Tredje AP fonden Makes New Investment in Datadog, Inc. $DDOG

Tredje AP fonden bought a new stake in Datadog, Inc. (NASDAQ:DDOG) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm bought 161,712 shares of the company’s stock, valued at approximately $23,028,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. PKO Investment Management Joint Stock Co bought a new stake in shares of Datadog in the 3rd quarter valued at $1,709,000. Munro Partners acquired a new position in Datadog in the third quarter valued at $7,120,000. Hartford Investment Management Co. bought a new stake in Datadog during the third quarter valued at $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its position in Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after acquiring an additional 17,860 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Datadog by 37.9% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after acquiring an additional 30,008 shares during the period. Institutional investors own 78.29% of the company’s stock.

Insider Activity at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the transaction, the chief technology officer directly owned 295,448 shares in the company, valued at approximately $45,513,764.40. This trade represents a 15.43% 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, CEO Olivier Pomel sold 32,923 shares of the company’s stock in a transaction 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 sale, the chief executive officer owned 518,133 shares of the company’s stock, valued at approximately $80,118,905.79. The trade was a 5.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 380,515 shares of company stock valued at $55,760,478 over the last 90 days. Insiders own 8.70% of the company’s stock.

Datadog Trading Down 4.1%

DDOG opened at $115.66 on Friday. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The firm has a market capitalization of $40.56 billion, a PE ratio of 373.10, a P/E/G ratio of 33.15 and a beta of 1.27. The company’s 50-day moving average is $129.27 and its 200 day moving average is $142.89.

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

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on DDOG shares. UBS Group set a $195.00 price objective on Datadog in a research note on Monday, February 9th. Needham & Company LLC lowered their target price on Datadog from $220.00 to $155.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. BNP Paribas Exane cut their price target on Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. Cantor Fitzgerald reduced their price objective on shares of Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Finally, Truist Financial dropped their target price on shares of Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a research report on Wednesday, January 7th. Thirty-six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target 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.