TD Asset Management Inc Sells 15,756 Shares of Datadog, Inc. $DDOG

TD Asset Management Inc decreased its position in Datadog, Inc. (NASDAQ:DDOG) by 9.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 147,536 shares of the company’s stock after selling 15,756 shares during the quarter. TD Asset Management Inc’s holdings in Datadog were worth $21,009,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of DDOG. PKO Investment Management Joint Stock Co bought a new position in Datadog during the 3rd quarter valued at approximately $1,709,000. Hartford Investment Management Co. purchased a new stake in shares of Datadog in the third quarter worth $2,689,000. Munro Partners bought a new position in shares of Datadog during the third quarter valued at $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in shares of Datadog by 134.5% in the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock worth $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its stake in Datadog by 37.9% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after purchasing an additional 30,008 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

More 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

Insider Transactions at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO David M. Obstler sold 12,513 shares of Datadog stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $158.60, for a total transaction of $1,984,561.80. Following the transaction, the chief financial officer owned 374,138 shares in the company, valued at $59,338,286.80. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 337,291 shares of company stock worth $48,909,907 in the last quarter. Company insiders own 8.70% of the company’s stock.

Datadog Price Performance

Shares of DDOG opened at $111.96 on Friday. The firm has a fifty day simple moving average of $126.24 and a two-hundred day simple moving average of $142.15. The firm has a market cap of $39.47 billion, a PE ratio of 361.16, a P/E/G ratio of 30.77 and a beta of 1.27. 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, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company 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. On average, equities analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have weighed in on DDOG. Citizens Jmp restated a “market perform” rating on shares of Datadog in a research note on Wednesday, February 11th. Macquarie Infrastructure increased their price target on shares of Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Royal Bank Of Canada decreased their price objective on shares of Datadog from $175.00 to $150.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Canadian Imperial Bank of Commerce upgraded Datadog from a “neutral” rating to a “sector outperform” rating and set a $240.00 target price on the stock in a research note on Friday, November 7th. Finally, BTIG Research decreased their price target on Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a research note on Tuesday, February 10th. Thirty-six investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average 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.