BI Asset Management Fondsmaeglerselskab A S Purchases 2,261 Shares of Datadog, Inc. $DDOG

BI Asset Management Fondsmaeglerselskab A S lifted its position in Datadog, Inc. (NASDAQ:DDOG) by 4.4% during the 4th quarter, Holdings Channel reports. The firm owned 54,030 shares of the company’s stock after buying an additional 2,261 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Datadog were worth $7,348,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Elevation Point Wealth Partners LLC grew its holdings in shares of 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 purchasing an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC increased its position in Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after acquiring an additional 73 shares in the last quarter. Vivaldi Capital Management LP increased its position in Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after acquiring an additional 74 shares in the last quarter. Westside Investment Management Inc. increased its position in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its position in Datadog by 2.0% in the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after acquiring an additional 78 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Datadog Price Performance

DDOG opened at $234.11 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70. The company has a fifty day simple moving average of $167.10 and a 200 day simple moving average of $145.28. The stock has a market cap of $83.33 billion, a P/E ratio of 616.10, a P/E/G ratio of 25.07 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the prior year, the company earned $0.46 EPS. The firm’s quarterly 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. On average, research analysts expect that Datadog, Inc. will post 0.61 EPS for the current year.

Insider Activity at Datadog

In other Datadog news, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction that occurred 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 transaction, the chief executive officer owned 835,679 shares of the company’s stock, valued at approximately $167,002,091.36. The trade was a 13.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Dev Ittycheria sold 120,000 shares of Datadog stock in a transaction that occurred on 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 completion of the transaction, 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,161,526 shares of company stock worth $216,578,007. Corporate insiders own 6.48% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Royal Bank Of Canada raised their price objective on shares of Datadog from $219.00 to $250.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. CICC Research raised their target price on shares of Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. Guggenheim raised their target price on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Jefferies Financial Group set a $210.00 target price on shares of Datadog and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Benchmark reaffirmed a “buy” rating on shares of Datadog in a research note on Thursday, May 7th. One investment 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 given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $219.69.

Key Headlines 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.