Avanza Fonder AB Grows Stock Holdings in Datadog, Inc. $DDOG

Avanza Fonder AB lifted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 22.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,614 shares of the company’s stock after acquiring an additional 4,660 shares during the period. Avanza Fonder AB’s holdings in Datadog were worth $3,483,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Rothschild Investment LLC boosted its position in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the period. Physician Wealth Advisors Inc. raised its position in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares during the period. Westside Investment Management Inc. raised its position 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 purchasing an additional 75 shares during the period. JPL Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth about $27,000. Finally, Tripletail Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth about $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on DDOG. Raymond James Financial lowered their target price on Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a research note on Tuesday, February 10th. Scotiabank reduced 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. Mizuho decreased their price target 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 objective on shares of Datadog in a research report on Monday, February 9th. Finally, Wall Street Zen lowered shares of Datadog from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Datadog currently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Insider Transactions at Datadog

In related news, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the sale, the executive directly owned 238,384 shares of the company’s stock, valued at approximately $29,960,101.12. This represents a 8.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction 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 transaction, the director owned 1,640 shares in the company, valued at $207,837.20. This trade represents a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 440,112 shares of company stock worth $54,788,144 in the last quarter. Insiders own 6.67% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched “Bits AI Security Analyst” for Cloud SIEM, an AI agent that the company says cuts investigation time dramatically — a product release that supports Datadog’s AI/security growth narrative and could help upsell security customers. Bits AI Security Analyst Reduces Threat Investigation Time by up to 98%
• Positive Sentiment: Bullish analyst/opinion coverage argues Datadog remains a buy and that broader “SaaSpocalypse” fears don’t apply to its secular observability/security positioning, providing a counterweight to near-term growth worries. Datadog Is A Buy: Why The SaaSpocalypse Doesn’t Apply Here
• Positive Sentiment: Broader market uplift (comments on talks with Iran) provided an intraday lift to DDOG earlier, showing the stock can still catch macro-driven rallies. Datadog (DDOG) Stock Is Up, What You Need To Know
• Neutral Sentiment: Coverage and explainer pieces (Zacks / Yahoo) keep DDOG in the spotlight; these are informational and may drive retail interest but don’t change fundamentals on their own. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
• Neutral Sentiment: Comparisons with peers (Salesforce vs. Datadog) highlight valuation and momentum differences; useful for relative-value investors but not an immediate catalyst. Salesforce vs. Datadog: Which Cloud Software Stock Has an Edge?
• Neutral Sentiment: Multiple short-interest reports surfaced claiming a large March increase, but the published data shows 0 shares / NaN changes and 0.0 days-to-cover — this appears to be a data glitch; treat reported “increase” with caution until verified by exchange filings.
• Negative Sentiment: Analysis pointing to a pullback: traders cite Datadog’s softer FY2026 outlook (growth resetting toward high-teens), renewed focus on large-customer concentration risk, and tougher budget scrutiny by customers — factors likely behind today’s downside pressure. The same coverage also highlights extensive insider selling in recent months, which weighs on sentiment. Datadog (DDOG) slides as investors digest softer 2026 outlook and renewed concern about large-customer concentration

Datadog Price Performance

DDOG opened at $122.57 on Wednesday. The company has a market capitalization of $43.22 billion, a P/E ratio of 395.39, a PEG ratio of 35.52 and a beta of 1.31. The company has a 50-day moving average of $122.53 and a 200-day moving average of $141.39. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter last 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. Equities analysts expect that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

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.