Andra AP fonden Cuts Stake in Datadog, Inc. $DDOG

Andra AP fonden reduced its position in Datadog, Inc. (NASDAQ:DDOG) by 92.1% in the third quarter, Holdings Channel.com reports. The fund owned 4,688 shares of the company’s stock after selling 54,877 shares during the period. Andra AP fonden’s holdings in Datadog were worth $668,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Banco Santander S.A. bought a new position in shares of Datadog during the third quarter valued at $345,000. Xponance Inc. raised its holdings in shares of Datadog by 46.3% during the third quarter. Xponance Inc. now owns 89,998 shares of the company’s stock valued at $12,816,000 after purchasing an additional 28,496 shares during the last quarter. Choreo LLC boosted its holdings in Datadog by 4.7% in the third quarter. Choreo LLC now owns 5,440 shares of the company’s stock worth $775,000 after purchasing an additional 246 shares during the last quarter. OV Management LLC boosted its holdings in Datadog by 48.6% in the third quarter. OV Management LLC now owns 2,925 shares of the company’s stock worth $417,000 after purchasing an additional 957 shares during the last quarter. Finally, Westpac Banking Corp grew its position in Datadog by 1,504.5% in the 3rd quarter. Westpac Banking Corp now owns 17,906 shares of the company’s stock worth $2,550,000 after purchasing an additional 16,790 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Activity

In related news, Director Shardul Shah sold 7,916 shares of the stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the completion of the transaction, the director directly owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This represents a 2.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Alexis Le-Quoc sold 43,106 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total value of $5,465,409.74. Following the completion of the transaction, the chief technology officer owned 490,798 shares in the company, valued at $62,228,278.42. The trade was a 8.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 337,291 shares of company stock valued at $48,909,907 in the last three months. Company insiders own 8.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Stifel Nicolaus set a $160.00 price target on Datadog and gave the company a “buy” rating in a report on Thursday, January 22nd. The Goldman Sachs Group assumed coverage on shares of Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 price target for the company. Raymond James Financial dropped their price objective on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a report on Tuesday, February 10th. Citigroup reduced their target price on shares of Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Finally, Wells Fargo & Company raised their target price on Datadog from $190.00 to $230.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog Stock Performance

DDOG opened at $111.96 on Monday. The firm’s fifty day simple moving average is $126.24 and its two-hundred day simple moving average is $142.24. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a market cap of $39.47 billion, a price-to-earnings ratio of 361.16, a PEG ratio of 30.77 and a beta of 1.31. 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 issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $916.53 million. During the same period last year, the company posted $0.49 EPS. Datadog’s quarterly revenue 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. Equities analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Key Stories Impacting Datadog

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

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.