Natixis Advisors LLC Increases Holdings in Datadog, Inc. $DDOG

Natixis Advisors LLC increased its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 19.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 46,987 shares of the company’s stock after acquiring an additional 7,558 shares during the quarter. Natixis Advisors LLC’s holdings in Datadog were worth $6,390,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Rothschild Investment LLC lifted its position in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. JPL Wealth Management LLC purchased a new position in Datadog during the third quarter worth approximately $27,000. CoreCap Advisors LLC lifted its position in Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after buying an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new position in Datadog during the fourth quarter worth approximately $31,000. Finally, NBC Securities Inc. lifted its position in Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Insiders Place Their Bets

In other news, Director Dev Ittycheria sold 120,000 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the completion of the transaction, the director directly owned 39,235 shares in the company, valued at approximately $9,760,883.30. This represents a 75.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction 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 transaction, the chief executive officer owned 835,679 shares of the company’s stock, valued at approximately $167,002,091.36. This represents 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. In the last quarter, insiders have sold 1,141,526 shares of company stock valued at $214,081,807. 6.48% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on DDOG shares. Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Guggenheim lifted their price objective on Datadog from $175.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. DA Davidson set a $250.00 price objective on Datadog in a research report on Friday, May 22nd. The Goldman Sachs Group increased their price objective on Datadog from $121.00 to $139.00 and gave the stock a “sell” rating in a research report on Tuesday, May 12th. Finally, Scotiabank increased their price objective on Datadog from $160.00 to $225.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $219.69.

Datadog Stock Performance

NASDAQ DDOG opened at $234.11 on Monday. The stock has a market cap of $83.33 billion, a PE ratio of 616.10, a P/E/G ratio of 25.07 and a beta of 1.56. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The stock has a fifty day simple moving average of $167.10 and a 200-day simple moving average of $145.03.

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 analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company’s revenue was up 32.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.46 EPS. 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 anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

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.