Northwestern Mutual Investment Management Company LLC Invests $1.47 Million in Datadog, Inc. $DDOG

Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 10,303 shares of the company’s stock, valued at approximately $1,467,000.

A number of other hedge funds have also recently made changes to their positions in the business. Westside Investment Management Inc. boosted its position in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the period. Nilsine Partners LLC raised its stake in Datadog by 2.4% in the third quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after buying an additional 78 shares in the last quarter. PDS Planning Inc lifted its stake in shares of Datadog by 4.2% in the 3rd quarter. PDS Planning Inc now owns 1,975 shares of the company’s stock valued at $281,000 after purchasing an additional 80 shares during the period. Ameritas Investment Partners Inc. lifted its position in Datadog by 0.8% during the second quarter. Ameritas Investment Partners Inc. now owns 10,466 shares of the company’s stock valued at $1,406,000 after buying an additional 82 shares during the period. Finally, Prostatis Group LLC boosted its stake in Datadog by 4.6% during the third quarter. Prostatis Group LLC now owns 1,958 shares of the company’s stock worth $279,000 after acquiring an additional 87 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

Insider Transactions at Datadog

In other Datadog news, COO Adam Blitzer sold 8,023 shares of Datadog stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $154.61, for a total transaction of $1,240,436.03. Following the completion of the sale, the chief operating officer directly owned 165,197 shares of the company’s stock, valued at $25,541,108.17. The trade was a 4.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total value of $988,629.24. Following the completion of the sale, the director owned 340,701 shares of the company’s stock, valued at $42,550,147.89. The trade was a 2.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 380,515 shares of company stock valued at $55,760,478 in the last ninety days. Corporate insiders own 8.70% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” and set a $225 price target (large implied upside vs. current levels), which supports bullish investor expectations. DA Davidson Reaffirmation
• Positive Sentiment: QSIC announced it is using Datadog to improve retail-media reliability — a commercial/partnership win that supports revenue/ADOPTION narratives. QSIC Customer Win
• Neutral Sentiment: Datadog published an analyst/investor day transcript (useful for long-term model/strategy details), but the immediate market impact is unclear until new guidance or metrics emerge. Investor Day Transcript
• Neutral Sentiment: Zacks flagged DDOG as a “trending” stock—higher attention/volume can amplify moves but doesn’t by itself change fundamentals. Zacks Trending Note
• Neutral Sentiment: Reports show a “large increase” in short interest for February, but the published figures appear to be zero/NaN — likely a data/reporting error; treat this as unreliable until clarified.
• Negative Sentiment: Cantor Fitzgerald cut its price target to $150 from $220 (while keeping Overweight), lowering near-term upside expectations and likely putting downward pressure on the stock. Cantor Fitzgerald PT Cut
• Negative Sentiment: Datadog’s CTO sold about $5.47M in stock — a sizable insider disposition that can be perceived negatively by the market even if motivated by diversification or liquidity needs. Insider Sale

Datadog Price Performance

Shares of Datadog stock opened at $122.56 on Wednesday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.66 and a current ratio of 3.38. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The stock has a market cap of $42.98 billion, a price-to-earnings ratio of 395.35, a price-to-earnings-growth ratio of 34.26 and a beta of 1.27. The stock has a 50 day moving average price of $131.05 and a 200-day moving average price of $143.36.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period in the previous year, the company earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Equities analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on DDOG. Arete Research increased their target price on Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Canadian Imperial Bank of Commerce upgraded Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 price target on the stock in a research note on Friday, November 7th. UBS Group set a $195.00 target price on shares of Datadog in a report on Monday, February 9th. Stifel Nicolaus set a $160.00 price objective on Datadog and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Mizuho lowered their target price on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Thirty-six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $179.62.

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.