Datadog, Inc. $DDOG Position Increased by BNP Paribas

BNP Paribas increased its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 18.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,280 shares of the company’s stock after acquiring an additional 6,403 shares during the period. BNP Paribas’ holdings in Datadog were worth $5,614,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Hartford Investment Management Co. bought a new position in Datadog during the third quarter valued at about $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its holdings in Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after buying an additional 17,860 shares in the last quarter. Vanguard Group Inc. raised its holdings in Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after buying an additional 9,748,738 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its holdings in Datadog by 71.3% during the third quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 170,310 shares of the company’s stock valued at $24,288,000 after buying an additional 70,888 shares in the last quarter. Finally, Patton Fund Management Inc. raised its holdings in Datadog by 1,964.8% during the fourth quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock valued at $5,242,000 after buying an additional 36,683 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Daiwa Securities Group lifted their price objective on Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, May 13th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a research note on Monday, April 20th. Robert W. Baird set a $210.00 price objective on Datadog in a research note on Friday, May 8th. Mizuho lifted their price objective on Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Finally, TD Cowen lifted their price objective on Datadog from $190.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog presently has an average rating of “Moderate Buy” and an average price target of $219.69.

Datadog Stock Up 12.2%

NASDAQ DDOG opened at $277.49 on Tuesday. 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 $157.16 and its two-hundred day moving average is $143.23. The company has a market capitalization of $98.78 billion, a price-to-earnings ratio of 730.26, a PEG ratio of 26.41 and a beta of 1.56. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $278.70.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company’s quarterly revenue was up 32.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.46 earnings per share. 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 analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Insider Transactions at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the business’s 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 transaction, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at $54,871,380.93. The trade was a 10.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer directly 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 848,198 shares of company stock valued at $135,415,163 in the last three months. 6.48% of the stock is owned by corporate insiders.

About Datadog

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.