Bamco Inc. NY Sells 48,861 Shares of Datadog, Inc. $DDOG

Posted by on Jun 18th, 2026

Bamco Inc. NY trimmed its stake in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 9.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 490,582 shares of the company’s stock after selling 48,861 shares during the period. Bamco Inc. NY’s holdings in Datadog were worth $66,714,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Armistice Capital LLC lifted its stake in shares of Datadog by 21.0% in the 4th quarter. Armistice Capital LLC now owns 244,537 shares of the company’s stock valued at $33,255,000 after purchasing an additional 42,476 shares during the last quarter. Altshuler Shaham Ltd lifted its stake in shares of Datadog by 38.1% in the 4th quarter. Altshuler Shaham Ltd now owns 1,021,762 shares of the company’s stock valued at $138,949,000 after purchasing an additional 281,743 shares during the last quarter. DV Equities LLC bought a new stake in shares of Datadog in the 4th quarter valued at approximately $62,000. AQR Capital Management LLC lifted its stake in shares of Datadog by 8.8% in the 4th quarter. AQR Capital Management LLC now owns 1,437,805 shares of the company’s stock valued at $195,527,000 after purchasing an additional 116,064 shares during the last quarter. Finally, EFG International AG bought a new stake in shares of Datadog in the 4th quarter valued at approximately $11,503,000. 78.29% of the stock is owned by institutional investors.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

  • Positive Sentiment: Citigroup raised Datadog’s price target to $270 from $218 and kept a buy rating, citing durable AI-driven demand and implying more upside for the stock. Citi raises Datadog target to $270 citing durable AI-driven demand
  • Positive Sentiment: Capital One Financial increased its price target on Datadog to $268 from $217 and reiterated an overweight view, reinforcing Wall Street optimism around the company’s growth trajectory. Capital One adjusts price target on Datadog to $268
  • Positive Sentiment: Truist also upgraded Datadog to buy and raised its target to $300, with recent coverage pointing to stronger demand for Datadog’s AI observability, cloud monitoring, and security products. Truist Just Upgraded Datadog Stock. Here’s Why.
  • Neutral Sentiment: Datadog shareholders backed the board and executive pay at the 2026 annual meeting, which removes a possible governance overhang but is unlikely to materially move the stock on its own. Datadog shareholders back board, pay at 2026 meeting
  • Negative Sentiment: Several insiders, including General Counsel Kerry Acocella, Director Amit Agarwal, and CRO Sean Michael Walters, sold shares under pre-arranged 10b5-1 plans; while routine, insider selling can weigh on sentiment. Datadog insider trade details

Analyst Ratings Changes

Several research firms have recently issued reports on DDOG. Monness Crespi & Hardt raised their price objective on Datadog from $255.00 to $270.00 in a research note on Thursday, May 7th. Evercore raised their price objective on Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a research note on Wednesday, June 10th. Wedbush began coverage on Datadog in a research note on Monday. They issued a “neutral” rating for the company. Piper Sandler reaffirmed an “overweight” rating and issued a $275.00 price objective (up from $230.00) on shares of Datadog in a research note on Wednesday, June 10th. Finally, Rothschild & Co Redburn initiated coverage on Datadog in a research note on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $238.34.

View Our Latest Research Report on DDOG

Insider Transactions at Datadog

In other Datadog news, Director Michael James Callahan sold 112,500 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $231.60, for a total transaction of $26,055,000.00. Following the transaction, the director directly owned 14,996 shares in the company, valued at $3,473,073.60. This trade represents a 88.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $231.56, for a total value of $4,631,200.00. Following the transaction, the director owned 1,640 shares in the company, valued at $379,758.40. The trade was a 92.42% decrease in their ownership of the stock. 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 90 days, insiders sold 1,359,860 shares of company stock valued at $279,385,577. Company insiders own 6.48% of the company’s stock.

Datadog Trading Down 1.9%

Shares of NASDAQ DDOG opened at $226.63 on Thursday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The business’s 50 day moving average price is $184.96 and its 200-day moving average price is $148.81. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The company has a market cap of $80.67 billion, a price-to-earnings ratio of 596.41, a PEG ratio of 24.75 and a beta of 1.56.

Datadog (NASDAQ:DDOG – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping 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 firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same period in the prior year, the business posted $0.46 earnings per share. The company’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. On average, sell-side analysts expect that Datadog, Inc. will post 0.61 earnings per share for the current year.

Datadog Profile

(Free Report)

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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Institutional Ownership by Quarter for Datadog (NASDAQ:DDOG)

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