Datadog, Inc. $DDOG Holdings Cut by Bank of New York Mellon Corp

Bank of New York Mellon Corp decreased its stake in Datadog, Inc. (NASDAQ:DDOG) by 9.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,030,737 shares of the company’s stock after selling 201,741 shares during the quarter. Bank of New York Mellon Corp’s holdings in Datadog were worth $276,160,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Westside Investment Management Inc. lifted its position in 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 buying an additional 75 shares in the last quarter. Rothschild Investment LLC lifted its position in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. lifted its position in Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in Datadog in the 3rd quarter worth approximately $27,000. Finally, CoreCap Advisors LLC lifted its position in Datadog by 1,461.5% in the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after buying an additional 190 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was highlighted as one of the most-upgraded software stocks last month, reinforcing confidence in its growth outlook and the AI-driven rebound in software sentiment. 3 Most Upgraded Stocks Last Month According to MarketBeat (DDOG)
• Positive Sentiment: Commentary that software stocks are rebounding as investors see AI as a growth catalyst supports the broader bull case for DDOG. DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report
• Neutral Sentiment: Datadog’s presentation at the Bank of America 2026 Global Technology Conference may have kept the company in focus, but no new material catalyst was highlighted in the headline provided. Datadog, Inc. (DDOG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Recent insider selling by senior executives, especially the CTO’s large share sales, is likely the biggest near-term drag on investor sentiment. SEC insider filing

Insider Buying and Selling

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the transaction, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. The trade was a 10.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. The trade was a 13.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,023,526 shares of company stock worth $182,246,367 in the last quarter. 6.48% of the stock is currently owned by company insiders.

Datadog Stock Performance

Shares of DDOG opened at $243.60 on Friday. The company has a market capitalization of $86.71 billion, a PE ratio of 641.07, a price-to-earnings-growth ratio of 26.80 and a beta of 1.56. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The company’s fifty day moving average price is $164.88 and its 200 day moving average price is $144.65.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s quarterly revenue was up 32.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, analysts expect that Datadog, Inc. will post 0.61 earnings per share for the current year.

Analyst Ratings Changes

DDOG has been the subject of several analyst reports. Wolfe Research reduced their price objective on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a research note on Tuesday, February 10th. Citigroup lifted their price objective on shares of Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Rothschild & Co Redburn initiated coverage on shares of Datadog in a research note on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price objective for the company. TD Cowen lifted their price objective on shares of Datadog from $190.00 to $235.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Guggenheim lifted their price objective on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $219.69.

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.