Krilogy Financial LLC Acquires Shares of 4,803 Datadog, Inc. $DDOG

Krilogy Financial LLC bought a new position in Datadog, Inc. (NASDAQ:DDOG) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 4,803 shares of the company’s stock, valued at approximately $744,000.

A number of other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in Datadog by 2.4% in the 2nd quarter. Vanguard Group Inc. now owns 32,153,489 shares of the company’s stock worth $4,319,178,000 after acquiring an additional 740,457 shares during the last quarter. Brown Advisory Inc. boosted its stake 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 purchasing an additional 1,130,675 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Datadog by 4.3% in the 2nd quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after purchasing an additional 242,273 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of Datadog by 0.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after purchasing an additional 40,276 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Datadog during the second quarter valued at $347,728,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on DDOG. Wolfe Research reduced their price objective on Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday. Wedbush dropped their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday. TD Cowen reissued a “buy” rating on shares of Datadog in a report on Wednesday, January 21st. JPMorgan Chase & Co. increased their price objective on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Barclays cut their target price on shares of Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a research report on Wednesday. Thirty-seven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $179.50.

Datadog Stock Down 0.7%

Shares of DDOG stock opened at $125.20 on Friday. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The stock has a market cap of $43.90 billion, a P/E ratio of 403.87, a P/E/G ratio of 22.88 and a beta of 1.27. The company has a 50 day simple moving average of $132.23 and a two-hundred day simple moving average of $143.64.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same quarter in the previous year, the firm posted $0.49 EPS. The company’s revenue for the quarter was up 29.2% compared to the same quarter last year. 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, research analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and bullish market reaction — Datadog reported a revenue and EPS beat and gave upbeat AI-related guidance that pushed the shares higher after earnings, supporting the thesis that Datadog can monetize AI-monitoring/security demand. Why Datadog (DDOG) Is Up 8.4% After Strong Q4 2025 Earnings And 2026 Revenue Guidance
• Positive Sentiment: Bullish broker commentary remains — Some sell-side analysts (e.g., Rosenblatt) remain constructive despite a cautious tone from management, reinforcing that several institutional investors still view DDOG as an AI/observability play. Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View
• Neutral Sentiment: Short-interest reporting is noisy and shows 0 shares (likely a reporting artifact), producing an effectively zero days-to-cover reading — not meaningful market pressure today.
• Neutral Sentiment: Investor commentary that AI isn’t the core problem — analysis arguing that AI fears are overstated and Datadog remains well-positioned may moderate panic selling but doesn’t immediately alter fundamentals. Datadog: AI Isn’t The Main Problem
• Negative Sentiment: Insider selling — CTO Alexis Le-Quoc sold ~43k shares (~$5.5M), trimming his stake ~8% on Feb 11; insider disposals can increase near-term selling pressure or signal liquidity needs. SEC Form 4 — Alexis Le-Quoc Sale
• Negative Sentiment: Multiple price-target downgrades — Needham, BTIG and Wolfe trimmed targets (to $155, $170 and $160 respectively), signalling reduced near-term expectations despite the beat; these downgrades can weigh on sentiment and limit upside. Needham Cuts Datadog Price Target BTIG Cuts Datadog Price Target Wolfe Research Cuts Datadog Price Target
• Negative Sentiment: Analyst concerns on slowing growth, costs and valuation — Several analyst pieces highlight that despite the beat, longer-term growth appears to be slowing, costs are rising and valuation remains rich, which can cap multiple expansion. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

Insider Activity

In other Datadog news, CEO Olivier Pomel sold 100,754 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the sale, the chief executive officer owned 533,358 shares in the company, valued at approximately $96,633,802.44. This trade represents a 15.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the completion of the transaction, the chief technology officer owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. The trade was a 15.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 582,023 shares of company stock worth $92,269,698 in the last ninety days. Corporate 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.