Amova Asset Management Americas Inc. Sells 30,004 Shares of Datadog, Inc. $DDOG

Amova Asset Management Americas Inc. cut its stake in Datadog, Inc. (NASDAQ:DDOG) by 17.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 138,153 shares of the company’s stock after selling 30,004 shares during the quarter. Amova Asset Management Americas Inc.’s holdings in Datadog were worth $19,666,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

Several brokerages have commented on DDOG. Daiwa Securities Group assumed coverage on Datadog in a research report on Tuesday, January 27th. They set a “buy” rating and a $190.00 price objective for the company. Robert W. Baird set a $180.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Canaccord Genuity Group reissued a “buy” rating on shares of Datadog in a research note on Wednesday, February 11th. DA Davidson reaffirmed a “buy” rating and set a $225.00 target price on shares of Datadog in a research note on Tuesday, February 17th. Finally, Scotiabank dropped their price target on Datadog from $180.00 to $160.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, February 11th. 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 company. According to MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog Stock Performance

DDOG stock opened at $118.33 on Thursday. The stock’s 50 day simple moving average is $124.64 and its 200 day simple moving average is $141.87. 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 has a market capitalization of $41.72 billion, a PE ratio of 381.71, a price-to-earnings-growth ratio of 30.72 and a beta of 1.31.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping 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 firm had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same quarter in the previous year, the business earned $0.49 earnings per share. The company’s 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. As a group, research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Key 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, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares in the company, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $154.05, for a total value of $8,305,143.60. Following the transaction, the chief technology officer directly owned 295,448 shares in the company, valued at $45,513,764.40. The trade was a 15.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 292,993 shares of company stock valued at $38,734,569 over the last three months. Insiders own 8.70% of the company’s stock.

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.