Datadog, Inc. $DDOG Stake Boosted by BNP PARIBAS ASSET MANAGEMENT Holding S.A.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. boosted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 71.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 170,310 shares of the company’s stock after purchasing an additional 70,888 shares during the quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A.’s holdings in Datadog were worth $24,288,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Brighton Jones LLC bought a new stake in shares of Datadog during the 4th quarter valued at about $209,000. Bison Wealth LLC acquired a new stake in shares of Datadog during the 4th quarter worth approximately $228,000. Empowered Funds LLC lifted its holdings in shares of Datadog by 7.0% in the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in Datadog during the 2nd quarter valued at approximately $509,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Trading Down 1.0%

Shares of Datadog stock opened at $120.60 on Friday. The business has a fifty day simple moving average of $129.88 and a 200-day simple moving average of $143.05. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The firm has a market cap of $42.29 billion, a price-to-earnings ratio of 389.03, a price-to-earnings-growth ratio of 33.47 and a beta of 1.27. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. During the same period in the previous year, the business earned $0.49 earnings per share. Datadog’s revenue for the quarter was up 29.2% compared to the same quarter last year. 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 forecast that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the completion of the sale, the chief technology officer owned 295,448 shares in the company, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO David M. Obstler sold 12,513 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total value of $1,984,561.80. Following the sale, the chief financial officer directly owned 374,138 shares of the company’s stock, valued at approximately $59,338,286.80. This represents a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 380,515 shares of company stock valued at $55,760,478. Corporate insiders own 8.70% of the company’s stock.

Analysts Set New Price Targets

DDOG has been the topic of a number of recent research reports. TD Cowen reiterated a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st. JPMorgan Chase & Co. upped their target price on shares of Datadog from $140.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Evercore dropped their price target on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating on the stock in a research note on Monday, February 2nd. Piper Sandler reduced their price objective on Datadog from $225.00 to $195.00 and set an “overweight” rating for the company in a research report on Monday, January 5th. Finally, Robert W. Baird set a $180.00 price objective on Datadog in a report on Wednesday, February 11th. Thirty-six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $179.62.

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.