Amova Asset Management Americas Inc. Sells 30,004 Shares of Datadog, Inc. $DDOG

Amova Asset Management Americas Inc. trimmed its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 17.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 138,153 shares of the company’s stock after selling 30,004 shares during the quarter. Amova Asset Management Americas Inc.’s holdings in Datadog were worth $19,666,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Element Pointe Advisors LLC raised its position in Datadog by 5.4% in the third quarter. Element Pointe Advisors LLC now owns 3,116 shares of the company’s stock worth $444,000 after acquiring an additional 159 shares during the period. ARK Investment Management LLC raised its holdings in Datadog by 55.7% in the 3rd quarter. ARK Investment Management LLC now owns 220,178 shares of the company’s stock worth $31,353,000 after purchasing an additional 78,787 shares during the period. Dimensional Fund Advisors LP raised its holdings in Datadog by 39.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 612,651 shares of the company’s stock worth $87,251,000 after purchasing an additional 173,340 shares during the period. Cresset Asset Management LLC lifted its position in Datadog by 2.9% during the third quarter. Cresset Asset Management LLC now owns 22,115 shares of the company’s stock valued at $3,149,000 after purchasing an additional 616 shares in the last quarter. Finally, Teachers Retirement System of The State of Kentucky grew its holdings in Datadog by 32.8% during the third quarter. Teachers Retirement System of The State of Kentucky now owns 104,472 shares of the company’s stock valued at $14,876,000 after purchasing an additional 25,800 shares during the period. 78.29% of the stock is owned by hedge funds and other institutional investors.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Management delivered an optimistic outlook at the Morgan Stanley Technology, Media & Telecom Conference, emphasizing cloud migration tailwinds and AI-led product expansion — the primary catalyst cited for the intraday rally. Datadog (DDOG) Shares Skyrocket, What You Need To Know
• Positive Sentiment: Industry analysts remain constructive: Stifel reiterated a Buy and $160 price target following Investor Day, signaling continued analyst confidence in Datadog’s AI/observability story. Stifel and Bernstein Stay Bullish on Datadog, Inc. (DDOG) After Investor Day
• Positive Sentiment: Product/partnership progress: Datadog announced a partnership with Sakana AI to deepen enterprise AI observability (starting in Japan), reinforcing its positioning for customers adopting large-scale AI. This supports revenue growth potential from AI workloads. Datadog And Sakana AI Partner To Deepen Enterprise AI Observability
• Positive Sentiment: Corporate governance bolstering AI credibility: Datadog added Dominic Phillips to its board, bringing expertise relevant to AI/enterprise strategy and signaling stronger leadership for next-stage growth. Datadog Appoints Dominic Phillips to Its Board of Directors
• Neutral Sentiment: Options market attention: recent commentary and analyses point to elevated options activity and interest in DDOG, which can amplify intraday moves but is ambiguous for direction. Do Options Traders Know Something About Datadog Stock We Don’t?
• Neutral Sentiment: Reported short-interest data shows zero or negligible days-to-cover (appears to be a data anomaly), so short-interest signals are not meaningful right now.
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold 68,922 shares (~$7.62M) on March 2, reducing his ownership by ~8.9% — a headline that can create near-term investor unease even though he remains a large holder. Olivier Pomel Insider Sale Filing
• Negative Sentiment: Valuation/price context: some analyses note the stock has had mixed medium-term performance (recent short-term gains but larger multi-month declines), keeping valuation and execution concerns on investors’ radars. Datadog (DDOG) Valuation Check After Sakana AI Partnership And Renewed Confidence In Enterprise AI

Datadog Stock Up 5.9%

DDOG opened at $118.33 on Thursday. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The firm has a 50-day simple moving average of $124.64 and a two-hundred day simple moving average of $141.87. The company has a market capitalization of $41.72 billion, a PE ratio of 381.71, a price-to-earnings-growth ratio of 30.72 and a beta of 1.31.

Datadog (NASDAQ:DDOG) last announced 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 company had revenue of $953.19 million during 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 firm’s revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the company earned $0.49 earnings per share. 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 forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Insider Activity at Datadog

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the transaction, the chief executive officer owned 704,821 shares in the company, valued at $77,910,913.34. This trade represents a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the transaction, the director directly owned 340,701 shares of the company’s stock, valued at $42,550,147.89. The trade was a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 292,993 shares of company stock valued at $38,734,569. 8.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on DDOG shares. Wall Street Zen downgraded Datadog from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Sanford C. Bernstein restated an “outperform” rating on shares of Datadog in a research note on Wednesday, January 21st. Royal Bank Of Canada lowered their price target on shares of Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. KeyCorp reduced their price objective on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Finally, Rosenblatt Securities restated a “buy” rating and set a $185.00 price objective on shares of Datadog in a research report on Wednesday, February 11th. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus target price of $179.62.

About Datadog

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.