Bamco Inc. NY Sells 78,790 Shares of Datadog, Inc. $DDOG

Bamco Inc. NY trimmed its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 12.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 539,443 shares of the company’s stock after selling 78,790 shares during the period. Bamco Inc. NY owned 0.15% of Datadog worth $76,817,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Rothschild Investment LLC raised its stake in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the period. Physician Wealth Advisors Inc. raised its position in shares of Datadog by 315.2% during 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 during the last quarter. Westside Investment Management Inc. lifted its holdings in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares in the last quarter. Tripletail Wealth Management LLC purchased a new position in shares of Datadog in the third quarter worth $28,000. Finally, Hazlett Burt & Watson Inc. purchased a new position in shares of Datadog in the third quarter worth $28,000. 78.29% of the stock is owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Insider Activity

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $124.81, for a total transaction of $2,496,200.00. Following the completion of the transaction, the director owned 1,640 shares in the company, valued at $204,688.40. The trade was a 92.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $7,618,637.88. Following the transaction, the chief executive officer directly owned 704,821 shares in the company, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 388,864 shares of company stock valued at $48,415,898. 6.67% of the stock is currently owned by company insiders.

Datadog Stock Down 2.1%

Shares of DDOG opened at $124.52 on Friday. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a market cap of $43.90 billion, a PE ratio of 401.68, a P/E/G ratio of 34.23 and a beta of 1.31. The business has a fifty day moving average of $123.07 and a 200 day moving average of $141.71.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating 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 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 business posted $0.49 earnings per share. The business’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, sell-side analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on DDOG shares. UBS Group set a $195.00 target price on shares of Datadog in a research note on Monday, February 9th. Raymond James Financial decreased their price target on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 10th. Royal Bank Of Canada dropped 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. Wall Street Zen cut Datadog from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Finally, Wolfe Research decreased their target price on Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a research report 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog presently has an average rating of “Moderate Buy” and a consensus price target of $179.62.

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.