Datadog, Inc. $DDOG Shares Acquired by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA increased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 2.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 442,746 shares of the company’s stock after buying an additional 8,699 shares during the period. Compagnie Lombard Odier SCmA owned about 0.13% of Datadog worth $60,209,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Westside Investment Management Inc. raised its position in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares during the period. Rothschild Investment LLC grew its position in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the period. Tripletail Wealth Management LLC purchased a new stake in shares of Datadog during the third quarter worth about $28,000. Physician Wealth Advisors Inc. increased its stake in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares in the last quarter. Finally, JPL Wealth Management LLC acquired a new position in shares of Datadog during the 3rd quarter worth about $27,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on DDOG. BNP Paribas Exane lowered their price objective on Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. Citigroup reduced their target price on Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Jefferies Financial Group decreased their target price on Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a research report on Wednesday, January 21st. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $185.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Thirty-seven investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Datadog currently has a consensus rating of “Moderate Buy” and an average price target of $179.62.

Datadog Price Performance

NASDAQ:DDOG opened at $118.67 on Thursday. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The stock has a market cap of $41.84 billion, a PE ratio of 382.81, a P/E/G ratio of 32.45 and a beta of 1.31. 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 50 day moving average price of $122.39 and a 200 day moving average price of $140.56.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share 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 analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the previous 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 research analysts expect that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Activity

In related news, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40. Following the completion of the sale, the executive owned 238,384 shares of the company’s stock, valued at approximately $29,960,101.12. This represents a 8.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the sale, the chief technology officer owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. The trade was a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 460,112 shares of company stock worth $57,007,923. 6.67% of the stock is owned by insiders.

About Datadog

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.