American Century Companies Inc. Has $527.40 Million Stock Holdings in Datadog, Inc. $DDOG

American Century Companies Inc. trimmed its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 6.0% in the third quarter, HoldingsChannel.com reports. The fund owned 3,703,656 shares of the company’s stock after selling 238,243 shares during the quarter. American Century Companies Inc.’s holdings in Datadog were worth $527,401,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Westside Investment Management Inc. raised its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. Rothschild Investment LLC grew its stake in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. Tripletail Wealth Management LLC bought a new position in Datadog in the 3rd quarter valued at about $28,000. Physician Wealth Advisors Inc. raised its position in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. acquired a new position in shares of Datadog in the 3rd quarter valued at approximately $28,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. UBS Group set a $195.00 price target on shares of Datadog in a research report on Monday, February 9th. Robert W. Baird set a $180.00 target price on Datadog in a report on Wednesday, February 11th. DA Davidson reiterated a “buy” rating and issued a $225.00 price target on shares of Datadog in a research note on Tuesday, February 17th. Arete Research upped their price objective on Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Finally, Citizens Jmp reaffirmed a “market perform” rating on shares of Datadog in a research note on Wednesday, February 11th. Thirty-six investment 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 a consensus target price of $179.62.

Datadog Stock Down 3.9%

Shares of NASDAQ:DDOG opened at $111.96 on Friday. The firm has a market cap of $39.47 billion, a P/E ratio of 361.16, a P/E/G ratio of 32.01 and a beta of 1.27. Datadog, Inc. has a 12-month low of $81.63 and a 12-month high of $201.69. The business has a fifty day simple moving average of $126.24 and a 200 day simple moving average of $142.06. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business’s revenue was up 29.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $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. Analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current year.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced a strategic partnership with Sakana AI to jointly research, build, and commercialize tools to monitor and scale advanced AI systems — starting with large Japanese enterprises and expanding globally. The tie-up strengthens Datadog’s position in enterprise AI observability and could expand product demand in a key growth area. Article Title
• Positive Sentiment: Datadog released its State of DevSecOps Report showing 87% of organizations run software with known exploitable vulnerabilities — a finding that highlights rising demand for observability and security tools. That industry data supports Datadog’s addressable market for security and monitoring offerings. Article Title
• Positive Sentiment: Recent quarterly results (Feb 10) showed Datadog beat EPS and revenue expectations and provided FY26 and Q1 guidance — evidence of continued revenue growth and management confidence that underpins multi-year growth narratives. (Earnings/guidance details from recent filings and reports.)
• Neutral Sentiment: Datadog is drawing investor attention and search interest (Zacks/Yahoo coverage), which can increase volatility but doesn’t by itself change fundamentals. Article Title
• Neutral Sentiment: Benzinga and other outlets amplified the Sakana AI story; media coverage can boost short-term interest but also invites profit-taking. Article Title
• Neutral Sentiment: Reported short-interest data for February appears to contain anomalies (zeros/NaN and a 0.0 days-to-cover figure), so there’s no clear short-squeeze signal from that dataset; treat the short-interest entry with caution.
• Negative Sentiment: Separate coverage highlights recent share-price weakness and questions about valuation — the stock has fallen over recent weeks and some pieces frame DDOG as having high expectations relative to current price, which can pressure shares as investors re-price growth and multiples. Article Title

Insiders Place Their Bets

In other news, CEO Olivier Pomel sold 32,923 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $154.63, for a total value of $5,090,883.49. Following the transaction, the chief executive officer owned 518,133 shares in the company, valued at approximately $80,118,905.79. The trade was a 5.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction on Monday, December 8th. The shares were 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 directly owned 295,448 shares in the company, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 337,291 shares of company stock worth $48,909,907. 8.70% of the stock is currently owned by insiders.

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.