Datadog, Inc. $DDOG Shares Sold by Factory Mutual Insurance Co.

Factory Mutual Insurance Co. trimmed its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 72.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 167,091 shares of the company’s stock after selling 447,150 shares during the quarter. Factory Mutual Insurance Co.’s holdings in Datadog were worth $45,758,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Janus Henderson Group PLC raised its holdings in shares of Datadog by 22.8% in the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock valued at $905,570,000 after acquiring an additional 1,439,082 shares in the last quarter. First Trust Advisors LP boosted its position in shares of Datadog by 81.5% during the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock valued at $435,081,000 after acquiring an additional 1,654,429 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Datadog by 30.3% during the first quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock worth $312,340,000 after purchasing an additional 615,090 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Datadog by 197.9% during the third quarter. Assenagon Asset Management S.A. now owns 2,443,008 shares of the company’s stock worth $669,018,000 after purchasing an additional 1,622,904 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Datadog by 162.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,571,018 shares of the company’s stock worth $185,459,000 after purchasing an additional 971,910 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on DDOG shares. Canaccord Genuity Group upped their price objective on shares of Datadog from $250.00 to $295.00 and gave the stock a “buy” rating in a research report on Tuesday, August 4th. BTIG Research lifted their target price on shares of Datadog from $255.00 to $289.00 and gave the company a “buy” rating in a research report on Tuesday, July 28th. Morgan Stanley boosted their price target on shares of Datadog from $225.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Rosenblatt Securities boosted their price target on shares of Datadog from $220.00 to $305.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. Finally, Oppenheimer increased their price target on shares of Datadog from $300.00 to $330.00 and gave the stock an “outperform” rating in a report on Monday, October 26th. Three investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $287.98.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts see potential for another beat-and-raise quarter. Expectations include roughly 28.9% revenue growth, supported by AI-related demand and adoption of multiple Datadog products; Wedbush is also optimistic about the report. Datadog Likely to Deliver Another Beat-and-Raise Quarter, Wedbush Says Datadog Before Q3 Earnings: What’s in the Cards for the Stock?
• Positive Sentiment: Evercore ISI raised its price target to $300, adding to the positive analyst backdrop ahead of earnings. Datadog Price Target Raised to $300 at Evercore ISI
• Neutral Sentiment: Datadog’s CTO sold $12.06 million of shares under a preset trading plan. The planned sale may attract attention but does not, by itself, indicate a change in the company’s outlook. Datadog CTO sells stock under a preset trading plan
• Negative Sentiment: Risks include a major customer reducing usage and a high valuation that leaves little room for an earnings or growth disappointment. One analysis cautioned that investors want proof the AI opportunity is translating into durable results. Datadog: Good AI Story, But I Still Need Proof
• Negative Sentiment: Cloud-software stocks have faced concerns about AI spending and growth deceleration; Datadog also came under pressure amid a broader tech selloff. That cautious sector mood could weigh on shares even if earnings expectations are favorable. Palantir Falls Despite Earnings Beat; Datadog and Snowflake Also Slide

Insiders Place Their Bets

In other Datadog news, insider Yanbing Li sold 12,700 shares of Datadog stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $221.26, for a total transaction of $2,810,002.00. Following the transaction, the insider directly owned 250,446 shares of the company’s stock, valued at approximately $55,413,681.96. This trade represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Walters sold 11,710 shares of the business’s stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $221.04, for a total transaction of $2,588,378.40. Following the completion of the sale, the executive owned 233,135 shares of the company’s stock, valued at approximately $51,532,160.40. The trade was a 4.78% 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 have sold 765,293 shares of company stock valued at $180,233,548 over the last 90 days. Company insiders own 6.48% of the company’s stock.

Datadog Trading Up 2.0%

Shares of DDOG stock opened at $220.52 on Wednesday. The business has a 50-day moving average price of $250.77 and a two-hundred day moving average price of $199.09. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $300.68. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The firm has a market cap of $79.18 billion, a P/E ratio of 450.05, a price-to-earnings-growth ratio of 21.09 and a beta of 1.50.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating the consensus estimate of $0.58 by $0.07. The firm had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%. The company’s revenue was up 35.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Equities analysts anticipate that Datadog, Inc. will post 0.70 EPS for the current fiscal year.

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.