Raiffeisen Bank International AG Decreases Stake in Datadog, Inc. $DDOG

Raiffeisen Bank International AG cut its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 31.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 105,313 shares of the company’s stock after selling 48,060 shares during the quarter. Raiffeisen Bank International AG’s holdings in Datadog were worth $14,478,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the business. Andra AP fonden raised its position in Datadog by 748.2% during the 4th quarter. Andra AP fonden now owns 39,762 shares of the company’s stock worth $5,407,000 after buying an additional 35,074 shares during the last quarter. Swiss National Bank raised its position in Datadog by 1.5% during the 4th quarter. Swiss National Bank now owns 841,500 shares of the company’s stock worth $114,436,000 after buying an additional 12,700 shares during the last quarter. Principal Securities Inc. raised its position in Datadog by 4.0% during the 4th quarter. Principal Securities Inc. now owns 10,971 shares of the company’s stock worth $1,492,000 after buying an additional 427 shares during the last quarter. Great Lakes Advisors LLC raised its position in Datadog by 2.3% during the 4th quarter. Great Lakes Advisors LLC now owns 3,697 shares of the company’s stock worth $503,000 after buying an additional 83 shares during the last quarter. Finally, Aviva PLC raised its position in Datadog by 6.7% during the 4th quarter. Aviva PLC now owns 219,922 shares of the company’s stock worth $29,907,000 after buying an additional 13,802 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Datadog

In related news, Director Titilope Cole sold 5,131 shares of Datadog stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $247.87, for a total value of $1,271,820.97. Following the sale, the director owned 1,216 shares of the company’s stock, valued at approximately $301,409.92. This trade represents a 80.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Adam Blitzer sold 12,202 shares of Datadog stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $249.29, for a total transaction of $3,041,836.58. Following the completion of the sale, the chief operating officer directly owned 263,771 shares in the company, valued at $65,755,472.59. This represents a 4.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,272,556 shares of company stock worth $252,615,825 in the last ninety days. Company insiders own 6.48% of the company’s stock.

Datadog Price Performance

Datadog stock opened at $234.24 on Friday. The company’s fifty day moving average price is $176.06 and its 200 day moving average price is $146.80. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $278.70. The stock has a market capitalization of $83.38 billion, a P/E ratio of 616.44, a P/E/G ratio of 24.37 and a beta of 1.56. 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 released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter last year, the company earned $0.46 EPS. The firm’s revenue for the quarter 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. As a group, equities research analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts remain constructive on Datadog after the company unveiled 100+ new AI, observability and security capabilities, including major updates to Bits AI and new tools like AI Guard and Bring Your Own Cloud, reinforcing the long-term growth story. GlobeNewswire article
• Positive Sentiment: Multiple Wall Street firms raised price targets or reaffirmed bullish ratings, including CIBC to $280, Evercore to $265, BTIG to $255, and RBC with an outperform view, suggesting analysts see room for the stock to run higher. Benzinga article
• Positive Sentiment: Recent articles say Datadog is evolving beyond observability into a “control plane” for AI systems, which could expand its addressable market and support future revenue growth. Seeking Alpha article
• Positive Sentiment: Commentary also notes Datadog has outperformed the technology sector, reflecting strong relative momentum and continued investor enthusiasm for the name. Barchart article
• Neutral Sentiment: One headwind is valuation: Datadog trades at a premium sales multiple, so the stock may remain sensitive to any slowdown in AI-related demand or execution. Yahoo Finance article
• Negative Sentiment: Heavy insider selling by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though both transactions were made under pre-arranged 10b5-1 plans. SEC filing

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. CICC Research raised their price target on shares of Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. Rosenblatt Securities raised their price target on shares of Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Wedbush raised their price target on shares of Datadog from $220.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday. Benchmark lifted their target price on shares of Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a report on Thursday. Finally, Oppenheimer lifted their target price on shares of Datadog from $200.00 to $220.00 in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned 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, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $230.73.

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.