Sands Capital Management LLC Reduces Position in Datadog, Inc. $DDOG

Sands Capital Management LLC cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 20.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,513,800 shares of the company’s stock after selling 380,880 shares during the quarter. Sands Capital Management LLC’s holdings in Datadog were worth $205,862,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Rothschild Investment LLC grew its holdings 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 buying an additional 100 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Datadog during the third quarter valued at $27,000. CoreCap Advisors LLC grew its holdings in shares of Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after buying an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of Datadog during the fourth quarter valued at $31,000. Finally, NBC Securities Inc. grew its holdings in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after buying an additional 165 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Robert W. Baird set a $210.00 price objective on shares of Datadog in a report on Friday, May 8th. CICC Research boosted their target price on shares of Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. Royal Bank Of Canada restated an “outperform” rating and set a $250.00 target price on shares of Datadog in a research report on Wednesday, June 10th. Jefferies Financial Group set a $210.00 target price on shares of Datadog and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Datadog in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $231.64.

Insiders Place Their Bets

In other Datadog news, Director Matthew Jacobson sold 52,832 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the transaction, the director 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 sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO David M. Obstler sold 75,000 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $231.69, for a total transaction of $17,376,750.00. Following the completion of the transaction, the chief financial officer owned 434,591 shares of the company’s stock, valued at approximately $100,690,388.79. This trade represents a 14.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 1,210,113 shares of company stock valued at $244,699,453. Insiders own 6.48% of the company’s stock.

Datadog Stock Performance

NASDAQ DDOG opened at $229.90 on Monday. The company has a market capitalization of $81.84 billion, a PE ratio of 605.02, a P/E/G ratio of 24.62 and a beta of 1.56. The company has a fifty day moving average of $178.29 and a 200 day moving average of $147.30. Datadog, Inc. has a 1 year low of $98.01 and a 1 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.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data 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 business had revenue of $1.01 billion during 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 company’s revenue was up 32.1% compared to the same quarter last year. During the same quarter in the prior 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. Research analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current year.

About Datadog

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.