Compagnie Lombard Odier SCmA Has $61.81 Million Stake in Datadog, Inc. $DDOG

Compagnie Lombard Odier SCmA reduced its stake in Datadog, Inc. (NASDAQ:DDOG) by 13.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 434,047 shares of the company’s stock after selling 67,747 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Datadog were worth $61,808,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in DDOG. PKO Investment Management Joint Stock Co bought a new position in shares of Datadog during the 3rd quarter worth approximately $1,709,000. Munro Partners purchased a new stake in shares of Datadog during the third quarter valued at approximately $7,120,000. Hartford Investment Management Co. bought a new stake in Datadog during the third quarter worth $2,689,000. Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in Datadog by 37.9% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after purchasing an additional 30,008 shares during the last quarter. Finally, Yousif Capital Management LLC grew its stake in Datadog by 869.3% in the 3rd quarter. Yousif Capital Management LLC now owns 36,777 shares of the company’s stock valued at $5,237,000 after purchasing an additional 32,983 shares during the period. Institutional investors own 78.29% of the company’s stock.

Datadog Price Performance

DDOG stock opened at $114.01 on Tuesday. The firm has a 50 day moving average of $134.40 and a 200-day moving average of $144.20. The company has a current ratio of 3.66, a quick ratio of 3.66 and a debt-to-equity ratio of 0.29. The firm has a market capitalization of $39.98 billion, a P/E ratio of 367.77, a price-to-earnings-growth ratio of 19.95 and a beta of 1.27. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, sell-side analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q1 & FY‑2026 guidance materially above expectations — Datadog guided Q1 EPS to $0.490–$0.510 vs. consensus ~$0.35 and FY‑2026 EPS to $2.080–$2.160 vs. consensus ~$1.60; revenue guidance also topped Street views. This is the primary catalyst for today’s upside. Q4 Press Release
• Positive Sentiment: Q4 results beat — Datadog reported $0.59 EPS (vs. $0.55 est.) and $953.19M revenue (vs. ~$916M est.), showing 29% YoY revenue growth and healthy cash generation ($1,050M operating cash flow, $915M free cash flow). GlobeNewswire
• Positive Sentiment: Product and customer momentum — Management highlighted new product launches (Bits AI SRE Agent, Storage Management, Feature Flags, Data Observability) and growth in large customers (603 customers with $1M+ ARR vs. 462 a year ago), supporting durable ARR expansion. GlobeNewswire
• Neutral Sentiment: Positive market backdrop for software stocks — a broader Nasdaq rebound and improved investor sentiment helped software names rally, which likely amplified Datadog’s move. Benzinga
• Neutral Sentiment: Pre-earnings analyst commentary varied — previews flagged execution risks (holiday usage, contract timing) but sentiment was broadly optimistic into the print. Zacks
• Negative Sentiment: Some analysts trimmed price targets ahead of the report — RBC, Cantor Fitzgerald and Jefferies cut targets (RBC to $150; Cantor/Jefferies to $150/$160), signaling differing views on valuation and medium‑term growth. These cuts can cap upside despite the beat. MarketScreener The Fly
• Negative Sentiment: Competition & valuation risks — commentary on AI agents challenging Datadog’s model and the stock’s high P/E (~368) suggest the name is sensitive to execution and AI-competition narratives, which could amplify volatility. Yahoo Finance

Analysts Set New Price Targets

A number of brokerages recently weighed in on DDOG. BMO Capital Markets cut their price target on shares of Datadog from $215.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Wolfe Research lowered their price objective on shares of Datadog from $240.00 to $185.00 and set an “outperform” rating on the stock in a research report on Monday, December 15th. Needham & Company LLC increased their target price on shares of Datadog from $175.00 to $220.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. The Goldman Sachs Group assumed coverage on shares of Datadog in a research note on Monday, January 12th. They set a “sell” rating and a $113.00 price target for the company. Finally, Macquarie Infrastructure upped their price objective on Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Thirty-six research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and a consensus target price of $185.00.

Insider Buying and Selling at Datadog

In related news, Director Shardul Shah sold 7,916 shares of the stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares in the company, valued at $42,550,147.89. This represents a 2.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total value of $1,240,436.03. Following the completion of the transaction, the chief operating officer directly owned 165,197 shares in the company, valued at $25,541,108.17. This trade represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 538,917 shares of company stock valued at $86,804,288. Company insiders own 8.70% of the company’s stock.

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.