Datadog, Inc. $DDOG Stock Holdings Boosted by National Pension Service

National Pension Service lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 3.7% in the 4th quarter, Holdings Channel reports. The fund owned 442,345 shares of the company’s stock after buying an additional 15,656 shares during the period. National Pension Service’s holdings in Datadog were worth $60,154,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Westside Investment Management Inc. grew its position in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares during the last quarter. Rothschild Investment LLC grew its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. grew its position in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after acquiring an additional 145 shares during the last quarter. JPL Wealth Management LLC bought a new position in shares of Datadog during the third quarter worth about $27,000. Finally, Hazlett Burt & Watson Inc. bought a new position in shares of Datadog during the third quarter worth about $28,000. Institutional investors own 78.29% of the company’s stock.

Datadog Stock Performance

DDOG stock opened at $247.35 on Friday. The company has a market capitalization of $88.05 billion, a P/E ratio of 650.94, a PEG ratio of 26.48 and a beta of 1.30. The company has a 50-day simple moving average of $154.21 and a 200 day simple moving average of $143.07. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $249.81. 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 issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same period in the previous year, the business earned $0.46 earnings per share. Datadog’s revenue for the quarter was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts predict that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog is benefiting from a broader software rally after Snowflake’s strong results lifted sentiment across cloud and AI-related stocks, helping DDOG gain momentum. Datadog’s recent FedRAMP High certification also expands its appeal for sensitive U.S. government workloads. Datadog gains as Snowflake-led software rally boosts sentiment; FedRAMP High milestone adds support
• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, reinforcing bullish expectations for further upside. Bank of America Issues Positive Forecast for Datadog (NASDAQ:DDOG) Stock Price
• Positive Sentiment: Datadog continues to attract “buy” and “outperform” calls from several Wall Street firms, with recent analyst coverage pointing to strong AI and observability demand. What Makes Datadog (DDOG) a Strong Momentum Stock: Buy Now?
• Positive Sentiment: Datadog’s presentation at Bernstein’s Strategic Decisions Conference kept attention on its growth story and momentum in cloud observability and AI. Datadog, Inc. (DDOG) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Neutral Sentiment: Datadog is being highlighted in stock-screening and cybersecurity watchlist articles, which can improve visibility but does not directly change fundamentals. Buy 4 Cybersecurity Bigwigs for a Strong and Secure Portfolio in 2026
• Neutral Sentiment: CEO Olivier Pomel sold shares under a pre-arranged 10b5-1 plan. While routine, insider selling may still temper enthusiasm at the margin. Datadog CEO Olivier Pomel stock sale filing
• Neutral Sentiment: Some analysts remain cautious on valuation, with Goldman Sachs reportedly keeping a Sell rating even after lifting its target, suggesting the stock may still be seen as expensive. Is Datadog, Inc. (DDOG) Overvalued? Goldman Sachs Raises Target but Keeps Sell Rating

Insider Transactions at Datadog

In other Datadog news, Director Julie Richardson sold 1,930 shares of the business’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $185.82, for a total value of $358,632.60. Following the sale, the director directly owned 2,106 shares in the company, valued at approximately $391,336.92. The trade was a 47.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $208.04, for a total transaction of $8,992,320.96. Following the completion of the sale, the chief technology officer owned 531,311 shares in the company, valued at approximately $110,533,940.44. This trade represents a 7.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 970,661 shares of company stock valued at $148,952,223 in the last quarter. 6.48% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on DDOG shares. Stifel Nicolaus set a $305.00 price target on shares of Datadog in a research report on Thursday, May 7th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a report on Monday, April 20th. Capital One Financial reduced their price objective on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. The Goldman Sachs Group upped their price objective on shares of Datadog from $121.00 to $139.00 and gave the stock a “sell” rating in a report on Tuesday, May 12th. Finally, Rothschild & Co Redburn initiated coverage on shares of Datadog in a report on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $219.69.

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.