National Wealth Management Group LLC Takes Position in Datadog, Inc. $DDOG

National Wealth Management Group LLC bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 5,713 shares of the company’s stock, valued at approximately $777,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC raised its holdings in Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after acquiring an additional 55 shares in the last quarter. Vivaldi Capital Management LP lifted its position in shares of Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after acquiring an additional 74 shares during the period. Westside Investment Management Inc. grew its holdings in shares of 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 purchasing an additional 75 shares in the last quarter. Nilsine Partners LLC grew its holdings in shares of Datadog by 2.4% during the 3rd quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after purchasing an additional 78 shares in the last quarter. Finally, PDS Planning Inc increased its position in shares of Datadog by 4.2% during the third quarter. PDS Planning Inc now owns 1,975 shares of the company’s stock valued at $281,000 after purchasing an additional 80 shares during the period. 78.29% of the stock is currently owned by institutional investors.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: MarketBeat argues Datadog could benefit from AI agent adoption because agents increase operational complexity and observability needs, which supports demand for Datadog’s platform. This frames DDOG as an AI tailwind story rather than a SaaS casualty.
• Positive Sentiment: Seeking Alpha published a bullish piece recommending DDOG as a buy, which may support short-term inflows from retail and value-oriented investors. Read More.
• Positive Sentiment: Critical Cloud announced it became the first “Powered by Datadog” partner, signaling channel/partner momentum and deeper product embedment across AWS/Azure managed services. This is a partnership win that can help sales/implementation velocity. Read More.
• Neutral Sentiment: Analyst coverage remains largely positive: numerous buy/outperform ratings and a median price target well above current levels — supportive longer-term, but not an immediate catalyst. (See aggregator pages for full list.)
• Neutral Sentiment: Reported short-interest data in multiple feeds shows zeros/NaN and days-to-cover = 0.0 — this appears to be a data/reporting anomaly and is not a reliable signal today.
• Negative Sentiment: QuiverQuant / market commentary links today’s intraday weakness to a softer FY2026 growth outlook and renewed concern about large-customer concentration (and potential budget optimization by big customers), a narrative that typically pressures high-multiple SaaS names. This is the most direct explanation for downward price action. Read More.
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.14M) and director Amit Agarwal sold 20,000 shares (~$2.55M) on Mar 23 (SEC filings). Recent disclosures show a long string of insider sales across executives, which investors often view as a negative signal even if sales are for diversification or planned programs. Read More. Read More.

Insider Activity at Datadog

In other news, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $127.36, for a total transaction of $2,547,200.00. Following the transaction, the director directly owned 1,640 shares in the company, valued at approximately $208,870.40. This represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the transaction, the executive owned 238,384 shares in the company, valued at $29,960,101.12. The trade was a 8.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 492,530 shares of company stock worth $61,476,744 in the last quarter. Insiders own 6.67% of the company’s stock.

Datadog Price Performance

Datadog stock opened at $123.29 on Thursday. The business’s fifty day moving average is $122.55 and its two-hundred day moving average is $141.26. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The firm has a market cap of $43.47 billion, a P/E ratio of 397.71, a P/E/G ratio of 33.69 and a beta of 1.31. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last announced its earnings results 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 return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same period last 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. Equities research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on DDOG shares. Royal Bank Of Canada cut their target price on Datadog from $175.00 to $150.00 and set an “outperform” rating for the company in a research note on Monday, February 9th. The Goldman Sachs Group began coverage on shares of Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 target price on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Datadog in a research note on Wednesday, January 21st. BTIG Research dropped their price target on shares of Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Finally, Evercore cut their price target on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a research note on Monday, February 2nd. Thirty-six research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Datadog currently has a consensus rating of “Moderate Buy” and an average 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.