Datadog, Inc. $DDOG Stock Holdings Lowered by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. trimmed its position in Datadog, Inc. (NASDAQ:DDOG) by 2.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 855,301 shares of the company’s stock after selling 23,221 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Datadog were worth $234,224,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DDOG. Cornerstone Financial Management LLC lifted its position in Datadog by 54.9% during the second quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock valued at $33,000 after acquiring an additional 45 shares during the last quarter. United Asset Strategies Inc. increased its stake in shares of Datadog by 1.1% in the 3rd quarter. United Asset Strategies Inc. now owns 5,997 shares of the company’s stock valued at $1,642,000 after purchasing an additional 68 shares in the last quarter. State of Wyoming increased its stake in shares of Datadog by 4.1% during the first quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after purchasing an additional 76 shares in the last quarter. Roberts Wealth Advisors LLC boosted its stake in Datadog by 0.6% during the 3rd quarter. Roberts Wealth Advisors LLC now owns 15,720 shares of the company’s stock worth $4,305,000 after purchasing an additional 91 shares during the last quarter. Finally, Ancora Advisors LLC lifted its position in Datadog by 44.1% during the second quarter. Ancora Advisors LLC now owns 307 shares of the company’s stock worth $80,000 after buying an additional 94 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insiders Place Their Bets

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $227.02, for a total transaction of $12,239,102.24. Following the transaction, the chief technology officer owned 509,805 shares of the company’s stock, valued at $115,735,931.10. This trade represents a 9.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total transaction of $36,452,596.11. Following the completion of the transaction, the chief executive officer directly owned 612,747 shares in the company, valued at $175,680,692.37. This represents a 17.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 904,934 shares of company stock valued at $220,279,519 in the last ninety days. Corporate insiders own 6.48% of the company’s stock.

Datadog Stock Performance

Shares of DDOG stock opened at $235.27 on Monday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. The firm has a market capitalization of $84.48 billion, a price-to-earnings ratio of 480.15, a price-to-earnings-growth ratio of 22.97 and a beta of 1.50. The company has a 50 day moving average price of $251.27 and a 200 day moving average price of $198.14. Datadog, Inc. has a one year low of $98.01 and a one year high of $300.68.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. The firm had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm’s revenue was up 35.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Sell-side analysts anticipate that Datadog, Inc. will post 0.70 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Sanford C. Bernstein raised Datadog from a “market perform” rating to an “outperform” rating and increased their target price for the stock from $237.00 to $350.00 in a research note on Monday, October 19th. Zacks Research lowered Datadog from a “strong-buy” rating to a “hold” rating in a report on Monday, August 17th. Evercore reiterated an “outperform” rating and issued a $300.00 price objective on shares of Datadog in a research report on Monday. Citigroup upped their price objective on shares of Datadog from $300.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Finally, Mizuho boosted their price target on shares of Datadog from $300.00 to $330.00 and gave the stock an “outperform” rating in a research note on Thursday, October 15th. Three research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and an average target price of $287.98.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
• Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
• Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
• Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
• Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.