Nisa Investment Advisors LLC Boosts Stake in Datadog, Inc. $DDOG

Nisa Investment Advisors LLC raised its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 57.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,803 shares of the company’s stock after acquiring an additional 16,627 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Datadog were worth $6,229,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in DDOG. Retirement Systems of Alabama boosted its position in Datadog by 0.4% during the fourth quarter. Retirement Systems of Alabama now owns 69,233 shares of the company’s stock valued at $9,415,000 after purchasing an additional 273 shares in the last quarter. Mn Services Vermogensbeheer B.V. raised its holdings in Datadog by 2.3% in the fourth quarter. Mn Services Vermogensbeheer B.V. now owns 110,626 shares of the company’s stock worth $15,044,000 after purchasing an additional 2,526 shares in the last quarter. Hennion & Walsh Asset Management Inc. lifted its position in shares of Datadog by 8.7% during the fourth quarter. Hennion & Walsh Asset Management Inc. now owns 7,880 shares of the company’s stock valued at $1,072,000 after buying an additional 632 shares during the last quarter. Woodward Diversified Capital LLC lifted its position in shares of Datadog by 4.2% during the fourth quarter. Woodward Diversified Capital LLC now owns 4,184 shares of the company’s stock valued at $569,000 after buying an additional 167 shares during the last quarter. Finally, USA Financial Formulas bought a new stake in shares of Datadog in the 4th quarter valued at about $765,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the sale, the chief technology officer owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. The trade was a 10.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $126.73, for a total value of $2,534,600.00. Following the sale, the director owned 1,640 shares in the company, valued at approximately $207,837.20. The trade was a 92.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 460,112 shares of company stock worth $57,007,923. Insiders own 6.67% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Benchmark initiated coverage with a Buy rating and a $150 price target, citing Datadog as a top infrastructure pick positioned to capture a large AI opportunity — this fresh, bullish research has been a direct upward catalyst. Benchmark Initiates Coverage
• Positive Sentiment: Datadog launched Datadog Experiments (A/B testing and experimentation integrated into its observability platform), a product that can deepen customer stickiness and expand use cases amid the push for AI-driven product development. Datadog Experiments Launch
• Positive Sentiment: Coverage noting renewed institutional interest in Datadog within the Nasdaq Composite suggests improved investor demand and flows into the name. Institutional Interest Report
• Neutral Sentiment: Several brokerage/sell‑side writeups and roundup pieces reiterate an average “Buy” sentiment, keeping analyst momentum visible but reflecting mixed conviction across the street. Analysts’ coverage is supporting the stock, but consensus estimates remain elevated. Brokers Suggest Investing
• Neutral Sentiment: Market commentary notes DDOG outpaced broad market gains today, reflecting the net effect of positive coverage and product news rather than a single fundamental trigger. Intraday Performance Note
• Negative Sentiment: Counterpoints highlight valuation and recent volatility — some pieces urge investors to reassess whether current expectations already price in the company’s long‑term opportunity, a reminder that upside is tied to continued execution and AI monetization. Valuation/Reassessment Article

Datadog Stock Up 1.4%

DDOG stock opened at $120.36 on Friday. The stock has a market capitalization of $42.44 billion, a PE ratio of 388.26, a price-to-earnings-growth ratio of 32.62 and a beta of 1.29. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69. 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 firm has a 50 day moving average of $122.17 and a 200 day moving average of $140.42.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results 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 business had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. During the same quarter in the prior year, the business posted $0.49 EPS. Datadog’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. Sell-side analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. Arete Research lifted their price objective on shares of Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. BTIG Research decreased their target price on shares of Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Jefferies Financial Group lowered their target price on shares of Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Needham & Company LLC reduced their price target on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Finally, Barclays decreased their price objective on Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. Thirty-seven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

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.