33,258 Shares in Datadog, Inc. $DDOG Acquired by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 33,258 shares of the company’s stock, valued at approximately $4,523,000.

Several other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. State Street Corp increased its stake in Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Geode Capital Management LLC increased its stake in Datadog by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after acquiring an additional 197,816 shares during the period. Jennison Associates LLC increased its stake in Datadog by 43.7% during the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after acquiring an additional 2,316,994 shares during the period. Finally, Invesco Ltd. increased its stake in Datadog by 119.2% during the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after acquiring an additional 2,216,402 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have commented on DDOG shares. Canaccord Genuity Group set a $225.00 price objective on Datadog in a research note on Friday, May 8th. Oppenheimer raised their price objective on Datadog from $200.00 to $220.00 in a research note on Thursday, May 7th. Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. KeyCorp raised their price objective on Datadog from $155.00 to $225.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Finally, Mizuho raised their price objective on Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Datadog presently has an average rating of “Moderate Buy” and an average target price of $219.69.

Insiders Place Their Bets

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

Datadog Trading Down 3.9%

Shares of DDOG opened at $234.11 on Friday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $278.70. The business’s fifty day moving average is $167.10 and its 200-day moving average is $145.28. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The firm has a market cap of $83.33 billion, a price-to-earnings ratio of 616.10, a PEG ratio of 25.07 and a beta of 1.56.

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

Key Stories Impacting 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 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.