Klingman & Associates LLC Sells 34,524 Shares of Datadog, Inc. $DDOG

Key Points

• Klingman & Associates LLC trimmed its stake in Datadog by 29.7% in Q4, selling 34,524 shares and ending the period with 81,776 shares valued at $11.121 million.
• Datadog beat quarterly expectations, reporting $0.59 EPS vs. $0.55 expected and $953.19M revenue (up 29.2% YoY), and issued FY2026 guidance of $2.080–$2.160 EPS and Q1 2026 guidance of $0.490–$0.510.
• Negative sentiment risks include sizable insider selling (CEO and CTO sales among insiders totaling 607,057 shares, ~$74.16M over three months) and rising short interest, which increased ~26.8% to ~12.74M shares (~3.9% of float).

Klingman & Associates LLC trimmed its position in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 29.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 81,776 shares of the company's stock after selling 34,524 shares during the quarter. Klingman & Associates LLC's holdings in Datadog were worth $11,121,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Elevation Point Wealth Partners LLC grew its position in Datadog by 3.3% in the third 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 during the last quarter. Chicago Partners Investment Group LLC grew its position in Datadog by 1.6% in the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company's stock valued at $622,000 after acquiring an additional 73 shares during the last quarter. Vivaldi Capital Management LP grew its position in Datadog by 2.8% in the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company's stock valued at $383,000 after acquiring an additional 74 shares during the last quarter. Westside Investment Management Inc. grew its position in 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 acquiring an additional 75 shares during the last quarter. Finally, Farther Finance Advisors LLC grew its position in Datadog by 2.0% in the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company's stock valued at $529,000 after acquiring an additional 78 shares during the last quarter. Institutional investors own 78.29% of the company's stock.

Datadog Stock Performance

NASDAQ:DDOG opened at $129.48 on Friday. The stock has a market cap of $45.65 billion, a P/E ratio of 417.68, a price-to-earnings-growth ratio of 46.28 and a beta of 1.29. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock's 50-day moving average is $120.50 and its 200-day moving average is $138.01. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $201.69.

Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog's quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the business 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. Equities research analysts anticipate that Datadog, Inc. will post 0.32 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. BMO Capital Markets set a $165.00 target price on Datadog in a research report on Wednesday, February 11th. Rothschild & Co Redburn assumed coverage on shares of Datadog in a research note on Thursday. They set a "buy" rating and a $170.00 target price on the stock. Rosenblatt Securities reaffirmed a "buy" rating and set a $185.00 target price on shares of Datadog in a research note on Wednesday, February 11th. Needham & Company LLC decreased their target price on shares of Datadog from $220.00 to $155.00 and set a "buy" rating on the stock in a research note on Tuesday, February 10th. Finally, Truist Financial decreased their target price on shares of Datadog from $195.00 to $140.00 and set a "hold" rating on the stock in a research note on Wednesday, January 7th. Thirty-nine research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Datadog has an average rating of "Moderate Buy" and a consensus target price of $177.20.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Product / TAM catalyst — Datadog announced GPU Monitoring to help customers manage GPU capacity, performance and cloud spend as they scale AI workloads, strengthening its positioning in AI observability demand. Datadog Announces GPU Monitoring
• Positive Sentiment: Thought leadership supports demand — Datadog’s "State of AI Engineering 2026" report spotlights operational complexity as a top barrier to reliable AI, reinforcing the company’s TAM for observability, cost-control and reliability tooling. Datadog AI Report
• Positive Sentiment: Analyst support — Rothschild & Co initiated coverage with a buy and Guggenheim reiterated a buy, while Oppenheimer flagged Datadog as well positioned for sustained growth (near‑term revenue upside). These notes can underpin demand for the stock. Rothschild Initiates; Oppenheimer Note
• Neutral Sentiment: Analyst target trims but constructive ratings — Bank of America and Sanford Bernstein trimmed price targets (BofA $215→$170; Bernstein $180→$167) but kept buy/outperform stances, lowering upside assumptions without changing the investment thesis. BofA Adjusts Price Target Bernstein Adjusts Price Target
• Neutral Sentiment: Positive press coverage notes DDOG “lapped the market” recently (helpful PR but not a new fundamental catalyst). Datadog Laps the Market
• Negative Sentiment: Rising short interest — April short interest rose ~26.8% to ~12.74M shares (~3.9% of float) with a ~2.8 days-to-cover, which can amplify downside on weak news or earnings. (Data from recent short-interest filings.)
• Negative Sentiment: Insider selling — multiple pre‑arranged Rule 10b5‑1 sales this month: CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M) and director Amit Agarwal sold 20,000 shares (~$2.52M). While disclosed as plan-based, the volume of insider sales is a near‑term negative for sentiment. Alexis Le‑Quoc Sale Amit Agarwal Sale
• Negative Sentiment: Additional target cuts — Barclays and CIBC trimmed price targets (Barclays to $148), contributing to weaker near‑term sentiment and lowering consensus upside. Barclays Lowers Target

Insider Activity at Datadog

In related news, CEO Olivier Pomel sold 42,443 shares of the company's stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $111.14, for a total value of $4,717,115.02. Following the sale, the chief executive officer directly owned 835,679 shares in the company, valued at $92,877,364.06. This represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of the company's stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $130.84, for a total value of $5,655,428.16. Following the completion of the sale, the chief technology officer owned 531,311 shares in the company, valued at $69,516,731.24. The trade was a 7.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 607,057 shares of company stock worth $74,156,108 over the last three months. Company insiders own 6.67% of the company's stock.

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.

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