Clearbridge Investments LLC Sells 145,420 Shares of Datadog, Inc. $DDOG

Clearbridge Investments LLC trimmed its position in Datadog, Inc. (NASDAQ:DDOG) by 9.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,337,187 shares of the company’s stock after selling 145,420 shares during the period. Clearbridge Investments LLC’s holdings in Datadog were worth $181,844,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Rothschild Investment LLC boosted its stake in Datadog by 126.6% during 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 during the last quarter. JPL Wealth Management LLC acquired a new position in Datadog during the 3rd quarter valued at about $27,000. CoreCap Advisors LLC boosted its stake in Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after purchasing an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new position in Datadog during the 4th quarter valued at about $31,000. Finally, NBC Securities Inc. boosted its stake in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after purchasing an additional 165 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insiders Place Their Bets

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. The trade was a 13.21% 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. Insiders have sold 1,141,526 shares of company stock worth $214,081,807 over the last 90 days. 6.48% of the stock is currently owned by corporate insiders.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $234.11 on Monday. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The stock’s 50 day moving average price is $167.10 and its 200-day moving average price is $145.03. The company has a market capitalization of $83.33 billion, a PE ratio of 616.10, a PEG ratio of 25.07 and a beta of 1.56. 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 announced its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the previous year, the business earned $0.46 EPS. The company’s revenue 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. On average, equities analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Analysts Set New Price Targets

A number of equities analysts have issued reports on DDOG shares. Needham & Company LLC lifted their price target on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Bank of America lifted their price target on Datadog from $225.00 to $260.00 in a research note on Thursday, May 28th. Monness Crespi & Hardt lifted their price target on Datadog from $255.00 to $270.00 in a research note on Thursday, May 7th. Canadian Imperial Bank of Commerce reiterated an “outperform” rating and set a $250.00 price target on shares of Datadog in a research note on Friday, May 8th. Finally, Citigroup lifted their price target on Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $219.69.

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.