Datadog, Inc. $DDOG Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in Datadog, Inc. (NASDAQ:DDOG) by 132.8% in the third quarter, Holdings Channel reports. The fund owned 630,140 shares of the company’s stock after buying an additional 359,500 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Datadog were worth $89,732,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Westside Investment Management Inc. raised its holdings in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. Rothschild Investment LLC increased its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the last quarter. Tripletail Wealth Management LLC acquired a new stake in Datadog in the third quarter valued at $28,000. Physician Wealth Advisors Inc. raised its stake in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. purchased a new stake in Datadog during the 3rd quarter worth about $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Stories Impacting Datadog

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

Insider Buying and Selling 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 completion of the sale, the general counsel directly owned 88,401 shares of the company’s stock, valued at approximately $14,020,398.60. This trade represents a 5.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Alexis Le-Quoc sold 43,106 shares of Datadog stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total value of $5,465,409.74. Following the completion of the transaction, the chief technology officer owned 490,798 shares in the company, valued at $62,228,278.42. This trade represents a 8.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 337,291 shares of company stock valued at $48,909,907. Corporate insiders own 8.70% of the company’s stock.

Datadog Stock Performance

Shares of DDOG opened at $111.96 on Friday. The company’s 50 day simple moving average is $126.24 and its 200-day simple moving average is $142.06. The firm has a market cap of $39.47 billion, a PE ratio of 361.16, a price-to-earnings-growth ratio of 32.01 and a beta of 1.27. Datadog, Inc. has a 12-month low of $81.63 and a 12-month high of $201.69. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same quarter in the prior year, the business earned $0.49 EPS. Datadog’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 analysts predict that Datadog, Inc. will post 0.34 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have recently commented on DDOG. Guggenheim set a $105.00 price objective on Datadog in a report on Thursday, November 6th. Bank of America increased their price target on shares of Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, November 7th. KeyCorp cut their price objective 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. Cantor Fitzgerald lowered their target price on shares of Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Finally, Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the company a “buy” rating in a research report on Thursday, January 22nd. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

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.