ProShare Advisors LLC Has $60.15 Million Stock Position in Datadog, Inc. $DDOG

ProShare Advisors LLC lowered its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 3.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 422,419 shares of the company’s stock after selling 15,246 shares during the quarter. ProShare Advisors LLC owned approximately 0.12% of Datadog worth $60,152,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Datadog by 2.4% in the second quarter. Vanguard Group Inc. now owns 32,153,489 shares of the company’s stock valued at $4,319,178,000 after purchasing an additional 740,457 shares in the last quarter. Brown Advisory Inc. increased its stake in shares of Datadog by 23.3% in 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. Geode Capital Management LLC raised its position in shares of Datadog by 4.3% during the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after acquiring an additional 242,273 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of Datadog by 0.9% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after acquiring an additional 40,276 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Datadog during the second quarter valued at $347,728,000. 78.29% of the stock is owned by institutional investors.

Trending Headlines about Datadog

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

Insider Activity at Datadog

In other Datadog news, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $154.61, for a total value of $1,240,436.03. Following the transaction, the chief operating officer owned 165,197 shares of the company’s stock, valued at approximately $25,541,108.17. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Shardul Shah sold 7,916 shares of the stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the sale, the director directly owned 340,701 shares of the company’s stock, valued at $42,550,147.89. This represents a 2.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 538,917 shares of company stock valued at $86,804,288. Corporate insiders own 8.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on DDOG shares. Rosenblatt Securities cut their target price on shares of Datadog from $200.00 to $185.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. Piper Sandler cut their price objective on shares of Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. Barclays lowered their target price on shares of Datadog from $215.00 to $195.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Morgan Stanley increased their price target on Datadog from $165.00 to $180.00 and gave the company an “equal weight” rating in a research note on Friday, November 7th. Finally, Scotiabank decreased their price objective on Datadog from $217.00 to $180.00 and set a “sector outperform” rating for the company in a research note on Tuesday, January 27th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $185.00.

Datadog Price Performance

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

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.32%.The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, equities research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

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.