Datadog, Inc. $DDOG Shares Acquired by Wealthfront Advisers LLC

Wealthfront Advisers LLC lifted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 52.9% during the third quarter, HoldingsChannel.com reports. The fund owned 12,214 shares of the company’s stock after purchasing an additional 4,226 shares during the quarter. Wealthfront Advisers LLC’s holdings in Datadog were worth $1,739,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Arista Wealth Management LLC grew its position in Datadog by 30.2% during the 3rd quarter. Arista Wealth Management LLC now owns 7,762 shares of the company’s stock worth $1,105,000 after purchasing an additional 1,800 shares during the last quarter. Prospera Financial Services Inc boosted its stake in shares of Datadog by 7.8% during the third quarter. Prospera Financial Services Inc now owns 4,961 shares of the company’s stock worth $706,000 after buying an additional 358 shares during the period. Profund Advisors LLC grew its holdings in shares of Datadog by 14.9% during the third quarter. Profund Advisors LLC now owns 41,761 shares of the company’s stock worth $5,947,000 after buying an additional 5,422 shares during the last quarter. Linden Thomas Advisory Services LLC increased its position in Datadog by 5.7% in the 3rd quarter. Linden Thomas Advisory Services LLC now owns 13,641 shares of the company’s stock valued at $1,942,000 after acquiring an additional 739 shares during the period. Finally, Oppenheimer Asset Management Inc. raised its stake in Datadog by 59.9% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 21,456 shares of the company’s stock valued at $3,055,000 after acquiring an additional 8,040 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

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

Datadog Price Performance

Datadog stock opened at $125.20 on Friday. The firm has a market capitalization of $43.90 billion, a PE ratio of 403.87, a P/E/G ratio of 22.71 and a beta of 1.27. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. The firm’s 50-day simple moving average is $132.23 and its 200 day simple moving average is $143.59. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same quarter in the prior year, the firm earned $0.49 earnings per share. 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, equities research analysts predict that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Analyst Ratings Changes

DDOG has been the topic of several analyst reports. Scotiabank lowered their target price on Datadog from $180.00 to $160.00 and set a “sector outperform” rating on the stock in a research note on Wednesday. Moffett Nathanson reaffirmed a “buy” rating on shares of Datadog in a report on Monday, December 29th. Daiwa Securities Group initiated coverage on shares of Datadog in a research report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 price objective on the stock. Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a research report on Wednesday, January 21st. Finally, Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $179.50.

Insiders Place Their Bets

In related news, CEO Olivier Pomel sold 100,754 shares of Datadog stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $181.18, for a total transaction of $18,254,609.72. Following the completion of 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 document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were 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 in the company, valued at approximately $45,513,764.40. This trade represents a 15.43% 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 582,023 shares of company stock valued at $92,269,698. Insiders own 8.70% of the company’s stock.

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.