Datadog, Inc. $DDOG Stock Holdings Lessened by Clal Insurance Enterprises Holdings Ltd

Clal Insurance Enterprises Holdings Ltd decreased its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 24.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 250,000 shares of the company’s stock after selling 80,000 shares during the period. Clal Insurance Enterprises Holdings Ltd’s holdings in Datadog were worth $33,997,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Rothschild Investment LLC grew its position in 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 purchasing an additional 100 shares in the last quarter. JPL Wealth Management LLC bought a new stake in shares of Datadog in the 3rd quarter worth about $27,000. CoreCap Advisors LLC lifted its position in Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after purchasing an additional 190 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in shares of Datadog in the 4th quarter valued at approximately $31,000. Finally, NBC Securities Inc. increased its stake in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after purchasing an additional 165 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Buying and Selling

In other news, Director Matthew Jacobson sold 52,832 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the sale, the director directly owned 622,726 shares of the company’s stock, valued at approximately $117,869,577.28. This represents a 7.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Dev Ittycheria sold 120,000 shares of the stock in a transaction dated 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 transaction, the director directly owned 39,235 shares of the company’s stock, valued at $9,760,883.30. This represents a 75.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,272,556 shares of company stock valued at $252,615,825 over the last ninety days. Company insiders own 6.48% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

Datadog Price Performance

NASDAQ:DDOG opened at $229.90 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The stock has a market capitalization of $81.84 billion, a PE ratio of 605.02, a price-to-earnings-growth ratio of 25.08 and a beta of 1.56. The stock’s 50-day moving average price is $178.29 and its 200-day moving average price is $147.38.

Datadog (NASDAQ:DDOG) last announced its 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. The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same quarter in the previous year, the company 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. As a group, equities analysts expect that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently weighed in on DDOG. Robert W. Baird set a $210.00 target price on shares of Datadog in a research note on Friday, May 8th. Piper Sandler reiterated an “overweight” rating and set a $275.00 price target (up from $230.00) on shares of Datadog in a report on Wednesday. Mizuho increased their price objective on Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. BMO Capital Markets restated an “outperform” rating and set a $260.00 price target on shares of Datadog in a research report on Friday. Finally, Canadian Imperial Bank of Commerce raised their target price on Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $231.64.

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.