Datadog, Inc. $DDOG Shares Purchased by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. lifted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 79.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,310 shares of the company’s stock after purchasing an additional 6,776 shares during the period. China Universal Asset Management Co. Ltd.’s holdings in Datadog were worth $2,082,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in DDOG. Rothschild Investment LLC grew its holdings 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 in the last quarter. Physician Wealth Advisors Inc. grew its holdings in Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after acquiring an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its holdings in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares in the last quarter. JPL Wealth Management LLC acquired a new position in Datadog during the 3rd quarter worth approximately $27,000. Finally, Tripletail Wealth Management LLC acquired a new position in Datadog during the 3rd quarter worth approximately $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. TD Cowen lowered their price target on shares of Datadog from $215.00 to $190.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a report on Monday. Rosenblatt Securities reiterated a “buy” rating and set a $185.00 price target on shares of Datadog in a report on Wednesday, February 11th. Wedbush lowered their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, February 11th. Finally, Evercore lowered their price target on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. Thirty-nine equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $177.20.

Datadog Stock Down 3.2%

Shares of NASDAQ:DDOG opened at $127.86 on Friday. The company has a market capitalization of $45.08 billion, a PE ratio of 412.45, a P/E/G ratio of 36.28 and a beta of 1.29. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a twelve month low of $94.90 and a twelve month high of $201.69. The firm has a 50 day simple moving average of $120.41 and a 200-day simple moving average of $138.20.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million during 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%. The company’s revenue was up 29.2% compared to the same quarter last year. During the same quarter 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, equities analysts predict that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Insider Transactions at Datadog

In other news, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $125.98, for a total transaction of $2,519,600.00. Following the completion of the sale, the director owned 1,640 shares in the company, valued at approximately $206,607.20. The trade was a 92.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $130.84, for a total transaction of $5,655,428.16. Following the sale, the chief technology officer owned 531,311 shares of the company’s stock, valued at $69,516,731.24. This represents a 7.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 607,057 shares of company stock worth $74,156,108. 6.67% of the stock is currently owned by insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched GPU Monitoring to help customers manage capacity, performance and cloud GPU spend as they scale AI workloads — a product that directly targets rising observability demand tied to AI projects. Datadog Announces GPU Monitoring
• Positive Sentiment: Oppenheimer flagged Datadog as well positioned for sustained growth and sees modest upside to Q1 revenue — a near-term analyst endorsement that supports demand expectations. Datadog Well Positioned for Sustained Growth, Oppenheimer Says
• Positive Sentiment: Datadog’s “State of AI Engineering 2026” research highlights operational complexity as the main barrier to reliable AI — reinforcing the company’s TAM story for observability, cost control and reliability tooling. Datadog AI Report
• Neutral Sentiment: Bank of America and Sanford Bernstein trimmed price targets (BofA: $215→$170, Bernstein: $180→$167) but kept buy/outperform stances — supportive for medium-term thesis though the lower targets reduce upside expectations. BofA Adjusts Price Target Bernstein Adjusts Price Target
• Neutral Sentiment: Coverage pieces note DDOG lately “lapped the market” and remains a talked-about AI/observability name — positive PR but not a new fundamental catalyst. Datadog Laps the Stock Market
• Negative Sentiment: Insider selling: Director Amit Agarwal sold 20,000 shares (~$2.52M) under a 10b5-1 plan, and CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M). Multiple high-profile, pre-planned sales this month have reduced insider stakes and are being viewed as a near-term negative signal for sentiment. Amit Agarwal Insider Sale Alexis Le‑Quoc Insider Sale
• Negative Sentiment: Barclays and CIBC trimmed targets (Barclays to $148; CIBC to $215), adding downward pressure on sentiment — several analyst target cuts this week have likely contributed to the share pullback. Barclays Lowers Target CIBC Lowers Target

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.