Pitcairn Co. Cuts Stock Position in Datadog, Inc. $DDOG

Pitcairn Co. trimmed its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 19.9% in the third quarter, HoldingsChannel.com reports. The fund owned 17,348 shares of the company’s stock after selling 4,317 shares during the period. Pitcairn Co.’s holdings in Datadog were worth $2,470,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Rothschild Investment LLC lifted its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares in the last quarter. 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 worth $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 worth $27,000 after buying an additional 75 shares during the period. Tripletail Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter worth approximately $28,000. Finally, Hazlett Burt & Watson Inc. purchased a new position in Datadog in the 3rd quarter valued at approximately $28,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $122.38 on Friday. The stock’s 50-day simple moving average is $124.33 and its 200-day simple moving average is $141.74. The firm has a market capitalization of $43.15 billion, a PE ratio of 394.77, a price-to-earnings-growth ratio of 32.52 and a beta of 1.31. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. 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 results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. During the same period in the prior year, the company posted $0.49 earnings per share. The firm’s quarterly revenue was up 29.2% compared to the same quarter last year. 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, equities research analysts forecast that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Activity at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction on Monday, December 8th. The shares were sold at an average price of $154.05, for a total transaction of $8,305,143.60. Following the sale, the chief technology officer directly owned 295,448 shares in the company, valued at $45,513,764.40. This trade represents a 15.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 292,993 shares of company stock valued at $38,734,569 in the last ninety days. Insiders own 8.70% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results and AI momentum — Datadog reported ~29% revenue growth and management highlighted stronger bookings/contracts driven by AI and larger enterprise customers, supporting upside in Fortune 500 penetration. AI Push Boosts Enterprise Clientele
• Positive Sentiment: Morgan Stanley conference optimism — Management’s optimistic outlook on cloud migration and AI-led product expansion at the Morgan Stanley TMT conference was cited as the main catalyst for intraday gains. Datadog Shares Skyrocket, What You Need To Know
• Positive Sentiment: Partnerships and product positioning — A partnership to deepen AI observability (Sakana AI) and a new board addition with AI/enterprise expertise reinforce Datadog’s positioning for AI workloads and international expansion. Datadog And Sakana AI Partner Datadog Appoints Dominic Phillips to Its Board
• Positive Sentiment: Analyst support — Firms like Stifel reiterated Buy ratings and price targets after Investor Day, signaling continued sell‑side confidence in Datadog’s AI/observability growth story. Stifel and Bernstein Stay Bullish
• Neutral Sentiment: Options and market activity — Elevated options interest and trading attention have amplified intraday moves but don’t indicate a clear directional thesis by themselves. Datadog Options Trading
• Neutral Sentiment: Short-interest anomaly — Reported short-interest shows effectively zero days-to-cover, which appears to be a data anomaly and shouldn’t be read as a material short squeeze signal right now.
• Negative Sentiment: Insider selling — CEO Olivier Pomel sold ~68,900 shares (~$7.6M) on March 2, reducing his stake by ~8.9%; headline risk from insider sales can weigh on sentiment even though he remains a large holder. SEC Form 4 — Pomel Sale
• Negative Sentiment: Valuation and execution watchers — Despite recent rebounds, some commentary highlights mixed medium‑term performance and valuation concerns, keeping upside contingent on execution against AI-driven growth expectations. Datadog Valuation Check

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. The Goldman Sachs Group initiated coverage on Datadog in a research note on Monday, January 12th. They issued a “sell” rating and a $113.00 price objective on the stock. Citigroup cut their price target on Datadog from $200.00 to $175.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Arete Research lifted their price objective on Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. BNP Paribas Exane lowered their price objective on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. Finally, KeyCorp reduced their target price on shares of Datadog from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog 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.