Massachusetts Financial Services Co. MA Increases Holdings in Datadog, Inc. $DDOG

Massachusetts Financial Services Co. MA lifted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 0.9% in the third quarter, Holdings Channel reports. The fund owned 4,289,570 shares of the company’s stock after purchasing an additional 40,276 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in Datadog were worth $610,835,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in DDOG. Norges Bank bought a new stake in shares of Datadog in the 2nd quarter valued at approximately $347,728,000. Dragoneer Investment Group LLC increased its position in shares of Datadog by 729.5% during the 2nd quarter. Dragoneer Investment Group LLC now owns 2,254,563 shares of the company’s stock valued at $302,855,000 after purchasing an additional 1,982,763 shares during the last quarter. Brown Advisory Inc. raised its holdings in Datadog by 23.3% during the 2nd quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after buying an additional 1,130,675 shares during the period. AQR Capital Management LLC lifted its position in Datadog by 99.8% in the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after buying an additional 923,038 shares during the last quarter. Finally, 1832 Asset Management L.P. purchased a new position in Datadog during the second quarter worth $101,594,000. 78.29% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DDOG. Guggenheim set a $105.00 target price on shares of Datadog in a research note on Thursday, November 6th. Capital One Financial reduced their price objective on shares of Datadog from $219.00 to $156.00 and set an “overweight” rating on the stock in a research report on Friday. Barclays dropped their target price on Datadog from $215.00 to $195.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Royal Bank Of Canada cut their target price on Datadog from $216.00 to $175.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Finally, Truist Financial decreased their price target on Datadog from $195.00 to $140.00 and set a “hold” rating for the company in a research note on Wednesday, January 7th. Thirty-four research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $195.84.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑term selling pressure. Zacks

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $119.02 on Monday. The firm’s 50 day simple moving average is $149.83 and its 200-day simple moving average is $146.48. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.66 and a current ratio of 3.66. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The firm has a market cap of $41.74 billion, a PE ratio of 383.94, a price-to-earnings-growth ratio of 21.50 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.45 by $0.10. The firm had revenue of $885.65 million during the quarter, compared to analyst estimates of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.Datadog’s quarterly revenue was up 28.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. As a group, equities analysts predict that Datadog, Inc. will post 0.34 EPS for the current year.

Insider Transactions at Datadog

In other news, Director Matthew Jacobson sold 404,306 shares of the firm’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $199.60, for a total transaction of $80,699,477.60. Following the transaction, the director owned 12,859 shares in the company, valued at approximately $2,566,656.40. This trade represents a 96.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Olivier Pomel sold 100,754 shares of Datadog stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $181.18, for a total value of $18,254,609.72. Following the completion of the sale, the chief executive officer owned 533,358 shares of the company’s stock, valued at $96,633,802.44. The trade was a 15.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,082,904 shares of company stock valued at $194,318,545. 8.70% of the stock is currently owned by corporate insiders.

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.