Legal & General Group Plc Increases Stock Position in Datadog, Inc. $DDOG

Legal & General Group Plc increased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 12.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,975,753 shares of the company’s stock after buying an additional 215,749 shares during the period. Legal & General Group Plc owned 0.57% of Datadog worth $281,347,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of DDOG. Westside Investment Management Inc. raised its holdings in Datadog by 74.3% during 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 during the period. Nilsine Partners LLC boosted its holdings in shares of Datadog by 2.4% in the third quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after acquiring an additional 78 shares during the period. PDS Planning Inc grew its position in shares of Datadog by 4.2% in the third quarter. PDS Planning Inc now owns 1,975 shares of the company’s stock valued at $281,000 after purchasing an additional 80 shares in the last quarter. Ameritas Investment Partners Inc. grew its position in shares of Datadog by 0.8% in the second quarter. Ameritas Investment Partners Inc. now owns 10,466 shares of the company’s stock valued at $1,406,000 after purchasing an additional 82 shares in the last quarter. Finally, Prostatis Group LLC raised its stake in shares of Datadog by 4.6% during the 3rd quarter. Prostatis Group LLC now owns 1,958 shares of the company’s stock valued at $279,000 after purchasing an additional 87 shares during the period. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently issued reports on DDOG shares. Citizens Jmp reissued a “market perform” rating on shares of Datadog in a report on Wednesday, February 11th. Evercore reduced their target price on Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. 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. Jefferies Financial Group lowered their price target on shares of Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Finally, Moffett Nathanson restated a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Thirty-six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Market momentum: DDOG has moved higher over the past week, drawing renewed investor interest and an estimated multi‑billion dollar market‑cap gain, which is reinforcing buyer momentum. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Product expansion into AI: Datadog launched its MCP Server to deliver secure, real‑time observability for AI agent workflows — a direct product play into AI‑native operations that can expand addressable use cases and stickiness. Datadog Targets AI Agent Workflows
• Positive Sentiment: Strategic partner: Cohesity announced an integration with Datadog to combine observability with automated data recovery for AI production environments — a partnership that supports enterprise‑grade AI resilience and could broaden enterprise adoption. Cohesity Partners with Datadog
• Neutral Sentiment: Increased media/analyst attention (Zacks, Yahoo pieces) is driving visibility and trading flows but doesn’t by itself change fundamentals; expect higher volume and volatility. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short‑interest figures in the feed show zero shares and NaN changes — this appears to be a data/reporting error and is unlikely to be a material driver of today’s move.
• Negative Sentiment: Insider selling by CTO: Alexis Le‑Quoc sold 53,541 shares (~$5.9M) in early March, trimming his stake ~10.9%; repeated sizable insider sales can weigh on sentiment even while the company posts product wins. SEC filing: SEC Form 4
• Negative Sentiment: Director sale: Amit Agarwal sold 20,000 shares (~$2.5M) on March 9 — another insider disposition that can temper investor enthusiasm short term. Amit Agarwal Insider Trade

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $127.49 on Thursday. The company’s fifty day moving average price is $123.43 and its 200-day moving average price is $141.74. The firm has a market capitalization of $44.95 billion, a price-to-earnings ratio of 411.26, a PEG ratio of 33.83 and a beta of 1.31. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same period in the previous year, the firm posted $0.49 EPS. The firm’s revenue 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. On average, equities research analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Insider Transactions at Datadog

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of Datadog stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the sale, the chief executive officer owned 704,821 shares of the company’s stock, valued at $77,910,913.34. The trade was a 8.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00. Following the completion of the transaction, the director owned 1,640 shares of the company’s stock, valued at $204,688.40. The trade was a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 312,622 shares of company stock worth $38,844,047. Company insiders own 6.67% of the company’s stock.

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.