Bluebird Wealth Management LLC Acquires Shares of 6,785 Datadog, Inc. $DDOG

Bluebird Wealth Management LLC acquired a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 6,785 shares of the company’s stock, valued at approximately $923,000.

Several other large investors have also bought and sold shares of the stock. PKO Investment Management Joint Stock Co purchased a new stake in shares of Datadog during the 3rd quarter valued at $1,709,000. Hartford Investment Management Co. purchased a new stake in shares of Datadog during the 3rd quarter valued at $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd increased its position in shares of Datadog by 134.5% during the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Vanguard Group Inc. increased its position in shares of Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of Datadog by 37.9% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after purchasing an additional 30,008 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Datadog Trading Down 1.4%

Shares of DDOG opened at $143.71 on Thursday. The business has a 50-day moving average of $122.72 and a 200 day moving average of $136.73. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $201.69. The firm has a market cap of $50.67 billion, a P/E ratio of 463.58, a price-to-earnings-growth ratio of 52.75 and a beta of 1.30. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same quarter last year, the firm posted $0.49 EPS. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, research analysts forecast that Datadog, Inc. will post 0.32 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on DDOG. Citizens Jmp reaffirmed a “market perform” rating on shares of Datadog in a research report on Wednesday, February 11th. Robert W. Baird set a $180.00 target price on Datadog in a research report on Wednesday, February 11th. Capital One Financial decreased their target price on Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a research report on Thursday, April 16th. Rothschild & Co Redburn began coverage on Datadog in a research report on Thursday, April 23rd. They set a “buy” rating and a $170.00 target price for the company. Finally, Stifel Nicolaus set a $160.00 target price on Datadog and gave the company a “buy” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and an average price target of $177.28.

Insider Buying and Selling

In other Datadog news, CTO Alexis Le-Quoc sold 43,106 shares of Datadog stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $144.93, for a total transaction of $6,247,352.58. Following the completion of the transaction, the chief technology officer owned 531,311 shares of the company’s stock, valued at $77,002,903.23. The trade was a 7.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 42,443 shares of Datadog stock in a transaction dated Thursday, April 9th. The shares were sold at an average price of $111.14, for a total value of $4,717,115.02. Following the transaction, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at $92,877,364.06. The trade was a 4.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 637,745 shares of company stock valued at $78,462,247. 6.67% of the stock is owned by insiders.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced FedRAMP High certification for Datadog for Government, enabling the company to pursue more sensitive federal workloads and potentially accelerate large, higher‑value government contracts. Datadog for Government Achieves FedRAMP® High Certification
• Positive Sentiment: Jefferies raised its price target on DDOG to $170 and maintained a Buy rating — a bullish broker action that supports upside vs. current levels. Jefferies adjusts price target on Datadog to $170
• Positive Sentiment: Datadog’s last reported quarter beat EPS and revenue estimates and management provided FY‑2026 and Q1‑2026 guidance — underlying growth and AI/security momentum remain intact, supporting the longer‑term bull case. (Company Q1 results released Feb. 10)
• Neutral Sentiment: Datadog CTO Alexis Le‑Quoc sold ~43,106 shares under a pre‑arranged 10b5‑1 plan (≈$6.25M). The trade reduces his stake but was pre‑planned, which tempers the negative read. SEC Form 4 – Insider Sale
• Neutral Sentiment: Multiple analyst and media pieces highlight Wall Street’s bullish views and renewed investor interest after recent momentum and returns; these shape sentiment but don’t guarantee near‑term moves. Is It Worth Investing in Datadog (DDOG) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Options traders are positioning around earnings (e.g., put sales strategies), which can amplify volatility around upcoming reports but is not a directional fundamental change. DDOG Earnings Play Has a HUGE Return Potential
• Negative Sentiment: Zacks and other previews note margin pressure and customer‑concentration risks that could influence near‑term results and investor expectations — these concerns likely contribute to caution and the pullback. DDOG Gears Up to Report Q1 Earnings: What’s in Store for the Stock?

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.