, which is accessible through 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 directly owned 374,138 shares in the company, valued at approximately $59,338,286.80. This represents a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 337,291 shares of company stock worth $48,909,907. 8.70% of the stock is owned by corporate insiders.

Datadog Stock Performance

Shares of DDOG stock opened at $111.96 on Monday. The firm has a market capitalization of $39.47 billion, a price-to-earnings ratio of 361.16, a PEG ratio of 30.77 and a beta of 1.31. The stock has a fifty day moving average of $126.24 and a 200 day moving average of $142.24. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

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

Key Headlines Impacting Datadog

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

Wall Street Analysts Forecast Growth

Several research firms have issued reports on DDOG. Evercore dropped their target price on Datadog from $215.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, February 2nd. Morgan Stanley boosted their price objective on shares of Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a research note on Friday, November 7th. BMO Capital Markets set a $165.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Rosenblatt Securities restated a “buy” rating and issued a $185.00 price objective on shares of Datadog in a research report on Wednesday, February 11th. Finally, Truist Financial decreased their price target on shares of Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a research note on Wednesday, January 7th. Thirty-six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price 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.