Geneva Capital Management LLC Raises Stock Holdings in Datadog, Inc. $DDOG

Geneva Capital Management LLC raised its stake in Datadog, Inc. (NASDAQ:DDOG) by 20.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 96,066 shares of the company’s stock after buying an additional 16,485 shares during the period. Geneva Capital Management LLC’s holdings in Datadog were worth $13,680,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also made changes to their positions in the company. PKO Investment Management Joint Stock Co purchased a new position in Datadog in the 3rd quarter worth approximately $1,709,000. Hartford Investment Management Co. acquired a new stake in shares of Datadog during the 3rd quarter worth about $2,689,000. Munro Partners acquired a new stake in shares of Datadog during the third quarter valued at about $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in Datadog by 134.5% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after purchasing an additional 17,860 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in shares of 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 valued at $15,555,000 after buying an additional 30,008 shares during the period. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $127.49 on Thursday. The company has a market capitalization of $44.95 billion, a price-to-earnings ratio of 411.26, a PEG 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 business has a 50-day moving average of $123.43 and a 200-day moving average of $141.74. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) 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 for the quarter, compared to analyst estimates of $916.53 million. During the same period in the prior year, the company posted $0.49 EPS. Datadog’s quarterly revenue was up 29.2% on a year-over-year basis. 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 fiscal year.

Insider Buying and Selling

In related news, CTO Alexis Le-Quoc sold 53,541 shares of Datadog stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $5,918,422.14. Following 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00. Following the completion of the transaction, the director directly owned 1,640 shares of the company’s stock, valued at approximately $204,688.40. The trade was a 92.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 312,622 shares of company stock valued at $38,844,047. 6.67% of the stock is owned by corporate insiders.

Datadog News Summary

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Robert W. Baird set a $180.00 price target on Datadog in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a research note on Wednesday, January 21st. Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a research note on Wednesday, January 21st. Scotiabank decreased their price target on Datadog from $180.00 to $160.00 and set a “sector outperform” rating for the company in a report on Wednesday, February 11th. Finally, Canaccord Genuity Group reiterated a “buy” rating on shares of Datadog in a research report on Wednesday, February 11th. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price 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.