Rafferty Asset Management LLC Increases Stake in Datadog, Inc. $DDOG

Rafferty Asset Management LLC increased its stake in Datadog, Inc. (NASDAQ:DDOG) by 100.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 212,116 shares of the company’s stock after buying an additional 106,534 shares during the period. Rafferty Asset Management LLC owned 0.06% of Datadog worth $30,205,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of DDOG. Westside Investment Management Inc. raised its position in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares in the last quarter. Rothschild Investment LLC boosted its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Tripletail Wealth Management LLC purchased a new stake in Datadog in the third quarter worth $28,000. Physician Wealth Advisors Inc. raised its holdings in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. bought a new position in Datadog in the third quarter worth $28,000. 78.29% of the stock is owned by institutional investors.

Analysts Set New Price Targets

DDOG has been the topic of a number of research reports. Bank of America boosted their target price on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a report on Friday, November 7th. Canaccord Genuity Group reissued a “buy” rating on shares of Datadog in a research report on Wednesday, February 11th. Daiwa Securities Group initiated coverage on shares of Datadog in a research note on Tuesday, January 27th. They set a “buy” rating and a $190.00 price objective on the stock. Scotiabank cut their price objective on shares of Datadog from $180.00 to $160.00 and set a “sector outperform” rating on the stock in a report on Wednesday, February 11th. Finally, Wedbush lowered their target price on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, February 11th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus price target of $179.62.

Datadog Trading Down 3.9%

NASDAQ:DDOG opened at $111.96 on Friday. The stock has a market cap of $39.47 billion, a price-to-earnings ratio of 361.16, a PEG ratio of 30.77 and a beta of 1.27. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The company’s 50 day moving average price is $126.24 and its 200-day moving average price is $142.15. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data 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. The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.49 EPS. 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 fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced a strategic partnership with Sakana AI to jointly research, build, and commercialize tools to monitor and scale advanced AI systems — starting with large Japanese enterprises and expanding globally. The tie-up strengthens Datadog’s position in enterprise AI observability and could expand product demand in a key growth area. Article Title
• Positive Sentiment: Datadog released its State of DevSecOps Report showing 87% of organizations run software with known exploitable vulnerabilities — a finding that highlights rising demand for observability and security tools. That industry data supports Datadog’s addressable market for security and monitoring offerings. Article Title
• Positive Sentiment: Recent quarterly results (Feb 10) showed Datadog beat EPS and revenue expectations and provided FY26 and Q1 guidance — evidence of continued revenue growth and management confidence that underpins multi-year growth narratives. (Earnings/guidance details from recent filings and reports.)
• Neutral Sentiment: Datadog is drawing investor attention and search interest (Zacks/Yahoo coverage), which can increase volatility but doesn’t by itself change fundamentals. Article Title
• Neutral Sentiment: Benzinga and other outlets amplified the Sakana AI story; media coverage can boost short-term interest but also invites profit-taking. Article Title
• Neutral Sentiment: Reported short-interest data for February appears to contain anomalies (zeros/NaN and a 0.0 days-to-cover figure), so there’s no clear short-squeeze signal from that dataset; treat the short-interest entry with caution.
• Negative Sentiment: Separate coverage highlights recent share-price weakness and questions about valuation — the stock has fallen over recent weeks and some pieces frame DDOG as having high expectations relative to current price, which can pressure shares as investors re-price growth and multiples. Article Title

Insider Activity at Datadog

In other 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 completion of the sale, the chief operating officer directly owned 165,197 shares in the company, valued at $25,541,108.17. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Shardul Shah sold 7,916 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the transaction, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 337,291 shares of company stock valued at $48,909,907 over the last three months. 8.70% of the stock is owned by 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.