55,155 Shares in Datadog, Inc. $DDOG Bought by CIBC Bancorp USA Inc.

CIBC Bancorp USA Inc. bought a new stake in Datadog, Inc. (NASDAQ:DDOG) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 55,155 shares of the company’s stock, valued at approximately $7,854,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rothschild Investment LLC increased its holdings in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. lifted its stake in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the last quarter. Westside Investment Management Inc. boosted its holdings in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the period. JPL Wealth Management LLC bought a new stake in Datadog during the third quarter valued at $27,000. Finally, Tripletail Wealth Management LLC bought a new stake in Datadog during the third quarter valued at $28,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $125.08 on Friday. The firm has a market cap of $44.10 billion, a price-to-earnings ratio of 403.48, a P/E/G ratio of 35.71 and a beta of 1.31. Datadog, Inc. has a 1 year low of $81.63 and a 1 year high of $201.69. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The business has a fifty day simple moving average of $122.54 and a 200 day simple moving average of $141.39.

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

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the sale, the chief technology officer directly owned 437,257 shares in the company, valued at $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Olivier Pomel sold 42,443 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $126.80, for a total value of $5,381,772.40. Following the sale, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $89,371,302.80. The trade was a 5.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 440,112 shares of company stock worth $54,788,144 in the last quarter. 6.67% of the stock is owned by corporate insiders.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched AI-focused capabilities to production: MCP Server reached general availability and a new Cohesity integration links real‑time observability to automated recovery for AI workloads — this strengthens Datadog’s position in AI observability and could expand customer use cases and retention. Datadog (DDOG) Valuation Check As New AI Observability And Resilience Tools Reach General Availability
• Positive Sentiment: An external analyst house issued a new Buy rating, providing short‑term demand support and reinforcing institutional interest. New Buy Rating for Datadog (DDOG), the Technology Giant
• Neutral Sentiment: Datadog is pushing into regulated sectors with AI‑driven observability and compliance features — a strategic product push that may take time to translate into material revenue. Datadog Targets AI Driven Observability And Compliance Focused Growth In Regulated Sectors
• Neutral Sentiment: Reported short‑interest data appears anomalous (zero/NaN), so it provides no clear signal to traders; treat that data point cautiously. (No external article link — data summary.)
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold ~42.4k shares and director Amit Agarwal sold 20k shares in mid‑March — large, disclosed sales that can create near‑term selling pressure and raise investor questions about timing. SEC Filing — Olivier Pomel sale SEC Filing — Amit Agarwal sale
• Negative Sentiment: Valuation concerns persist: multiple commentaries label Datadog “high quality, high valuation,” and coverage notes the stock’s rich P/E and muted near‑term earnings growth — a backdrop that can limit upside despite product gains. Datadog: High Quality, High Valuations

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on DDOG shares. Jefferies Financial Group dropped their price objective on shares of Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Canaccord Genuity Group restated a “buy” rating on shares of Datadog in a research note on Wednesday, February 11th. Mizuho lowered their target price on Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. UBS Group set a $195.00 price target on Datadog in a research report on Monday, February 9th. Finally, Piper Sandler cut their price target on Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average 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.