Green Alpha Advisors LLC Makes New $702,000 Investment in Datadog, Inc. $DDOG

Green Alpha Advisors LLC bought a new position in Datadog, Inc. (NASDAQ:DDOG) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,162 shares of the company’s stock, valued at approximately $702,000.

Several other institutional investors have also recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Datadog by 47.9% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,006 shares of the company’s stock valued at $137,000 after acquiring an additional 326 shares during the last quarter. Aventura Private Wealth LLC acquired a new position in shares of Datadog in the 4th quarter valued at $68,000. Sagespring Wealth Partners LLC boosted its holdings in Datadog by 8.7% during the fourth quarter. Sagespring Wealth Partners LLC now owns 3,690 shares of the company’s stock worth $502,000 after buying an additional 294 shares in the last quarter. Everhart Financial Group Inc. acquired a new position in shares of Datadog in the fourth quarter worth about $215,000. Finally, Leibman Financial Services Inc. grew its position in shares of Datadog by 3.9% during the 4th quarter. Leibman Financial Services Inc. now owns 8,974 shares of the company’s stock valued at $1,220,000 after acquiring an additional 333 shares during the period. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Trading Down 3.7%

DDOG opened at $125.08 on Friday. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The stock has a market capitalization of $44.10 billion, a PE ratio of 403.48, a P/E/G ratio of 34.38 and a beta of 1.31. The business’s 50 day moving average price is $122.54 and its 200 day moving average price is $141.44.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $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. As a group, equities research analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have issued reports on DDOG shares. Robert W. Baird set a $180.00 price target on Datadog in a research report on Wednesday, February 11th. Moffett Nathanson restated a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Capital One Financial raised their target price on Datadog from $156.00 to $157.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Wall Street Zen lowered shares of Datadog from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Datadog has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Key Stories Impacting Datadog

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

Insiders Place Their Bets

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $126.73, for a total value of $2,534,600.00. Following the sale, the director owned 1,640 shares of the company’s stock, valued at $207,837.20. The trade was a 92.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CRO Sean Michael Walters sold 22,330 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive directly owned 238,384 shares in the company, valued at approximately $29,960,101.12. The trade was a 8.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 440,112 shares of company stock worth $54,788,144. Insiders own 6.67% of the company’s stock.

Datadog 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.