Amova Asset Management Americas Inc. Has $16.65 Million Stake in Datadog, Inc. $DDOG

Amova Asset Management Americas Inc. decreased its position in Datadog, Inc. (NASDAQ:DDOG) by 11.4% in the fourth quarter, HoldingsChannel reports. The firm owned 122,466 shares of the company’s stock after selling 15,687 shares during the period. Amova Asset Management Americas Inc.’s holdings in Datadog were worth $16,653,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MUFG Securities EMEA plc lifted its stake in shares of Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after purchasing an additional 7,154 shares during the last quarter. Norges Bank acquired a new stake in shares of Datadog in the 4th quarter valued at $469,461,000. Nomura Asset Management Co. Ltd. lifted its stake in shares of Datadog by 8.0% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after purchasing an additional 11,348 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Finally, BNP Paribas lifted its stake in shares of Datadog by 18.4% in the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock valued at $5,614,000 after purchasing an additional 6,403 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on DDOG shares. Wedbush lifted their price objective on shares of Datadog from $190.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Capital One Financial reduced their price objective on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a research note on Thursday, April 16th. Citigroup lifted their target price on shares of Datadog from $175.00 to $218.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Citizens Jmp upgraded shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 target price on the stock in a report on Thursday, May 7th. Finally, Daiwa Securities Group lifted their target price on shares of Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and a consensus target price of $220.17.

Insider Buying and Selling at Datadog

In other news, Director Dev Ittycheria sold 120,000 shares of Datadog stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the sale, the director directly owned 39,235 shares in the company, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Adam Blitzer sold 12,202 shares of Datadog stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $249.29, for a total transaction of $3,041,836.58. Following the sale, the chief operating officer owned 263,771 shares in the company, valued at approximately $65,755,472.59. This trade represents a 4.42% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,070,415 shares of company stock worth $205,781,777 in the last 90 days. 6.48% of the stock is currently owned by insiders.

Datadog Stock Performance

NASDAQ:DDOG opened at $227.34 on Wednesday. The firm’s 50-day moving average is $171.50 and its 200-day moving average is $145.78. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $278.70. 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 company has a market cap of $80.92 billion, a price-to-earnings ratio of 598.28, a PEG ratio of 24.81 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same period in the previous year, the business earned $0.46 EPS. The firm’s revenue was up 32.1% on a year-over-year basis. 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 research analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog unveiled 100+ new capabilities at its DASH event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, and Agent Console. The new tools are aimed at increasing automation, improving observability, and helping customers manage AI and security complexity, which supports the company’s growth story. Article link
• Positive Sentiment: Bank of America raised its price target on Datadog to $280 from $260 and reiterated a Buy rating, reinforcing expectations for further upside after the company’s strong earnings and revenue growth. Article link
• Positive Sentiment: Other recent analyst writeups also framed Datadog as a buy candidate, suggesting Wall Street remains constructive on the company’s software and AI-driven observability opportunities. Article link
• Neutral Sentiment: A preview article said investors should “mark their calendars for June 9,” pointing to a possible catalyst around the DASH event, but the details were not clear. Article link
• Negative Sentiment: Recent insider activity remains a headwind: Director Titilope Cole sold 5,131 shares, continuing a pattern of heavy insider selling that can weigh on investor confidence. Article link

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.