Union Bancaire Privee UBP SA Has $6.88 Million Stake in Datadog, Inc. $DDOG

Union Bancaire Privee UBP SA reduced its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 30.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,598 shares of the company’s stock after selling 22,132 shares during the period. Union Bancaire Privee UBP SA’s holdings in Datadog were worth $6,881,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in DDOG. Brighton Jones LLC acquired a new stake in Datadog during the fourth quarter worth approximately $209,000. Bison Wealth LLC acquired a new position in Datadog in the fourth quarter valued at approximately $228,000. Empowered Funds LLC boosted its holdings in shares of Datadog by 7.0% during the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after buying an additional 672 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after buying an additional 115 shares in the last quarter. Finally, Sivia Capital Partners LLC acquired a new stake in shares of Datadog during the 2nd quarter worth approximately $509,000. 78.29% of the stock is owned by institutional investors.

Datadog Stock Performance

DDOG opened at $129.94 on Friday. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company has a market cap of $45.81 billion, a price-to-earnings ratio of 419.16, a PEG ratio of 36.03 and a beta of 1.31. The company’s fifty day moving average price is $122.54 and its two-hundred day moving average price is $141.48. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate 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 earnings per share. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. 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 expect that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Jefferies Financial Group lowered their price objective on shares of Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Capital One Financial raised their price target on shares of Datadog from $156.00 to $157.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. BTIG Research dropped their price objective on shares of Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Citizens Jmp reissued a “market perform” rating on shares of Datadog in a research report on Wednesday, February 11th. Finally, Barclays reduced their target price on Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a research note on Wednesday, February 11th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Datadog currently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced general availability of new AI-focused observability/resilience tools (MCP Server) and a Cohesity integration that links real‑time observability to automated recovery in production AI environments — this strengthens DDOG’s positioning in AI ops and could drive enterprise spend. Read More.
• Positive Sentiment: A new analyst buy rating was published, which can provide short‑term support as investors digest coverage upgrades. Read More.
• Neutral Sentiment: Company messaging continues to emphasize AI‑driven observability and compliance for regulated sectors — a strategic growth focus but one that will take time to materially move revenue. Read More.
• Neutral Sentiment: Longer‑term price performance is mixed: DDOG is up ~27% over the past year but down over the past three months, reflecting investor debate over durability of growth vs. valuation. Read More.
• Neutral Sentiment: Several published pieces discuss Datadog as a high‑quality business but also highlight its rich multiple and the risk that earnings growth may not keep pace with the valuation — a factor that can cap upside without faster profit acceleration. Read More.
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold 42,443 shares and Director Amit Agarwal sold 20,000 shares in mid‑March; sizable executive sales can increase near‑term supply and raise governance/insider‑confidence questions for some investors. Read More. Read More.
• Negative Sentiment: Valuation remains a headwind: DDOG trades at very high forward multiples relative to peers, and several analysts caution that the stock may be constrained unless earnings acceleration materializes. Read More.

Insider Buying and Selling

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $126.73, for a total transaction of $2,534,600.00. Following the completion of the sale, the director directly owned 1,640 shares of the company’s stock, valued at approximately $207,837.20. The trade was a 92.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the completion of the sale, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 440,112 shares of company stock worth $54,788,144 over the last 90 days. Company insiders own 6.67% of the company’s stock.

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.