Green Alpha Advisors LLC Takes Position in Datadog, Inc. $DDOG

Green Alpha Advisors LLC bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 5,162 shares of the company’s stock, valued at approximately $702,000.

A number of other hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its stake in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares in the last quarter. State Street Corp raised its stake in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares in the last quarter. Brown Advisory Inc. raised its stake in shares of Datadog by 23.3% in the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after acquiring an additional 1,130,675 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of Datadog by 0.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock valued at $610,835,000 after acquiring an additional 40,276 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after purchasing an additional 2,216,402 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched AI-focused capabilities to production: MCP Server reached general availability and a new Cohesity integration links real‑time observability to automated recovery for AI workloads — this strengthens Datadog’s position in AI observability and could expand customer use cases and retention. Datadog (DDOG) Valuation Check As New AI Observability And Resilience Tools Reach General Availability
• Positive Sentiment: An external analyst house issued a new Buy rating, providing short‑term demand support and reinforcing institutional interest. New Buy Rating for Datadog (DDOG), the Technology Giant
• Neutral Sentiment: Datadog is pushing into regulated sectors with AI‑driven observability and compliance features — a strategic product push that may take time to translate into material revenue. Datadog Targets AI Driven Observability And Compliance Focused Growth In Regulated Sectors
• Neutral Sentiment: Reported short‑interest data appears anomalous (zero/NaN), so it provides no clear signal to traders; treat that data point cautiously. (No external article link — data summary.)
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold ~42.4k shares and director Amit Agarwal sold 20k shares in mid‑March — large, disclosed sales that can create near‑term selling pressure and raise investor questions about timing. SEC Filing — Olivier Pomel sale SEC Filing — Amit Agarwal sale
• Negative Sentiment: Valuation concerns persist: multiple commentaries label Datadog “high quality, high valuation,” and coverage notes the stock’s rich P/E and muted near‑term earnings growth — a backdrop that can limit upside despite product gains. Datadog: High Quality, High Valuations

Datadog Trading Down 3.7%

NASDAQ:DDOG opened at $125.08 on Friday. The stock has a 50-day simple moving average of $122.54 and a 200-day simple moving average of $141.44. The stock has a market cap of $44.10 billion, a P/E ratio of 403.48, a P/E/G ratio of 34.38 and a beta of 1.31. Datadog, Inc. has a 1 year low of $81.63 and a 1 year high of $201.69. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The business 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 quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the company earned $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. As a group, analysts anticipate 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 42,443 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $126.80, for a total transaction of $5,381,772.40. Following the sale, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $89,371,302.80. This trade represents a 5.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $126.73, for a total transaction of $2,534,600.00. Following the sale, the director owned 1,640 shares of the company’s stock, valued at $207,837.20. This represents a 92.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 440,112 shares of company stock valued at $54,788,144 in the last quarter. Company insiders own 6.67% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on DDOG. TD Cowen reissued a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st. UBS Group set a $195.00 price objective on Datadog in a research note on Monday, February 9th. Daiwa Securities Group assumed coverage on Datadog in a research report on Tuesday, January 27th. They set a “buy” rating and a $190.00 price objective for the company. Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a research note on Wednesday, January 21st. Finally, Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the company a “buy” rating in a report on Thursday, January 22nd. Thirty-six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

Datadog Company 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.