Datadog, Inc. $DDOG Stock Position Raised by Patton Fund Management Inc.

Key Points

• Patton Fund Management boosted its stake in Datadog by 1,964.8% in Q4, acquiring an additional 36,683 shares to hold 38,550 shares worth about $5.24 million.
• Company insiders have been net sellers: CEO Olivier Pomel sold 68,922 shares (~$7.62M) and CRO Sean Walters sold 22,330 shares (~$2.81M), with insiders offloading 523,833 shares (~$63.6M) in the last 90 days; insiders now own 6.67% of the stock.
• Datadog beat the quarter with $0.59 EPS (vs. $0.55 expected) and revenue of $953.2M, provided FY2026 EPS guidance of 2.08–2.16, and retains a consensus analyst view of "Moderate Buy" with an average target of $180.77.

Patton Fund Management Inc. lifted its position in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 1,964.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 38,550 shares of the company's stock after acquiring an additional 36,683 shares during the quarter. Patton Fund Management Inc.'s holdings in Datadog were worth $5,242,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the company. Elevation Point Wealth Partners LLC lifted its position in shares of Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company's stock valued at $242,000 after acquiring an additional 55 shares in the last quarter. Vivaldi Capital Management LP grew its stake in Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company's stock valued at $383,000 after buying an additional 74 shares during the last quarter. Westside Investment Management Inc. grew its stake in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after buying an additional 75 shares during the last quarter. Nilsine Partners LLC grew its stake in Datadog by 2.4% in the 3rd quarter. Nilsine Partners LLC now owns 3,396 shares of the company's stock valued at $484,000 after buying an additional 78 shares during the last quarter. Finally, PDS Planning Inc grew its stake in Datadog by 4.2% in the 3rd quarter. PDS Planning Inc now owns 1,975 shares of the company's stock valued at $281,000 after buying an additional 80 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company's stock.

Insider Activity at Datadog

In related news, CRO Sean Michael Walters sold 22,330 shares of Datadog stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the completion of the transaction, the executive directly owned 238,384 shares of the company's stock, valued at $29,960,101.12. This trade represents a 8.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Olivier Pomel sold 68,922 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 transaction of $7,618,637.88. Following the transaction, the chief executive officer directly owned 704,821 shares of the company's stock, valued at $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. Insiders sold 523,833 shares of company stock valued at $63,581,080 in the last ninety days. Insiders own 6.67% of the company's stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on DDOG. Citigroup lowered their target price on shares of Datadog from $200.00 to $175.00 and set a "buy" rating on the stock in a research note on Friday, January 16th. Wall Street Zen lowered shares of Datadog from a "buy" rating to a "hold" rating in a research note on Saturday, January 17th. Wolfe Research lowered their target price on shares of Datadog from $185.00 to $160.00 and set an "outperform" rating on the stock in a research note on Tuesday, February 10th. Guggenheim upgraded shares of Datadog from a "neutral" rating to a "buy" rating and set a $175.00 target price on the stock in a research note on Thursday, April 9th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Datadog in a research note on Wednesday, January 21st. Thirty-eight equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $180.77.

Datadog Price Performance

Shares of Datadog stock opened at $110.08 on Tuesday. 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, Inc. has a fifty-two week low of $87.69 and a fifty-two week high of $201.69. The firm has a fifty day moving average price of $119.41 and a two-hundred day moving average price of $139.32. The company has a market cap of $38.81 billion, a PE ratio of 355.10, a price-to-earnings-growth ratio of 28.96 and a beta of 1.29.

Datadog (NASDAQ:DDOG - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts' consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million during 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 business's revenue was up 29.2% on a year-over-year basis. During the same period in the prior 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. Analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.

Datadog 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.

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