Datadog, Inc. $DDOG Shares Purchased by M&T Bank Corp

M&T Bank Corp increased its stake in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 1,476.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 136,194 shares of the company's stock after acquiring an additional 127,554 shares during the period. M&T Bank Corp's holdings in Datadog were worth $18,521,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DDOG. Vanguard Group Inc. grew its holdings in Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. State Street Corp grew its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company's stock valued at $1,955,547,000 after buying an additional 7,091,075 shares during the period. Invesco Ltd. grew its position in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company's stock valued at $580,383,000 after buying an additional 2,216,402 shares during the period. AQR Capital Management LLC grew its position in Datadog by 99.8% during the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company's stock valued at $247,983,000 after buying an additional 923,038 shares during the period. Finally, Northern Trust Corp grew its position in Datadog by 45.0% during the third quarter. Northern Trust Corp now owns 2,707,291 shares of the company's stock valued at $385,518,000 after buying an additional 840,633 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently commented on DDOG shares. BTIG Research dropped their price target on shares of Datadog from $221.00 to $170.00 and set a "buy" rating on the stock in a research report on Tuesday, February 10th. Wedbush dropped their price objective on Datadog from $215.00 to $190.00 and set an "outperform" rating on the stock in a report on Wednesday, February 11th. The Goldman Sachs Group began coverage on Datadog in a report on Monday, January 12th. They issued a "sell" rating and a $113.00 price objective on the stock. Barclays dropped their price objective on Datadog from $165.00 to $148.00 and set an "overweight" rating on the stock in a report on Monday. Finally, Canaccord Genuity Group reissued a "buy" rating on shares of Datadog in a report on Wednesday, February 11th. Thirty-nine equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $177.20.

Insiders Place Their Bets

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the company's stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer directly owned 437,257 shares in the company, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 68,922 shares of the company's 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 $7,618,637.88. Following the completion of the transaction, the chief executive officer owned 704,821 shares in the company, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 607,057 shares of company stock valued at $74,156,108. Company insiders own 6.67% of the company's stock.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $127.86 on Friday. 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 business's 50 day moving average price is $120.41 and its 200-day moving average price is $138.20. The firm has a market capitalization of $45.08 billion, a PE ratio of 412.45, a P/E/G ratio of 36.28 and a beta of 1.29. Datadog, Inc. has a 1 year low of $94.90 and a 1 year high of $201.69.

Datadog (NASDAQ:DDOG - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business's revenue was up 29.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, equities research analysts expect that Datadog, Inc. will post 0.32 earnings per share for the current fiscal year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched GPU Monitoring to help customers manage capacity, performance and cloud GPU spend as they scale AI workloads — a product that directly targets rising observability demand tied to AI projects. Datadog Announces GPU Monitoring
• Positive Sentiment: Oppenheimer flagged Datadog as well positioned for sustained growth and sees modest upside to Q1 revenue — a near-term analyst endorsement that supports demand expectations. Datadog Well Positioned for Sustained Growth, Oppenheimer Says
• Positive Sentiment: Datadog's "State of AI Engineering 2026" research highlights operational complexity as the main barrier to reliable AI — reinforcing the company’s TAM story for observability, cost control and reliability tooling. Datadog AI Report
• Neutral Sentiment: Bank of America and Sanford Bernstein trimmed price targets (BofA: $215→$170, Bernstein: $180→$167) but kept buy/outperform stances — supportive for medium-term thesis though the lower targets reduce upside expectations. BofA Adjusts Price Target Bernstein Adjusts Price Target
• Neutral Sentiment: Coverage pieces note DDOG lately “lapped the market” and remains a talked-about AI/observability name — positive PR but not a new fundamental catalyst. Datadog Laps the Stock Market
• Negative Sentiment: Insider selling: Director Amit Agarwal sold 20,000 shares (~$2.52M) under a 10b5-1 plan, and CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M). Multiple high-profile, pre-planned sales this month have reduced insider stakes and are being viewed as a near-term negative signal for sentiment. Amit Agarwal Insider Sale Alexis Le‑Quoc Insider Sale
• Negative Sentiment: Barclays and CIBC trimmed targets (Barclays to $148; CIBC to $215), adding downward pressure on sentiment — several analyst target cuts this week have likely contributed to the share pullback. Barclays Lowers Target CIBC Lowers Target

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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