Datadog, Inc. $DDOG Shares Sold by Country Trust Bank

Country Trust Bank trimmed its holdings in Datadog, Inc. (NASDAQ:DDOG) by 24.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 224,505 shares of the company’s stock after selling 72,853 shares during the quarter. Country Trust Bank owned about 0.06% of Datadog worth $31,970,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in DDOG. Campbell & CO Investment Adviser LLC acquired a new position in shares of Datadog in the 3rd quarter valued at $3,083,000. Versant Capital Management Inc raised its stake in Datadog by 54.9% during the 3rd quarter. Versant Capital Management Inc now owns 1,552 shares of the company’s stock worth $221,000 after acquiring an additional 550 shares in the last quarter. Kera Capital Partners Inc. lifted its position in Datadog by 15.8% in the third quarter. Kera Capital Partners Inc. now owns 2,009 shares of the company’s stock valued at $286,000 after acquiring an additional 274 shares during the last quarter. PKO Investment Management Joint Stock Co acquired a new position in Datadog in the third quarter valued at $1,709,000. Finally, Tokio Marine Asset Management Co. Ltd. grew its holdings in shares of Datadog by 5.2% during the third quarter. Tokio Marine Asset Management Co. Ltd. now owns 10,505 shares of the company’s stock worth $1,496,000 after purchasing an additional 518 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Price Performance

Datadog stock opened at $120.86 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. The business has a 50 day simple moving average of $151.27 and a 200-day simple moving average of $146.41. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The stock has a market capitalization of $42.38 billion, a PE ratio of 389.87, a price-to-earnings-growth ratio of 22.11 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The company had revenue of $885.65 million for the quarter, compared to analysts’ expectations of $852.77 million. During the same period in the previous year, the company posted $0.46 EPS. Datadog’s revenue was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Equities analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Matthew Jacobson sold 404,306 shares of the firm’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $199.60, for a total value of $80,699,477.60. Following the completion of the sale, the director owned 12,859 shares in the company, valued at $2,566,656.40. This trade represents a 96.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $197.99, for a total value of $10,674,036.88. Following the transaction, the chief technology officer owned 395,661 shares in the company, valued at $78,336,921.39. The trade was a 11.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,082,904 shares of company stock valued at $194,318,545 over the last ninety days. Corporate insiders own 8.70% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on DDOG shares. Bank of America boosted their target price on Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a report on Friday, November 7th. The Goldman Sachs Group began coverage on Datadog in a research report on Monday. They set a “sell” rating and a $113.00 price target on the stock. Stifel Nicolaus set a $205.00 price objective on Datadog in a report on Thursday, November 6th. Citigroup raised their target price on shares of Datadog from $170.00 to $230.00 and gave the stock a “buy” rating in a research report on Wednesday, November 12th. Finally, DA Davidson upped their price target on shares of Datadog from $180.00 to $225.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Thirty-three equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus price target of $197.89.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while publishing updated quarterly and FY estimates that show improving EPS over FY2025–FY2026 (analyst forecasts imply earnings growth ahead). This supports the case for upside versus today’s price. KeyCorp research / MarketBeat
• Positive Sentiment: A bullish analyst piece (Seeking Alpha) reiterates why Datadog remains a long‑term buy based on product leadership and secular cloud monitoring demand — sentiment that can underpin rebounds when the stock dips. Seeking Alpha
• Neutral Sentiment: Media pieces highlight elevated analyst attention and Datadog’s strong showing in recent cloud‑monitoring earnings roundups — useful context but not new company‑specific data. MSN analysts watching MSN earnings review
• Negative Sentiment: BNP Paribas Exane trimmed its price target to $175 from $210 (keeps Outperform) — a meaningful downgrade to prior upside that can pressure sentiment despite the still‑positive rating. MarketScreener
• Negative Sentiment: An insider (director Shardul Shah) sold ~7,916 shares (~$988k) on Jan 13, modestly reducing his stake. Insider sales can be read negatively by traders even when not unusual. SEC Form 4
• Negative Sentiment: Market commentary (Zacks) flagged that Datadog underperformed the broader market recently, amplifying short‑term selling pressure. Zacks

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.