Schroder Investment Management Group Sells 71,500 Shares of Datadog, Inc. $DDOG

Schroder Investment Management Group lessened its position in Datadog, Inc. (NASDAQ:DDOG) by 20.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 270,524 shares of the company’s stock after selling 71,500 shares during the period. Schroder Investment Management Group’s holdings in Datadog were worth $38,523,000 as of its most recent filing with the SEC.

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

Datadog Trading Up 3.6%

Shares of Datadog stock opened at $127.49 on Thursday. The firm has a market cap of $44.95 billion, a PE ratio of 411.26, a P/E/G ratio of 33.83 and a beta of 1.31. Datadog, Inc. has a 1 year low of $81.63 and a 1 year high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The stock has a fifty day moving average price of $123.43 and a 200-day moving average price of $141.74.

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. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the previous year, the firm earned $0.49 EPS. 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 anticipate that Datadog, Inc. will post 0.34 EPS for the current year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Market momentum: DDOG has moved higher over the past week, drawing renewed investor interest and an estimated multi‑billion dollar market‑cap gain, which is reinforcing buyer momentum. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Product expansion into AI: Datadog launched its MCP Server to deliver secure, real‑time observability for AI agent workflows — a direct product play into AI‑native operations that can expand addressable use cases and stickiness. Datadog Targets AI Agent Workflows
• Positive Sentiment: Strategic partner: Cohesity announced an integration with Datadog to combine observability with automated data recovery for AI production environments — a partnership that supports enterprise‑grade AI resilience and could broaden enterprise adoption. Cohesity Partners with Datadog
• Neutral Sentiment: Increased media/analyst attention (Zacks, Yahoo pieces) is driving visibility and trading flows but doesn’t by itself change fundamentals; expect higher volume and volatility. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short‑interest figures in the feed show zero shares and NaN changes — this appears to be a data/reporting error and is unlikely to be a material driver of today’s move.
• Negative Sentiment: Insider selling by CTO: Alexis Le‑Quoc sold 53,541 shares (~$5.9M) in early March, trimming his stake ~10.9%; repeated sizable insider sales can weigh on sentiment even while the company posts product wins. SEC filing: SEC Form 4
• Negative Sentiment: Director sale: Amit Agarwal sold 20,000 shares (~$2.5M) on March 9 — another insider disposition that can temper investor enthusiasm short term. Amit Agarwal Insider Trade

Insider Activity at Datadog

In other news, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director owned 340,701 shares in the company, valued at $42,550,147.89. This trade represents a 2.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CTO Alexis Le-Quoc sold 53,541 shares of Datadog stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $5,918,422.14. Following the completion of the sale, the chief technology officer directly owned 437,257 shares in the company, valued at $48,334,388.78. This trade represents a 10.91% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 312,622 shares of company stock worth $38,844,047. Insiders own 6.67% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Moffett Nathanson reaffirmed a “buy” rating on shares of Datadog in a report on Monday, December 29th. Barclays lowered their target price on shares of Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. Wolfe Research cut their price target on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a report on Tuesday, February 10th. Mizuho reduced their price objective on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a research note on Wednesday, January 21st. Thirty-six equities research 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 data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and a consensus target price 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.