Datadog, Inc. $DDOG Shares Acquired by BIT Capital GmbH

BIT Capital GmbH increased its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 125.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 658,321 shares of the company’s stock after purchasing an additional 365,684 shares during the period. Datadog makes up approximately 3.3% of BIT Capital GmbH’s portfolio, making the stock its 11th largest position. BIT Capital GmbH’s holdings in Datadog were worth $89,525,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Elevation Point Wealth Partners LLC grew its stake in Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after acquiring an additional 55 shares during the period. Chicago Partners Investment Group LLC lifted its holdings in Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after buying an additional 73 shares in the last quarter. Vivaldi Capital Management LP lifted its holdings in Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after buying an additional 74 shares in the last quarter. Westside Investment Management Inc. lifted its holdings in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its holdings in Datadog by 2.0% in the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock worth $529,000 after buying an additional 78 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Datadog news, Director Matthew Jacobson sold 52,832 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the sale, the director directly owned 622,726 shares in the company, valued at $117,869,577.28. This trade represents a 7.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the sale, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This trade represents a 13.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,161,526 shares of company stock valued at $216,578,007. 6.48% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

DDOG has been the topic of a number of research analyst reports. BMO Capital Markets increased their target price on Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Evercore reissued an “outperform” rating and issued a $225.00 target price on shares of Datadog in a report on Thursday, May 7th. Capital One Financial cut their target price on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating on the stock in a report on Thursday, April 16th. Royal Bank Of Canada raised their target price on shares of Datadog from $219.00 to $250.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Finally, Canadian Imperial Bank of Commerce restated an “outperform” rating and issued a $250.00 price target on shares of Datadog in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $219.69.

Datadog Stock Down 3.9%

DDOG stock opened at $234.11 on Friday. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The company has a market cap of $83.33 billion, a price-to-earnings ratio of 616.10, a PEG ratio of 26.08 and a beta of 1.56. The company has a 50 day moving average of $167.10 and a two-hundred day moving average of $145.28.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company’s revenue was up 32.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, equities analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

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.