Motley Fool Asset Management LLC Has $8.22 Million Position in Datadog, Inc. $DDOG

Motley Fool Asset Management LLC lifted its stake in Datadog, Inc. (NASDAQ:DDOG) by 12.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 60,467 shares of the company’s stock after purchasing an additional 6,877 shares during the period. Motley Fool Asset Management LLC’s holdings in Datadog were worth $8,223,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. MUFG Securities EMEA plc increased its holdings in shares of Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after purchasing an additional 7,154 shares in the last quarter. Norges Bank acquired a new stake in shares of Datadog in the fourth quarter valued at approximately $469,461,000. Nomura Asset Management Co. Ltd. increased its holdings in shares of Datadog by 8.0% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after purchasing an additional 11,348 shares in the last quarter. Vanguard Group Inc. boosted its stake in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. Finally, BNP Paribas boosted its stake in Datadog by 18.4% in the fourth quarter. BNP Paribas now owns 41,280 shares of the company’s stock valued at $5,614,000 after acquiring an additional 6,403 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog unveiled 100+ new capabilities at its DASH event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, and Agent Console. The new tools are aimed at increasing automation, improving observability, and helping customers manage AI and security complexity, which supports the company’s growth story. Article link
• Positive Sentiment: Bank of America raised its price target on Datadog to $280 from $260 and reiterated a Buy rating, reinforcing expectations for further upside after the company’s strong earnings and revenue growth. Article link
• Positive Sentiment: Other recent analyst writeups also framed Datadog as a buy candidate, suggesting Wall Street remains constructive on the company’s software and AI-driven observability opportunities. Article link
• Neutral Sentiment: A preview article said investors should “mark their calendars for June 9,” pointing to a possible catalyst around the DASH event, but the details were not clear. Article link
• Negative Sentiment: Recent insider activity remains a headwind: Director Titilope Cole sold 5,131 shares, continuing a pattern of heavy insider selling that can weigh on investor confidence. Article link

Analyst Ratings Changes

A number of brokerages have issued reports on DDOG. Cantor Fitzgerald raised their price objective on shares of Datadog from $171.00 to $226.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Evercore reaffirmed an “outperform” rating and issued a $225.00 price objective on shares of Datadog in a research note on Thursday, May 7th. Scotiabank raised their price objective on shares of Datadog from $160.00 to $225.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a research note on Monday, April 20th. Finally, Citizens Jmp raised shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price objective on the stock in a research note on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $220.17.

Insider Activity

In other news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction on Monday, June 1st. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the transaction, the chief technology officer directly owned 531,311 shares of the company’s stock, valued at $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction on Friday, May 8th. The stock was sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the transaction, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. This represents a 7.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,070,415 shares of company stock valued at $205,781,777. 6.48% of the stock is owned by company insiders.

Datadog Trading Down 1.9%

Shares of NASDAQ DDOG opened at $227.34 on Wednesday. The company’s fifty day moving average is $171.50 and its 200-day moving average is $145.78. The stock has a market cap of $80.92 billion, a price-to-earnings ratio of 598.28, a P/E/G ratio of 24.81 and a beta of 1.56. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period last year, the firm posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities research analysts predict that Datadog, Inc. will post 0.61 EPS for the current year.

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.