Sirios Capital Management L P Has $3.88 Million Position in Datadog, Inc. $DDOG

Sirios Capital Management L P lifted its stake in Datadog, Inc. (NASDAQ:DDOG) by 375.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 27,216 shares of the company’s stock after acquiring an additional 21,488 shares during the quarter. Sirios Capital Management L P’s holdings in Datadog were worth $3,876,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of DDOG. Rothschild Investment LLC increased its position in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. lifted its stake in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the last quarter. Westside Investment Management Inc. boosted its stake in shares of Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares in the last quarter. Tripletail Wealth Management LLC bought a new stake in Datadog during the third quarter worth approximately $28,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in Datadog during the third quarter valued at approximately $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Datadog Stock Down 2.1%

NASDAQ:DDOG opened at $124.52 on Friday. The company has a market cap of $43.90 billion, a price-to-earnings ratio of 401.68, a P/E/G ratio of 34.95 and a beta of 1.31. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The stock’s fifty day moving average price is $123.07 and its two-hundred day moving average price is $141.61. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69.

Datadog (NASDAQ:DDOG) last released its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same period last year, the firm 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. On average, analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current year.

Insider Transactions at Datadog

In other Datadog news, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $124.81, for a total transaction of $2,496,200.00. Following the transaction, the director owned 1,640 shares in the company, valued at approximately $204,688.40. The trade was a 92.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 388,864 shares of company stock valued at $48,415,898. 6.67% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $185.00 target price on shares of Datadog in a research note on Wednesday, February 11th. Capital One Financial increased their price objective on shares of Datadog from $156.00 to $157.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the company a “buy” rating in a research note on Thursday, January 22nd. Robert W. Baird set a $180.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Finally, Canaccord Genuity Group restated a “buy” rating on shares of Datadog in a research note on Wednesday, February 11th. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average 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.