Xponance Inc. Grows Stock Holdings in Datadog, Inc. $DDOG

Xponance Inc. lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 46.3% during the 3rd quarter, Holdings Channel.com reports. The fund owned 89,998 shares of the company’s stock after buying an additional 28,496 shares during the period. Xponance Inc.’s holdings in Datadog were worth $12,816,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Choreo LLC raised its position in Datadog by 4.7% during the third quarter. Choreo LLC now owns 5,440 shares of the company’s stock worth $775,000 after acquiring an additional 246 shares during the last quarter. OV Management LLC lifted its position in shares of Datadog by 48.6% in the third quarter. OV Management LLC now owns 2,925 shares of the company’s stock valued at $417,000 after acquiring an additional 957 shares in the last quarter. Westpac Banking Corp boosted its stake in shares of Datadog by 1,504.5% during the third quarter. Westpac Banking Corp now owns 17,906 shares of the company’s stock valued at $2,550,000 after acquiring an additional 16,790 shares during the last quarter. Interchange Capital Partners LLC lifted its holdings in Datadog by 54.5% in the 3rd quarter. Interchange Capital Partners LLC now owns 3,419 shares of the company’s stock valued at $487,000 after purchasing an additional 1,206 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Datadog by 132.8% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 630,140 shares of the company’s stock worth $89,732,000 after purchasing an additional 359,500 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Performance

NASDAQ:DDOG opened at $111.96 on Friday. The firm has a 50-day moving average of $126.24 and a two-hundred day moving average of $142.06. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The stock has a market cap of $39.47 billion, a P/E ratio of 361.16, a PEG ratio of 32.01 and a beta of 1.27. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS 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 business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. During the same quarter in the previous year, the firm posted $0.49 earnings per share. The company’s 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. On average, research analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Insider Transactions at Datadog

In other Datadog news, General Counsel Kerry Acocella sold 5,018 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total transaction of $795,854.80. Following the transaction, the general counsel owned 88,401 shares of the company’s stock, valued at $14,020,398.60. This trade represents a 5.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Olivier Pomel sold 11,195 shares of Datadog stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total value of $1,544,126.35. Following the completion of the transaction, the chief executive officer owned 518,133 shares of the company’s stock, valued at approximately $71,466,084.69. The trade was a 2.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 337,291 shares of company stock valued at $48,909,907 over the last ninety days. 8.70% of the stock is currently owned by corporate insiders.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced a strategic partnership with Sakana AI to jointly research, build, and commercialize tools to monitor and scale advanced AI systems — starting with large Japanese enterprises and expanding globally. The tie-up strengthens Datadog’s position in enterprise AI observability and could expand product demand in a key growth area. Article Title
• Positive Sentiment: Datadog released its State of DevSecOps Report showing 87% of organizations run software with known exploitable vulnerabilities — a finding that highlights rising demand for observability and security tools. That industry data supports Datadog’s addressable market for security and monitoring offerings. Article Title
• Positive Sentiment: Recent quarterly results (Feb 10) showed Datadog beat EPS and revenue expectations and provided FY26 and Q1 guidance — evidence of continued revenue growth and management confidence that underpins multi-year growth narratives. (Earnings/guidance details from recent filings and reports.)
• Neutral Sentiment: Datadog is drawing investor attention and search interest (Zacks/Yahoo coverage), which can increase volatility but doesn’t by itself change fundamentals. Article Title
• Neutral Sentiment: Benzinga and other outlets amplified the Sakana AI story; media coverage can boost short-term interest but also invites profit-taking. Article Title
• Neutral Sentiment: Reported short-interest data for February appears to contain anomalies (zeros/NaN and a 0.0 days-to-cover figure), so there’s no clear short-squeeze signal from that dataset; treat the short-interest entry with caution.
• Negative Sentiment: Separate coverage highlights recent share-price weakness and questions about valuation — the stock has fallen over recent weeks and some pieces frame DDOG as having high expectations relative to current price, which can pressure shares as investors re-price growth and multiples. Article Title

Analyst Ratings Changes

A number of research firms have recently weighed in on DDOG. Piper Sandler cut their price objective on shares of Datadog from $225.00 to $195.00 and set an “overweight” rating for the company in a research report on Monday, January 5th. BTIG Research reduced their target price on Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Wedbush dropped their price objective on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, February 11th. Canadian Imperial Bank of Commerce upgraded shares of Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 target price for the company in a report on Friday, November 7th. Finally, Cantor Fitzgerald cut their price objective on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and a consensus price target 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.