MYDA Advisors LLC Has $4.62 Million Position in Datadog, Inc. $DDOG

MYDA Advisors LLC increased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 100.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 34,000 shares of the company’s stock after acquiring an additional 17,000 shares during the period. Datadog comprises about 0.9% of MYDA Advisors LLC’s investment portfolio, making the stock its 26th biggest position. MYDA Advisors LLC’s holdings in Datadog were worth $4,624,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Nomura Asset Management Co. Ltd. boosted its position in Datadog by 8.0% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after buying an additional 11,348 shares in the last quarter. MUFG Securities EMEA plc boosted its position in Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after buying an additional 7,154 shares in the last quarter. Norges Bank acquired a new position in Datadog in the fourth quarter valued at about $469,461,000. Vanguard Group Inc. boosted its position in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after buying an additional 9,748,738 shares in the last quarter. Finally, BNP Paribas boosted its position in Datadog by 18.4% in the fourth quarter. BNP Paribas now owns 41,280 shares of the company’s stock valued at $5,614,000 after buying an additional 6,403 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

DDOG has been the subject of a number of research analyst reports. Morgan Stanley boosted their target price on shares of Datadog from $180.00 to $225.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Benchmark boosted their price target on shares of Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research note on Thursday. Jefferies Financial Group set a $210.00 price target on shares of Datadog and gave the stock a “buy” rating in a research note on Thursday, May 7th. Weiss Ratings raised shares of Datadog from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday. Finally, Canadian Imperial Bank of Commerce boosted their price target on shares of Datadog from $250.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $231.64.

Insider Buying and Selling

In other news, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares in the company, valued at $167,002,091.36. This represents a 13.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the completion of the transaction, the chief technology officer owned 531,311 shares of the company’s stock, valued at $144,011,846.55. This trade represents a 9.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,210,113 shares of company stock valued at $244,699,453. 6.48% of the stock is owned by corporate insiders.

Datadog Price Performance

Shares of NASDAQ:DDOG opened at $229.90 on Monday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The company has a market capitalization of $81.84 billion, a PE ratio of 605.02, a PEG ratio of 24.62 and a beta of 1.56. The company has a 50 day moving average price of $178.29 and a two-hundred day moving average price of $147.30.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the prior year, the firm earned $0.46 earnings per share. The business’s quarterly revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

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.