Aberdeen Group plc Has $23.31 Million Holdings in Datadog, Inc. $DDOG

Aberdeen Group plc increased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 15.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 163,724 shares of the company’s stock after acquiring an additional 21,337 shares during the quarter. Aberdeen Group plc’s holdings in Datadog were worth $23,314,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Westside Investment Management Inc. increased its holdings in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the period. Tripletail Wealth Management LLC bought a new position in Datadog during the 3rd quarter worth $28,000. Physician Wealth Advisors Inc. increased its stake in Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after acquiring an additional 145 shares during the period. Hazlett Burt & Watson Inc. acquired a new position in Datadog in the 3rd quarter valued at $28,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in shares of Datadog during the 3rd quarter valued at $40,000. Institutional investors own 78.29% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” and set a $225 price target (large implied upside vs. current levels), which supports bullish investor expectations. DA Davidson Reaffirmation
• Positive Sentiment: QSIC announced it is using Datadog to improve retail-media reliability — a commercial/partnership win that supports revenue/ADOPTION narratives. QSIC Customer Win
• Neutral Sentiment: Datadog published an analyst/investor day transcript (useful for long-term model/strategy details), but the immediate market impact is unclear until new guidance or metrics emerge. Investor Day Transcript
• Neutral Sentiment: Zacks flagged DDOG as a “trending” stock—higher attention/volume can amplify moves but doesn’t by itself change fundamentals. Zacks Trending Note
• Neutral Sentiment: Reports show a “large increase” in short interest for February, but the published figures appear to be zero/NaN — likely a data/reporting error; treat this as unreliable until clarified.
• Negative Sentiment: Cantor Fitzgerald cut its price target to $150 from $220 (while keeping Overweight), lowering near-term upside expectations and likely putting downward pressure on the stock. Cantor Fitzgerald PT Cut
• Negative Sentiment: Datadog’s CTO sold about $5.47M in stock — a sizable insider disposition that can be perceived negatively by the market even if motivated by diversification or liquidity needs. Insider Sale

Insider Buying and Selling

In other Datadog news, CFO David M. Obstler sold 12,513 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total transaction of $1,984,561.80. Following the completion of the sale, the chief financial officer owned 374,138 shares of the company’s stock, valued at approximately $59,338,286.80. This represents a 3.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 32,923 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $154.63, for a total transaction of $5,090,883.49. Following the completion of the transaction, the chief executive officer owned 518,133 shares in the company, valued at $80,118,905.79. This trade represents a 5.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 380,515 shares of company stock valued at $55,760,478 over the last ninety days. 8.70% of the stock is owned by company insiders.

Datadog Stock Performance

Shares of Datadog stock opened at $122.56 on Wednesday. The stock has a market cap of $42.98 billion, a price-to-earnings ratio of 395.35, a P/E/G ratio of 34.26 and a beta of 1.27. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $201.69. The company’s fifty day moving average is $131.05 and its 200 day moving average is $143.36. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same period last year, the company earned $0.49 EPS. Datadog’s revenue for the quarter was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Sell-side analysts forecast that Datadog, Inc. will post 0.34 EPS for the current year.

Analyst Ratings Changes

A number of research analysts recently commented on DDOG shares. Mizuho decreased their price target on Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Daiwa Securities Group started coverage on shares of Datadog in a report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 target price on the stock. Citigroup dropped their target price on shares of Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Raymond James Financial cut their price target on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Finally, Truist Financial decreased their price objective on shares of Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a research note on Wednesday, January 7th. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

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.