Datadog, Inc. $DDOG Stock Holdings Raised by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Datadog, Inc. (NASDAQ:DDOG) by 10.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 699,034 shares of the company’s stock after acquiring an additional 68,894 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Datadog were worth $93,510,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC acquired a new position in shares of Datadog in the 4th quarter valued at about $209,000. Bison Wealth LLC acquired a new position in Datadog during the 4th quarter valued at about $228,000. Empowered Funds LLC boosted its stake in Datadog by 7.0% during the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after purchasing an additional 672 shares during the period. Geneos Wealth Management Inc. boosted its stake in Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in Datadog during the 2nd quarter valued at about $509,000. Institutional investors own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

In other news, CRO Sean Michael Walters sold 1,914 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $150.00, for a total transaction of $287,100.00. Following the completion of the transaction, the executive directly owned 291,267 shares of the company’s stock, valued at approximately $43,690,050. This trade represents a 0.65% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,106 shares of Datadog stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $144.93, for a total transaction of $6,247,352.58. Following the transaction, the chief technology officer directly owned 531,311 shares of the company’s stock, valued at $77,002,903.23. This represents a 7.50% decrease in their ownership of the stock. 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 sold 654,018 shares of company stock worth $80,903,197 in the last quarter. 6.67% of the stock is owned by corporate insiders.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Management raised Q2 and FY‑2026 guidance well above consensus (Q2 EPS $0.57–$0.59; FY EPS $2.36–$2.44), the primary catalyst behind today’s rally. Datadog raises annual forecast
• Positive Sentiment: Strong Q1 print: revenue ≈ $1.01B (+32% YoY), EPS beat, $335M operating cash flow and $289M free cash flow; expansion in $100k+ ARR customers and several product launches support durable growth. Q1 2026 Results
• Positive Sentiment: Datadog for Government achieved FedRAMP High certification, removing a major compliance hurdle for federal deals and opening a new addressable market in high‑security public sector customers. FedRAMP High Certification
• Positive Sentiment: Sell‑side support accelerated post‑print — multiple firms raised price targets and/or ratings (examples: Wedbush, BTIG, Citizens JMP), adding momentum to the move. Wedbush/analyst notes
• Neutral Sentiment: Unusual options flow and heavy call buying increased intraday volatility and trading volume — this likely magnified price moves but may reflect short‑term trader positioning more than fundamentals. Options trade note
• Neutral Sentiment: High trading volume and media coverage can sustain momentum short term; monitor bookings/large‑customer commentary in upcoming updates for confirmation.
• Negative Sentiment: Several insiders (CTO, GC, CRO and a director) sold shares under pre‑arranged 10b5‑1 plans in recent days; while planned, these transactions may concern some investors taking profits after the rally. SEC Form 4
• Negative Sentiment: Valuation is very rich (very high P/E), so even with improving fundamentals the stock may be vulnerable to profit‑taking or a pullback if growth expectations slip.

Datadog Stock Performance

Shares of DDOG opened at $188.73 on Friday. The company’s 50 day moving average price is $124.41 and its 200 day moving average price is $136.98. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $201.69. The company has a market capitalization of $66.54 billion, a PE ratio of 608.81, a PEG ratio of 52.02 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 issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm’s revenue was up 32.1% compared to the same quarter last year. During the same period last year, the business earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Research analysts expect that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Daiwa Securities Group assumed coverage on shares of Datadog in a research report on Tuesday, January 27th. They set a “buy” rating and a $190.00 price target on the stock. Guggenheim restated a “buy” rating and set a $225.00 price target on shares of Datadog in a research report on Thursday. Rothschild & Co Redburn assumed coverage on shares of Datadog in a research report on Thursday, April 23rd. They set a “buy” rating and a $170.00 price target on the stock. Canadian Imperial Bank of Commerce dropped their price target on shares of Datadog from $240.00 to $215.00 and set an “outperformer” rating on the stock in a research report on Monday, April 20th. Finally, The Goldman Sachs Group assumed coverage on shares of Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $186.41.

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.