South Dakota Investment Council Buys Shares of 9,500 Datadog, Inc. $DDOG

South Dakota Investment Council purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,500 shares of the company’s stock, valued at approximately $1,121,000.

Other institutional investors have also modified their holdings of the company. Nomura Asset Management Co. Ltd. grew its position in Datadog by 8.0% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after buying an additional 11,348 shares in the last quarter. Norges Bank acquired a new position in Datadog during the 4th quarter valued at about $469,461,000. MUFG Securities EMEA plc raised its position in shares of Datadog by 115.6% during the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after buying an additional 7,154 shares in the last quarter. BNP Paribas raised its position in shares of Datadog by 18.4% during the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after buying an additional 6,403 shares in the last quarter. Finally, Patton Fund Management Inc. lifted its stake in shares of Datadog by 1,964.8% in the 4th quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock worth $5,242,000 after acquiring an additional 36,683 shares during the period. 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: Analyst price-target increases boosted sentiment. Morgan Stanley, BTIG, and Citi raised their Datadog targets to $300, $289, and $300, respectively, while maintaining bullish ratings. The revisions reflect growing confidence in Datadog’s fundamentals and helped drive a sharp recent rally. Datadog Jumped 7.7% Following Upward Price Target Revisions
• Positive Sentiment: AI-driven demand is supporting the growth narrative. An investor letter from Carillon Tower Advisers highlighted Datadog’s accelerating growth and potential demand from artificial intelligence workloads. Investors view AI adoption as a catalyst for increased observability, security, and infrastructure-monitoring spending. Datadog Rose on Accelerating Growth and AI-Driven Demand
• Positive Sentiment: Upcoming earnings expectations are favorable. Zacks and other coverage point to Datadog’s history of earnings surprises and indicators suggesting a potential beat in its upcoming report. Wall Street is also expecting year-over-year earnings growth, reinforcing bullish sentiment ahead of results. Will Datadog Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Cloudaware partnership expands Datadog’s capabilities. Cloudaware LogSight is being added to the Datadog Marketplace, helping customers discover previously unmonitored cloud logs and improve visibility across multicloud environments. The integration could support compliance use cases and broaden Datadog’s platform value. Cloudaware and Datadog Partner on LogSight
• Negative Sentiment: Valuation is the main risk. After a substantial rally, investors are questioning how much upside remains. Datadog trades at elevated valuation multiples, leaving the stock vulnerable to a pullback if earnings, guidance, or AI-related growth fail to exceed already-high expectations. How Much Track Is Left for DDOG Stock?

Datadog Trading Down 0.2%

Shares of NASDAQ DDOG opened at $267.97 on Friday. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.76. The company has a market cap of $95.39 billion, a price-to-earnings ratio of 705.20, a P/E/G ratio of 27.21 and a beta of 1.54. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The business has a fifty day simple moving average of $245.94 and a 200-day simple moving average of $173.00.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results 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 business had revenue of $1.01 billion during 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%.Datadog’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same quarter last year, the company 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. Sell-side analysts predict that Datadog, Inc. will post 0.64 EPS for the current year.

Insider Activity

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $244.87, for a total value of $4,897,400.00. Following the completion of the transaction, the director directly owned 1,640 shares in the company, valued at $401,586.80. This trade represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 47,054 shares of Datadog stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $244.79, for a total transaction of $11,518,348.66. Following the completion of the transaction, the chief executive officer directly owned 612,747 shares in the company, valued at approximately $149,994,338.13. This trade represents a 7.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,486,587 shares of company stock valued at $342,962,652 over the last ninety days. Corporate insiders own 6.48% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on DDOG shares. Canaccord Genuity Group increased their price objective on shares of Datadog from $225.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, June 10th. Guggenheim boosted their target price on Datadog from $225.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Barclays upped their target price on Datadog from $260.00 to $290.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Arete Research increased their price target on Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Finally, Rosenblatt Securities upped their price objective on Datadog from $178.00 to $220.00 and gave the company a “buy” rating in a report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $266.32.

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.