Datadog, Inc. $DDOG Stock Holdings Increased by Sirios Capital Management L P

Sirios Capital Management L P grew its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 375.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 27,216 shares of the company’s stock after acquiring an additional 21,488 shares during the quarter. Sirios Capital Management L P’s holdings in Datadog were worth $3,876,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Rothschild Investment LLC lifted its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the period. Physician Wealth Advisors Inc. increased its stake in 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 period. Westside Investment Management Inc. increased its stake in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the period. Tripletail Wealth Management LLC bought a new stake in shares of Datadog during the 3rd quarter worth about $28,000. Finally, Hazlett Burt & Watson Inc. bought a new stake in shares of Datadog during the 3rd quarter worth about $28,000. Institutional investors own 78.29% of the company’s stock.

Datadog Stock Down 2.1%

DDOG stock opened at $124.52 on Friday. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The firm has a market cap of $43.90 billion, a PE ratio of 401.68, a P/E/G ratio of 34.95 and a beta of 1.31. The firm has a 50 day simple moving average of $123.07 and a 200 day simple moving average of $141.61. 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 (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Equities research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently issued reports on DDOG shares. Barclays decreased their price objective on shares of Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. Arete Research boosted their target price on Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Mizuho cut their target price on Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. DA Davidson reaffirmed a “buy” rating and set a $225.00 price target on shares of Datadog in a research note on Tuesday, February 17th. Finally, Daiwa Securities Group began coverage on Datadog in a research report on Tuesday, January 27th. They set a “buy” rating and a $190.00 price target on the stock. Thirty-six analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $179.62.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Insider Buying and Selling at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction 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 directly owned 437,257 shares in the company, valued at $54,871,380.93. The trade was a 10.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $204,688.40. This trade represents a 92.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 388,864 shares of company stock worth $48,415,898. 6.67% of the stock is owned by insiders.

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.