Datadog, Inc. $DDOG Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd

Key Points

• Sumitomo Mitsui DS Asset Management raised its Datadog stake by 19.4% in Q4, buying 21,217 shares to hold 130,450 shares worth about $17.74 million.
• Datadog beat Q1 estimates with EPS $0.59 and revenue $953.2M (up 29.2% YoY), provided FY‑2026 EPS guidance of 2.080–2.160, and the stock carries a consensus Moderate Buy with an average target around $177.
• Corporate and market signals are mixed: Datadog achieved FedRAMP High for its government product (opening larger federal opportunities), while insiders have sold substantial stock recently—CTO Alexis Le‑Quoc sold ~43,106 shares under a 10b5‑1 plan and insiders disposed of ~637,745 shares (~$78.5M) in the last 90 days.

Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 19.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 130,450 shares of the company's stock after buying an additional 21,217 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in Datadog were worth $17,740,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Rothschild Investment LLC grew its position in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company's stock valued at $25,000 after acquiring an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. lifted its position in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock worth $27,000 after purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. boosted its stake in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after purchasing an additional 75 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Datadog in the third quarter valued at $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new stake in Datadog during the 3rd quarter valued at $28,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Stock Down 1.4%

NASDAQ:DDOG opened at $143.71 on Thursday. The company has a market capitalization of $50.67 billion, a price-to-earnings ratio of 463.58, a price-to-earnings-growth ratio of 52.75 and a beta of 1.30. Datadog, Inc. has a one year low of $98.01 and a one year high of $201.69. The stock has a 50-day simple moving average of $122.72 and a 200 day simple moving average of $136.73. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million for the quarter, compared to analysts' expectations of $916.53 million. During the same quarter in the prior year, the firm posted $0.49 earnings per share. Datadog's revenue for the quarter 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. Sell-side analysts predict that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Insider Activity

In related news, CTO Alexis Le-Quoc sold 43,106 shares of the company's stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $144.93, for a total transaction of $6,247,352.58. Following the sale, the chief technology officer directly owned 531,311 shares of the company's stock, valued at approximately $77,002,903.23. This represents a 7.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the firm's stock in a transaction on Monday, April 27th. The stock was sold at an average price of $131.47, for a total value of $2,629,400.00. Following the transaction, the director owned 1,640 shares in the company, valued at $215,610.80. This trade represents a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 637,745 shares of company stock worth $78,462,247. 6.67% of the stock is currently owned by insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced FedRAMP High certification for Datadog for Government, enabling the company to pursue more sensitive federal workloads and potentially accelerate large, higher‑value government contracts. Datadog for Government Achieves FedRAMP® High Certification
• Positive Sentiment: Jefferies raised its price target on DDOG to $170 and maintained a Buy rating — a bullish broker action that supports upside vs. current levels. Jefferies adjusts price target on Datadog to $170
• Positive Sentiment: Datadog’s last reported quarter beat EPS and revenue estimates and management provided FY‑2026 and Q1‑2026 guidance — underlying growth and AI/security momentum remain intact, supporting the longer‑term bull case. (Company Q1 results released Feb. 10)
• Neutral Sentiment: Datadog CTO Alexis Le‑Quoc sold ~43,106 shares under a pre‑arranged 10b5‑1 plan (≈$6.25M). The trade reduces his stake but was pre‑planned, which tempers the negative read. SEC Form 4 - Insider Sale
• Neutral Sentiment: Multiple analyst and media pieces highlight Wall Street’s bullish views and renewed investor interest after recent momentum and returns; these shape sentiment but don’t guarantee near‑term moves. Is It Worth Investing in Datadog (DDOG) Based on Wall Street's Bullish Views?
• Neutral Sentiment: Options traders are positioning around earnings (e.g., put sales strategies), which can amplify volatility around upcoming reports but is not a directional fundamental change. DDOG Earnings Play Has a HUGE Return Potential
• Negative Sentiment: Zacks and other previews note margin pressure and customer‑concentration risks that could influence near‑term results and investor expectations — these concerns likely contribute to caution and the pullback. DDOG Gears Up to Report Q1 Earnings: What's in Store for the Stock?

Analysts Set New Price Targets

A number of brokerages have commented on DDOG. Needham & Company LLC cut their price objective on shares of Datadog from $220.00 to $155.00 and set a "buy" rating on the stock in a report on Tuesday, February 10th. Stifel Nicolaus set a $160.00 target price on Datadog and gave the company a "buy" rating in a research note on Thursday, January 22nd. UBS Group set a $195.00 price objective on Datadog in a research note on Monday, February 9th. Jefferies Financial Group lifted their price objective on Datadog from $160.00 to $170.00 and gave the stock a "buy" rating in a report on Tuesday. Finally, Citigroup reaffirmed a "buy" rating on shares of Datadog in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $177.28.

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.

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