Towarzystwo Funduszy Inwestycyjnych PZU SA Raises Position in Datadog, Inc. $DDOG

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its position in Datadog, Inc. (NASDAQ:DDOG) by 114.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 9,590 shares of the company’s stock after purchasing an additional 5,120 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Datadog were worth $1,366,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Westside Investment Management Inc. raised its holdings in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares in the last quarter. Nilsine Partners LLC grew its position in shares of Datadog by 2.4% in the 3rd quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after buying an additional 78 shares during the period. PDS Planning Inc grew its position in shares of Datadog by 4.2% in the 3rd quarter. PDS Planning Inc now owns 1,975 shares of the company’s stock worth $281,000 after buying an additional 80 shares during the period. Ameritas Investment Partners Inc. increased its stake in shares of Datadog by 0.8% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 10,466 shares of the company’s stock worth $1,406,000 after acquiring an additional 82 shares in the last quarter. Finally, Prostatis Group LLC lifted its position in Datadog by 4.6% during the 3rd quarter. Prostatis Group LLC now owns 1,958 shares of the company’s stock valued at $279,000 after acquiring an additional 87 shares during the period. 78.29% of the stock is currently owned by institutional investors.

Datadog Trading Down 2.1%

NASDAQ:DDOG opened at $124.52 on Friday. The stock has a market cap of $43.90 billion, a price-to-earnings ratio of 401.68, a PEG ratio of 34.95 and a beta of 1.31. 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 $123.07 and its 200-day moving average price is $141.61. 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. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. During the same period in the prior year, the firm posted $0.49 EPS. The firm’s quarterly revenue was up 29.2% on a year-over-year basis. 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.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Insiders Place Their Bets

In other news, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the transaction, the chief executive officer directly owned 704,821 shares of the company’s stock, valued at $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $124.81, for a total value of $2,496,200.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $204,688.40. This trade represents a 92.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 388,864 shares of company stock worth $48,415,898 over the last three months. Company insiders own 6.67% of the company’s stock.

Wall Street Analyst Weigh In

DDOG has been the topic of a number of recent research reports. BNP Paribas Exane cut their price objective on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. Mizuho dropped their price target on Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. UBS Group set a $195.00 price target on Datadog in a research note on Monday, February 9th. Citizens Jmp reiterated a “market perform” rating on shares of Datadog in a research note on Wednesday, February 11th. Finally, Stifel Nicolaus set a $160.00 target price on Datadog and gave the stock a “buy” rating in a report on Thursday, January 22nd. 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. Based on data from MarketBeat, Datadog presently has an average rating of “Moderate Buy” and an average price target of $179.62.

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.