Datadog, Inc. $DDOG Shares Sold by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB reduced its stake in Datadog, Inc. (NASDAQ:DDOG) by 75.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,100 shares of the company’s stock after selling 33,881 shares during the period. E. Ohman J or Asset Management AB’s holdings in Datadog were worth $1,509,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in DDOG. Avanza Fonder AB boosted its position in Datadog by 22.2% during the 4th quarter. Avanza Fonder AB now owns 25,614 shares of the company’s stock valued at $3,483,000 after purchasing an additional 4,660 shares during the period. Assenagon Asset Management S.A. increased its position in Datadog by 77.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,087,644 shares of the company’s stock worth $147,909,000 after buying an additional 474,370 shares during the period. Diversified Trust Co. increased its position in Datadog by 19.7% in the fourth quarter. Diversified Trust Co. now owns 7,325 shares of the company’s stock worth $996,000 after buying an additional 1,204 shares during the period. NorthCrest Asset Manangement LLC lifted its stake in Datadog by 22.8% in the fourth quarter. NorthCrest Asset Manangement LLC now owns 1,729 shares of the company’s stock valued at $231,000 after buying an additional 321 shares during the last quarter. Finally, Wedmont Private Capital lifted its stake in Datadog by 7.0% in the fourth quarter. Wedmont Private Capital now owns 2,375 shares of the company’s stock valued at $336,000 after buying an additional 156 shares during the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog Stock Performance

Shares of DDOG opened at $122.57 on Wednesday. The firm has a 50-day moving average price of $122.53 and a 200 day moving average price of $141.39. The firm has a market capitalization of $43.22 billion, a PE ratio of 395.39, a P/E/G ratio of 35.52 and a beta of 1.31. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog’s revenue was up 29.2% on a year-over-year basis. During the same period in the previous year, the firm earned $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. On average, sell-side analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Trending Headlines about Datadog

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

Insiders Place Their Bets

In related news, CEO Olivier Pomel sold 42,443 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $126.80, for a total transaction of $5,381,772.40. Following the completion of the transaction, the chief executive officer owned 704,821 shares of the company’s stock, valued at $89,371,302.80. This trade represents a 5.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 440,112 shares of company stock valued at $54,788,144. 6.67% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on DDOG shares. TD Cowen restated a “buy” rating on shares of Datadog in a research report on Wednesday, January 21st. Mizuho cut their price objective on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Wolfe Research reduced their target price on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a research note on Tuesday, February 10th. KeyCorp decreased their target price on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, Piper Sandler dropped their price target on shares of Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a research note on Monday, January 5th. Thirty-six equities 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 MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus 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.