Fox Run Management L.L.C. boosted its stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 175.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 6,632 shares of the company’s stock after purchasing an additional 4,223 shares during the quarter. Fox Run Management L.L.C.’s holdings in Datadog were worth $902,000 at the end of the most recent reporting period.
Other hedge funds have also recently bought and sold shares of the company. MUFG Securities EMEA plc increased its position in Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after purchasing an additional 7,154 shares during the period. Norges Bank acquired a new stake in Datadog in the fourth quarter worth about $469,461,000. Nomura Asset Management Co. Ltd. increased its position in Datadog by 8.0% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock worth $20,762,000 after purchasing an additional 11,348 shares during the period. Vanguard Group Inc. increased its position in Datadog by 30.3% in 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 period. Finally, BNP Paribas increased its position in Datadog by 18.4% in the fourth quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after purchasing an additional 6,403 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Datadog
In other news, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the transaction, the director owned 622,726 shares in the company, valued at $117,869,577.28. The trade was a 7.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the transaction, the chief executive officer owned 835,679 shares in the company, valued at $167,002,091.36. This trade represents a 13.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,272,556 shares of company stock worth $252,615,825 over the last three months. Company insiders own 6.48% of the company’s stock.
Datadog Trading Up 0.1%
Datadog (NASDAQ:DDOG – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the previous year, the business posted $0.46 EPS. Datadog’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts expect that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
A number of analysts recently commented on DDOG shares. BMO Capital Markets lifted their price objective on Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Oppenheimer lifted their price objective on Datadog from $200.00 to $220.00 in a research report on Thursday, May 7th. Barclays lifted their price objective on Datadog from $215.00 to $260.00 and gave the stock an “overweight” rating in a research report on Wednesday. Capital One Financial lowered their price objective on Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a research report on Thursday, April 16th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $275.00 price objective (up from $230.00) on shares of Datadog in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $225.52.
Check Out Our Latest Stock Report on DDOG
Key Stories Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog unveiled 100+ new AI, observability and security capabilities at its DASH 2026 event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, Bits Agent Builder and Agent Console. The new tools deepen Datadog’s AI platform story and could support stronger adoption and revenue growth. GlobeNewswire article
- Positive Sentiment: Analysts turned more constructive after the launch, with Canadian Imperial Bank of Commerce raising its target to $280 and Evercore lifting its target to $265, while RBC reaffirmed an outperform view. Higher targets can reinforce the market’s growth expectations for DDOG. Benzinga article
- Positive Sentiment: Coverage in the financial press said Datadog’s agentic AI push is winning Wall Street support, with analysts seeing more upside as the company expands into autonomous operations and AI security. Yahoo Finance article
- Neutral Sentiment: Datadog’s strong revenue growth and recent beat-and-raise quarter continue to underpin the stock’s premium valuation, but the shares already reflect high expectations after a big run. Yahoo Finance article
- Negative Sentiment: Heavy insider selling may temper enthusiasm: CEO Olivier Pomel and CFO David M. Obstler both sold large blocks of stock under pre-arranged 10b5-1 plans, adding to a pattern of recent insider sales at Datadog. SEC filing
- Negative Sentiment: A prior director sale also added to the overhang, reinforcing concerns that insiders may be taking advantage of the stock’s strong rally. SEC filing
Datadog 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.
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