Nordea Investment Management AB Increases Position in Datadog, Inc. $DDOG

Nordea Investment Management AB increased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 14.8% during the 4th quarter, HoldingsChannel reports. The fund owned 61,161 shares of the company’s stock after acquiring an additional 7,872 shares during the quarter. Nordea Investment Management AB’s holdings in Datadog were worth $8,356,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Westside Investment Management Inc. increased its holdings in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the last quarter. Rothschild Investment LLC raised its position in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Tripletail Wealth Management LLC purchased a new position in shares of Datadog during the 3rd quarter valued at approximately $28,000. Physician Wealth Advisors Inc. boosted its stake in shares of Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC acquired a new stake in shares of Datadog during the third quarter worth approximately $27,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

In other Datadog news, CRO Sean Michael Walters sold 22,330 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive owned 238,384 shares of the company’s stock, valued at $29,960,101.12. This trade represents a 8.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Alexis Le-Quoc sold 32,418 shares of Datadog stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $127.75, for a total value of $4,141,399.50. Following the completion of the transaction, the chief technology officer owned 437,257 shares of the company’s stock, valued at approximately $55,859,581.75. The trade was a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 492,530 shares of company stock worth $61,476,744 in the last quarter. 6.67% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. Wedbush dropped their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, February 11th. Citigroup decreased their price objective on shares of Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Robert W. Baird set a $180.00 target price on shares of Datadog in a research report on Wednesday, February 11th. Barclays cut their target price on shares of Datadog from $195.00 to $165.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 11th. Finally, Evercore reduced their price target on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, February 2nd. Thirty-six 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. According to MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Datadog Stock Performance

Datadog stock opened at $123.29 on Thursday. The company has a market cap of $43.47 billion, a PE ratio of 397.71, a P/E/G ratio of 33.69 and a beta of 1.31. The company has a fifty day moving average price of $122.55 and a two-hundred day moving average price of $141.26. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69.

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

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: MarketBeat argues Datadog could benefit from AI agent adoption because agents increase operational complexity and observability needs, which supports demand for Datadog’s platform. This frames DDOG as an AI tailwind story rather than a SaaS casualty.
• Positive Sentiment: Seeking Alpha published a bullish piece recommending DDOG as a buy, which may support short-term inflows from retail and value-oriented investors. Read More.
• Positive Sentiment: Critical Cloud announced it became the first “Powered by Datadog” partner, signaling channel/partner momentum and deeper product embedment across AWS/Azure managed services. This is a partnership win that can help sales/implementation velocity. Read More.
• Neutral Sentiment: Analyst coverage remains largely positive: numerous buy/outperform ratings and a median price target well above current levels — supportive longer-term, but not an immediate catalyst. (See aggregator pages for full list.)
• Neutral Sentiment: Reported short-interest data in multiple feeds shows zeros/NaN and days-to-cover = 0.0 — this appears to be a data/reporting anomaly and is not a reliable signal today.
• Negative Sentiment: QuiverQuant / market commentary links today’s intraday weakness to a softer FY2026 growth outlook and renewed concern about large-customer concentration (and potential budget optimization by big customers), a narrative that typically pressures high-multiple SaaS names. This is the most direct explanation for downward price action. Read More.
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.14M) and director Amit Agarwal sold 20,000 shares (~$2.55M) on Mar 23 (SEC filings). Recent disclosures show a long string of insider sales across executives, which investors often view as a negative signal even if sales are for diversification or planned programs. Read More. Read More.

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.