Mizuho Markets Americas LLC Invests $22.84 Million in Datadog, Inc. $DDOG

Mizuho Markets Americas LLC bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 167,924 shares of the company’s stock, valued at approximately $22,836,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of DDOG. Rothschild Investment LLC raised its stake in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. raised 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 purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. raised 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 in the last quarter. JPL Wealth Management LLC acquired a new position in Datadog in the third quarter valued at about $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in Datadog in the third quarter valued at about $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wedbush added Datadog to its AI 30 list, saying the stock is benefiting from the ongoing AI buildout and highlighting Datadog’s role in AI observability as a compelling theme. Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution
• Positive Sentiment: Several reports pointed to a bullish technical setup, including a “golden cross” where the 50-day moving average moved above the 200-day moving average, which traders often view as a momentum signal. Datadog (DDOG) Just Flashed Golden Cross Signal: Do You Buy?
• Positive Sentiment: Recent earnings also supported sentiment: Datadog beat estimates on both profit and revenue, with revenue up 32.1% year over year, and management issued guidance that suggests continued growth. 2 Software Stocks Turning AI Fears Into Fundamental Gains (DDOG)
• Neutral Sentiment: Datadog has also been a trending stock on investor websites, reflecting elevated attention rather than a clear new catalyst. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
• Negative Sentiment: One potential overhang is continued insider selling: Datadog CTO Alexis Le-Quoc sold shares under a pre-arranged trading plan, which can sometimes weigh on sentiment even when the sale is routine. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of Stock

Insiders Place Their Bets

In related news, insider Yanbing Li sold 19,834 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $197.35, for a total value of $3,914,239.90. Following the sale, the insider directly owned 285,283 shares in the company, valued at $56,300,600.05. This represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the sale, the chief executive officer owned 835,679 shares in the company, valued at $167,002,091.36. The trade was a 13.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 885,963 shares of company stock valued at $130,015,444 over the last three months. Insiders own 6.48% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Needham & Company LLC boosted their price target on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Benchmark reaffirmed a “buy” rating on shares of Datadog in a research note on Thursday, May 7th. The Goldman Sachs Group boosted their price target on Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research note on Tuesday, May 12th. Stifel Nicolaus set a $305.00 price target on Datadog in a research note on Thursday, May 7th. Finally, Barclays boosted their price target on Datadog from $148.00 to $215.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus target price of $213.98.

Datadog Stock Performance

NASDAQ:DDOG opened at $222.32 on Friday. The stock has a market cap of $79.14 billion, a P/E ratio of 585.07, a price-to-earnings-growth ratio of 40.86 and a beta of 1.30. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock’s 50-day moving average is $144.17 and its 200-day moving average is $141.09. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $224.77.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping 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 company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same period in the previous year, the business posted $0.46 earnings per share. The business’s quarterly revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities research analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

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.