Banque Cantonale Vaudoise Acquires 5,108 Shares of Datadog, Inc. $DDOG

Banque Cantonale Vaudoise raised its holdings in Datadog, Inc. (NASDAQ:DDOG) by 77.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,739 shares of the company’s stock after acquiring an additional 5,108 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Datadog were worth $1,672,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. increased its position in Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after buying an additional 9,748,738 shares during the last quarter. Norges Bank acquired a new stake in shares of Datadog in the second quarter worth about $347,728,000. Dragoneer Investment Group LLC boosted its stake in shares of Datadog by 729.5% during the 2nd quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock worth $302,855,000 after acquiring an additional 1,982,763 shares in the last quarter. Brown Advisory Inc. boosted its stake in shares of Datadog by 23.3% during the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after acquiring an additional 1,130,675 shares in the last quarter. Finally, AQR Capital Management LLC increased its holdings in shares of Datadog by 99.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock valued at $247,983,000 after acquiring an additional 923,038 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

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 value of $988,629.24. Following the sale, the director owned 340,701 shares of the company’s stock, valued at $42,550,147.89. The trade was a 2.27% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $124.81, for a total transaction of $2,496,200.00. Following the completion of the transaction, the director owned 1,640 shares of the company’s stock, valued at approximately $204,688.40. This represents a 92.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 312,622 shares of company stock worth $38,844,047 over the last three months. 6.67% of the stock is currently owned by corporate insiders.

Datadog Stock Performance

NASDAQ DDOG opened at $127.49 on Thursday. The company’s fifty day moving average is $123.43 and its two-hundred day moving average is $141.74. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The firm has a market capitalization of $44.95 billion, a price-to-earnings ratio of 411.26, a P/E/G ratio of 33.83 and a beta of 1.31.

Datadog (NASDAQ:DDOG) last released its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $916.53 million. During the same quarter last year, the company earned $0.49 earnings per share. The firm’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. Equities research analysts forecast that Datadog, Inc. will post 0.34 EPS for the current year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Market momentum: DDOG has moved higher over the past week, drawing renewed investor interest and an estimated multi‑billion dollar market‑cap gain, which is reinforcing buyer momentum. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Product expansion into AI: Datadog launched its MCP Server to deliver secure, real‑time observability for AI agent workflows — a direct product play into AI‑native operations that can expand addressable use cases and stickiness. Datadog Targets AI Agent Workflows
• Positive Sentiment: Strategic partner: Cohesity announced an integration with Datadog to combine observability with automated data recovery for AI production environments — a partnership that supports enterprise‑grade AI resilience and could broaden enterprise adoption. Cohesity Partners with Datadog
• Neutral Sentiment: Increased media/analyst attention (Zacks, Yahoo pieces) is driving visibility and trading flows but doesn’t by itself change fundamentals; expect higher volume and volatility. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short‑interest figures in the feed show zero shares and NaN changes — this appears to be a data/reporting error and is unlikely to be a material driver of today’s move.
• Negative Sentiment: Insider selling by CTO: Alexis Le‑Quoc sold 53,541 shares (~$5.9M) in early March, trimming his stake ~10.9%; repeated sizable insider sales can weigh on sentiment even while the company posts product wins. SEC filing: SEC Form 4
• Negative Sentiment: Director sale: Amit Agarwal sold 20,000 shares (~$2.5M) on March 9 — another insider disposition that can temper investor enthusiasm short term. Amit Agarwal Insider Trade

Wall Street Analyst Weigh In

Several research firms recently weighed in on DDOG. Sanford C. Bernstein restated an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. Wedbush dropped their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 11th. KeyCorp reduced their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Mizuho reduced their price objective on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Finally, Arete Research upped their price objective on shares of Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Thirty-six 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’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.