Bank Julius Baer & Co. Ltd Zurich Sells 39,334 Shares of Datadog, Inc. $DDOG

Bank Julius Baer & Co. Ltd Zurich trimmed its stake in Datadog, Inc. (NASDAQ:DDOG) by 43.7% in the 4th quarter, HoldingsChannel reports. The fund owned 50,688 shares of the company’s stock after selling 39,334 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich’s holdings in Datadog were worth $6,939,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in DDOG. Westside Investment Management Inc. grew its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the last quarter. Rothschild Investment LLC lifted its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. boosted its holdings in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares in the last quarter. JPL Wealth Management LLC bought a new stake in shares of Datadog in the 3rd quarter valued at about $27,000. Finally, Hazlett Burt & Watson Inc. purchased a new position in shares of Datadog in the 3rd quarter worth approximately $28,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Price Performance

Shares of DDOG opened at $202.84 on Friday. The business’s 50-day moving average is $133.39 and its two-hundred day moving average is $138.60. The company has a market capitalization of $71.52 billion, a P/E ratio of 533.80, a P/E/G ratio of 71.02 and a beta of 1.30. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $205.44. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the previous year, the firm posted $0.46 EPS. The company’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Research analysts predict that Datadog, Inc. will post 0.33 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently commented on DDOG shares. Truist Financial increased their target price on shares of Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a research report on Thursday, May 7th. UBS Group lifted their price target on shares of Datadog from $195.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, May 8th. BNP Paribas Exane decreased their price objective on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. Jefferies Financial Group set a $210.00 price objective on Datadog and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, BTIG Research boosted their target price on Datadog from $170.00 to $212.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $213.38.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Investors remain encouraged by Datadog’s latest earnings beat: revenue came in at $1.01 billion and EPS was $0.60, both above estimates, while management also raised guidance for FY2026 and Q2 2026. That keeps the focus on accelerating demand and healthy execution after the report. Investors Can Find Comfort In Datadog’s (NASDAQ:DDOG) Earnings Quality
• Positive Sentiment: Wall Street sentiment is still constructive, with analysts reiterating or lifting price targets after earnings, including Daiwa Securities raising its target to $240 and keeping a buy rating. That suggests investors see additional upside potential in DDOG. MarketScreener
• Positive Sentiment: Recent commentary continues to frame Datadog as an AI and enterprise software beneficiary rather than a SaaS slowdown name, which is helping sustain trading interest in the stock. The AI Fear Around Datadog Stock May Have Been Completely Wrong
• Neutral Sentiment: Several recent articles also highlighted growing investor attention and upcoming conference presentations, but these items appear more like visibility catalysts than immediate fundamental changes. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Multiple insiders, including CEO Olivier Pomel and directors Amit Agarwal, Matthew Jacobson, and Yanbing Li, sold shares recently. Although many of the trades were under pre-arranged 10b5-1 plans, the size and timing of the sales may still pressure sentiment around DDOG. SEC filing

Insider Buying and Selling at Datadog

In related news, Director Matthew Jacobson sold 52,832 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the sale, the director owned 622,726 shares in the company, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the sale, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This represents a 13.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 842,739 shares of company stock valued at $121,023,123. 6.48% of the stock is owned by company insiders.

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.