ARK Investment Management LLC Has $31.35 Million Stock Holdings in Datadog, Inc. $DDOG

ARK Investment Management LLC boosted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 55.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 220,178 shares of the company’s stock after purchasing an additional 78,787 shares during the period. ARK Investment Management LLC owned 0.06% of Datadog worth $31,353,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Rothschild Investment LLC lifted its holdings in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its position in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares in the last quarter. Westside Investment Management Inc. lifted its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares during the last quarter. Tripletail Wealth Management LLC bought a new stake in Datadog in the third quarter worth approximately $28,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in shares of Datadog during the 3rd quarter worth $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Price Performance

NASDAQ:DDOG opened at $118.33 on Thursday. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The company has a fifty day moving average price of $124.64 and a 200 day moving average price of $141.87. The stock has a market cap of $41.72 billion, a P/E ratio of 381.71, a PEG ratio of 30.72 and a beta of 1.31.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data 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 net margin of 3.14% and a return on equity of 4.14%. The business had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same quarter in the prior year, the business earned $0.49 earnings per share. The firm’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. Analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current year.

Analyst Upgrades and Downgrades

DDOG has been the subject of several analyst reports. Canaccord Genuity Group reaffirmed a “buy” rating on shares of Datadog in a research note on Wednesday, February 11th. JPMorgan Chase & Co. boosted their price target on Datadog from $140.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Stifel Nicolaus set a $160.00 price target on Datadog and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Citizens Jmp reissued a “market perform” rating on shares of Datadog in a research note on Wednesday, February 11th. Finally, Wells Fargo & Company upped their target price on Datadog from $190.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Thirty-six analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Management delivered an optimistic outlook at the Morgan Stanley Technology, Media & Telecom Conference, emphasizing cloud migration tailwinds and AI-led product expansion — the primary catalyst cited for the intraday rally. Datadog (DDOG) Shares Skyrocket, What You Need To Know
• Positive Sentiment: Industry analysts remain constructive: Stifel reiterated a Buy and $160 price target following Investor Day, signaling continued analyst confidence in Datadog’s AI/observability story. Stifel and Bernstein Stay Bullish on Datadog, Inc. (DDOG) After Investor Day
• Positive Sentiment: Product/partnership progress: Datadog announced a partnership with Sakana AI to deepen enterprise AI observability (starting in Japan), reinforcing its positioning for customers adopting large-scale AI. This supports revenue growth potential from AI workloads. Datadog And Sakana AI Partner To Deepen Enterprise AI Observability
• Positive Sentiment: Corporate governance bolstering AI credibility: Datadog added Dominic Phillips to its board, bringing expertise relevant to AI/enterprise strategy and signaling stronger leadership for next-stage growth. Datadog Appoints Dominic Phillips to Its Board of Directors
• Neutral Sentiment: Options market attention: recent commentary and analyses point to elevated options activity and interest in DDOG, which can amplify intraday moves but is ambiguous for direction. Do Options Traders Know Something About Datadog Stock We Don’t?
• Neutral Sentiment: Reported short-interest data shows zero or negligible days-to-cover (appears to be a data anomaly), so short-interest signals are not meaningful right now.
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold 68,922 shares (~$7.62M) on March 2, reducing his ownership by ~8.9% — a headline that can create near-term investor unease even though he remains a large holder. Olivier Pomel Insider Sale Filing
• Negative Sentiment: Valuation/price context: some analyses note the stock has had mixed medium-term performance (recent short-term gains but larger multi-month declines), keeping valuation and execution concerns on investors’ radars. Datadog (DDOG) Valuation Check After Sakana AI Partnership And Renewed Confidence In Enterprise AI

Insider Activity

In other Datadog news, CTO Alexis Le-Quoc sold 43,106 shares of the business’s stock in a transaction on 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 sale, the chief technology officer owned 490,798 shares of the company’s stock, valued at $62,228,278.42. The trade was a 8.07% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Olivier Pomel sold 68,922 shares of Datadog stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the sale, the chief executive officer owned 704,821 shares in the company, valued at approximately $77,910,913.34. This trade represents a 8.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over 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.

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.