Wealthfront Advisers LLC Boosts Position in Datadog, Inc. $DDOG

Wealthfront Advisers LLC increased its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 52.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,214 shares of the company’s stock after acquiring an additional 4,226 shares during the quarter. Wealthfront Advisers LLC’s holdings in Datadog were worth $1,739,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DDOG. Physician Wealth Advisors Inc. boosted its holdings in Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares during the last quarter. Westside Investment Management Inc. lifted its holdings in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares during the last quarter. Tripletail Wealth Management LLC acquired a new position in Datadog in the third quarter valued at approximately $28,000. Hazlett Burt & Watson Inc. purchased a new position in Datadog in the third quarter worth approximately $28,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in Datadog during the third quarter worth $40,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DDOG has been the subject of a number of research analyst reports. DA Davidson reiterated a “buy” rating and set a $225.00 price target on shares of Datadog in a report on Wednesday. TD Cowen reaffirmed a “buy” rating on shares of Datadog in a research note on Wednesday, January 21st. Rosenblatt Securities restated a “buy” rating and issued a $185.00 price objective on shares of Datadog in a report on Wednesday. UBS Group set a $195.00 price target on Datadog in a research report on Monday, February 9th. Finally, Wedbush cut their price objective on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday. 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. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $179.50.

Insider Activity at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 43,106 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total value of $5,465,409.74. Following the completion of the transaction, the chief technology officer owned 490,798 shares in the company, valued at $62,228,278.42. This represents a 8.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the transaction, the director directly owned 340,701 shares in the company, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 582,023 shares of company stock valued at $92,269,698 in the last quarter. Company insiders own 8.70% of the company’s stock.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and bullish market reaction — Datadog reported a revenue and EPS beat and gave upbeat AI-related guidance that pushed the shares higher after earnings, supporting the thesis that Datadog can monetize AI-monitoring/security demand. Why Datadog (DDOG) Is Up 8.4% After Strong Q4 2025 Earnings And 2026 Revenue Guidance
• Positive Sentiment: Bullish broker commentary remains — Some sell-side analysts (e.g., Rosenblatt) remain constructive despite a cautious tone from management, reinforcing that several institutional investors still view DDOG as an AI/observability play. Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View
• Neutral Sentiment: Short-interest reporting is noisy and shows 0 shares (likely a reporting artifact), producing an effectively zero days-to-cover reading — not meaningful market pressure today.
• Neutral Sentiment: Investor commentary that AI isn’t the core problem — analysis arguing that AI fears are overstated and Datadog remains well-positioned may moderate panic selling but doesn’t immediately alter fundamentals. Datadog: AI Isn’t The Main Problem
• Negative Sentiment: Insider selling — CTO Alexis Le-Quoc sold ~43k shares (~$5.5M), trimming his stake ~8% on Feb 11; insider disposals can increase near-term selling pressure or signal liquidity needs. SEC Form 4 — Alexis Le-Quoc Sale
• Negative Sentiment: Multiple price-target downgrades — Needham, BTIG and Wolfe trimmed targets (to $155, $170 and $160 respectively), signalling reduced near-term expectations despite the beat; these downgrades can weigh on sentiment and limit upside. Needham Cuts Datadog Price Target BTIG Cuts Datadog Price Target Wolfe Research Cuts Datadog Price Target
• Negative Sentiment: Analyst concerns on slowing growth, costs and valuation — Several analyst pieces highlight that despite the beat, longer-term growth appears to be slowing, costs are rising and valuation remains rich, which can cap multiple expansion. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

Datadog Stock Performance

Shares of DDOG stock opened at $125.20 on Friday. The company has a market cap of $43.90 billion, a P/E ratio of 403.87, a PEG ratio of 22.71 and a beta of 1.27. The firm has a fifty day moving average price of $132.23 and a 200 day moving average price of $143.59. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period last year, the firm earned $0.49 earnings per share. 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 predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal 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.