GF Fund Management CO. LTD. Acquires 5,015 Shares of Datadog, Inc. $DDOG

GF Fund Management CO. LTD. lifted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 7.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 68,647 shares of the company’s stock after purchasing an additional 5,015 shares during the period. GF Fund Management CO. LTD.’s holdings in Datadog were worth $9,335,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in DDOG. Vanguard Group Inc. grew its holdings in shares of 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 purchasing an additional 9,748,738 shares during the last quarter. State Street Corp grew its holdings in shares of Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Datadog by 99.8% during the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after purchasing an additional 923,038 shares during the last quarter. Finally, Northern Trust Corp grew its holdings in shares of Datadog by 45.0% during the third quarter. Northern Trust Corp now owns 2,707,291 shares of the company’s stock worth $385,518,000 after purchasing an additional 840,633 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Insider Activity at Datadog

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $110.54, for a total value of $7,618,637.88. Following the transaction, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CRO Sean Michael Walters sold 22,330 shares of the 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 transaction, the executive directly owned 238,384 shares in the company, valued at $29,960,101.12. The trade was a 8.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 523,833 shares of company stock worth $63,581,080 over the last 90 days. Insiders own 6.67% of the company’s stock.

Datadog Price Performance

Datadog stock opened at $126.61 on Friday. The business’s 50-day simple moving average is $119.97 and its 200 day simple moving average is $138.75. The stock has a market cap of $44.64 billion, a price-to-earnings ratio of 408.42, a P/E/G ratio of 33.94 and a beta of 1.29. Datadog, Inc. has a 12-month low of $87.69 and a 12-month high of $201.69. 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 (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating 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 return on equity of 4.14% and a net margin of 3.14%.The firm’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter last year, the business earned $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. As a group, research analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current year.

Wall Street Analyst Weigh In

DDOG has been the topic of several research analyst reports. BTIG Research decreased their target price on Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Needham & Company LLC decreased their target price on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Piper Sandler decreased their target price on Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. BNP Paribas Exane cut their price target on Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. Finally, Daiwa Securities Group assumed coverage on Datadog in a report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 price target on the stock. Thirty-eight analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $179.95.

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.